DIGITAL TURBINE DL-,0001 WKN: A14MRK ISIN: US25400W1027 Kürzel: APPS Forum: Aktien Thema: Hauptdiskussion
Was erwartet ihr in diesem Markt? Verhältnismäßig ist es top, dass es positiv ausgegangen ist. Schaut euch den Markt an? Snap, pin, Meta, schmieren alle ab und Apps liefert trotzdem noch. Der Markt ansich geht bzw. ging die letzten Montage zurück (handyverkauf). iPhone ist gestiegen, da hat aber Apps keine Finger drin… Für mich top, aber man braucht Geduld.
Well, you won't hear about a path to 4 billion revenue anymore because they changed from gross revenue reporting to net revenue reporting haha. I have the same feeling, though, Peri is the much better company but continues to be overlooked by the market. If they strike a deal with Microsoft on advertising on Netflix (which seems rather likely) Peri is going to explode.
First Quarter Revenue Totaled $188.6 Million, Representing Year-over-Year Growth of 19% on an As-Reported Basis and Year-over-Year Growth of 5% on a Pro Forma Basis First Quarter GAAP Net Income of $15.0 Million and GAAP EPS of $0.15 First Quarter Non-GAAP EPS1 of $0.38 Increased 12% Year-Over-Year; First Quarter Non-GAAP Adjusted EBITDA2 of $51.9 Million Increased 30% Year-Over-Year
look it is real simple. Stone and team overpaid for fyber and ad colony buying them at the absolute peak. Now instead of 25 to 35 percent minimum cagrs we are looking at 3 percent or below which now gets to be blamed on an advertising slowdown. Peri meanwhile showed 30 percent growth and kept their guidance. What is the most disappointing is how the company deflects now away from 25 to 30 growth which should be doable even in this environment if the tailwinds and moat were what they claimed it to be . If they have a moat, are on this many devices, have a truly great ROI for advertisers and Peri can show 30 percent growth this means digital turbine fuked up big time and i dont hear a path to 4 billion and 1 billion anymore. I feel totally lied to by this company
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| 1 | Spineway Act Hauptdiskussion | -26,12 % | |
| 2 | ATOS Hauptdiskussion | +13,47 % | |
| 3 | Europlasma Hauptdiskussion | -54,48 % | |
| 4 | BAYER Hauptdiskussion | +0,75 % | |
| 5 | CARBIOS Hauptdiskussion | -0,65 % | |
| 6 | Trading- und Aktien-Chat | ||
| 7 | DAX Hauptdiskussion | +0,63 % | |
| 8 | VALNEVA SE Hauptdiskussion | +0,24 % | |
| 9 | VW Hauptdiskussion | +0,36 % | |
| 10 | DEUTSCHE TELEKOM Hauptdiskussion | +0,23 % | Alle Diskussionen |
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Thema | ||
|---|---|---|---|
| 1 | Spineway Act Hauptdiskussion | -26,12 % | |
| 2 | ATOS Hauptdiskussion | +13,47 % | |
| 3 | Europlasma Hauptdiskussion | -52,38 % | |
| 4 | BAYER Hauptdiskussion | +0,75 % | |
| 5 | CARBIOS Hauptdiskussion | -0,65 % | |
| 6 | DEUTSCHE TELEKOM Hauptdiskussion | +0,23 % | |
| 7 | VW Hauptdiskussion | +0,36 % | |
| 8 | VALNEVA SE Hauptdiskussion | +0,24 % | |
| 9 | Media and Games Invest | -9,11 % | |
| 10 | NVIDIA Hauptdiskussion | +1,31 % | Alle Diskussionen |