$Fastly, Inc.(FSLY)$ From earn

From earning calls transcript, i like the result overall to be honest. I don't really care what analyst estimates, instead should focus on that guidance provided by company. And yes, they manage to achieved what they promised last year. CEO gave the guidance of flat for Q1 to Q2, expecting no much growth on revenue between quarter due to their customer nature(not spending on devices much during Q2)

But they raised the full year guidance! Why? As they enter 2021, management are more confident on their business outlook, as their customer are growing, strong demand of their service continue post covid, acquire new customers, etc.

It could be CEO and CFO too optimistic, but we will know in the future. One thing I always believe is, management always knows better and I trust their integrity and responsibility to shareholder. Comparing the analyst report with the information extracted via own reading on earning transcript is different. Buy more!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

bzlim
2021-05-07
bzlim
Don't think the CFO is optimistic since he resigned.
- Yohoho:
  Ya. That's what I believe too. Management always know the best.
Billie Lo
2021-05-07
Billie Lo
I strongly agreed with you.
谨谨慎慎
2021-05-07
谨谨慎慎
多久才能回到100 [喷血][流泪]
JeLee
2021-05-07
JeLee
[鼓掌]
闻声12
2021-05-07
闻声12
[微笑]

Leave a comment

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I don't really care what analyst estimates, instead should focus on that guidance provided by company. And yes, they manage to achieved what they promised last year. CEO gave the guidance of flat for Q1 to&nbsp;Q2, expecting no much growth on revenue between quarter due to their customer nature(not spending on devices much during Q2)But they raised the full year guidance! Why? As they enter 2021, management&nbsp;are more confident on their business outlook, as their customer are growing, strong demand of their service continue post covid, acquire new customers, etc.&nbsp;It could be CEO and CFO too optimistic, but we will know in the future. One thing I always believe is, management always knows better and I trust their integrity and responsibility to shareholder. Comparing the analyst report with the information extracted via own reading on earning transcript&nbsp;is different. 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