$HIMS Faces Key Earnings Test While $GPRO Shows the Danger of Weak Moats

1. $Hims & Hers Health Inc.(HIMS)$

Earnings after close today. I'm looking at 2 things.

1. Market share (vs Ro), which has been falling. Is that trend starting to shift?

2. Revenue guidance. Info below, but Q1 may be bad and guidance may be 📈.

Hims Guidance: $2.7-$2.9 billion

Analyst Est.: $2.72 billion

Guidance up $100 million on the revenue side, but Adj. EBITDA margins at the low end.

IMO, growth is more important now, not margin.

Shares choppy after hours. More soon.

2. $GoPro(GPRO)$

Sad to see $GPRO slowly meeting an end.

For me, a lot of lessons were learned with this company about differentiation, bundling, and moats in technology.

The biggest lesson: A cool product doesn't = a great business.

They should have sold years ago. I hope a buyer finds some value in what's left...

😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.

🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!

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I'm looking at 2 things.</p>\n<p>1. Market share (vs Ro), which has been falling. Is that trend starting to shift?</p>\n<p>2. Revenue guidance. Info below, but Q1 may be bad and guidance may be 📈.</p>\n<p>Hims Guidance: $2.7-$2.9 billion</p>\n<p>Analyst Est.: $2.72 billion</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/a060307f62d6b3e44c57cb4a0df65734\" tg-width=\"2400\" tg-height=\"1350\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/1812091d96fba19f03da449f7683e37c\" tg-width=\"2400\" tg-height=\"1350\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/fe0a8403828b52c0c278aeea4cd48302\" tg-width=\"981\" tg-height=\"718\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/4d96263ea0e14381dd79336a90b23a74\" tg-width=\"971\" tg-height=\"506\"><span> </span></p>\n<p>Guidance up $100 million on the revenue side, but Adj. EBITDA margins at the low end.</p>\n<p>IMO, growth is more important now, not margin.</p>\n<p>Shares choppy after hours. More soon.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/83aa5b4324d32fcf709cb893ce9c6ae4\" tg-width=\"1143\" tg-height=\"517\"><span> </span></p>\n<h2 id=\"id_2474896881\">2. <a data-mention-id=\"GPRO\" class=\"teditor-mention\" data-mention-name=\"GoPro\" href=\"https://ttm.financial/S/GPRO\">$GoPro(GPRO)$</a></h2>\n<p>Sad to see $GPRO slowly meeting an end.</p>\n<p>For me, a lot of lessons were learned with this company about differentiation, bundling, and moats in technology.</p>\n<p>The biggest lesson: A cool product doesn't = a great business.</p>\n<p>They should have sold years ago. I hope a buyer finds some value in what's left...</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/c9bd8615ed75a3d0b4290a1c603f578d\" tg-width=\"1147\" tg-height=\"568\"><span> </span></p>\n<hr>\n<p></p>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","htmlText":"<html><head></head><body><h2 id=\"id_3505006362\">1. <a data-mention-id=\"HIMS\" class=\"teditor-mention\" data-mention-name=\"Hims &amp; Hers Health Inc.\" href=\"https://ttm.financial/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$</a></h2>\n<p>Earnings after close today. I'm looking at 2 things.</p>\n<p>1. Market share (vs Ro), which has been falling. Is that trend starting to shift?</p>\n<p>2. Revenue guidance. Info below, but Q1 may be bad and guidance may be 📈.</p>\n<p>Hims Guidance: $2.7-$2.9 billion</p>\n<p>Analyst Est.: $2.72 billion</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/a060307f62d6b3e44c57cb4a0df65734\" tg-width=\"2400\" tg-height=\"1350\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/1812091d96fba19f03da449f7683e37c\" tg-width=\"2400\" tg-height=\"1350\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/fe0a8403828b52c0c278aeea4cd48302\" tg-width=\"981\" tg-height=\"718\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/4d96263ea0e14381dd79336a90b23a74\" tg-width=\"971\" tg-height=\"506\"><span> </span></p>\n<p>Guidance up $100 million on the revenue side, but Adj. 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Market share (vs Ro), which has been falling. Is that trend starting to shift? 2. Revenue guidance. Info below, but Q1 may be bad and guidance may be 📈. Hims Guidance: $2.7-$2.9 billion Analyst Est.: $2.72 billion Guidance up $100 million on the revenue side, but Adj. EBITDA margins at the low end. IMO, growth is more important now, not margin. Shares choppy after hours. More soon. 2. $GoPro(GPRO)$ Sad to see $GPRO slowly meeting an end. For me, a lot of lessons were learned with this company about differentiation, bundling, and moats in technology. The biggest lesson: A cool product doesn't = a great business. They should have sold years ago. I hope a buyer finds some value in what's left... 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! 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