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In summary, they sandbagged the hell out of guidance.
Rev growth was 50%+ in most recent Q, which included March and April, so covid-impact was obviously limited.

They improved op margins...their loss continues to shrink.
Their loss has also been explained and planned for and spoken to every single Q by their CEO and CFO, as they reinvest in R&D, expand sales, and make investments like buying Endgame.
They do NOT need more cash, per CFO...not expecting to burn thru anything material.

I think they took an overly-conservative approach to guidance, given how good they did in Feb-Mar-Apr Q. I expect they will handily beat and raise for the next 3 Qs as a result.

My expectation is they finish this new FY with 45-47% rev growth y/y.

I see this at $120+ share price, easily, after Q2 ER in Dec, if not sooner. GLTA.

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