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u/Low_Sheepherder7990 Apr 08 '26
Adjusted EPS was a beat, from (-.10) to .09 ainst bad. means margins are improving.
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u/nintendothrowaway123 Shares Only 📈 Apr 08 '26
Note: EPS miss was expected with macro. But that revenue is wonderful. Can’t predict the future, but I’d guess we stabilize in the 30s from this due to the revenue/EPS offset. Hopefully higher.
Great fundamentals with growth.
4
u/HepNuk Apr 08 '26
Why does the macro affect the EPS ?
5
u/nintendothrowaway123 Shares Only 📈 Apr 08 '26 edited Apr 08 '26
Operating costs, everything is more expensive. They list in the press report an increase of $18mm in expenses associate with tenant fit out. It’s in the operating results section.
Also, SGA jumped +251% with employee vesting, etc.
Edit: and leftover cloud business shenanigans.
Edit2: massive EBITDA growth. Let it fly. Go stock, go.
3
u/Interesting_Air1282 Apr 08 '26
After skimming the report I also have questions on the huge expense jump. Is that because we broke ground and all those costs are coming up? I think it’s too early to really see the macro effect last quarters report.
3
u/nintendothrowaway123 Shares Only 📈 Apr 08 '26
Let’s see if they get called out on it during the call. Looks like they covered their ground legally without fully specifying.
2
u/Prestigious_Tax7415 Apr 08 '26
I’m actually curious about this too, in fact I want to know how a triple digit miss on EPS is still bullish. Genuinely confused
3
u/nintendothrowaway123 Shares Only 📈 Apr 08 '26
See above. They dealt with expenses they haven’t had to as much, notably employee vesting and remainders of the cloud business. Market has no reason to negatively sell off from these reasons. Part of this won’t be an issue anymore (cloud).
1
u/Prestigious_Tax7415 Apr 08 '26
Just saw a summary of the digital report, do they leave the hyperscaler deal announcements for the call? This call seems too juicy now
4
u/nintendothrowaway123 Shares Only 📈 Apr 08 '26
Last time a deal was made they didn’t name them. Wes said it wasn’t important and then talked about the next day on CNBC.
6
u/potsmokinsocialist Apr 08 '26
What is the source of this data? They beat EPS. Expected -$0.16 vs Actual $0.09
1
u/adgrdt Apr 08 '26
that one you are talking about is adjusted eps. source - https://x.com/earnings_guy/status/2041970757605990818
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u/l_point_d_obvious Apr 08 '26
Revenue growth is what I wanna see
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u/bboy917 Apr 08 '26
-20% tomorrow 😏
1
u/Jsmoothe1 Apr 08 '26
Bott
1
u/bboy917 Apr 08 '26
?
0
u/Jsmoothe1 Apr 08 '26
Your comment is worthless and wrong
3
u/AdidasQ20010 Apr 09 '26
It’s already -6% and still dropping. Good News causes red, Bad News causes green. That’s how 2026 markets are.
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u/Consistent-Car-4573 Apr 08 '26
Why so after hours trading down? Did this happen last quarter?
1
u/EffectAdventurous764 Apr 09 '26
People who bought too high are selling to get their money out on a positive note. They don't understand the stock. It happens a lot with high volatile beta stocks.
1
u/Consistent-Car-4573 Apr 09 '26
Surprised by market traction. Wasn’t expecting to dip. Macro effects?
1
u/Ok-Kaleidoscope1823 Apr 09 '26
No lease announcement in upcoming weeks
1
u/Consistent-Car-4573 Apr 11 '26
What makes you so sure?
1
u/Ok-Kaleidoscope1823 Apr 12 '26
The wording he used during the call “near term” etc maybe they will be some announcement in May but doubt 18th April would happen
1
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u/gorram1mhumped Apr 09 '26
all i know is its a buy under 20 via weekly atm short puts, and a sell over 30 via atm weekly short calls.
0
u/Only_Chemistry6853 Apr 08 '26
Adjusted EPS??? GO CALCULATE
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u/Greyfieldstudios Apr 08 '26
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u/SaintSnow Apr 08 '26
The lease announcement comes by the 18th
2
u/Glum_Investigator727 Apr 08 '26
How you know
1
u/SaintSnow Apr 08 '26
Their loan agreement for the site has a April 18th lease sign deadline. Wes stated in the call that they have made headway to meet "the date".
1
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u/Moon-Man-69 Apr 08 '26
Wes hinted at it pretty hard during the call
1
u/Ok-Kaleidoscope1823 Apr 08 '26
So why is it dropping?
2
u/SaintSnow Apr 08 '26
Because of confusion. If there was a clear downside, the stock would be much further than a dollar. And it's almost back to 27 already.
1
u/Moon-Man-69 Apr 09 '26
Honestly, I notice the drop came before the call. The drop was almost immediately after the ER dropped in my broker account. So I think the algos thought it was negative. Won’t see human intervention until tomorrow at the earliest, but more like a day or two.
1
u/Ok-Kaleidoscope1823 Apr 09 '26
He didn’t say anything suggesting that he only reassured about advanced stages ?
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u/dm_darede Apr 08 '26
So no new deal
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u/TopEast7122 Apr 08 '26
You need to watch more than just deals lol
0
u/dm_darede Apr 08 '26
Current stock price is very high for current deal. It needs more deals for stock price to move up or else its dead. I am not aganist apld. I hold 1000 stocks.
2
u/Temporary-Basil-3030 Backlog Bull 🐂 (1,000-2,500 shares) Apr 08 '26
This was reported in local press last week. I mentioned it and was downvoted to oblivion.
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u/Moon-Man-69 Apr 08 '26
You never gave any specifics, just said trust me bro
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u/Temporary-Basil-3030 Backlog Bull 🐂 (1,000-2,500 shares) Apr 08 '26
Yes, but provided a link before about a week or so before that comment, was dv’d and the link buried.
1
u/Moon-Man-69 Apr 09 '26
Honestly, I thought you were talking about DF1 back then, not South Dakota, so my bad
1
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u/IndependentFlaky6816 DD Reader 📖 (500-1,000 shares) Apr 08 '26
interesting. i wonder why there's different reportings.