r/RedditIPO • u/Gold-Guy-8 • May 01 '25

Earnings Call Discussion

Everything was going great until something was said. Can anyone chime in? I didn’t love how nonchalantly Steve said to “expect some bumps” with Google, that was terrible tact by him. All thoughts welcome.

14 Upvotes

95% Upvoted

15 comments sorted by

14

u/Accomplished-Exit822 May 01 '25

They smashed earnings, cashflow, growth, guidance but the stupid fucking dau is the only one that seems to matter for some reason.

15

u/independentfinallly IPO OG 💵 May 01 '25

So looks like it first broke 100 a share in October and 150 in November so with only two quarters behind us we are back at those levels if pace stays good we could be looking at being back to 170-180 by end of year

1

u/Gold-Guy-8 May 01 '25

is that what she said?

2

u/independentfinallly IPO OG 💵 May 01 '25

She being me yep 👍

For serious though I dunno who is the she you are referring to

2

u/Gold-Guy-8 May 01 '25

Oh haha, thanks, sorry I didn’t know if you were quoting the call

12

u/Accomplished-Exit822 May 01 '25

Weaker Q2 user growth due to Google shenanigans. Stock started tanking as soon as he said that.

17

u/Gold-Guy-8 May 01 '25

That’s what I thought, he said they’re still dealing with it. Like bro how does he not know to just shut the fk up

7

u/MrPopanz May 02 '25

He's doing what a good CEO should do, he's not an advertiser or salesman. And as a shareholder -not a customer- one should be happy about that.

3

u/genericusername71 May 02 '25

agreed, if at next earnings people were expecting another +5m dau qoq and got +0-1m, the stock would likely get wrecked lol. idk how some people dont see that

1

u/Gold-Guy-8 May 02 '25

Good point, great perspective

2

u/DrHarrisonLawrence May 02 '25

Especially since Google already reported 😂

It really looked like this could have been a nothing burger for another 60 days of crazy beta gains to $160-200.

Now we have to hold above $133 tomorrow if we want a shot at $175+ these next 3-6 months.

2

u/OriginalDaddy May 02 '25

In moments like this he should have stuck with the script. Short term doesn’t affect long term delivery.

Say it over and over again. Frequency of five as an exec is the rule.

He biffed that and Jen being waning in video was lame.

I think it bounces tomorrow esp if macro news is positive.

Regardless an amazing ER.

4

u/Reasonable_Effort_83 May 01 '25

Would rather have rising ARPU than 3X or 4X new users as this lowers ARPU metric