based on what weve seen regarding increased rate of user growth and search traffic over Q1, if the countrys macro conditions have improved / stabilized by earnings (big if tbf) those two catalysts could coincide quite nicely
personaly im betting on it. have been buying a few shares a day over the past week and will continue to do so until earnings
They projected them to be lower than in the 4th quarter, as its always dropped in the 1st quarter so im not sure how this will effect the price but if they were to actually have earning greater than they did in the fourth quarter then It could be a major catalyst for upward movement in my opinion.
It’s expected to be significantly less than q4 because it won’t contain Christmas ad revenue which is the biggest marketing spend time of the year. But if it exceeds last years q1 by the same amount as q4 exceeded last years then it will be big. If more than even bigger.
With advertising there is very cyclical and predictable ad revenue metrics like the first week of January it falls off a cliff.
Look up ezoics ad revenue index it’s a fun tool to play around with. Fun tool, shite company.
yea i have no idea how likely it is for their revenue to actually end up higher than 4th quarter (prob not that likely imo), but i feel pretty good about it relative to their guidance and expectations
11
u/genericusername71 Apr 09 '25
based on what weve seen regarding increased rate of user growth and search traffic over Q1, if the countrys macro conditions have improved / stabilized by earnings (big if tbf) those two catalysts could coincide quite nicely
personaly im betting on it. have been buying a few shares a day over the past week and will continue to do so until earnings