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(15.10.2020, 09:47)Ste Fan schrieb: Wobei man da ja einen gewissen politischen Einfluss nicht verleugnen kann - fuer den Rueckgang soll ja das Business mit Tiktok zum grossen Teil verantwortlich sein.
Aus der Pressemitteilung:
Guggen wir mal, FSLY ist dieses Jahr ja extrem gelaufen - und ich denke die Firma kann man nach wie vor auf der Liste haben. Insolvent wird FSLY ja die naechsten Wochen/Monate (mmn) nicht werden
Zwar schmerzhaft fuer reine Momentumtrader, allerdings koennte so ein richtiger Ruecksetzer auch wieder schoene Einstiegsmoeglichkeiten fuer Swingtrader bieten - zumindest solange wie das Ding nicht unter ~ USD 80 abschmiert.
Erst mal schauen was der regulaere Handel mit der News macht
Was ich bisher über die Umsatzwarnung gelesen habe, ich glaube, das Problem ist auf FSLY begrenzt.
Zitat:First, let's look at what Fastly exactly has communicated. The company issued a press release that stated:seekingalpha.com
Fastly now expects third quarter 2020 total revenue of $70.0 to $71.0 million, compared to its previous guidance of $73.5 to $75.5 million.
This means that the Q3 guidance was lowered by about $4M from the midpoint or about 5%. With the earnings only twee weeks away, the reason that Fastly now discloses this is because it has made the Signal Sciences acquisition. It is required to do so.
The reasons for the lower guidance were, according to the press releaseThe first part is a clear reference to TikTok, ByteDance's social media app that is in hot water around the world. TikTok was banned in India and a few days ago also in Pakistan. President Trump also tried to ban it from the US but that hasn't worked so far. But in general, the app got a bad reputation and I don't think it's strange to see that TikTok's data use has gone down even more than foreseen. Maybe TikTok could be about half of the lower guidance, although this is just a guess.
- Due to the impacts of the uncertain geopolitical environment, usage of Fastly’s platform by its previously disclosed largest customer did not meet expectations, resulting in a corresponding significant reduction in revenue from this customer.
- During the latter part of the third quarter, a few customers had lower usage than Fastly had estimated.
Then the second bullet: "a few customers had lower usage than Fastly had estimated". That could be anything, of course. But all in all, the underperformance will probably not be that big and will only account for a few percentages less growth.
I know that Live Nation (LYV), the biggest concert promoter in the world is a Fastly client. It has organized virtual concerts and I heard that they were not doing as great as expected. As it is probably a quite big user, that could have an impact on Fastly, for example. Tripadvisor and Airbnb are also clients and probably they saw lower usage than expected too. Yelp, relying mostly on restaurant reviews, will probably also have seen lower traffic. It can be a bit of all of these.
