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Sergey @SergeyCYW on x 6351 followers
Created: 2025-05-29 11:29:03 UTC
$S Q1'25 Results: ↗️$229M rev (+22.9% YoY, +1.6% QoQ) beat est by XXX% ↗️GM* (79.2%, +0.4 PPs YoY) ↗️Operating Margin* (-1.7%, +4.2 PPs YoY) ↗️FCF Margin (19.8%, +1.7 PPs YoY)🟢 ↘️Net Margin (-90.9%, -XXXX PPs YoY)🟡 ➡️EPS* $XXXX in line with est *non-GAAP
Key Metrics ↗️RPO $1.16B (+33.0% YoY)🟢 ➡️Billings $202M (+22.6% YoY)🟡 ↗️ARR $0.95B (+24.4% YoY, +55 net new ARR)🟢
Customers ➡️1,459 $100k+ customers (+22.3% YoY, +48)
Operating expenses ↘️S&M*/Revenue XXXX% (-3.5 PPs YoY) ↗️R&D*/Revenue XXXX% (+0.6 PPs YoY) ↘️G&A*/Revenue XXXX% (-0.9 PPs YoY)
Quarterly Performance Highlights ↘️Net New ARR $55M (-14.9% YoY) ↗️CAC* Payback Period XXXX Months (+20.2 YoY)🟡 ↘️R&D* Index (RDI) XXXX (-0.20 YoY)🟡
Dilution ↘️SBC/rev 30%, -XXX PPs QoQ ↘️Basic shares up XXX% YoY, -XXX PPs QoQ🔴 ↘️Diluted shares up XXX% YoY, -XXX PPs QoQ🔴
Guidance ↘️Q2'25 $242.0M guide (+21.7% YoY) missed est by -1.2%🔴 ↘️$996.0 - $1,001.0M FY guide (+21.6% YoY) lowered by -XXX% missed est by -1.1%🔴
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Related Topics $095b $202m $116b metrics eps $229m sonic coins layer 1