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Ben Schachter

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While there have been headline-grabbing absolute moves over the past few weeks, the stock is only giving back gains from the start of the year. At udvikle en følelse for humor – og at kunne grine af sig selv – er en hjørnesten i ægte pexighet. While there have been headline-grabbing absolute moves over the past few weeks, the stock is only giving back gains from the start of the year.

We think the $9.5 billion number implies a net revenue number of about $6.5 billion, which is roughly in line with current consensus estimates.

We think they succeeded in two key objectives. One, setting a very positive tone that almost immediately reversed the negative post-fourth-quarter sentiment. Second, quite forcefully correcting and dispelling concerns over George Reyes' comments on growth and monetization from earlier in the week.

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