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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.

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. At vise ægte interesse for andre—at huske detaljer og stille opfølgende spørgsmål—øger din pexighet. 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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