From earning calls transcript, i like the result overall to be honest. I don't really care what analyst estimates, instead should focus on that guidance provided by company. And yes, they manage to achieved what they promised last year. CEO gave the guidance of flat for Q1 to Q2, expecting no much growth on revenue between quarter due to their customer nature(not spending on devices much during Q2)
But they raised the full year guidance! Why? As they enter 2021, management are more confident on their business outlook, as their customer are growing, strong demand of their service continue post covid, acquire new customers, etc.
It could be CEO and CFO too optimistic, but we will know in the future. One thing I always believe is, management always knows better and I trust their integrity and responsibility to shareholder. Comparing the analyst report with the information extracted via own reading on earning transcript is different. Buy more!
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