TMTB: SPOT SWKSFirst Takes
SPOT +8%: Another solid q for what is one of the cleanest stories in internet right now. GMs beat and co guided up by 100bps, near high end of bogeys. Premium subs beat. Operating margins much better and OI guided well above street and near high end of bogeys
Keep reading with a 7-day free trial
Subscribe to TMT Breakout to keep reading this post and get 7 days of free access to the full post archives.