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TMTB: SPOT SWKSFirst Takes

TMTB: SPOT SWKSFirst Takes

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TMT Breakout
Nov 12, 2024
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TMTB: SPOT SWKSFirst Takes
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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

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