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Radium,
Fair enough. The speaker implies, the listener infers. My inference was incorrect on your implication.
Knowing management as I do, I expected an increase in guidance, even though it had only been a few short weeks. Then again, there's been many times in my life when expectations weren't met; one never knows.
gdog yesterday, re your…. Apologies to Share, it was Radium who thought PERI'd likely not raise again.
That’s the exact opposite of what I was implying. I will however, accept the blame for your misunderstanding as I could have made my post clearer. What I wrote was this…
I think Perion’s revised Revenue and EBITDA guidance for FY2022 is quite exceptional. For FY2021 they’ve already raised Revs and EBITDA by $15million and $2 million respectively but for FY2022 the original guidance they gave for Revenue and EBITDA has been raised by a further $50million and $9million, respectively.…..If on Tuesday, Perion’s results and forecast are still in line with their 4th October guidance call, then I think it reasonable to expect one heck of a comeback for connected TV adtech stock immediately thereafter. As it is only a couple of weeks since this guidance was given, any change now would leave Perion management looking rather short sighted. Can’t see that happening.
With my last paragraph above, I was implying (or thought I was) that I could not see Perion ‘downgrading’ their guidance in their upcoming earnings call, as it was only two/ three weeks since they had issued that guidance.
Hope this clarifies. Anyway, village idiots excepted, yesterday was a great day for Perion, yourself, and the rest of us. Following SNAPS labour and supply inuendo, Perion’s CC cleared the air of the tension that was building around that for adtech. And wasn’t that a great Conference Call and Q and A that Perion provided yesterday? I really like Perion, those guys impress me. I also heard the ‘conservative’ word being used again in the Q and A session along with ‘ we like to under state and over deliver’ and ‘let us surprise you’…. Nice.
If only there was a chance of a merger here.
Fingers crossed that Tremor produces a similar impact.