Ant,
It’s a little hard to take their guidance seriously as they had to LOWER their full-year GMV and revenue guides twice each last year.
Revenue:
initial FY guide: 411 - 421m
Q1 update: 383 - 403m
Q2 update: 406 - 426m
Q3 update: 404.7 - 410.7m
They ended the year with 409m. Not exactly under-promising and over-delivering. Maybe they’ll hit their 45% growth target this coming year…but do you want to bet on it?
Bear