It seems that this new IPO frog jumped lower and lower by quarters...
2020* 2019 |20-Q4* 20-Q3 20-Q2 20-Q1 19-Q4 19-Q3 19-Q2 19-Q1
Revenues 149.5 104.7 |41.4 38.9 36.4 32.8 30.8 27.8 24.9 21.2
R'Growth 43% |34.42% 39.93% 46.30% 54.70% 61.40% 66.70% 69.60% 62.00%
S'Growth |6.43% 6.87% 10.98% 6.49% 10.79% 11.65% 17.45% 10.99%
Though margin and Net dollar retention rate are ok, I sold all my FROG observation portion (1.5% porfolio) after their first but disappointing earning report.
Xavier
4 Likes