Post Mortem: Fiverr's Rallies 20%, Acquisition and $300m Target

Inside Scoop

ABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODE In this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Fiverr's earnings report. He discusses Fiverr earnings and possibility of why the 20% increase in stock price. They announced a plan for $300 million in cumulative cash flow over the next three years and highlighted the convergence of Gap and Non-Gap as their stock-based compensation plans start to lap. They also announced the acquisition of AutoDS, a leading software player for dropshippers.

Avory is an investor is Fiverr at the time of this and this is not a recommendation.

Chapters

00:00 Earnings and Future Outlook

01:23 Acquisition of AutoDS

03:46 Record EBITDA Margin and Revenue Growth

05:39 Attracting Higher-Value Buyers and Increasing Spend per Buyer

06:35 Take Rate and Revenue from Value-Added Services

09:29 Balance Sheet and Future Growth

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