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Pedro's avatar

Now that both GOOG and FB have reported their earnings, it would be interesting to see an retrospective analysis taking those numbers into account.

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Grouchy PM's avatar

Clear from the above that you are thinking like a jr buyside analyst and not a seasoned PM. Everyone knows Q2 numbers will be terrible and sellside consensus is way off. That doesn't matter. What matters from here is the shape of the recovery and what rev / EPS looks like in 2021 & beyond. Stop trying to look backward and explain how we got here. Stocks discount what is happening in the future. A more insightful post would be trying to frame the shape of the recovery and how those expectations are discounted differently across the advertising exposed public companies.

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