Maybe more of a non-event with the May disclosures, but results ahead aside from what look like trade-offs between number of users and value per user. There appear to be some trade-offs between 2Q and 2H given the guidance sits more or less unchanged on a 6% top-line beat:
Keep reading with a 7-day free trial
Subscribe to Earnings Edge to keep reading this post and get 7 days of free access to the full post archives.