It is very obvious, most of TSTC's ernings come from Q4 and Q3. As they increase their guidance, I bet they count them at Q3 and Q4. This also kind getting interesting into how they get their huge AR. Q2 was hit with 127% increase of sales and marketing. These are the cost for revenues to be booked at Q3 and Q4. So short-term trader only focus on the big MISS may be "surprised" by huge beat in Q3 and Q4. This one is perfect for trading.
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