One trader bought 1000 Sept 30 puts outright at the ask of $.80 yesterday, one day before earnings. An $80,000 bet that BLOX drops below $30 within two weeks. Hmmmm. I would've bought a couple of Oct 30 calls today as an earnings play had it not been for that. Shares are up now, go figure.
The earnings look great, as do FY14 op margins of 10-12%. The only neg I see is decelerating revenues for FY14, as guidance is only 21%YOY. I would've expected median growth at close to 27%, or $285mil. Also, stock based comp will crimp earnings in FY14, as I didn't expect almost 58mil diluted shrcount.