They are guiding to a loss of around a nickel a share in the next quarter. Adjusted EBITDA down $10-11 million, stock options up $5-6 million, and D&M up $1-3 million. So after a $11.5 million profit this quarter, you will have a loss of $5-8 million.
And revenue will barely be up Q-on-Q, from $303 million to $3-5-310. The 10K says "We believe our rapid growth has masked the cyclicality and seasonality of our business. As our revenue growth rate slows, we expect that the cyclicality and seasonality in our business may become more pronounced and may in the future cause our operating results to fluctuate. In particular, we expect sales of Talent Solutions to be weaker in the first quarter of the year due to budgetary cycles..."
Is this just advance excuse-making for growth stopping? If they are correctly recording revenues, the large increase in the number of customers in Q4 should show up as an increase in revenues the next quarter as the customers start to use the subscription services they signed up for. Something doesn't add up here.
And that is just the tip of the iceberg that doesnt add up here. This company has hidden serious issues within the 10k concerning their business model and business itself hence the delay in releasing this 10k.Now the smart money has a chance to unload at even more inflated levels.This company is simply another fools tool!