you do realize that this is their combined guidance, yes? they were slated to do $88M as standalone. On a combined basis they are now guiding $97.5M. Given JT growth rate, they are contributing $40M in that number - i.e. MM is around $60M now instead of $88M. You do the math if the stock will open up or, down... I think a dip below 6 is easily possible - it may even break 5 if analysts pile on and start cutting numbers and lowering target.
on the other note, CFO mention that 10mil went to JT, from MM accounts, you have too look at them now as one entity, still growing 40%, not 130% like Fuel, but still great growth, the problem is management here, they have no clue how to set expactations for WS, Stock has been dead for years since IPO, CEO has to be replaced, he doesn't have ebough shares to control the Board, activist investor would help, but he must be replaced for sur before it's too late
but you need to realize that the 40M for Jumptap comes from several customers immediately shifting towards their platform from MM due to the merger. Otherwise, customers looking at programmatic 'jumped' once they saw that MM was behind it.