a********t
发帖数: 4508 | 1 今日Groupon ER前上涨18.54%，ER后又上涨12%。因为ER beat了。这个季度居然挣到了
钱。
让我们来看看这些数字。重点是Gross billings， Revenue-Billings Ratio, 以及
Expense Ratio。
===
之前的数字算错了。不好意思。 | U********f
发帖数: 2482 | 2 Revenue increased 89% to $559.3 million in the first quarter 2012, compared
with $295.5 million in the first quarter 2011. Gross billings, which
reflects the gross amounts collected from customers for Groupons sold,
excluding any applicable taxes and net of estimated refunds, increased 103%
to $1.35 billion in the first quarter 2012, compared with $668.2 million in
the first quarter 2011.
Operating income was $39.6 million in the first quarter 2012, which includes
an expense of $28.0 million related to non-cash stock-based compensation.
This compares with a loss from operations of $117.1 million in the first
quarter 2011, which included stock-based expense of $18.9 million.
“We are pleased to report a record quarter that demonstrates our progress
in unlocking the opportunity in local commerce for merchants and customers
worldwide,” said Andrew Mason, CEO of Groupon.
Operating cash flow increased 367% to $83.7 million, compared with $17.9
million for the prior-year quarter. Free cash flow, a non-GAAP financial
measure, was $70.6 million for the first quarter 2012. At the end of the
quarter, Groupon had $1.2 billion in cash and cash equivalents and no long-
term debt.
First quarter 2012 net loss attributable to common stockholders improved to
$11.7 million, or a loss of $0.02 per share, from a net loss attributable to
common stockholders of $146.5 million, or a loss of $0.48 per share, in the
first quarter 2011. The net loss in the first quarter 2012 included $34.6
million in tax expense, or $0.05 per share. Non-GAAP earnings per share
attributable to common stockholders for the first quarter 2012 improved to $
0.02 versus a non-GAAP loss per share attributable to common stockholders of
$0.41 for the first quarter 2011.
【在 a********t 的大作中提到】
: 今日Groupon ER前上涨18.54%，ER后又上涨12%。因为ER beat了。这个季度居然挣到了
: 钱。
: 让我们来看看这些数字。重点是Gross billings， Revenue-Billings Ratio, 以及
: Expense Ratio。
: ===
: 之前的数字算错了。不好意思。
| U********f
发帖数: 2482 | 3 The retail busienss is seasonal, you should compare this year q1 with last
year quarter 1.
compared
%
in
includes
【在 U********f 的大作中提到】
: Revenue increased 89% to $559.3 million in the first quarter 2012, compared
: with $295.5 million in the first quarter 2011. Gross billings, which
: reflects the gross amounts collected from customers for Groupons sold,
: excluding any applicable taxes and net of estimated refunds, increased 103%
: to $1.35 billion in the first quarter 2012, compared with $668.2 million in
: the first quarter 2011.
:
: Operating income was $39.6 million in the first quarter 2012, which includes
: an expense of $28.0 million related to non-cash stock-based compensation.
: This compares with a loss from operations of $117.1 million in the first
| U********f
发帖数: 2482 | 4 2. there is non-cash expense 28 millons
actually income would be double.
for this kind of high grouth new company, there is no sense to find the P/E | a********t
发帖数: 4508 | 5 一般来说是这样。但是这个公司IPO之后和之前资金不在同一水平上，所以和Q4比可能
更接近些。
【在 U********f 的大作中提到】
: The retail busienss is seasonal, you should compare this year q1 with last
: year quarter 1.
:
: compared
: %
: in
: includes
|
|
