The content of the SSTK conference call
Growth is expected over the fourth quarter and 2024.
There is an enterprise division and an e-commerce division, and it was the first quarter where the enterprise division surpassed sales.
E-commerce is expected to recover over several quarters. (I don't really understand why)
The benefits of generative AI are significant, $Amazon(AMZN.US$ A contract spanning several years has also begun.
A platform called Giphy can now be used commercially (the content is abstract and I'm not sure)
I am convinced that the company, which can use a large amount of content without copyright, is definitely in a good position in the era of Generative AI, and it is said that it will benefit over the next few quarters.
Sales were 233 meters, up 14%, and reached a record high. EBITDA is 65M and EBITDA/revenue is around 28%.
I'm long SSTK
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