Contents of the SSTK conference call
Expected growth over the fourth quarter and in 2024.
There are Enterprise and E-commerce divisions, and for the first time, the Enterprise division has exceeded sales in a quarter.
It is expected that E-commerce will continue to recover over the next few quarters. (Reason is not clear)
The benefits of Generative AI are significant, $Amazon (AMZN.US)$ and they have started a contract that will last for several years.
They have made the Giphy platform available for commercial use (the content is abstract and not clear).
The company, which offers a large number of copyright-free content, is convinced that it is in a good position in the era of Generative AI and expects to benefit over the next few quarters.
Sales reached the highest ever at 233 million with a 14% growth. The adjusted EBITDA was 65 million, and the EBITDA/revenue ratio is around 28%.
I'm long SSTK
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