Customer GrowthA deceleration in customer ads was noted, with growth of +25% y/y in Q3 compared to +32% y/y in Q2.
Investor SentimentShares are currently indicated off 9% in the aftermarket, as investors were positioned for a meaningful beat-and-raise quarter.
IPO Lockup ConcernsAs sentiment shifted to negative over the course of the week, trepidation ahead of the IPO lock up expiration grew louder.