Shorters will probably pile on soon.
Customers are not increasing but we are still good for "impressive" Q4 results.
However, Q1 we are screwed. How will we beat last year's 46% YoY increase in the US with no customer growth? The same customers wont spend that much more.
Need customers. Google partnership produced NOTHING
Ann: 3Q FY24 results update, page-89
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