I'm actually happy with the report.
The major results (revenue, guideline on NTM etc) were known a few weeks ago and people are acting like they don't know anything beforehand.
The top line is solid especially if you segment it by region to get a better picture.
Those higher employment & marketing expenses are expected - % wise they are aligned with the % increase in income - in the mid of a global expansion and unlike customer demand and revenue these expenses are controllable by the management.
This is the one that I'm most interested about and like it:
And more importantly, I'm really bullish on those new initiatives: Afterpay Ads, Affiliate fees, Afterpay iQ, Money by Afterpay and whatnot!
