What Will It Take for Finisar to Reach the High End of Revenue Guidance? [View article]
Hey Andrew, It would be more useful to see the absolute growth in T/10G $ to figure out how much heavy lifting is required to get it done. The base is now larger so comparing the current 45% to an early % increase off a small number can be misleading.
When I build models for software companies I always look closely at absolute dollar changes QoQ and YoY as a key. My experience is that companies have a fairly sticky capacity to generate incremental revenue.
What Will It Take for Finisar to Reach the High End of Revenue Guidance? [View article]
When I build models for software companies I always look closely at absolute dollar changes QoQ and YoY as a key. My experience is that companies have a fairly sticky capacity to generate incremental revenue.
Kris