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More on Youku's (YOKU) Q3 report: EPS hurt by 41% Q/Q increase in sales & marketing...

More on Youku's (YOKU) Q3 report: EPS hurt by 41% Q/Q increase in sales & marketing expenses, to $11.6M. Content costs were 26% of revenue, up slightly from Q2's 25%. Company expects Q4 revenue to be up 90%-100% Y/Y, below consensus for 107.7% growth. YOKU -15.6% AH. (PR)
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Comments (1)
  • Stone Fox Capital
    , contributor
    Comments (6364) | Send Message
     
    biggest issue is that growth isn't dropping to the bottom line. Oddly not an issue for CRM in the US, but it appears to be a concern for China stocks like YOKU.

     

    Hard to see how 100% growth that is always conservative could be a negative.
    16 Nov 2011, 05:13 PM Reply Like
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