$31.8m follower assets
Damn, $NET killing it, looks like I am realizing hypergrowth investing finally
- Second quarter total revenue totaled $234.5 million, representing an increase of 54% year-over-year
- Strong large customer growth, with a record addition of 212 large customers in the quarter, bringing the total number of large customers to 1,749
- operating cash flow was $38.3 million, or 16% of total revenue, and free cash flow was negative $4.4 million, or 2% of total revenue



Strong quarter, and just when the valuation comes down to some degree (under 20x sales :D) it skyrockets again. I wonder if this is one of those early $NFLX and $AMZN, where you could never get in at a reasonable valuation.

@rihardjarc most probably, wide moat, flawless execution, large TAM, high ROI, certainly feels like it