Anthony Noto
speaker
61 appearances
1 recordings
1 series
first heard Apr 2026
last heard 29 Apr
Anthony Noto’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
And I think we're in rare f rarefied air, growing forty-one percent year for year with over a billion dollars of course.
quarterly revenue and as I mentioned, thirty plus percent EBITDA margins.
So it's just a matter of when not if.
I think it's just the reality of the investment markets.
The markets do not like uncertainty, but not raising our guidance for the full year.
People think there's some degree of uncertainty.
Well, the outlook for the market is different today than when it was when we gave guidance three uh months ago.
Um if the interest rates do actually come down, we'll see a big pickup in our business that would cause us to be more bullish than we already are.
It's not it's not like we're um um growing a very slow.
Slow rate even on our current guidance.
Our current guidance calls for 30% plus revenue growth and 30% margins.
Um, there just aren't a lot of companies with a billion dollars of quarterly revenue growing 30 percent with 30 uh percent margins.
So we're focused on two things driving durable growth through product innovation and brand building, and then delivering great returns.
And that's what we continue to do.
Um and so I understand why.
People are concerned about the outlook 'cause we didn't raise guidance, but um the world is changing every day around us.
We're executing incredibly well.
Our goal is to generate escape velocity so that we're the winner that takes most in in the industry.
As you mentioned, we're an everything digital financial services app.
That's in place, the brand building's in place, the execution's in place.
Showing 41–60 of 61 · page 3 of 4
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