Research Feed
The Deferred Revenue Collapse Predicted the Crash
DOCS crashed -33% after hours (Feb 5) on Q4 guidance miss despite beating Q3 estimates. Stock closed regular hours at $33.32, then fell to $22.25 after-hours. Q3 earnings were fine — $0.46 EPS vs $0.45 est, revenue $185.1M vs $181.6M est. The problem is forward: Q4 guided $143-144M vs $150.5M consen