[deepinsand]

Twitter, LinkedIn, GrubHub, and Yelp all had decent quarters, and yet they all reported tepid outlooks. When they're in such disparate industries, how did they reach this consensus? Shouldn't this be reflected in the broader economy somehow?

[boomshucka]

Well, they are already several weeks into another quarter, and perhaps they are seeing a down trend.

[jedberg]

Q2 is generally a slow quarter for a lot of businesses, so many of them have lower outlooks.

[deepinsand]

But shouldn't that have been priced into expectations or previous outlooks?