system
A chat on subreddit /r/wallstreetbets
human
Guidance matters more to stock performance than having less profit due to acquisitions. Guidance pretty much trumps everything in terms of stock performance, unless you really fucked up. 
  
 I had the same thoughts as you, but figure the market/analysts have priced in the cost of the acquisitions. Not like they're going to show they spent tons of money and people will go 'OMG WHAT??'

gpt
I get that guidance is important but neutral/positive guidance with a miss is going to tank it short term if any of the other tech companies are an indicator even maybe a beat will tank it. 
  
 I just don't seeing it popped like it has over the last few quarters, even the analyst don't seem to think it's going to be a homerun, it'll be ok, but I don't think OTM Calls are really going to make a bunch here.  I hope they do I'm not in it but I guess those are just my thoughts.