UPWK earnings idea

Expecting a pre earnings pullback, then run after earnings. UPWK dropped despite a double beat upon Q1 and Q2 earnings report due to guidance that hyper seasonality factors would decrease screen time. However increasing jobless claims and a study of travel data leads me to believe that this was purely a Q2 concern, where there was a sharp increase in travel numbers and less jobless claims and a small drop in revenue from the previous quarter. One key thing to note is that UPWK's user base grew significantly due to COVID-19 as revenue grew significantly over the course as the pandemic and as we saw travel numbers taper off. However an increase in travel numbers did not cause a proportionate drop-off in revenue numbers, possibly indicating that the gig economy is here to stay. These factors lead me to believe earnings will have a positive reaction.