🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
同時也有407部Youtube影片,追蹤數超過14萬的網紅李哈利Harry,也在其Youtube影片中提到,有個即將上市的 NFT 項目,竟然是買到賺到?!🤑🤑 在差不多一個月之前,我偶然發現到一個還在準備中的 NFT 項目,叫做 MekaVerse。 這個項目當時才剛剛開始,只是在網絡上發佈了一個關於這個項目的短片,就吸引了上千人加入了他們的 discord 群組,讓 discord 會員暴增至 8...
「shopify 電商」的推薦目錄:
- 關於shopify 電商 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於shopify 電商 在 創業小聚 Meet Startup Facebook 的精選貼文
- 關於shopify 電商 在 創業小聚 Meet Startup Facebook 的最佳解答
- 關於shopify 電商 在 李哈利Harry Youtube 的最讚貼文
- 關於shopify 電商 在 李哈利Harry Youtube 的最佳解答
- 關於shopify 電商 在 LittleBoatTan小船 Youtube 的最佳貼文
- 關於shopify 電商 在 自建Shopify品牌購物官網,5大必知關鍵,費用、金流、物流 的評價
- 關於shopify 電商 在 Shopify Taiwan 台灣品牌& 跨境電商 的評價
shopify 電商 在 創業小聚 Meet Startup Facebook 的精選貼文
電商民主化是重要的,希望新創都能有自己的整合電商經營模式,而非被大零售通路壟斷。
https://meet.bnext.com.tw/articles/view/48093
shopify 電商 在 創業小聚 Meet Startup Facebook 的最佳解答
當新產品被開發出來並且準備在線上銷售時,有什麼通路能選擇?
https://meet.bnext.com.tw/articles/view/48093
shopify 電商 在 李哈利Harry Youtube 的最讚貼文
有個即將上市的 NFT 項目,竟然是買到賺到?!🤑🤑
在差不多一個月之前,我偶然發現到一個還在準備中的 NFT 項目,叫做 MekaVerse。
這個項目當時才剛剛開始,只是在網絡上發佈了一個關於這個項目的短片,就吸引了上千人加入了他們的 discord 群組,讓 discord 會員暴增至 8 千多人。
截至 2021/09/30,他們的 discord 會員已經超過 13 萬人,是無聊猴 (Bored Ape Yacht Club) 的 3 倍!而 Twitter 上的粉絲也已超過 11 萬人。
目前 MekaVerse 團隊已經宣布可以 mint 的日期,還有到時候一共會推出 8,888 個 NFT。
8,888 個 MekaVerse 的 NFT,跟他們龐大的粉絲群相比,簡直可以說是僧多粥少,可以想像到到時候可以開始 mint 時的氣費 (gas fee) 會有多高。😱😱
究竟 MekaVerse 是一個怎樣的 NFT 項目?為什麼大家都被這個項目吸引?而我為什麼會認為這是一個買到賺到的項目?
如果你對以上問題感到興趣,歡迎來看今天的視頻!
⚠️ 重要聲明:今天的視頻僅供參考,並非投資建議。投資有風險,請謹慎投資。
------------------
👉 搶先加入「投資帶我飛」社團:
https://www.officialharrylee.com/invest-with-harry
👉 了解我的第一個 NFT - HL Family:
https://www.harryleefam.com
👉 加入「HL Family」NFT Discord 社群:
https://discord.gg/2x3tF6JSvu
以下是根據地區不同,可以購買比特幣的平台(使用連接你會得到 10 美金獎勵):
💰 Coinbase(美國地區):https://coinbase-consumer.sjv.io/c/2656819/552039/9251
💰 Okex(中國大陸地區):https://www.okex.com/join/2027974
💰 幣安 Binance(美國以外地區):https://www.binance.com/cn/register?ref=51241754
💰 火幣交易所(中國大陸地區):https://www.huobi.li/zh-cn/topic/invited/?invite_code=gi2c8
👉 比特幣錢包:https://shop.ledger.com/pages/ledger-nano-x?r=0acabd60fec8
------------------
時間軸:
00:00 前導
00:24 為什麼這個 NFT 項目會買到賺到?
------------------
🧑🏻🏫 線上課程的銷售秘密免費教學:
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https://www.officialharrylee.com/smma-cheatsheet?sl=youtube
------------------
🔔 訂閱我的頻道、打開小鈴鐺,你才不會漏了我未來的新影片:
https://www.youtube.com/c/harrylee?sub_confirmation=1
🛍【免費14天試用】網店必備 Shopify:
https://www.shopify.com/?ref=usfox
⏳【免費14天試用】行銷漏斗軟件 Clickfunnels:
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📮【免費14天試用】全自動郵件發送系統 Active Campaign:
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📈【免費】YouTube 數據分析工具 - Tubebuddy:
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📈券商: Webull 微牛APP (美國/中國/馬來西亞) 用戶
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------------------
🎒 我的設備:
📷 相機Canon M50 -
https://amzn.to/2GB4eJZ
🎙 相機麥克風 Rode -
https://amzn.to/2Dm7ZSE
🎤 電腦麥克風 -
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✅ 微信ID:
leemedia
👨💻 Facebook:
https://www.facebook.com/officialharryleemedia
🙋🏻♀️ Facebook 群組:
https://www.facebook.com/groups/400282737418604
🌐 官網:
https://www.officialharrylee.com
📨 聯絡郵箱:
harry@harryleemedia.com
------------------
🔥 其他不可錯過的超人氣視頻:
👉 Shopify電商教學 -
https://www.youtube.com/watch?v=FamZf6shbNw&list=PLYMEh7yZ5BIzpVbNKwJh2SATFSRSUreML
👉 社交媒體營銷教學 -
https://www.youtube.com/watch?v=rts2uk7cAMw&list=PLYMEh7yZ5BIx-b02W1fhdvbjxPSOZ0AdA&index=2&t=11s
👉 Facebook 廣告操作完整教學 -
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👉 YouTube 營銷推廣教學 -
https://www.youtube.com/watch?v=rcYbGG2gWJY&list=PLYMEh7yZ5BIy13MbQNe_wM15X_c8yN5Kh
👉 關於網絡賺錢的秘密 -
https://www.youtube.com/watch?v=jreIXWTrH4A&list=PLYMEh7yZ5BIzPG_IaEuTmSomVFs-9fUHL
👉 關於個人品牌與成長 -
https://www.youtube.com/watch?v=m7CZMu23dj8&list=PLYMEh7yZ5BIzxt1XI10vRl55n8M5ioAYn
------------------
‼️ 重要聲明:
以上部分鏈結是聯盟營銷鏈結,但不會影響你在購買時的價格和權益。
收到的聯盟佣金會被用來運作這個頻道,讓我在未來能夠產出更多更好的內容給你。
在此聲明,謝謝你的支持!
#NFT #MekaVerse #收藏
shopify 電商 在 李哈利Harry Youtube 的最佳解答
⚠️ 重要聲明:今天的視頻僅供參考,並非投資建議。投資有風險,請謹慎投資。
------------------
👉 搶先加入「投資帶我飛」社團:
https://www.officialharrylee.com/invest-with-harry
👉 了解我的第一個 NFT - HL Family:
https://www.harryleefam.com
👉 加入「HL Family」NFT Discord 社群:
https://discord.gg/2x3tF6JSvu
以下是根據地區不同,可以購買比特幣的平台(使用連接你會得到 10 美金獎勵):
💰 Coinbase(美國地區):https://coinbase-consumer.sjv.io/c/2656819/552039/9251
💰 Okex(中國大陸地區):https://www.okex.com/join/2027974
💰 幣安 Binance(美國以外地區):https://www.binance.com/cn/register?ref=51241754
💰 火幣交易所(中國大陸地區):https://www.huobi.li/zh-cn/topic/invited/?invite_code=gi2c8
👉 比特幣錢包:https://shop.ledger.com/pages/ledger-nano-x?r=0acabd60fec8
------------------
🧑🏻🏫 線上課程的銷售秘密免費教學:
https://www.officialharrylee.com/onlinecourse-webinar-registration13?sl=youtube
🧑🏻🏫 Shopify 電商大師班免費教學:
https://www.officialharrylee.com/shopify-webinar-registration13?sl=youtube
📖 Shopify電商大師班免費攻略:
https://www.officialharrylee.com/shopify-cheatsheet3?sl=youtube
🧑🏻🏫 社交媒體行銷藍圖免費教學:
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📖 社交媒體行銷藍圖免費攻略:
https://www.officialharrylee.com/smma-cheatsheet?sl=youtube
------------------
🔔 訂閱我的頻道、打開小鈴鐺,你才不會漏了我未來的新影片:
https://www.youtube.com/c/harrylee?sub_confirmation=1
🛍【免費14天試用】網店必備 Shopify:
https://www.shopify.com/?ref=usfox
⏳【免費14天試用】行銷漏斗軟件 Clickfunnels:
https://bit.ly/2Whj7qJ
📮【免費14天試用】全自動郵件發送系統 Active Campaign:
https://bit.ly/2Ik528e
📈【免費】YouTube 數據分析工具 - Tubebuddy:
https://www.tubebuddy.com/tbnb
📈券商: Webull 微牛APP (美國/中國/馬來西亞) 用戶
https://act.webull.com/k/lZu8Lz9dDOkt/main
------------------
🎒 我的設備:
📷 相機Canon M50 -
https://amzn.to/2GB4eJZ
🎙 相機麥克風 Rode -
https://amzn.to/2Dm7ZSE
🎤 電腦麥克風 -
https://amzn.to/2IJWZ4X
------------------
❤️ Instagram:
https://www.instagram.com/harryleemedia/
✅ 微信ID:
leemedia
👨💻 Facebook:
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🙋🏻♀️ Facebook 群組:
https://www.facebook.com/groups/400282737418604
🌐 官網:
https://www.officialharrylee.com
📨 聯絡郵箱:
harry@harryleemedia.com
------------------
🔥 其他不可錯過的超人氣視頻:
👉 Shopify電商教學 -
https://www.youtube.com/watch?v=FamZf6shbNw&list=PLYMEh7yZ5BIzpVbNKwJh2SATFSRSUreML
👉 社交媒體營銷教學 -
https://www.youtube.com/watch?v=rts2uk7cAMw&list=PLYMEh7yZ5BIx-b02W1fhdvbjxPSOZ0AdA&index=2&t=11s
👉 Facebook 廣告操作完整教學 -
https://www.youtube.com/watch?v=8SPnnoUVGB4&list=PLYMEh7yZ5BIzzsLU6rc_d-ZYtwh7hKuRo
👉 YouTube 營銷推廣教學 -
https://www.youtube.com/watch?v=rcYbGG2gWJY&list=PLYMEh7yZ5BIy13MbQNe_wM15X_c8yN5Kh
👉 關於網絡賺錢的秘密 -
https://www.youtube.com/watch?v=jreIXWTrH4A&list=PLYMEh7yZ5BIzPG_IaEuTmSomVFs-9fUHL
👉 關於個人品牌與成長 -
https://www.youtube.com/watch?v=m7CZMu23dj8&list=PLYMEh7yZ5BIzxt1XI10vRl55n8M5ioAYn
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‼️ 重要聲明:
以上部分鏈結是聯盟營銷鏈結,但不會影響你在購買時的價格和權益。
收到的聯盟佣金會被用來運作這個頻道,讓我在未來能夠產出更多更好的內容給你。
在此聲明,謝謝你的支持!
shopify 電商 在 LittleBoatTan小船 Youtube 的最佳貼文
\ 免費下載 /
■1000萬收入級別網路獲利模式
https://bit.ly/3u3oevN
※付費教材 / 現在免費送出
\免費YouTube課程 /
■ 10週突破10萬訂閱,獲得7位數美金收入方法
----
1)0成本啟動,月賺10,000美金的隱藏秘笈
2)訂閱從0到100,000僅用60天,如何做到?
3)頻道生命10倍延長,成為穩定的被動收入機器
https://bit.ly/34aVZBx
※已超47,000人參加 / 送價值50美金福利
**想了解我們的學員反饋?↓
https://bit.ly/3kKwiQg
■ 從網路賺到錢的人,都在混這個圈子 →【自由者聯盟】
https://tlamembership.com/tla
■---------------------------------------------------------------
◎YouTube賺錢&經營攻略系列
https://bit.ly/3lKBTTO
◎網路賺錢&創業攻略&行銷技巧系列
https://bit.ly/3giBd71
◎網路創業秘笈心得分享
https://bit.ly/2JS8ERX
◎每個Youtuber必備的數據分析工具(免費)
https://bit.ly/2Gu1q1X
#描述欄有付費級免費課程可以參加
■---------------------------------------------------------------
\Follow me /
■其它能找到小船的地方
Instagram ► https://www.instagram.com/littleboattan (我會回信息)
訂閱副頻道 ► https://bit.ly/2RKwsro
微信公眾號 ► 小船Littleboat
合作聯繫 ► tanfish08@gmail.com
■ 小船團隊正在徵才
\徵才詳情看這裡/
https://bit.ly/3qHxiVJ
*讓你變得更自由的同時*
*你可以幫助更多人實現更自由的生活*
▬▬▬▬▬▬▬▬▬ 免費教學資源 ▬▬▬▬▬▬▬▬▬▬
考慮使用Youtube打造個人品牌賺錢,發展業務,不知如何開始?遲遲沒有成果?
全盤告訴你10週突破10萬訂閱,獲得7位數美金收入方法
【在此註冊限時培訓】🔥 https://bit.ly/34aVZBx 🔥
shopify 電商 在 Shopify Taiwan 台灣品牌& 跨境電商 的推薦與評價
一定要填寫入社表單,管理員才會讓你加入喔! Shopify Taiwan 台灣品牌& 跨境電商社團在Shopify 官方支援下,由一群Shopify 電商主與夥伴(台灣/香港/馬來西亞/新加坡) ... ... <看更多>
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