🌻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9部Youtube影片,追蹤數超過4萬的網紅阿康嚼舌根GOODSKANG,也在其Youtube影片中提到,M1 MacBook Air 之前跟大家分享過缺點與外接螢幕,但是看久了眼睛真的很不舒服,所以今天來分享 BenQ Screen Bar Halo 和小米螢幕掛燈吧 =========================== 賣場連結:https://bit.ly/3qVuc1e ===========...
「in plus評價」的推薦目錄:
- 關於in plus評價 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於in plus評價 在 小熊&胖丁 Facebook 的最佳解答
- 關於in plus評價 在 范琪斐的美國時間 Facebook 的最佳貼文
- 關於in plus評價 在 阿康嚼舌根GOODSKANG Youtube 的最佳貼文
- 關於in plus評價 在 阿康嚼舌根GOODSKANG Youtube 的最佳貼文
- 關於in plus評價 在 Tech Dog Youtube 的精選貼文
- 關於in plus評價 在 IN-Plus 全方位專業寵物營養品 - Facebook 的評價
- 關於in plus評價 在 [問題] In-plus這家寵物營養品有人推薦嗎? - 看板cat - PTT網頁版 的評價
- 關於in plus評價 在 藥局查詢指南- in-plus貓咪益生菌的推薦與評價,FACEBOOK 的評價
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in plus評價 在 小熊&胖丁 Facebook 的最佳解答
很多人敲碗的團購
貝斯比飼料 & in plus來囉👇
🛒 https://bmai.cc/3kbxnh
——
🐻🐶是我的寶貝
也是重要的家人
因此他們的健康
一直是我最在乎的一件事
而影響毛孩健康的關鍵
就在於每天的飲食了!!!
——
雖然熊丁日常飲食以鮮食為主
但我們家倉庫裡還是有備著不少飼料
因為丁丁好愛吃啊😂😂😂
在養熊丁的這五年多來
我買遍了各大品牌的無穀飼料
有入圍WDJ的熊丁應該吃過7成以上
而在眾多品牌中
熊丁吃掉最多包的
就是 「 Dr. Gary's 貝斯比天然糧 」
——
貝斯比飼料有分成
#低敏無穀系列 和 #天然珍饌系列
而且有很多口味可以做選擇。
除了水牛🐃、雞肉🐓、羊肉🐑外
還有 鮭魚🐟、鯰魚🐠
也有適合高齡犬的低卡配方呢!
是不是很棒👏👏👏
而且啊~~~
貝斯比創辦人獸醫師Dr.Gary
發現犬貓最常見的健康問題
大部分都與皮膚、消化和關節有關
而這類的問題往往可從日常食物獲得改善
也就以這核心理念,研發出了營養滿滿的飼料。
以水牛口味來說🐃
它比一般牛肉更低脂、低膽固醇
加上這款飼料不含穀類
既能提供熊丁優良蛋白質
也降低過敏的可能👏👏👏
另外,添加的紐西蘭綠唇貝有天然葡萄糖胺
能夠幫愛跑跳的熊丁維護關節!!!
除此之外
還有以下特色👇
✅嚴選歐盟認證人用等級食材
✅使用非基因改造食材
✅富含Omega3、Omega6,維護皮膚
✅美國原裝進口
✅連續了10年WDJ推薦
光以上這些
就很值得買了啊!!!!
——
這次開團
也特別爭取到了 in plus 多項產品
單件 75 折 優惠(加入購物車後折抵)
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#天然寵糧 #貝斯比 #BestBreed #全天然優質乾糧 #低敏無穀系列 #狗食推薦 #狗飼料推薦 #狗飼料評價 #美國飼料
in plus評價 在 范琪斐的美國時間 Facebook 的最佳貼文
”英國媒體踢爆英國衛生大臣韓考克違反防疫規定,在辦公室擁抱親吻和他發生婚外情的女助理”
我本來不覺得這新聞有什麼重要。現在搞印度delta plus變種病毒,就快瘋了。本來韓考克跟首相強森兩人,也覺得撐得過,沒打算讓韓考克下台。結果英國民眾怒氣衝天,逼著他下台。
他下台講這句,我倒是覺得講得挺漂亮:
“我了解這個國家的人民在這次疫情中付出多大的犧牲。。。我們這些制定這些(防疫)規則的人,更應該要好好遵守,這是為什麼我一定要辭職。”
”I understand the enormous sacrifices that everybody in this country has made — that you have made,” a chastened-looking Mr. Hancock said in a video statement released on Saturday evening. “Those of us who make these rules have got to stick by them, and that’s why I’ve got to resign.
韓考克其實在英國抗疫裡,一般評價不錯。這次為了這個平常上八卦版的新聞給扯了下來。我一開始看,覺得這樣就把他的抗疫成就抹去,好像有點小題大作。但後來看到大家罵他執政菁英怎麼可以雙標,也覺得很有道理。
你覺得呢?你覺得韓考克該下台嗎?
https://www.nytimes.com/2021/06/26/world/europe/matt-hancock-britain-resigns.html?smid=url-share
https://www.cna.com.tw/news/firstnews/202106270003.aspx
in plus評價 在 阿康嚼舌根GOODSKANG Youtube 的最佳貼文
M1 MacBook Air 之前跟大家分享過缺點與外接螢幕,但是看久了眼睛真的很不舒服,所以今天來分享 BenQ Screen Bar Halo 和小米螢幕掛燈吧
===========================
賣場連結:https://bit.ly/3qVuc1e
===========================
阿康 IG & FB
IG:https://instagram.com/goodskang
FB :https://www.facebook.com/goodskang/
===========================
想贊助阿康更多經費拍片可以這兩種方式
1.) 至阿康的蝦皮消費:https://sho.pe/3grd6p
2.) 加入頻道會員:https://www.youtube.com/channel/UCuQ7s6G50qzqgDbQB6qKDDw/join
===========================
拍攝器材:Sony a6400 + SEL18135, iPhone 12 Pro Max / iPhone 11 Pro, 智雲Smooth 4, GoPro Max
收音設備:RODE Wireless Go, 鐵三角 audio-technica AT9934, RODE VideoMicro, iPhone 12 Pro Max / iPhone 11 Pro 和 GoPro Max 內建
剪輯軟體:Final Cut Pro X
背景音樂:Epidemicsound, https://www.epidemicsound.com/referral/weo8gd/
===========================
影片企劃:阿康 Kang
影片攝影:阿康 Kang
後製剪輯:阿康 Kang
===========================
素材與資料來源:
官網、Pexels (若有非我實拍)
===========================
版權聲明:此影片若有採用任何素材,皆以幫助素材擁有者推廣為主,若有採用都會在影片敘述標注讓觀眾知道出處與來源,若版權擁有者對於附註或是其餘想法問題,還請讓我知道
Content / Right:All Material / Section / Pictures / in this video is 100% in order to help the source owners gain more exposure, all reference / credit is obviously attached in the description for viewers, any content that may be right-violated or unclear please feel free to let me know.
=========廠商專區==========
工商影片秉持公開、公正原則
所以我在影片內一定會提廠商 Sponsor 資訊
還請各位廠商大大乾爹乾媽們見諒囉!
===========================
合作邀約請寄:goodskang@gmail.com
或是也可到我的 Facebook & IG 私訊,可能會比較快收得到哦!
===========================
#ScreenBarHalo #護眼燈 #HelloHalo #螢幕掛燈新篇章 #無線旋鈕篇 #BenQ #ScreenBar #螢幕智能掛燈 #電腦螢幕配件 #小米螢幕掛燈
in plus評價 在 阿康嚼舌根GOODSKANG Youtube 的最佳貼文
S21 Ultra 入手後其實發現很多東西都比 iPhone 12 Pro Max 好摸!但是有一個困擾是為什麼三星的手機 S21 Ultra 保護殼這麼難挑?
===========================
Spigen Galaxy S21 Ultra Ultra Hybrid S-立架式軍規防摔保護殼:
https://bit.ly/38yF50Y
Spigen Galaxy S21 Ultra Slim Armor-軍規防摔保護殼:
https://bit.ly/38xiaDd
===========================
阿康 IG & FB
IG:https://instagram.com/goodskang
FB :https://www.facebook.com/goodskang/
===========================
加入頻道會員贊助阿康更多經費拍片:https://www.youtube.com/channel/UCuQ7s6G50qzqgDbQB6qKDDw/join
===========================
拍攝器材:Sony a6400 + SEL18135, iPhone 12 Pro Max / iPhone 11 Pro, 智雲Smooth 4, GoPro Max
收音設備:RODE Wireless Go, 鐵三角 audio-technica AT9934, RODE VideoMicro, iPhone 12 Pro Max / iPhone 11 Pro 和 GoPro Max 內建
剪輯軟體:Final Cut Pro X
片內素材:Pexels (若有非我實拍)
背景音樂:Epidemicsound, https://www.epidemicsound.com/referral/weo8gd/
===========================
影片企劃:阿康 Kang
影片攝影:阿康 Kang
後製剪輯:阿康 Kang
===========================
素材與資料來源:
官網
===========================
版權聲明:此影片若有其餘用採用素材,皆以幫助素材擁有者推廣為主,若有採用都會在影片敘述標注讓觀眾知道出處與來源,若版權擁有者對於附註或是其餘想法問題,還請讓我知道
Content / Right:All Material / Section / Pictures / in this video is 100% in order to help the source owners gain more exposure, all reference / credit is obviously attached in the description for viewers, any content that may be right-violated or unclear please feel free to let me know.
=========廠商專區==========
工商影片秉持公開、公正原則
所以我在影片內一定會提廠商 Sponsor 資訊
還請各位廠商大大乾爹乾媽們見諒囉!
===========================
合作邀約請寄:goodskang@gmail.com
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#S21 #S21Ultra #三星 #Spigen #SGP #S21Ultra保護殼 #S21Ultra手機殼 #S21Ultra防摔殼 三星手機殼 #iPhone12 #iPhone12ProMax #iPhone12Pro
in plus評價 在 Tech Dog Youtube 的精選貼文
#4K #Samsung #三星 #Q95T #HWQ950T #量子電視 #聲霸
▌建議開啟 4K 畫質 達到高品質觀影享受
要說到 PS5 和 XSX 的效能......
只能說光求 4K@60fps 有光追就阿彌陀佛,你還要上去 120fps 就是卡頓貼圖爛給你看!
既然如此廠商哄抬的「HDMI2.1」都是假議題,你不把畫面顧好、遊戲規格對應好,搞什麼 Ready for PS 呢?
QLED 旗艦的 Q95T 負責「影」 / Atmos 聲霸 Q950T 負責「音」
影音灌頂滋味如何?就看伊森的臉有多舒爽就知道了!
::: 章節列表 :::
➥ HDMI 2.1 災情一覽
00:00 前情提要
00:35 HDMI 2.1 災情
➥ 遊戲規格表現
02:09 電視支援遊戲規格
04:55 三星大獨家
➥ 聲霸 Q950T
05:39 聲霸規格
06:05 初始架設
06:39 延遲問題
➥ 最後總結
07:42 心得總結
::: Samsung 55Q95T 4K 量子電視規格 :::
面板背光: 55 吋 QLED VA 120Hz 10bit
解析度: 3,840 x 2,160
色域亮度: 100% DCI-P3 / 1,000nits
靜態對比:10,000 : 1
反應時間 :5ms
可變更新率:VRR / FreeSync
HDR 規格:HDR10 / HLG / HDR10+
影像處理器:4K 量子尖端智慧處理器
無線通訊:Wi-Fi 2.4GHz / 5GHz、藍牙 4.2
I / O 介面:RJ-45 / 3 x HDMI 2.0 / 1 x HDMI 2.1 / AV 端子 / 光纖輸出 / 2 x USB 2.0
揚聲器:60W 4.2.2ch
音訊回傳:ARC:Y / eARC:Y
VESA 孔距:400 x 300mm
產地/保固:越南 / 2 年
建議售價:NT$79,900
::: Samsung HW-Q950T 聲霸規格 :::
尺寸重量:
主體: 1,232 x 69.5 x 138.0mm / 7.1kg
重低音:210 x 403 x 403mm / 9.8kg
後環繞:120.0 x 210.0 x 141.0mm / 2.1kg
聲道數:9.1.4ch
出力瓦數:合計 546W
主體:246W
後環繞:2 x 70W
重低音:160W
I / O 介面:2 x HDMI 2.0 in / 1 x HDMI 2.0 Out / 1 x 光纖輸入
最高傳輸:4K@60Hz、1440P@120Hz、1080P@120Hz
HDR:Y (HDR10 / HLG / HDR10+ / Dolby Vision)
音訊回傳:ARC:Y / eARC:Y
音訊編碼:
Dolby Atmos / Dolby Digital Plus / Dolby True HD
DTS:X / DTS digital Surround
聲音模式:環繞模式 / 擴展模式 / 遊戲 Pro / 調適型 / 標準模式
無線連接:Wi-Fi 2.4GHz / 5GHz、藍牙
特殊連接:SmartThings 智慧居家 / Spotify Connect / 魔幻音場
產地/保固:越南 / 2 年
建議售價:NT$59,900
不要錯過 👉 http://bit.ly/2lAHWB4
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#4K #Samsung #三星 #Q95T #HWQ950T #量子電視 #聲霸 #科技狗
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▋ 有任何問題都來這邊找我們:3cdogs@gmail.com
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