🌻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66部Youtube影片,追蹤數超過8,430的網紅TianChad 田七摄影,也在其Youtube影片中提到,Feeling bored at home and love spicy food? Can try this #spicychallenge then. I thought it was all okay until when I need to visit toilet the next day...
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【Vlog:】 The other day I went for my second vaccination at MIECC, THE MINES but I forgot to bring my vaccination card😰luckily they... Also had a great chat with Grab drivers to get the latest info of vaccination status around KL. It was scarry especially near KLCC area.
If you've liked this video, remember to Like and Share it around! It helps a lot! =D
喜欢的话,记得订阅按赞然都打开小铃铛
【𝗟𝗜𝗞𝗘 + 𝗦𝗛𝗔𝗥𝗘 + 𝗦𝗨𝗕𝗖𝗥𝗜𝗕𝗘 𝗧𝗢 𝗧𝗜𝗔𝗡𝗖𝗛𝗔𝗗】
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#vaccination #sinovac #MIECC #malaysia #themines #tianchad
net 30 days 在 TianChad.com - Precious Moments #田七摄影 Facebook 的精選貼文
Feeling bored at home and love spicy food? Can try this #spicychallenge then. I thought it was all okay until when I need to visit toilet the next day hahaha. PEDAS tapi sedap~
PS: Make sure you get your water ready.
For you spicy lovers out there who want to take good care of your guts as well, restore the balance of good gut bacteria with #PROBIOME. PROBIOME has prebiotic and probiotic that helps you have a healthier guys and stronger body.
READ MORE: http://www.tianchad.com/2021/04/review-aemis-probiome-probiotic-prebiotic.html
- PROBIOME PROVIDE MULTI-DIMENSIONAL PROTECTION
- Perfect triangle of probiotics in PROBIOME (Lactobacillus, Bifidobacterium, Streptococcus)
-TWO types of PREBIOTICS: FRUCTOOLIGOSACCHARIDES and INULIN
- NO REFRIGERATION NEEDED
- SAFE AND RELIABLE (From the largest supplier in the U.S.)
【PROBIOME is suitable for people who are】
- Unable to lose weight even with exercises and controlled diet
- Underweight caused by difficulty in nutrients' absorption
- Having rough, dull, allergic and acne-prone skin caused by intestinal problems
- Living a hectic lifestyle with excessive processed foods and always eating outside
- Suffering from chronic constipation, always rely on detox products
- Experiencing weaker immunity, often fall sick
- Waking up tired even with sufficient of sleep
- Experiencing chronic diarrhea with foul-smelling stool
【MY PERSONALREVIEW】AEMIS PROBIOME
“I have a weak stomach, and I love to try out street food whenever I travel. Therefore most of the time I easily catch stomach flu or diarrheas if I ate too much of street foods. With the bio-science base knowledge that I have, I do know that probiotic and prebiotic are both very important and healthy to me to maintain a healthy gut.
After consume Aemis Probiome for almost a month, I can see that I have stronger immune system when it comes to food. For example, after I ate the raw crab, prawn and salmon dishes at @omgcrab in The LincKL, my tummy have no issue at all. I noticed I have better bowel movement and no pain when I excrete human waste a.k.a. poop.
It is very suitable for someone who has constipation or diarrhoea, loose and watery stools, so if you want a healthier gut like me. Try out AEMIS PROBIOME probiotic for better health today.”
For more info, can contact http://buyprobiome.watsap.me/. There will be free 1-on-1 consultation to match your need and to help you out.
If you've liked this video, remember to Like and Share it around! It helps a lot! =D
喜欢的话,记得订阅按赞然都打开小铃铛
【𝗟𝗜𝗞𝗘 + 𝗦𝗛𝗔𝗥𝗘 + 𝗦𝗨𝗕𝗖𝗥𝗜𝗕𝗘 𝗧𝗢 𝗧𝗜𝗔𝗡𝗖𝗛𝗔𝗗】
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Nikon Z7, Z50 with 14-24mm, 24-70mm, 35mm
Samsung Galaxy Note20 Ultra
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Moment Lens for Mobile Phone - https://moment.8ocm68.net/tianchad
【10% OFF】 @MOMENT GEAR STOREWIDE with code "FIRSTMOMENT10"
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net 30 days 在 TianChad 田七摄影 Youtube 的最讚貼文
Feeling bored at home and love spicy food? Can try this #spicychallenge then. I thought it was all okay until when I need to visit toilet the next day hahaha. PEDAS tapi sedap~
PS: Make sure you get your water ready.
For you spicy lovers out there who want to take good care of your guts as well, restore the balance of good gut bacteria with #PROBIOME. PROBIOME has prebiotic and probiotic that helps you have a healthier guys and stronger body.
READ MORE: http://www.tianchad.com/2021/04/review-aemis-probiome-probiotic-prebiotic.html
- PROBIOME PROVIDE MULTI-DIMENSIONAL PROTECTION
- Perfect triangle of probiotics in PROBIOME (Lactobacillus, Bifidobacterium, Streptococcus)
-TWO types of PREBIOTICS: FRUCTOOLIGOSACCHARIDES and INULIN
- NO REFRIGERATION NEEDED
- SAFE AND RELIABLE (From the largest supplier in the U.S.)
【PROBIOME is suitable for people who are】
- Unable to lose weight even with exercises and controlled diet
- Underweight caused by difficulty in nutrients' absorption
- Having rough, dull, allergic and acne-prone skin caused by intestinal problems
- Living a hectic lifestyle with excessive processed foods and always eating outside
- Suffering from chronic constipation, always rely on detox products
- Experiencing weaker immunity, often fall sick
- Waking up tired even with sufficient of sleep
- Experiencing chronic diarrhea with foul-smelling stool
【MY PERSONALREVIEW】AEMIS PROBIOME
“I have a weak stomach, and I love to try out street food whenever I travel. Therefore most of the time I easily catch stomach flu or diarrheas if I ate too much of street foods. With the bio-science base knowledge that I have, I do know that probiotic and prebiotic are both very important and healthy to me to maintain a healthy gut.
After consume Aemis Probiome for almost a month, I can see that I have stronger immune system when it comes to food. For example, after I ate the raw crab, prawn and salmon dishes at @omgcrab in The LincKL, my tummy have no issue at all. I noticed I have better bowel movement and no pain when I excrete human waste a.k.a. poop.
It is very suitable for someone who has constipation or diarrhoea, loose and watery stools, so if you want a healthier gut like me. Try out AEMIS PROBIOME probiotic for better health today.”
For more info, can contact http://buyprobiome.watsap.me/. There will be free 1-on-1 consultation to match your need and to help you out.
If you've liked this video, remember to Like and Share it around! It helps a lot! =D
喜欢的话,记得订阅按赞然都打开小铃铛
【???? + ????? + ???????? ?? ????????】
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【Free 30 days】Awesome Video Music from #EpidemicSound
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Nikon Z7, Z50 with 14-24mm, 24-70mm, 35mm
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net 30 days 在 TianChad 田七摄影 Youtube 的最佳貼文
Sarah Cothran - As The World Caves In (Lyrics) Music Cover Originally by Matt Maltese
[Chorus]
Oh girl it's you that I lie with
As the atom bomb locks in
Oh, it's you I watch TV with
As the world, as the world caves in
Follow Sarah:
INSTAGRAM: https://www.instagram.com/sarahjess_
Video and photos taken using android smart phone #withGalaxy #TeamGalaxy. Footages used are actually timelapse video of the clouds, sunset and moving traffic that I can see from the balcony.
In this very time, sometimes it looks like the end of the world. (which is why I like Sarah Cothran's As The World Caves In music cover so much). I hope you have start taking actions and venture into new things to adapt to the new environment. Call your family and friends more frequent so you can share and feel the love for each other. It's been almost/more than a year I didn't go back hometown.
Really miss my grandparents and parent to be honest. So stay home, stay safe, stay sane. Love you all!
Video and photos taken using android smart phone #withGalaxy #TeamGalaxy. Footages used are actually timelapse video of the clouds, sunset and moving traffic that I can see from the balcony.
In this very time, sometimes it looks like the end of the world. (which is why I like Sarah Cothran's As The World Caves In music cover so much). I hope you have start taking actions and venture into new things to adapt to the new environment. Call your family and friends more frequent so you can share and feel the love for each other. It's been almost/more than a year I didn't go back hometown.
Really miss my grandparents and parent to be honest. So stay home, stay safe, stay sane. Love you all!
If you've liked this video, remember to Like and Share it around! It helps a lot! =D
喜欢的话,记得订阅按赞然都打开小铃铛
【???? + ????? + ???????? ?? ????????】
http://bit.ly/TianChadYT
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Nikon Z7, Z50 with 14-24mm, 24-70mm, 35mm
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net 30 days 在 TianChad 田七摄影 Youtube 的最讚貼文
HOW TO HAVE SUPER MOON ON YOUR PHOTO 1 MINUTE EDITING TUTORIAL #WITHGALAXY | PICSART
If you've liked this video, remember to Like and Share it around! It helps a lot! =D
喜欢的话,记得订阅按赞然都打开小铃铛
【???? + ????? + ???????? ?? ????????】
http://bit.ly/TianChadYT
【Free 30 days】 My Awesome Video Music from #Epidemic Sound
https://www.epidemicsound.com/referral/lukp0g/
【GEAR I USE】
Nikon Z7, Z50 with 14-24mm, 24-70mm, 35mm
Samsung Galaxy Note20 Ultra
Joby Gorillapod 5K Kit
Moment Lens for Mobile Phone
Get Samsung Galaxy S21 Ultra from Shopee now:
https://shp.ee/wpkuqm7
【Use 'firstmoment10' for 10% off MOMENT GEAR】
https://moment.8ocm68.net/xYADy
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net 30 days 在 open account 30 days意思2023-在Facebook/IG/Youtube上的 ... 的推薦與評價
Net 30 days 即月结30天,一般台资企业较常用。即无论是本月当中哪天出的货,付款期都从当月的最后一天开始计算30天后付款。这样无形中实际 ... ... <看更多>
net 30 days 在 open account 30 days意思2023-在Facebook/IG/Youtube上的 ... 的推薦與評價
Net 30 days 即月结30天,一般台资企业较常用。即无论是本月当中哪天出的货,付款期都从当月的最后一天开始计算30天后付款。这样无形中实际 ... ... <看更多>
net 30 days 在 [問題] Payment term 中的Net 60 days 是什麼… - 看板intltrade 的推薦與評價
※ 引述《niece999 (niece)》之銘言:
: ※ 引述《suweilen (黃色)》之銘言:
: : 50%的模具費會在下單的時候付款,另外的50%在樣品通過品質檢驗後(應該是ISIR)付款
: : 必須要有10件樣品進行檢驗
: : 量產訂單交易條件為60天
: ISIR 是什麼意思唷
: "量產訂單交易條件為60天" 是指交貨後60天客人才付款嗎??
Net 60 days 指的是"淨額60天"交易條件
通常用於跟國外交易的條件上
我自己本身有遇到以下兩個實務狀況,但涵義為大同小異.
(1) 收到發票後60天必需付款的交易條件
(2) 也有計算方式是根據收到發票上的日期,往後計算60天, 則為最後付款期限.
通常這個條件僅適用於信用良好的客戶身上
如果你是賣方的話,就要先確定好客戶自身的信用狀況,
不然錢收不回來跨國追討,可是挺複雜 還要額外支出費用
希望這樣有幫助唷^~^
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