🌻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131部Youtube影片,追蹤數超過10萬的網紅MONGABONG,也在其Youtube影片中提到,You guys loved the previous clean eating vlog I did so here's one with more healthy recipes to share with you guys! I've been getting better at cookin...
「blog name ideas」的推薦目錄:
- 關於blog name ideas 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於blog name ideas 在 Takeru Izumo's World Facebook 的最讚貼文
- 關於blog name ideas 在 Milton Goh Blog and Sermon Notes Facebook 的精選貼文
- 關於blog name ideas 在 MONGABONG Youtube 的最佳解答
- 關於blog name ideas 在 MONGABONG Youtube 的最佳解答
- 關於blog name ideas 在 MONGABONG Youtube 的最讚貼文
- 關於blog name ideas 在 10 Blog Names ideas - Pinterest 的評價
- 關於blog name ideas 在 7 Best Blog Name Generators to Help You Find ... - YouTube 的評價
blog name ideas 在 Takeru Izumo's World Facebook 的最讚貼文
Hello, I'm Izu ~ <3
Suddenly I thinking about change my Page's name. Can you recommend me some ideas? (●′ω`●)
How about "Takeru Izumo's Room" or "Takeru Izumo's Gallery" or "Takeru Izumo's Blog" ...? (⁎•̛̣̣꒶̯•̛̣̣⁎)
Because I feel calling "Cosplayer" isn't suitable with me anymore. (っ˘̩╭╮˘̩)っ
blog name ideas 在 Milton Goh Blog and Sermon Notes Facebook 的精選貼文
Yesterday, during the Fortitude Budget speech, our Singapore Deputy Prime Minister talked about the increasing demand for IT, technology and engineering related workers. The digital space is growing, and through this COVID-19 pandemic, more businesses are seeing the need to transition to digitization and having an online presence instead of just a physical storefront.
When you start a blog or website, it’s the beginning of building an online presence. It opens up new opportunities for you and suddenly you’re able to reach a wider audience and customer base than ever before.
“But you, Daniel, shut up the words, and seal the book, even to the time of the end: many shall run back and forth, and knowledge shall be increased.”” (Daniel 12:4 WEB)
The end times is marked by an exponential increase in knowledge. The last time I heard, the world’s experts call this time the “Information Age”.
There are many benefits in starting a website or blog, because there are so many searching for knowledge online. People are even willing to pay for knowledge.
As a Christian writer and blogger, I use my time to study the Bible, and share the revelations I receive during my study time in my blog, social media and books. I spent years experimenting with my own website and social media platforms.
Since people are looking for knowledge, let it be the truth of God’s word that they find. If there’s demand, there’s an opportunity. Just provide the supply. It’s perfectly okay to be paid well for the time you spend in creating quality content that improves people’s lives!
Monetizing your website or blog isn’t like a job. In your salaried job, even if you slack off and your boss doesn’t notice, you still get paid by the hour.
In blogging and selling your own products online, you are paid based on the results you get—not based on per hour, but per sale or per click (for ads).
This means that you have the opportunity to grow your income without a boss to set your limits.
Ask the Lord to give you creative, wise ideas and place you in the right place at the right time to generate massive results. Only He can give you the grace for that.
You can learn all you want from so-called ‘experts’ online, but if you don’t receive favor from God, you can’t succeed.
“I planted. Apollos watered. But God gave the increase. So then neither he who plants is anything, nor he who waters, but God who gives the increase. Now he who plants and he who waters are the same, but each will receive his own reward according to his own labor.” (1 Corinthians 3:6-8 WEB)
You can plant and water all you want by your own efforts, but without God giving the increase, your website or blog won’t grow. It’s so important to receive and rely on His favor!
Perhaps you even lost your job or took a pay cut. Why not explore a new way of doing things and learn new skills?
Being able to build, manage and market a website are valuable skills that add value to companies who are looking to hire talents.
If you’re going to start a website or a blog, do it for God’s glory, to exalt the name of Jesus. You’ll be rewarded for your labor of faith, hope and love.
I have a local friend who builds professional websites for a living, and he charges even up to $50,000 for a website.
My rate is much, much lower than that. I’ve built websites for clients before, but my portfolio isn’t an extensive as his. My passion is still in writing about God’s word, so building websites is something I can do, but only for a few people.
If you want to hire me to build a website/blog for you, you can do so here: https://www.miltongoh.net/store/p14/website-creation-service-based-in-singapore.html
If you hire me, I will include US$800 worth of free inclusions like suggesting a name (URL) for your domain that boosts your website’s visibility on Google, my eBook guide “How to Use your Weebly Website” to help you confidently use your new website yourself, setting up your email newsletter account and Google Analytics (for tracking website data and growth), as well as suggestions and placement of stock photos for your website.
Here’s to witnessing the next wave of Christian bloggers and digital entrepreneurs succeed in the mission of making the Gospel of Jesus Christ known! 🙌
#christianblogging #PraiseJesus
blog name ideas 在 MONGABONG Youtube 的最佳解答
You guys loved the previous clean eating vlog I did so here's one with more healthy recipes to share with you guys! I've been getting better at cooking and experimenting with different recipes ? Let me know if you tried any of the recipes I've shared!
My food account ► Instagram: http://instagram.com/mongabongeats
------------------------------------------
? RECIPE INGREDIENTS ?
? Healthy, fried rice (quinoa)
egg
Plant-based meat
Onions
Diced carrots
Broccoli
Light soy sauce
Salt
Quinoa
? Spicy vodka wholemeal fusilli with sous vide chicken breast
1 onion, diced
2-3 tbsp extra virgin Olive oil
2 cloves of Garlic, peeled
Salt
Pepper
1 can of Tomato paste
Dried Thyme, to taste (optional)
Dried oregano, to taste
Red pepper flakes, to taste
1/3 cup Vodka
1 cup heavy cream
1 lb rigatoni or penne pasta
Parmesan & mozzarella cheese
A knob of butter
Chopped fresh parsley to taste
? Cocoa baked rolled oats
30g rolled oats
7g cocoa powder
1/2 medium banana
2g baking soda
70ml cup milk
A slice of dark chocolate
Bake at 180c for 20 min
-----------------------------------------
► Instagram: http://instagram.com/mongabong
► TikTok: www.tiktok.com/@mongabong
► Snapchat: @mongabong
► Blog: www.mongabong.com
► Email: hello@mongabong.com
FAQ
Hello! My name is Mong Chin and I'm from sunny Singapore. I am 1.63m and I am Singaporean Chinese. I speak English, Mandarin and am currently learning Korean in my free time. I love all things beauty and fashion, and I also like to share my life here. I hope you guys enjoy watching my videos!
DISCLAIMER
This video is not sponsored. All content ideas and opinions are my own, and I do not make money out of any purchases.
blog name ideas 在 MONGABONG Youtube 的最佳解答
My May Vlog Part 2 is out! Got to learn from my team that I am a BOOMER in texting, got my health checkup done (again) and cooked dinner for my MIL as a surprise for Mothers' Day!
Shein haul - https://www.instagram.com/tv/CQbJaCzlmA8/?utm_medium=copy_link
Disclaimer: This vlog was filmed before the new rules were in place. Enjoy and stay safe! ❤️
My food account ► Instagram: http://instagram.com/mongabongeats
PLACES MENTIONED:
↳ Antea Social: 9 Tyrwhitt Rd, Singapore 207528
↳ The Tiramisu Hero: 121 Tyrwhitt Rd, Singapore 207548
► Instagram: http://instagram.com/mongabong
► Food Instagram: http://instagram.com/mongabongeats
► TikTok: www.tiktok.com/@mongabong
► Blog: www.mongabong.com
► Email: hello@mongabong.com
FAQ
Hello! My name is Mong Chin and I'm from sunny Singapore. I am 1.63m and I am Singaporean Chinese. I speak English, Mandarin and am currently learning Korean in my free time. I love all things beauty and fashion, and I also like to share my life here. I hope you guys enjoy watching my videos!
DISCLAIMER
This video is not sponsored. All content ideas and opinions are my own, and I do not make money out of any purchases.
blog name ideas 在 MONGABONG Youtube 的最讚貼文
Time flies passed so fast and now we are in June!! I know that this is super delayed but.... May vlog part 1 is finally out! I got back my health report results? (not the best), had the yummiest food on Mothers' Day ? and FINALLY getting the highly raved Profhilo treatment done!! Stay tuned for part 2 of this May vlog! ?
Disclaimer: This vlog was filmed before the new rules were in place. Enjoy and stay safe! ❤️
My food account ► Instagram: http://instagram.com/mongabongeats
------------------------------------------
?PLACES MENTIONED:
↳ Astique Clinic (Profhilo) : 350, #08-00 Orchard Rd, Shaw House, 238868
↳ Antea Social: 9 Tyrwhitt Rd, Singapore 207528
↳ The Tiramisu Hero: 121 Tyrwhitt Rd, Singapore 207548
↳ ASTIQUE The Aesthetic Clinic: 350, #08-00 Orchard Rd, Shaw House, 238868
↳ Fukui Omakase: 25 Mohamed Sultan Rd, Singapore 238969
↳ Hidemasa By Hide Yamamoto:12 Artillery Ave, 099953
✨PRODUCTS MENTIONED:
SKINCARE:
✨ Abib Heartleaf Essence: https://shp.ee/wkddf6p
✨ Abib Hypoderma SP1-2GF Serum: https://shp.ee/qdyh4m5
✨ Purito Green Level Buffet Serum:
✨ Skin Inc Pure Serum-Infused Moisturizer: https://bit.ly/2UeInlV
✨ Two Halves - Better Balance Soothing Hydration Essence: https://bit.ly/2THDxx5
► Instagram: http://instagram.com/mongabong
► Food Instagram: http://instagram.com/mongabongeats
► TikTok: www.tiktok.com/@mongabong
► Blog: www.mongabong.com
► Email: hello@mongabong.com
FAQ
Hello! My name is Mong Chin and I'm from sunny Singapore. I am 1.63m and I am Singaporean Chinese. I speak English, Mandarin and am currently learning Korean in my free time. I love all things beauty and fashion, and I also like to share my life here. I hope you guys enjoy watching my videos!
DISCLAIMER
This video is not sponsored. All content ideas and opinions are my own, and I do not make money out of any purchases.
blog name ideas 在 7 Best Blog Name Generators to Help You Find ... - YouTube 的推薦與評價
7 Best Blog Name Generators to Help You Find Good Blog Name Ideas. Watch later. Share. Copy link. Info. Shopping. Tap to unmute. ... <看更多>
blog name ideas 在 10 Blog Names ideas - Pinterest 的推薦與評價
Dec 19, 2019 - Explore Name Generator Pro's board "Blog Names", followed by 3826 people on Pinterest. See more ideas about blog names, names, blog. ... <看更多>