🌻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2萬的網紅Untyped 對啊我是工程師,也在其Youtube影片中提到,文組轉職軟體工程師的心路歷程 ft. Badu (GitLab DevRel) 這次邀請到現任GitLab DevRel (開發者行銷) 的Badu來和我們分享轉職的種種!影片中聊到了她如何以半自學的方式學習程式設計,如何加速學習轉職成為前端軟體工程師,轉職過程中的困難艱辛,未來對職涯的規劃。相信...
「marketing position」的推薦目錄:
- 關於marketing position 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於marketing position 在 美國在台協會 AIT Facebook 的最讚貼文
- 關於marketing position 在 My Mate Nate Facebook 的最佳貼文
- 關於marketing position 在 Untyped 對啊我是工程師 Youtube 的最讚貼文
- 關於marketing position 在 BIGDADDY x EMILY Youtube 的精選貼文
- 關於marketing position 在 1989s Entertainment Youtube 的最讚貼文
marketing position 在 美國在台協會 AIT Facebook 的最讚貼文
想加入美國在台協會嗎?我們目前正在尋找以下人員:商務經理、農業市場行銷助理及貿易推廣專員。職缺條件、遴選過程、以及應徵方式,請參閱以下網頁:https://www.ait.org.tw/offices/jobs/ #AITJobs
Would you like to work at AIT? We are currently seeking qualified candidates for the following position: Commercial Specialist, Agricultural Marketing Assistant and Trade Promotion Coordinator. For more information on qualifications and how to apply please visit: https://www.ait.org.tw/offices/jobs/
marketing position 在 My Mate Nate Facebook 的最佳貼文
บริษัท มาย เมท เนท สตูดิโอ จำกัด ประกาศตามหาพนักงานใหม่
ตำแหน่ง:
นักศึกษาฝึกงาน - 2 ตำแหน่ง
Social Media Manager / Admin เพจ - 1 ตำแหน่ง
Brand Manager - 1 ตำแหน่ง
ทำงาน จันทร์-ศุกร์ 09.00 น. - 17.00 น. แถวสวนหลวง ร. 9
******* Social Media Manager / Admin เพจ *******
เพศ: ไม่จำกัด
อายุ: 18ปี ขึ้นไป
การศึกษา: จบ ม.6
หน้าที่ทำงาน
- ดูแล Social Media Page ทั้งหมดของบริษัท เป็น Admin เพจ - My Mate Nate, Nate & Mee, Review Khong, Coach Nay
- คิดคอนเทนท์ Short Form Video (คลิปสั้นประมาณ 15-60 วืนาที)
- - ถ่ายภาพเบื้องหลังระหว่างถ่ายคลิป (ไม่ต้องเก่งมาก พวกเราสอนให้ มีกล้องให้ใช้)
- ช่วยคิด Caption สำหรับโพส
- มองหา Trend ใหม่ๆในสื่อโซเชียล
*** สำคัญที่สุด ขอคนที่ชอบและรักในการทำคอนเท็นต์ออนไลด์
*******นักศึกษาฝึกงาน*******
เพศ: ไม่จำกัด
อายุ: 18ปี ขึ้นไป
การศึกษา: สาขาที่เกี่ยวข้อง
หน้าที่ทำงาน
- Editor - ตัดต่อ
- Camera man - ตากล้อง (ภาพนิ่งและวีดีโอ ทั้งสอง)
- Creative - ช่วยกันคิดไอเดียงาน
- Prop - ช่วยเตรียมอุปกรณ์สำหรับคลิป (ทำความสะอาจหลังเล่นเสร็จ)
สรุป - ถ้ามาฝึกงานกับเรา คุณจะได้ทำและเรียนรู้ทุกอย่างเรื่อง FILM PRODUCTION
*******Brand Manager*******
Category: Beauty/Cosmetics
Position: Brand Manager
Duties & Responsibilities
• Establishing budgets, performance specifications and Sales estimates
• Stay current on market trends and competitive activity
• Define and manage the brand communication strategy using a variety of media
• Increasing products sales and market share
• Building brand awareness and increasing brand value and profitability
• Ensuring that messaging and marketing activities are aligned with brand and company values
• Communicate our brand personality internally and align company around foundational ideas
• Monitor and analyze sales volume, market share, trends and competitors' activities
• Manage the NPD and product adaptation. Build tracker for NPD & post evaluation to ensure continuous improvement of the execution. Track and monitor product development process to ensure on-time new product launches.
• Overseeing the production of advertisements, promotional materials
Develop and execute marketing campaigns aimed at communicating our brand message
Qualification
• Bachelor's degree in Marketing, Business, or related field.
• 3+ years of experience in brand management, brand marketing, or marketing management
• Proven ability to work cross-functionally
• Experience managing a brand across multiple markets
• Creative thinker and problem solver
• Strong communication skills, both verbal and written
• Strategic thinker able to identify long-term opportunities and trends
คิดว่าตัวเองเหมาะสมกับเราสมัครมาได้เลย
ถ้าสนใจสมัคร กรุณาส่ง Email ประวัติส่วนตัวพร้อมผลงานที่คุณเคยทำมาที่ mymatenatestudio@gmail.com
marketing position 在 Untyped 對啊我是工程師 Youtube 的最讚貼文
文組轉職軟體工程師的心路歷程 ft. Badu (GitLab DevRel)
這次邀請到現任GitLab DevRel (開發者行銷) 的Badu來和我們分享轉職的種種!影片中聊到了她如何以半自學的方式學習程式設計,如何加速學習轉職成為前端軟體工程師,轉職過程中的困難艱辛,未來對職涯的規劃。相信對於想嘗試寫程式,有轉職軟體工程念頭的人,一定會非常有幫助!
Overview 💬
🔹為什麼想換到軟體工程 2:50
🔹程式設計自學加速方法 4:30
🔹轉職過程中的汗與淚水 5:48
🔹轉職後出乎意料的事情 7:43
🔹性別比例不平衡的影響 8:55
🔹喜歡CS嗎?後悔想改變? 10:36
🔹推薦大家嘗試寫程式嗎 12:53
🔹轉職後的未來職涯規劃 15:16
Badu 也有經營一個Podcast頻道「冒牌者症候群の下班時間」。頻道中聊到了許多職涯發展的相關議題,非常推薦在職場上常常會有一種覺得自己不適任,很怕自己的能力不夠被拆穿,這些有冒牌者症候群(Imposter Syndrome)的人趕快去訂閱收聽!
快來聽聽凱心琳和Badu一起錄製的👇🏻👇🏻👇🏻
「#7 不念醫學系的那個決定 — 對啊我是工程師」
🔗 Anchor 🔗
https://anchor.fm/anniescript/episodes/7-efv9lo
🔗 Spotify 🔗
https://open.spotify.com/episode/15PN6xq4fSfQ2k4qKkKyqt?si=aGKgdWIETVKf31TzXv386g
🔗 SoundOn 🔗
https://player.soundon.fm/embed?podcast=0f1486df-fd4a-4298-a970-b6049bab710b&episode=6d3b48f6-5334-4c8e-93d8-4ee8cf08ef73
1111人力銀行 邀約合作,提供「職點」專欄文章供大家參考
連結為此:https://www.1111.com.tw/position/software-engineer/ 〈靠這招轉職軟體工程師!百萬年薪不是夢〉
#WomenInTech #轉職工程師 #會寫程式不一定要當軟體工程師
一定要看到影片最後面並且在「YouTube影片下方」按讚留言訂閱分享唷!
-
歡迎留言告訴我你的想法,或是你想認識的程式語言唷!
每(隔週)週四晚上9點更新,請記得開啟YouTube🔔通知!
-
【愛屋及烏】
Facebook 臉書粉專 👉 https://www.facebook.com/untyped/
Instagram 👉 https://www.instagram.com/untypedcoding/
合作邀約 👉 untypedcoding@gmail.com
-
Untyped 對啊我是工程師 - There are so many data types in the world of computer science, so are the people who write the code. We aim to UNTYPE the stereotype of engineers and of how coding is only for a certain type of people.
凱心琳: 一個喜歡電腦科學邏輯推理,在科技圈努力為性別平等奮鬥的工程師。
-
圖片影片音效:[giphy.com] [bensound]
marketing position 在 BIGDADDY x EMILY Youtube 的精選貼文
CƠ HỘI LÀM VIỆC CỰC TỐT - 1989S PRODUCTIONS TUYỂN DỤNG VỊ TRÍ MARKETING & PR SPECIALIST
??Tiên Cookie nghĩ rằng nếu không có Bạn, cô ấy không thể yên tâm viết nhạc được… Thế nên dù bạn là một freelancer, hay một người đang tìm kiếm một công việc ổn định, nếu bạn có khả năng và mong muốn đồng hành cùng 1989s Productions với những dự án thú vị, hay ho trong tương lai thì đây chính là định mệnh :”)
1989s Productions đang cần lắm một người Bạn nhìn chung là:
♠️ Giỏi về marketing & PR để Tiên Cookie không còn phải vắt tay lên trán suy nghĩ thức đêm nữa, hao gầy lắm rồi
♣️ Quan tâm nồng nhiệt đến thị trường âm nhạc Việt Nam và thế giới, am hiểu khán giả, thói quen, xu hướng và sự quan tâm của đa số người trẻ
♥️ Có những ý tưởng vượt ra ngoài khuôn khổ truyền thống nhưng lại phù hợp cực kì với bối cảnh thực tế, có khả năng lên những chiến dịch hay ho dựa trên những ý tưởng này
♦️ Nảy số nhanh, không sợ thay đổi khi trong tay đầy những phương án dự phòng
?Có khả năng theo sát chiến dịch, đảm bảo có thể giám sát chiến dịch, hoàn thành deadline đúng hạn
Tiên Cookie không cần bạn có bằng cấp cao siêu, cũng không quan tâm nếu bạn đang có một công việc full-time nhưng vẫn muốn đồng hành cùng cô ấy. Chỉ cần bạn hoàn thành tốt công việc, cô ấy yên tâm.
Về quyền lợi, đảm bảo rằng bạn sẽ được làm việc tại một trong những môi trường trẻ trung, tử tế, trong sáng và tình cảm nhất trong showbiz Việt. Bạn cũng sẽ có nhiều cơ hội để thử và thực hiện những điều mà 90% thời gian bạn không có điều kiện để làm.
Quan trọng hơn hết, Tiên Cookie sẽ không để bạn phải băn khoăn về vấn đề tài chính, tất cả dựa trên khả năng và hiệu quả làm việc của bạn.
Nếu thấy hứng thú, bạn hãy vui lòng gửi portfolio về địa chỉ email jobs@1989s.vn nhé, thời hạn nhận portfolio là hết ngày 31/05/2019.
Tiêu đề theo mẫu này: [Họ và tên] / Application for Marketing & PR Specialist Position
Nếu bạn có thắc mắc, hay bất kì câu hỏi gì, xin vui lòng hãy gọi ngay hotline 090 898 1989 hoặc gửi email về jobs@1989s.vn để được giải đáp ngay nhé!
---------------------
Đăng ký kênh Emily để xem video mới tại:
http://bit.ly/EmilySubs
Theo dõi BigDaddy tại
► Fan Page: https://www.facebook.com/BigDaddyProductionz
► Profile: https://www.facebook.com/bichdetdi1991
► Instagram: https://www.instagram.com/bichdetdi
Theo dõi Emily tại
► Fanpage: https://www.facebook.com/fc.emilyvn
► Profile: https://www.facebook.com/emily.ladykillah
► Instagram: https://www.instagram.com/emilynguyen1810
Theo dõi 1989s Productions tại
► Fanpage: https://www.facebook.com/1989sProductions
---------------------
© Bản quyền thuộc về 1989s Productions Records
© 2019 1989s Productions Records. All rights reserved.
marketing position 在 1989s Entertainment Youtube 的最讚貼文
CƠ HỘI LÀM VIỆC CỰC TỐT - 1989S PRODUCTIONS TUYỂN DỤNG VỊ TRÍ MARKETING & PR SPECIALIST
??Tiên Cookie nghĩ rằng nếu không có Bạn, cô ấy không thể yên tâm viết nhạc được… Thế nên dù bạn là một freelancer, hay một người đang tìm kiếm một công việc ổn định, nếu bạn có khả năng và mong muốn đồng hành cùng 1989s Productions với những dự án thú vị, hay ho trong tương lai thì đây chính là định mệnh :”)
1989s Productions đang cần lắm một người Bạn nhìn chung là:
♠️ Giỏi về marketing & PR để Tiên Cookie không còn phải vắt tay lên trán suy nghĩ thức đêm nữa, hao gầy lắm rồi
♣️ Quan tâm nồng nhiệt đến thị trường âm nhạc Việt Nam và thế giới, am hiểu khán giả, thói quen, xu hướng và sự quan tâm của đa số người trẻ
♥️ Có những ý tưởng vượt ra ngoài khuôn khổ truyền thống nhưng lại phù hợp cực kì với bối cảnh thực tế, có khả năng lên những chiến dịch hay ho dựa trên những ý tưởng này
♦️ Nảy số nhanh, không sợ thay đổi khi trong tay đầy những phương án dự phòng
?Có khả năng theo sát chiến dịch, đảm bảo có thể giám sát chiến dịch, hoàn thành deadline đúng hạn
Tiên Cookie không cần bạn có bằng cấp cao siêu, cũng không quan tâm nếu bạn đang có một công việc full-time nhưng vẫn muốn đồng hành cùng cô ấy. Chỉ cần bạn hoàn thành tốt công việc, cô ấy yên tâm.
Về quyền lợi, đảm bảo rằng bạn sẽ được làm việc tại một trong những môi trường trẻ trung, tử tế, trong sáng và tình cảm nhất trong showbiz Việt. Bạn cũng sẽ có nhiều cơ hội để thử và thực hiện những điều mà 90% thời gian bạn không có điều kiện để làm.
Quan trọng hơn hết, Tiên Cookie sẽ không để bạn phải băn khoăn về vấn đề tài chính, tất cả dựa trên khả năng và hiệu quả làm việc của bạn.
Nếu thấy hứng thú, bạn hãy vui lòng gửi portfolio về địa chỉ email jobs@1989s.vn nhé, thời hạn nhận portfolio là hết ngày 31/05/2019.
Tiêu đề theo mẫu này: [Họ và tên] / Application for Marketing & PR Specialist Position
Nếu bạn có thắc mắc, hay bất kì câu hỏi gì, xin vui lòng hãy gọi ngay hotline 090 898 1989 hoặc gửi email về jobs@1989s.vn để được giải đáp ngay nhé!