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🌻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
ตามหาคนสนใจงานครับ ‼
บริษัท SHINEX เปิดรับสมัคร Creative Content Creator
/ครีเอทีฟ คอนเท้นต์ (เป็น Startup Company )
เป็นธุรกิจสายงานเกี่ยวกับอาหารเสริม
Full-time: เงินเดือน 15,000 -20,000฿
(คุยได้ ตามความสามารถ) ** คุยงาน จ้างเร็ว **
⏱ : จ - ศ 9:00-17:00
📍สถานที่ทำงาน : ฝั่งธน / ประชาอุทิศ
ไฮไลท์เด่นของงาน ‼
• Content creator, Editor
• มีความเข้าใจใน Digital marketing
• Copywriter
*** รายละเอียดของงาน ***
หน้าที่ความรับผิดชอบ
1. วางแผนและนำเสนอ Digital Communication Plan และกิจกรรมออนไลน์ต่างๆ สำหรับช่องทางการสื่อสาร Facebook/Instagram/Line ของแบรนด์
2. คิดและสร้างสรรค์ คอนเทนท์ ทำคลิป IG, Facebook, Tiktok, Caption เพื่อใช้ในการสื่อสารกับกลุ่มเป้าหมาย
3. ประสานกับทีม Graphic เพื่อ กำหนดทิศทางการออกแบบ Artwork ให้ สวยงาม เหมาะสมและสอดคล้องกับ Content และภาพลักษณ์ของแบรนด์สินค้า
4. ศึกษาหาข้อมูล และ อัพเดตเทรนด์อาหารเสริมต่างๆ เพื่อออกแบบคอนเทนต์
งานอื่นๆตามที่ได้รับมอบหมาย
5. สามารถสร้างสรรค์งานเขียนที่สะท้อนตัวตนของแบรนด์ออกมาได้อย่างชัดเจน
6. ควบคุมภาพลักษณ์และการสื่อสารขององค์กร
คุณสมบัติ 👇🏻
- เล่าเรื่องเก่ง มีความคิดสร้างสรรค์/ มีความสนใจติดตามกระแส เทรนด์ อาหารเสริมต่างๆ
- ขยัน ซื่อสัตย์ มีความกระตือลือล้น ตรงต่อเวลา และมีความรับผิดชอบ
- สามารถเขียนเล่าเรื่อง นำเสนอข้อมูลต่างๆเพื่อการสื่อสารได้ดี
- มีประสบการณ์ด้านการทำ Content/Communication ในธุรกิจสายงานอาหารเสริม
หากสนใจสามารถส่ง Resume เเละ Portfolio มาในอีเมลได้เลยค่ะ
Email : Pattalin93@gmail.com
เบอร์โทร : 065-663-2363 (คุณริน)
𝑭𝑼𝑳𝑳 𝑬𝑷 𝑰𝑺 𝑶𝑼𝑻 𝑵𝑶𝑾
https://lnkfi.re/WeWereSoYoung
⟢ ⟣⟢ 告別夏日主打，MV上線 ⟢ ⟣⟢
別讓紀念將你囚禁；送我們一場派對，
慶祝你我之間，到最後都沒有謊言。
⟢ ⟣⟢ ⟣⟢ ⟣⟢ ⟣⟢ ⟣⟢ ⟣⟢ ⟣⟢ ⟣⟢
You got a tattoo of me
but we broke up
You’d better not regret it
like you used to do
I loved the smile on your face
You loved the sunshine after rain
You will never feel the same
I’m the one who can’t be tamed
Cherish the moment we first met
Collect those pieces of my faith
Don’t be so sad, by the way
Cause there’s no time for you to waste
Baby What do you want from me
I never hate someone I love
You know it is nobody’s fault
We’ve probably did all that we could
⟢ ⟣ Video ⟢ ⟣
製作公司 Production Company | Nakama Studio
專案管理 Project Manager｜提摩西 Timothy Chen
導演 Director｜提摩西 Timothy Chen
製片 Producer｜提摩西 Timothy Chen
美術指導 Art Direction｜提摩西 Timothy Chen
造型指導 Costume Designer｜提摩西 Timothy Chen
化妝師 Makeup Artist｜萬芹菲 Wan
髮色設計 Hair Color｜梁晴 Jrina Liang
攝影師Director of Photography｜提摩西 Timothy Chen
攝大助 1st AC｜翁悅 Yeah Weng
攝二助 2nd AC ｜賴泓甫 Roy Lai
剪接師 Editor｜提摩西 Timothy Chen
調光師 Colorist｜萬芷瑋 Abby Wan
字體設計 Typography ｜鄭宇辰 u_u
特別感謝 Special thanks ｜Lisa Hu・王玫芸 Mei Yun Wang・周士軒 ZHOU SHI XUAN
⟢ ⟣ Music ⟢ ⟣
作曲 COMPOSER｜梁丹郡 Mandark Liang
作詞 LYRICIST｜梁丹郡 Mandark Liang・曾國洵 AHHKUO
製作人 PRODUCER｜張家誠 Chia Cheng Chang・梁丹郡 Mandark Liang
配唱製作人 VOCAL PRODUCER｜暴龍 (恐龍的皮) Trex (The Dinosaur's Skin)
編曲 ARRANGEMENT｜張家誠 Chia Cheng Chang
演唱 VOCAL｜暴龍 (恐龍的皮) Trex (The Dinosaur's Skin)・梁丹郡 Mandark Liang
電吉他 ELECTRIC GUITAR｜張家誠 Chia Cheng Chang
合成器 SYNTH｜張家誠 Chia Cheng Chang
電吉他 GUITAR｜張家誠 Chia Cheng Chang
弦樂 STRINGS｜梁丹郡 Mandark Liang
鼓 DRUMS｜張家誠 Chia Cheng Chang
合聲 BACKING VOCAL｜梁丹郡 Mandark Liang・暴龍 (恐龍的皮) Trex (The Dinosaur's Skin)
合聲編寫 BACKING VOCAL ARRANGEMENT｜梁丹郡 Mandark Liang
電貝斯 BASS｜張家誠 Chia Cheng Chang
製作助理 PRODUCER ASSISTANT｜
翻譯協力 TRANSLATOR｜陳思翰 Hank Chen・暴龍 (恐龍的皮) Trex (The Dinosaur's Skin)・何筱翠 Agnis Ho
鼓組錄音師 DRUM RECORDING ENGINEER｜張家誠 Chia Cheng Chang
人聲錄音師 VOCAL RECORDING ENGINEER｜ 吳奕宏 Wu Yi Hung
人聲錄音室 VOCAL RECORDING STUDIO｜ Playroom
人聲編輯 VOCAL EDITING｜陳以霖 Yi Lin Chen
鼓組錄音室 DRUM RECORDING STUDIO｜+x studio
混音師 MIX ENGINEER｜周已敦 Itun Chou
混音錄音室 MIXING STUDIO｜Rave Sound Studio
母帶後期工程師 MASTERING ENGINEER｜周已敦 Itun Cho
母帶後期錄音室 MASTERING STUDIO｜Rave Sound Studio
封面視覺設計 Visual Design｜梁丹郡 Mandark Liang
卡帶插畫設計師 Cassette Cover Designer｜火曜び Tuesday (JP)
藝人照攝影師 Artist Photo Photographer｜陳泓旭 Milkgreen・楊大彥 Dean Yang
EP 標準字 Logo｜楊力龢 Edney Yang
Rabbit ｜黃庭聖 Tinson Huang・楊大彥 Dean Yang・陳泓旭 Milkgreen
宣傳統籌 Marketing Dept.｜九踢文化 9 KICK
企劃 Marketing Executor｜梁丹郡 Mandark Liang
文案 Copywriter｜范懷心 Sandra Fan @ROOM.338
數位發行 Digital Publishing｜福祿壽音樂 FRUIT SOLD MUSIC
協力單位 Cooperation｜九踢文化 9 KICK・福祿壽音樂 FRUIT SOLD MUSIC・OOO-ing・StreetVoice 街聲・派歌 Packer・吹音樂 Blow
特別感謝 Special Thanks｜吳倬安 Leon Wu・黃培華 Sunday Huang・毛毛ㄉ快樂好朋友 HappyKawaiiFriends・呂佩蓬 PP L・王玫芸 Mei Yun Wang・梁晴 Jrina Liang・My Birds・Shigeyoshi Omura・鳥井 寛
Sponsor｜王永楠・梁豐順・張淑瓶 Ping Chang
OP｜福祿壽音樂娛樂有限公司Fruit Sold Music Co., Ltd.
SP｜Universal Music Publ. Ltd Taiwan
In memory of my baby bird: Mochi
僅以此紀念我的愛 Mochi 伴我完成這張作品
⟢ ⟣⟢ ⟣⟢ ⟣獨立製作・歡迎贊助⟢ ⟣⟢ ⟣
Merch 周邊 / Paypal 贊助 / Others
https://linktr.ee/mandark.jpg
♪ MANDARK
𝗙𝗔𝗖𝗘𝗕𝗢𝗢𝗞 https://www.facebook.com/mandarkliang
𝗜𝗡𝗦𝗧𝗔𝗚𝗥𝗔𝗠 https://www.instagram.com/mandark.jpg/
𝗦𝗣𝗢𝗧𝗜𝗙𝗬 https://reurl.cc/WEDal9
𝗕𝗔𝗡𝗗𝗖𝗔𝗠𝗣 https://mandarkravel.bandcamp.com/music
♪ The Dinosaur's Skin 恐龍的皮
𝗙𝗔𝗖𝗘𝗕𝗢𝗢𝗞 https://www.facebook.com/TheDinosaursSkin
𝗜𝗡𝗦𝗧𝗔𝗚𝗥𝗔𝗠 https://www.instagram.com/thedinosaursskin/
How much did I earn as an office worker in Singapore and Japan? I decided to become completely transparent and share you my salary in both countries. As said in the video, my salary was significantly higher in Singapore but one of the reasons is that I had good experience in digital marketing and my age was 28. (I was only 26 in Japan)
What are some other differences in working in Japan vs Singapore? I compared job scope, working hour, amount of paid leaves and working culture etc. I'm just talking from MY experience - ultimately everything depends on your company, occupation and team.
?Watch - Working Culture in Singapore vs Japan
https://www.youtube.com/watch?v=qmuSxY_QGZI
?Read - Complete Guide on Finding Your 1st Job in Singapore (Sorry, Japanese Only)
https://www.ghib-oji.com/singapore-jobhunt/
Need help settling in Singapore? Email me, I might be able to help!
[email protected]
Follow me on social medias!
?Instagram https://www.instagram.com/ghibli_ojisan/
?Twitter https://twitter.com/ghibli_ojisan
?Subscribe： http://urx3.nu/HTUJ
?Merch Links（アパレル）:
SE Asia | https://ghib-ojisan.secure-decoration.com/shop/category/T-Shirt?c=2731898
USA & EU | https://teespring.com/stores/ghib-ojisan
Japan | https://suzuri.jp/ghib-ojisan
Business Enquiries
✉️[email protected]
You are welcome to send fan mails but I may not be able to respond to all of them. But I immensely appreciate your support. Thank you!
#Singapore #Japan #salary
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YouTube: http://youtube.danlok.link
Dan Lok Blog: http://blog.danlok.link
Dan Lok Shop: https://shop.danlok.link
Facebook: http://facebook.danlok.link
Instagram: http://instagram.danlok.link
Linkedin: http://mylinkedin.danlok.link
Podcast: http://thedanlokshow.danlok.link
#DanLok #Marketing #SMM
Please understand that by watching Dan’s videos or enrolling in his programs does not mean you’ll get results close to what he’s been able to do (or do anything for that matter).
He’s been in business for over 20 years and his results are not typical.
Most people who watch his videos or enroll in his programs get the “how to” but never take action with the information. Dan is only sharing what has worked for him and his students.
Your results are dependent on many factors… including but not limited to your ability to work hard, commit yourself, and do whatever it takes.
Entering any business is going to involve a level of risk as well as massive commitment and action. If you're not willing to accept that, please DO NOT WATCH DAN’S VIDEOS OR SIGN UP FOR ONE OF HIS PROGRAMS.
This video is about 7 Tips To Get Started As A Marketer.
https://youtu.be/4M61Uf1UI68
https://youtu.be/4M61Uf1UI68
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