bulba
いいねしてコメントしました
Expensifyは、企業が財務を管理するのを支援するクラウドソフトウェアで知られており、"EXFY"という歩み値でナスダック・グローバル・マーケットに上場する予定です。
Expensifyは、初めの公開株式（IPO）のために価格範囲を引き上げました。１株当たり25ドルから27ドルで9,730,000株を売却する予定で、先週設定した23ドルから25ドルの価格範囲から引き上げています。27ドルの株価で、Expensifyの評価額は21.8億ドルになります。
Offshoreリードマネジャーは、ジェイピーモルガン・チェース、シティグループ、バンク・オブ・アメリカです。
ビジネス概要
オレゴン州ポートランドに拠点を置くクラウドベースの経費管理ソフトウェアプラットフォームであるExpensifyは、最小から最大のビジネスがお金を管理する方法を簡素化するのに役立っています。
2008年の創業以来、Expensifyは1000万人以上のユーザーをコミュニティに加え、プラットフォーム上で11億以上の支出トランザクションを処理および自動化しています。
2021年6月30日終了の四半期において、53,000社以上、200以上の国と地域にまたがる平均639,000人の有料会員がExpensifyを利用し、ビジネスを簡単にしています。
自社プラットフォームを「エキスパート・リポート・ドント・サック（支出レポートがわかりやすくなる）」として売り込んでいます。
従業員は領収書の写真を撮ることで請求を行い、ソフトウェアは顧客の請求書の支払いを管理できます。請求書の作成、送信、管理、あるいはビジネス旅行の航空券の予約なども可能です。
さらに、Expensifyはビジネス用クレジットカードと、請求書の分割、支払いの依頼、友達とのチャットなどの機能も備えています。
2020年、同社は、アメリカ合衆国、イギリス、カナダ、オーストラリアの市場で合計約215億ドルの需要を見込んでいました。
プラットフォーム戦略により、ボトムアップのビジネスモデルを実現しています。2021年6月30日時点で、Expensifyの売上高の60％は、従業員が最初にアプリを使用し、その後上司に勧めた場合に対応しています。
Expensifyは、2019年の収益8050万ドルに対して利益1,200万ドルを報告しましたが、2020年には売上高8800万ドルに対して損失1,700万ドルを報告しています。
しかし、2021年上半期だけで同社の売り上げは6460万ドルに上り、前年同期の4060万ドルから増加しました。
今年の最初の6ヶ月間、同じ期間に比べて、同社の利益は4倍の$14.7百万ドルにも跳ね上がった。$3.5百万ドルから。
説明書を表示するにはクリックしてください
Expensifyは、初めの公開株式（IPO）のために価格範囲を引き上げました。１株当たり25ドルから27ドルで9,730,000株を売却する予定で、先週設定した23ドルから25ドルの価格範囲から引き上げています。27ドルの株価で、Expensifyの評価額は21.8億ドルになります。
Offshoreリードマネジャーは、ジェイピーモルガン・チェース、シティグループ、バンク・オブ・アメリカです。
ビジネス概要
オレゴン州ポートランドに拠点を置くクラウドベースの経費管理ソフトウェアプラットフォームであるExpensifyは、最小から最大のビジネスがお金を管理する方法を簡素化するのに役立っています。
2008年の創業以来、Expensifyは1000万人以上のユーザーをコミュニティに加え、プラットフォーム上で11億以上の支出トランザクションを処理および自動化しています。
2021年6月30日終了の四半期において、53,000社以上、200以上の国と地域にまたがる平均639,000人の有料会員がExpensifyを利用し、ビジネスを簡単にしています。
自社プラットフォームを「エキスパート・リポート・ドント・サック（支出レポートがわかりやすくなる）」として売り込んでいます。
従業員は領収書の写真を撮ることで請求を行い、ソフトウェアは顧客の請求書の支払いを管理できます。請求書の作成、送信、管理、あるいはビジネス旅行の航空券の予約なども可能です。
さらに、Expensifyはビジネス用クレジットカードと、請求書の分割、支払いの依頼、友達とのチャットなどの機能も備えています。
2020年、同社は、アメリカ合衆国、イギリス、カナダ、オーストラリアの市場で合計約215億ドルの需要を見込んでいました。
プラットフォーム戦略により、ボトムアップのビジネスモデルを実現しています。2021年6月30日時点で、Expensifyの売上高の60％は、従業員が最初にアプリを使用し、その後上司に勧めた場合に対応しています。
Expensifyは、2019年の収益8050万ドルに対して利益1,200万ドルを報告しましたが、2020年には売上高8800万ドルに対して損失1,700万ドルを報告しています。
しかし、2021年上半期だけで同社の売り上げは6460万ドルに上り、前年同期の4060万ドルから増加しました。
今年の最初の6ヶ月間、同じ期間に比べて、同社の利益は4倍の$14.7百万ドルにも跳ね上がった。$3.5百万ドルから。
説明書を表示するにはクリックしてください
翻訳済み
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bulba
がいいねしました
$ルーシッド・グループ (LCID.US)$報告書によると、配達は10月30日に行われるとのことですね。まだ数日あります。人々はニュースを読んで落ち着くまでに時間がかかります。市場で取引をしている人は皆ではありません。星が並ぶとき、月は予定通りの位置にあるでしょう。
翻訳済み
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1
bulba
がいいねしました
Q&A is a session under a company's earnings conference that institutional and retail investors ask some most-concerned questions to the management. $Meta Platforms (FB.US)$ just released its Q3 earnings with its EPS slightly beating the estimate. On this page, you may discover info that might affect the stock price in the following weeks.
Key Takeaways:
Attitudes: management believes the Apple changes were the largest headwinds. 2021 is an incredibly strong year of revenue growth, but there's sort of uncertainty implied in Q4 and 2022. It is facing tough competition from TikTok and Snapchat.
Goals: the company's headcount is coming in above 20 percent than Q3's. The company also expects deceleration in growth in 2022 and margins to be lower than 2021. The business North Star is that by the end of the decade can help a billion people use the metaverse and support hundreds of billions of dollars of digital commerce.
Investment: metaverse is not going to be profitable in the near future. The investment includes new platforms, virtual reality product line, and augmented reality product line.
You're talking about the heavy focus on metaverse over the long term, just hoping you could help us recap kind of the 1-year, 3-year, and then 5-year aspirations from a product perspective.
So, for the next, one, three years, I think what you'll see is us putting more of the foundational pieces into place. This is not an investment that is going to be profitable for us anytime in the near future. But, you know, we basically believe that the metaverse is going to be the successor of the mobile internet, that it's going to enable social experiences that are the ultimate expression of what we try to build, which is allowing people to feel really present with the people they care about no matter where they actually are.
So, on the next, I wouldn't focus on the sort of business outcomes there that the products and the infrastructure that we're putting in place. So, there are new platforms, there's hardware components, there's the whole virtual reality product line, there's the augmented reality product line. You know, we're kind of starting to put those pieces in place. The business North Star are we hope that by the end of the decade that we can help a billion people use the metaverse and support hundreds of billions of dollars of digital commerce. And I think if we can do that, then this will be a good investment over there for the long term.
Just a little more question on Apple (iOS 14) and the ATT changes. On the iOS changes, is it fair to say that that's the majority that accounts for the majority of the headwinds that you saw in Q3 and expect to see in Q4?
When you start at the top of this, you really have to think about what personalized ads are, and we think they're better for people and businesses and they're especially important to small businesses. They also can be done in a very privacy-safe way. We're developing privacy-enhancing technology to minimize the amount of personal information we learn and using more aggregate or anonymous data, while still allowing us to show those relevant personalized ads and measure of effectiveness. The Apple platform changes were the largest factor in terms of Q3 headwinds. It was really the first full-quarter impact, and if it really weren't for that, we would have expected sequential growth Q2 to Q3.
How that might be a driver of permanence versus transient nature of operating expenses and capital expenditures in the years ahead?
On the outlook on expenses in 2022, it's early but we wanted to give an initial outlook of our expected expense range. We've got a lot of priorities in advertising, AI, commerce, privacy. So, when you kind of pull all these things together, we've got a pretty robust spending plan next year. The primary driver is going to be accelerating headcount growth in 2022. So, that's going to be something you'll see headcount coming in above 20 percent that we have this quarter. And we alsoexpect to have higher expenses from office operations and travel once larger parts of the workforce are returning to the office in 2022. We're not providing a specific breakdown at this point for segment expense.
Just on the 2022 expenses, which is about 29 percent to 38 percent growth. Do you have any commentary on revenue growth in '22 to go along with that?
We're not, at this point, providing a specific revenue outlook for 2022. You know, we continue to see opportunities to grow both impressions and price next year, so we're obviously coming off an incredibly strong year of revenue growth in 2021. So, we do expect deceleration in growth in 2022 from the full-year 2021 rate. And there's sort of uncertainty implied in our range for Q4 revenue and I think that holds true for the 2022 outlook as well. Given the expense growth that we outlined, you know, which is implied in the north of 30 percent, we don't expect revenue growth at that level. So, we would expect 2022 margins to be lower than 2021.
Can you maybe just speak to the current trends in engagement at both Facebook and Instagram among millennials and younger audiences?
Our products are widely used by teens but we are facing tough competition from the like of TikTok, particularly, and Snapchat. And we're focused on, obviously, continuing to innovate and roll out products like Reels and attract the younger demographics and retain the younger demographic for our products. And that's why we're continuing to build and invest in those areas.
This article is a script from the Q&A session of Facebook's earnings call on Oct 25. In order to facilitate reading, we have made appropriate cuts. If you want to know more details, you can click here to re-watch the earnings call.
Key Takeaways:
Attitudes: management believes the Apple changes were the largest headwinds. 2021 is an incredibly strong year of revenue growth, but there's sort of uncertainty implied in Q4 and 2022. It is facing tough competition from TikTok and Snapchat.
Goals: the company's headcount is coming in above 20 percent than Q3's. The company also expects deceleration in growth in 2022 and margins to be lower than 2021. The business North Star is that by the end of the decade can help a billion people use the metaverse and support hundreds of billions of dollars of digital commerce.
Investment: metaverse is not going to be profitable in the near future. The investment includes new platforms, virtual reality product line, and augmented reality product line.
You're talking about the heavy focus on metaverse over the long term, just hoping you could help us recap kind of the 1-year, 3-year, and then 5-year aspirations from a product perspective.
So, for the next, one, three years, I think what you'll see is us putting more of the foundational pieces into place. This is not an investment that is going to be profitable for us anytime in the near future. But, you know, we basically believe that the metaverse is going to be the successor of the mobile internet, that it's going to enable social experiences that are the ultimate expression of what we try to build, which is allowing people to feel really present with the people they care about no matter where they actually are.
So, on the next, I wouldn't focus on the sort of business outcomes there that the products and the infrastructure that we're putting in place. So, there are new platforms, there's hardware components, there's the whole virtual reality product line, there's the augmented reality product line. You know, we're kind of starting to put those pieces in place. The business North Star are we hope that by the end of the decade that we can help a billion people use the metaverse and support hundreds of billions of dollars of digital commerce. And I think if we can do that, then this will be a good investment over there for the long term.
Just a little more question on Apple (iOS 14) and the ATT changes. On the iOS changes, is it fair to say that that's the majority that accounts for the majority of the headwinds that you saw in Q3 and expect to see in Q4?
When you start at the top of this, you really have to think about what personalized ads are, and we think they're better for people and businesses and they're especially important to small businesses. They also can be done in a very privacy-safe way. We're developing privacy-enhancing technology to minimize the amount of personal information we learn and using more aggregate or anonymous data, while still allowing us to show those relevant personalized ads and measure of effectiveness. The Apple platform changes were the largest factor in terms of Q3 headwinds. It was really the first full-quarter impact, and if it really weren't for that, we would have expected sequential growth Q2 to Q3.
How that might be a driver of permanence versus transient nature of operating expenses and capital expenditures in the years ahead?
On the outlook on expenses in 2022, it's early but we wanted to give an initial outlook of our expected expense range. We've got a lot of priorities in advertising, AI, commerce, privacy. So, when you kind of pull all these things together, we've got a pretty robust spending plan next year. The primary driver is going to be accelerating headcount growth in 2022. So, that's going to be something you'll see headcount coming in above 20 percent that we have this quarter. And we alsoexpect to have higher expenses from office operations and travel once larger parts of the workforce are returning to the office in 2022. We're not providing a specific breakdown at this point for segment expense.
Just on the 2022 expenses, which is about 29 percent to 38 percent growth. Do you have any commentary on revenue growth in '22 to go along with that?
We're not, at this point, providing a specific revenue outlook for 2022. You know, we continue to see opportunities to grow both impressions and price next year, so we're obviously coming off an incredibly strong year of revenue growth in 2021. So, we do expect deceleration in growth in 2022 from the full-year 2021 rate. And there's sort of uncertainty implied in our range for Q4 revenue and I think that holds true for the 2022 outlook as well. Given the expense growth that we outlined, you know, which is implied in the north of 30 percent, we don't expect revenue growth at that level. So, we would expect 2022 margins to be lower than 2021.
Can you maybe just speak to the current trends in engagement at both Facebook and Instagram among millennials and younger audiences?
Our products are widely used by teens but we are facing tough competition from the like of TikTok, particularly, and Snapchat. And we're focused on, obviously, continuing to innovate and roll out products like Reels and attract the younger demographics and retain the younger demographic for our products. And that's why we're continuing to build and invest in those areas.
This article is a script from the Q&A session of Facebook's earnings call on Oct 25. In order to facilitate reading, we have made appropriate cuts. If you want to know more details, you can click here to re-watch the earnings call.
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bulba :