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cliffen
2021-06-25
Wow
Confluent Prepares For $713 Million IPO
cliffen
2021-06-23
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ntial":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/126850522","repostId":"1169202537","repostType":4,"repost":{"id":"1169202537","pubTimestamp":1624549071,"share":"https://www.laohu8.com/m/news/1169202537?lang=&edition=full","pubTime":"2021-06-24 23:37","market":"us","language":"en","title":"Confluent Prepares For $713 Million IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1169202537","media":"seekingalpha","summary":"Summary\n\nConfluent has filed proposed terms for its $713 million IPO.\nThe firm provides an IT infras","content":"<p><b>Summary</b></p>\n<ul>\n <li>Confluent has filed proposed terms for its $713 million IPO.</li>\n <li>The firm provides an IT infrastructure as a service platform to enterprises globally.</li>\n <li>CFLT has grown revenue and gross profit but is generating high operating losses and the IPO appears expensive, so I'll watch it from the sidelines.</li>\n</ul>\n<p><b>Quick Take</b></p>\n<p>Confluent (CFLT) has filed to raise $713 million in an IPO of its Class A common stock, according to an S-1/Aregistration statement.</p>\n<p>The firm provides data infrastructure as a service to enterprises with complex requirements.</p>\n<p>CFLT is generating high operating losses with no credible path to operating breakeven and the IPO appears expensive, so I'll pass on it.</p>\n<p><b>Company & Technology</b></p>\n<p>Mountain View, California-based Confluent was founded to create a platform enabling companies to more easily build and deploy data-driven applications for real-time use.</p>\n<p>Management is headed by co-founder and CEO Jay Kreps, who was previously a software architect at LinkedIn and was one of the creators of Apache Kafka which Confluent uses as the basis for its system.</p>\n<p>Kafka is used by many companies for high-performance data streaming applications, among other uses.</p>\n<p>The company’s primary offerings include:</p>\n<ul>\n <li>Confluent Cloud - SaaS platform</li>\n <li>Confluent Platform - Self-managed system</li>\n</ul>\n<p>Confluent has received at least $574 million in equity investment from investors including Benchmark Capital, Index Ventures, Jun Rao, and Sequoia Capital.</p>\n<p><b>Customer/User Acquisition</b></p>\n<p>The firm pursues relationships primarily with large and medium-sized companies through a direct sales and marketing approach.</p>\n<p>As of March 31, 2021, Confluent had over 560 customers with $100,000 or more in annual recurring revenue across numerous industries including financial services, retail and e-commerce, manufacturing, and media & entertainment.</p>\n<p>Sales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased, as the figures below indicate:</p>\n<p><img src=\"https://static.tigerbbs.com/e5cc76d07fa184ab25908af34e003253\" tg-width=\"627\" tg-height=\"315\"></p>\n<p>The Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, dropped to 0.4x in the most recent reporting period, as shown in the table below:</p>\n<p><img src=\"https://static.tigerbbs.com/ade4d8d84c15ad5b405df3eb76062e01\" tg-width=\"620\" tg-height=\"247\"></p>\n<p>The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory.</p>\n<p>CFLT’s most recent calculation was negative (7%) as of March 31, 2021, so the firm needs significant improvement in this regard, per the table below:</p>\n<p><img src=\"https://static.tigerbbs.com/c4cb9e1ff077aaab8fda94762c10a6dd\" tg-width=\"617\" tg-height=\"249\"></p>\n<p>The firm’s dollar-based net revenue retention rate for Q1 2021 was 117% and for all of 2020 was 125%, which are both good results.</p>\n<p>The dollar-based net revenue retention rate metric measures how much additional revenue is generated over time from each cohort of customers, so that a figure over 100% means that the company is generating more revenue from the same customer cohort over time, indicating good product/market fit and efficient sales and marketing efforts.</p>\n<p>Market & Competition</p>\n<p>According to a 2020 marketresearch reportby Allied Market Research, the global market for big data as a service was an estimated $5 billion in 2018 and is forecast to exceed $61 billion by 2026.</p>\n<p>This represents a forecast very strong CAGR of 36.9% from 2019 to 2026.</p>\n<p>The main drivers for this expected growth are the continued transition of enterprises to cloud applications and the need to drive efficiencies across all aspects of the enterprise.</p>\n<p>Also, as companies transition to cloud infrastructures, their systems are becoming more complex and there is a substantial need for vendor reduction to improve integration and lower complexity.</p>\n<p>The infrastructure as a service market [IaaS] is expected to grow by $136 billion from 2021 to 2025, representing a CAGR of 27%, according toResearchAndMarkets.</p>\n<p>Major competitive or other industry participants include:</p>\n<ul>\n <li><p>Microsoft(NASDAQ:MSFT)</p></li>\n <li><p>Amazon(NASDAQ:AMZN)</p></li>\n <li><p>Google (GOOG,GOOGL)</p></li>\n <li><p>TIBCO Streaming</p></li>\n <li><p>Cloudera(NYSE:CLDR)</p></li>\n <li><p>Red Hat</p></li>\n <li><p>Oracle(NYSE:ORCL)</p></li>\n</ul>\n<p>Financial Performance</p>\n<p>Confluent’s recent financial results can be summarized as follows:</p>\n<ul>\n <li><p>Growing top line revenue</p></li>\n <li><p>Increasing gross profit and gross margin</p></li>\n <li><p>High and increasing operating losses</p></li>\n <li><p>High cash used in operations</p></li>\n</ul>\n<p>Below are relevant financial results derived from the firm’s registration statement:</p>\n<p><img src=\"https://static.tigerbbs.com/5194e46029ac9b822d272939057e2cdf\" tg-width=\"629\" tg-height=\"624\"><img src=\"https://static.tigerbbs.com/07fa0bff438bb98cc5b56772e6af6d7f\" tg-width=\"621\" tg-height=\"621\"><img src=\"https://static.tigerbbs.com/d0e045562404b8ffa6569881a2b62d59\" tg-width=\"620\" tg-height=\"620\">As of March 31, 2021, Confluent had $44.1 million in cash and $274.4 million in total liabilities.</p>\n<p>Free cash flow during the twelve months ended March 31, 2021, was negative ($74.2 million).</p>\n<p><b>IPO Details</b></p>\n<p>Confluent intends to raise $713 million in gross proceeds from an IPO of its Class A common stock, offering 23 million shares at a proposed midpoint price of $31.00.</p>\n<p>Class A common stockholders will receive one vote per share and Class shareholders will be entitled to ten votes per share.</p>\n<p>The S&P 500 Index no longer admits firms with multiple classes of stock into its index.</p>\n<p>Certain existing shareholders have indicated an interest to purchase shares of up to $112 million in the aggregate at the IPO price.</p>\n<p>Assuming a successful IPO, the company’s enterprise value at IPO would approximate $6.9 billion, excluding the effects of underwriter over-allotment options.</p>\n<p>Excluding effects of underwriter options and private placement shares or restricted stock, if any, the float to outstanding shares ratio will be approximately 9.11%. A figure under 10% is generally considered a ‘low float’ stock which can be subject to significant price volatility.</p>\n<p>Management says it will use the net proceeds from the IPO as follows:</p>\n<blockquote>\n The principal purposes of this offering are to increase our capitalization and financial flexibility and create a public market for our Class A common stock. We intend to use the net proceeds we receive from this offering for general corporate purposes, including working capital, operating expenses, and capital expenditures. We cannot specify with certainty all of the particular uses for the remaining net proceeds to us from this offering. We may also use a portion of the net proceeds for acquisitions of, or strategic investments in, complementary businesses, products, services, or technologies. However, we do not have any agreements or commitments to enter into any material acquisitions or investments at this time. (Source)\n</blockquote>\n<p>Management’s presentation of the company roadshow isavailable here.</p>\n<p>Listed bookrunners of the IPO are Morgan Stanley, J.P. Morgan, Goldman Sachs, BofA Securities, Citigroup, Barclays, Credit Suisse, Deutsche Bank Securities, UBS Investment Bank, Wells Fargo Securities, Cowen, D.A. Davidson & Co., JMP Securities, KeyBanc Capital Markets and Piper Sandler.</p>\n<p><b>Valuation Metrics</b></p>\n<p>Below is a table of relevant capitalization and valuation figures for the company:</p>\n<p><img src=\"https://static.tigerbbs.com/e716bb31dd4f9850fb6b2d45ab87f7b3\" tg-width=\"621\" tg-height=\"711\"></p>\n<p>As a reference, a potential partial public comparable to Confluent would be Cloudera; below is a comparison of their primary valuation metrics:</p>\n<p><img src=\"https://static.tigerbbs.com/0c053081dcc6ad74cba10a936cd27571\" tg-width=\"614\" tg-height=\"419\"></p>\n<p>The firm’s last private market valuation was $4.5 billion in April, 2020, so the IPO will represent an increase in valuation of approximately 53% from that valuation.</p>\n<p>Commentary</p>\n<p>Confluent is seeking public investment capital for its general corporate expansion plans and to provide an ultimate exit for its venture capital firm investors.</p>\n<p>Those investors include top tier firms Benchmark and Sequoia Capital.</p>\n<p>The firm’s financials show strong top line revenue growth and gross profit growth, but high operating losses which are a distinct negative in the current IPO market environment.</p>\n<p>Free cash flow for the twelve months ended March 31, 2021, was negative ($74.2 million), so the company is burning through a lot of cash.</p>\n<p>Sales and Marketing expenses as a percentage of total revenue have fluctuated as revenue has increased; its Sales and Marketing efficiency rate dropped to 0.4x in the most recent reporting period.</p>\n<p>The market opportunity for providing data/infrastructure as a service is very large and expected to grow at a high rate of growth over the coming years, so the firm has strong industry growth dynamics in its favor.</p>\n<p>Morgan Stanley is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 26.6% since their IPO. This is a mid-tier performance for all major underwriters during the period.</p>\n<p>The primary risk to the company’s outlook is if one or more of its major platform competitors bundles competing offerings into its existing pricing structure, putting substantial pricing pressure and integration complexity pressure onto Confluent.</p>\n<p>As for valuation, compared to already public and larger partial competitor Cloudera, Confluent is seeking a big premium at IPO.</p>\n<p>Of course, CFLT is growing revenue at a far higher rate of growth, so some of that premium is justified.</p>\n<p>Still, the firm has made no credible progress toward operating breakeven and is producing enormous operating losses.</p>\n<p>Since the IPO valuation is not cheap and the firm is generating high operating losses and cash burn, I'll watch the IPO from the sidelines.</p>\n<p>Expected IPO Pricing Date: June 23, 2021</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nConfluent Prepares For $713 Million IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 23:37 GMT+8 <a href=https://seekingalpha.com/article/4435355-confluent-prepares-for-713-million-ipo><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nConfluent has filed proposed terms for its $713 million IPO.\nThe firm provides an IT infrastructure as a service platform to enterprises globally.\nCFLT has grown revenue and gross profit but ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435355-confluent-prepares-for-713-million-ipo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CFLT":"Confluent, Inc."},"source_url":"https://seekingalpha.com/article/4435355-confluent-prepares-for-713-million-ipo","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1169202537","content_text":"Summary\n\nConfluent has filed proposed terms for its $713 million IPO.\nThe firm provides an IT infrastructure as a service platform to enterprises globally.\nCFLT has grown revenue and gross profit but is generating high operating losses and the IPO appears expensive, so I'll watch it from the sidelines.\n\nQuick Take\nConfluent (CFLT) has filed to raise $713 million in an IPO of its Class A common stock, according to an S-1/Aregistration statement.\nThe firm provides data infrastructure as a service to enterprises with complex requirements.\nCFLT is generating high operating losses with no credible path to operating breakeven and the IPO appears expensive, so I'll pass on it.\nCompany & Technology\nMountain View, California-based Confluent was founded to create a platform enabling companies to more easily build and deploy data-driven applications for real-time use.\nManagement is headed by co-founder and CEO Jay Kreps, who was previously a software architect at LinkedIn and was one of the creators of Apache Kafka which Confluent uses as the basis for its system.\nKafka is used by many companies for high-performance data streaming applications, among other uses.\nThe company’s primary offerings include:\n\nConfluent Cloud - SaaS platform\nConfluent Platform - Self-managed system\n\nConfluent has received at least $574 million in equity investment from investors including Benchmark Capital, Index Ventures, Jun Rao, and Sequoia Capital.\nCustomer/User Acquisition\nThe firm pursues relationships primarily with large and medium-sized companies through a direct sales and marketing approach.\nAs of March 31, 2021, Confluent had over 560 customers with $100,000 or more in annual recurring revenue across numerous industries including financial services, retail and e-commerce, manufacturing, and media & entertainment.\nSales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased, as the figures below indicate:\n\nThe Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, dropped to 0.4x in the most recent reporting period, as shown in the table below:\n\nThe Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory.\nCFLT’s most recent calculation was negative (7%) as of March 31, 2021, so the firm needs significant improvement in this regard, per the table below:\n\nThe firm’s dollar-based net revenue retention rate for Q1 2021 was 117% and for all of 2020 was 125%, which are both good results.\nThe dollar-based net revenue retention rate metric measures how much additional revenue is generated over time from each cohort of customers, so that a figure over 100% means that the company is generating more revenue from the same customer cohort over time, indicating good product/market fit and efficient sales and marketing efforts.\nMarket & Competition\nAccording to a 2020 marketresearch reportby Allied Market Research, the global market for big data as a service was an estimated $5 billion in 2018 and is forecast to exceed $61 billion by 2026.\nThis represents a forecast very strong CAGR of 36.9% from 2019 to 2026.\nThe main drivers for this expected growth are the continued transition of enterprises to cloud applications and the need to drive efficiencies across all aspects of the enterprise.\nAlso, as companies transition to cloud infrastructures, their systems are becoming more complex and there is a substantial need for vendor reduction to improve integration and lower complexity.\nThe infrastructure as a service market [IaaS] is expected to grow by $136 billion from 2021 to 2025, representing a CAGR of 27%, according toResearchAndMarkets.\nMajor competitive or other industry participants include:\n\nMicrosoft(NASDAQ:MSFT)\nAmazon(NASDAQ:AMZN)\nGoogle (GOOG,GOOGL)\nTIBCO Streaming\nCloudera(NYSE:CLDR)\nRed Hat\nOracle(NYSE:ORCL)\n\nFinancial Performance\nConfluent’s recent financial results can be summarized as follows:\n\nGrowing top line revenue\nIncreasing gross profit and gross margin\nHigh and increasing operating losses\nHigh cash used in operations\n\nBelow are relevant financial results derived from the firm’s registration statement:\nAs of March 31, 2021, Confluent had $44.1 million in cash and $274.4 million in total liabilities.\nFree cash flow during the twelve months ended March 31, 2021, was negative ($74.2 million).\nIPO Details\nConfluent intends to raise $713 million in gross proceeds from an IPO of its Class A common stock, offering 23 million shares at a proposed midpoint price of $31.00.\nClass A common stockholders will receive one vote per share and Class shareholders will be entitled to ten votes per share.\nThe S&P 500 Index no longer admits firms with multiple classes of stock into its index.\nCertain existing shareholders have indicated an interest to purchase shares of up to $112 million in the aggregate at the IPO price.\nAssuming a successful IPO, the company’s enterprise value at IPO would approximate $6.9 billion, excluding the effects of underwriter over-allotment options.\nExcluding effects of underwriter options and private placement shares or restricted stock, if any, the float to outstanding shares ratio will be approximately 9.11%. A figure under 10% is generally considered a ‘low float’ stock which can be subject to significant price volatility.\nManagement says it will use the net proceeds from the IPO as follows:\n\n The principal purposes of this offering are to increase our capitalization and financial flexibility and create a public market for our Class A common stock. We intend to use the net proceeds we receive from this offering for general corporate purposes, including working capital, operating expenses, and capital expenditures. We cannot specify with certainty all of the particular uses for the remaining net proceeds to us from this offering. We may also use a portion of the net proceeds for acquisitions of, or strategic investments in, complementary businesses, products, services, or technologies. However, we do not have any agreements or commitments to enter into any material acquisitions or investments at this time. (Source)\n\nManagement’s presentation of the company roadshow isavailable here.\nListed bookrunners of the IPO are Morgan Stanley, J.P. Morgan, Goldman Sachs, BofA Securities, Citigroup, Barclays, Credit Suisse, Deutsche Bank Securities, UBS Investment Bank, Wells Fargo Securities, Cowen, D.A. Davidson & Co., JMP Securities, KeyBanc Capital Markets and Piper Sandler.\nValuation Metrics\nBelow is a table of relevant capitalization and valuation figures for the company:\n\nAs a reference, a potential partial public comparable to Confluent would be Cloudera; below is a comparison of their primary valuation metrics:\n\nThe firm’s last private market valuation was $4.5 billion in April, 2020, so the IPO will represent an increase in valuation of approximately 53% from that valuation.\nCommentary\nConfluent is seeking public investment capital for its general corporate expansion plans and to provide an ultimate exit for its venture capital firm investors.\nThose investors include top tier firms Benchmark and Sequoia Capital.\nThe firm’s financials show strong top line revenue growth and gross profit growth, but high operating losses which are a distinct negative in the current IPO market environment.\nFree cash flow for the twelve months ended March 31, 2021, was negative ($74.2 million), so the company is burning through a lot of cash.\nSales and Marketing expenses as a percentage of total revenue have fluctuated as revenue has increased; its Sales and Marketing efficiency rate dropped to 0.4x in the most recent reporting period.\nThe market opportunity for providing data/infrastructure as a service is very large and expected to grow at a high rate of growth over the coming years, so the firm has strong industry growth dynamics in its favor.\nMorgan Stanley is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 26.6% since their IPO. This is a mid-tier performance for all major underwriters during the period.\nThe primary risk to the company’s outlook is if one or more of its major platform competitors bundles competing offerings into its existing pricing structure, putting substantial pricing pressure and integration complexity pressure onto Confluent.\nAs for valuation, compared to already public and larger partial competitor Cloudera, Confluent is seeking a big premium at IPO.\nOf course, CFLT is growing revenue at a far higher rate of growth, so some of that premium is justified.\nStill, the firm has made no credible progress toward operating breakeven and is producing enormous operating losses.\nSince the IPO valuation is not cheap and the firm is generating high operating losses and cash burn, I'll watch the IPO from the sidelines.\nExpected IPO Pricing Date: June 23, 2021","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123614581,"gmtCreate":1624420575143,"gmtModify":1634006357310,"author":{"id":"3578878389304580","authorId":"3578878389304580","name":"cliffen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578878389304580","authorIdStr":"3578878389304580"},"themes":[],"htmlText":"Impressive [呆住] ","listText":"Impressive [呆住] ","text":"Impressive [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123614581","repostId":"1125623159","repostType":2,"repost":{"id":"1125623159","pubTimestamp":1624416292,"share":"https://www.laohu8.com/m/news/1125623159?lang=&edition=full","pubTime":"2021-06-23 10:44","market":"us","language":"en","title":"Got $1,000? Buy These Hot Growth Stocks Before They Take Off","url":"https://stock-news.laohu8.com/highlight/detail?id=1125623159","media":"fool","summary":"The first half of the year hasn't been great for the likes of Cirrus Logic(NASDAQ:CRUS) and Advanced","content":"<p>The first half of the year hasn't been great for the likes of <b>Cirrus Logic</b>(NASDAQ:CRUS) and <b>Advanced Micro Devices</b>(NASDAQ:AMD). Share prices of both companies have headed south so far in 2021.</p>\n<p>But that may not be the case forever as Cirrus Logic and AMD are sitting on a bunch of terrific growth drivers that could turn their stock price fortunes around in the second half of the year.</p>\n<p>Let's look at the reasons why investors might be wise to put down $1,000 on these two stocks right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4bfea08060592f98ee04ba258f5c724\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><span>AAPLDATA BY YCHARTS</span></p>\n<p>1. Cirrus Logic</p>\n<p>It is no secret that <b>Apple</b>'s(NASDAQ:AAPL)5G-enabled iPhone 12 models have beena huge hitamong customers, sending the smartphone giant's revenue and earnings north ina spectacular manner. Cirrus Logic hasreaped the benefitsof the same as Apple is the chipmaker's largest source of revenue, accounting for 76% of the top line last quarter. The iPhone maker had produced 83% of Cirrus' total revenue in fiscal 2021 that ended in March.</p>\n<p>Not surprisingly, Cirrus' top and bottom lines stepped on the gas in the second half of 2020 after showing signs of plateauing earlier last year. The company delivered $780 million in revenue in the second half of fiscal 2021 that ended in March this year, up 19% year over year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fae0db2babaa80985a84ec5d66b3fb9\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><span>CRUS REVENUE (TTM)DATA BY YCHARTS</span></p>\n<p>However, Cirrus investors were in for a scare after the company's guidance for the first quarter of fiscal 2022, which ends this month,failed to meet expectations. The chipmaker blamed supply chain issues for its failure to meet expectations as it was unable to meet the robust end-market demand. Additionally, Apple may have rolled back orders for the iPhone 12 series as the supply chain is already in motion to roll out this year's models.</p>\n<p>However, Cirrus did provide a hint that its business will pick up the pace in the second half of the year. CEO John Forsyth said on the Aprilearnings conference call:</p>\n<blockquote>\n In the coming months, we will begin shipping new technologies to our customers across a range of end devices, including important new content in the high-performance mixed-signal category. And based on these factors, we expect to accelerate revenue growth in FY 2022.\n</blockquote>\n<p>Cirrus' confidence isn't misplaced as its largest customer is expected to witness a big boom in sales. Reports suggest that Apple's suppliers have already started making components for this year's iPhones. What's more, the company is expected to bump its initial production of the 2021 iPhone lineup by 25% to 100 million units as compared to the iPhone 12's initial order size of 80 million units, according to Dan Ives of Wedbush. He also adds that Apple could finish 2021 with nearly 250 million units in sales, which would be its highest since 231 million sold in 2015.</p>\n<p>The iPhone's terrific momentum is expected to continue in 2022. Juniper Research estimates that Apple could sell $200 billion worth of iPhones next year, which doesn't look like a very ambitious target as the company has generated over $113 billion in iPhone revenue over the past six months.</p>\n<p>These tailwinds should help Cirrus shares break out from their mediocrity and set the market on fire in the future. So, investors looking to add agrowth stockto their portfolio should seriously consider Cirrus Logic as it trades at an attractive forward earnings multiple of just 15.</p>\n<p>2. AMD</p>\n<p>It is startling to see AMD stock taking a beating in 2021 considering the pace at which the chipmaker has been growing. The companydelivered outstanding resultsin 2020 and it has continued in the same vein in 2021, with revenue increasing a whopping 93% in the first quarter to $3.45 billion.</p>\n<p>AMD aims to clock 50% revenue growth this year, which would be better than its 2020 revenue increase of 45%. However, AMD can exceed its own expectations. The company had given investors a glimpse of the same when it reported its first-quarter results in April and raised its full-year revenue guidance. It was originally anticipating a 37% year-over-year increase in 2021 revenue, but a robust demand environment has encouraged AMD to raise guidance substantially.</p>\n<p>There are three reasons why AMD can turn in better-than-expected results: a short supply of graphics cards leading to a sharp spike in prices, market share gains against<b>Intel</b>(NASDAQ:INTC)in the server and PC processor markets, and the rapidly growing sales of the latest gaming consoles.</p>\n<p>AMD's computing and graphics segment, which recorded 46% year-over-year revenue growth in the first quarter to $2.1 billion and accounted for nearly 61% of the total revenue, is poised to benefit from two of those tailwinds. According to AMD, a mix of higher sales volumes and stronger average selling prices (ASPs) of the Ryzen CPU (central processing unit) and Radeon GPU (graphics processing unit) products drove the segment's impressive growth.</p>\n<p>For instance, sales of AMD's Radeon 6000 series high-end GPUs doubled quarter over quarter. AMD says that this is just the beginning as the Radeon 6000 seriessales could\"grow significantly over the coming quarters as we ramp production,\" indicating that the company is trying to address the problem of short supply. Even better, the GPU market is poised for long-term growth. Jon Peddie Research forecasts sales of discrete graphics cards to hit $54 billion in 2025 from $23.6 billion last year.</p>\n<p>AMD is one of the two major players in this space, holding a market share of nearly 20%. It is trying to make a bigger dent in the market with new technologies, so don't be surprised to see it win big from GPUs in the future. Meanwhile, AMD's improving market share in the PC processor market thanks to the success of its Ryzen CPUs is turning out to be another catalyst.</p>\n<p>According to a survey carried out by popular video game distribution service Steam, AMD now has just over 30% of the CPU market under its control, with Intel commanding the rest. It is worth noting that AMD's market share was less than 20% in 2017. But AMD'stechnological advantageover Intel has helped it take away share from its bigger rival. The trend may not change anytime soon thanks to AMD'ssuperior manufacturing process.</p>\n<p>Finally, AMD's enterprise, embedded, and semi-custom (EESC) business is riding on two solid catalysts. One of them is AMD's market share gains against Intel in the server market. AMD's superior manufacturing process has allowed it to increase its market share to nearly 9% at the end of the first quarter of 2021 from almost nothing at the end of 2017, according to Mercury Research.</p>\n<p>AMD investors can expect the company totake more market shareaway from Intel in the server space thanks to the former's Milan processors that are reportedly more powerful than Chipzilla's offerings. Throw in the terrific momentum of the new console cycle that has given AMD abig shot in the arm, and investors have another solid reason to buy thistop tech stockthat is trading at just 34 times trailing earnings as compared to the five-year average multiple of 124.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $1,000? Buy These Hot Growth Stocks Before They Take Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $1,000? Buy These Hot Growth Stocks Before They Take Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 10:44 GMT+8 <a href=https://www.fool.com/investing/2021/06/22/got-1000-buy-hot-growth-stocks-before-take-off/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first half of the year hasn't been great for the likes of Cirrus Logic(NASDAQ:CRUS) and Advanced Micro Devices(NASDAQ:AMD). Share prices of both companies have headed south so far in 2021.\nBut ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/22/got-1000-buy-hot-growth-stocks-before-take-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRUS":"凌云半导体","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/06/22/got-1000-buy-hot-growth-stocks-before-take-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125623159","content_text":"The first half of the year hasn't been great for the likes of Cirrus Logic(NASDAQ:CRUS) and Advanced Micro Devices(NASDAQ:AMD). Share prices of both companies have headed south so far in 2021.\nBut that may not be the case forever as Cirrus Logic and AMD are sitting on a bunch of terrific growth drivers that could turn their stock price fortunes around in the second half of the year.\nLet's look at the reasons why investors might be wise to put down $1,000 on these two stocks right now.\nAAPLDATA BY YCHARTS\n1. Cirrus Logic\nIt is no secret that Apple's(NASDAQ:AAPL)5G-enabled iPhone 12 models have beena huge hitamong customers, sending the smartphone giant's revenue and earnings north ina spectacular manner. Cirrus Logic hasreaped the benefitsof the same as Apple is the chipmaker's largest source of revenue, accounting for 76% of the top line last quarter. The iPhone maker had produced 83% of Cirrus' total revenue in fiscal 2021 that ended in March.\nNot surprisingly, Cirrus' top and bottom lines stepped on the gas in the second half of 2020 after showing signs of plateauing earlier last year. The company delivered $780 million in revenue in the second half of fiscal 2021 that ended in March this year, up 19% year over year.\nCRUS REVENUE (TTM)DATA BY YCHARTS\nHowever, Cirrus investors were in for a scare after the company's guidance for the first quarter of fiscal 2022, which ends this month,failed to meet expectations. The chipmaker blamed supply chain issues for its failure to meet expectations as it was unable to meet the robust end-market demand. Additionally, Apple may have rolled back orders for the iPhone 12 series as the supply chain is already in motion to roll out this year's models.\nHowever, Cirrus did provide a hint that its business will pick up the pace in the second half of the year. CEO John Forsyth said on the Aprilearnings conference call:\n\n In the coming months, we will begin shipping new technologies to our customers across a range of end devices, including important new content in the high-performance mixed-signal category. And based on these factors, we expect to accelerate revenue growth in FY 2022.\n\nCirrus' confidence isn't misplaced as its largest customer is expected to witness a big boom in sales. Reports suggest that Apple's suppliers have already started making components for this year's iPhones. What's more, the company is expected to bump its initial production of the 2021 iPhone lineup by 25% to 100 million units as compared to the iPhone 12's initial order size of 80 million units, according to Dan Ives of Wedbush. He also adds that Apple could finish 2021 with nearly 250 million units in sales, which would be its highest since 231 million sold in 2015.\nThe iPhone's terrific momentum is expected to continue in 2022. Juniper Research estimates that Apple could sell $200 billion worth of iPhones next year, which doesn't look like a very ambitious target as the company has generated over $113 billion in iPhone revenue over the past six months.\nThese tailwinds should help Cirrus shares break out from their mediocrity and set the market on fire in the future. So, investors looking to add agrowth stockto their portfolio should seriously consider Cirrus Logic as it trades at an attractive forward earnings multiple of just 15.\n2. AMD\nIt is startling to see AMD stock taking a beating in 2021 considering the pace at which the chipmaker has been growing. The companydelivered outstanding resultsin 2020 and it has continued in the same vein in 2021, with revenue increasing a whopping 93% in the first quarter to $3.45 billion.\nAMD aims to clock 50% revenue growth this year, which would be better than its 2020 revenue increase of 45%. However, AMD can exceed its own expectations. The company had given investors a glimpse of the same when it reported its first-quarter results in April and raised its full-year revenue guidance. It was originally anticipating a 37% year-over-year increase in 2021 revenue, but a robust demand environment has encouraged AMD to raise guidance substantially.\nThere are three reasons why AMD can turn in better-than-expected results: a short supply of graphics cards leading to a sharp spike in prices, market share gains againstIntel(NASDAQ:INTC)in the server and PC processor markets, and the rapidly growing sales of the latest gaming consoles.\nAMD's computing and graphics segment, which recorded 46% year-over-year revenue growth in the first quarter to $2.1 billion and accounted for nearly 61% of the total revenue, is poised to benefit from two of those tailwinds. According to AMD, a mix of higher sales volumes and stronger average selling prices (ASPs) of the Ryzen CPU (central processing unit) and Radeon GPU (graphics processing unit) products drove the segment's impressive growth.\nFor instance, sales of AMD's Radeon 6000 series high-end GPUs doubled quarter over quarter. AMD says that this is just the beginning as the Radeon 6000 seriessales could\"grow significantly over the coming quarters as we ramp production,\" indicating that the company is trying to address the problem of short supply. Even better, the GPU market is poised for long-term growth. Jon Peddie Research forecasts sales of discrete graphics cards to hit $54 billion in 2025 from $23.6 billion last year.\nAMD is one of the two major players in this space, holding a market share of nearly 20%. It is trying to make a bigger dent in the market with new technologies, so don't be surprised to see it win big from GPUs in the future. Meanwhile, AMD's improving market share in the PC processor market thanks to the success of its Ryzen CPUs is turning out to be another catalyst.\nAccording to a survey carried out by popular video game distribution service Steam, AMD now has just over 30% of the CPU market under its control, with Intel commanding the rest. It is worth noting that AMD's market share was less than 20% in 2017. But AMD'stechnological advantageover Intel has helped it take away share from its bigger rival. The trend may not change anytime soon thanks to AMD'ssuperior manufacturing process.\nFinally, AMD's enterprise, embedded, and semi-custom (EESC) business is riding on two solid catalysts. One of them is AMD's market share gains against Intel in the server market. AMD's superior manufacturing process has allowed it to increase its market share to nearly 9% at the end of the first quarter of 2021 from almost nothing at the end of 2017, according to Mercury Research.\nAMD investors can expect the company totake more market shareaway from Intel in the server space thanks to the former's Milan processors that are reportedly more powerful than Chipzilla's offerings. Throw in the terrific momentum of the new console cycle that has given AMD abig shot in the arm, and investors have another solid reason to buy thistop tech stockthat is trading at just 34 times trailing earnings as compared to the five-year average multiple of 124.","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":126850522,"gmtCreate":1624552179466,"gmtModify":1634004423110,"author":{"id":"3578878389304580","authorId":"3578878389304580","name":"cliffen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578878389304580","idStr":"3578878389304580"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/126850522","repostId":"1169202537","repostType":4,"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123614581,"gmtCreate":1624420575143,"gmtModify":1634006357310,"author":{"id":"3578878389304580","authorId":"3578878389304580","name":"cliffen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578878389304580","idStr":"3578878389304580"},"themes":[],"htmlText":"Impressive [呆住] ","listText":"Impressive [呆住] ","text":"Impressive [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123614581","repostId":"1125623159","repostType":2,"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
