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2021-04-22

说说你对这篇新闻的看法...

美股RPA第一股来了！UiPath首日大涨17%

2017-11-17

还没到顶，冲啊

真像洗三温暖$FIT HON TENG(06088)$

还没到顶，冲啊

2017-11-14

差一点点了！加油

$FIT HON TENG(06088)$连两天大涨，帅啦！

差一点点了！加油

2017-11-10

危机入市

信评调降不怕，危机入市！$Qwest Corporation(CTBB)$

2017-10-10

补点仓位不放弃

$FIT HON TENG(06088)$，持续加码

补点仓位不放弃

2017-09-22

抱著不放就对啦！

$STORE Capital(STOR)$ 大家觉得可以到多少呢？

抱著不放就对啦！

2017-09-22

继续等待加码时机！

$FIT HON TENG(06088)$ 冲啊！

继续等待加码时机！

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，为微软、IBM等公司提供技术外包服务，同时研发一些自动化产品。但是早期公司是充满挑战的。他的业务集中在利润微薄的整合和外包上。</p><p><img src=\"https://static.tigerbbs.com/8f0ddaf7dc94d44b36afe7697c24bfc6\" tg-width=\"571\" tg-height=\"381\" referrerpolicy=\"no-referrer\">到2015年，该行业濒临破产。因此，Daniel进行了一次大赌注，并将精力重新投入RPA市场。这个想法是要开发一个平台，该平台可以使构建机器人以自动化和简化繁琐的流程变得容易。</p><p>UiPath与其他的RPA平台一样，主要依托自己的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>自动化平台，为客户提供发现、构建、管理、运行、优化、评估和管理等端对端的服务，核心在于通过软件<a href=\"https://laohu8.com/S/300024\">机器人</a>的设计与部署，模拟和执行重复流程，进而帮助客户提供生产力。</p><p>通俗地讲，RPA的出现就是让“虚拟机器人”代替人工完成重复度高的琐碎事宜，即所谓的Robotic Process Automation。</p><p>UiPath在招股书中指出，目前已有不少技术企业通过业务流程管理的应用、开发平台产品的应用、机器人流程自动化、RPA及其他的软件应用来满足企业的自动化需求，其中存在的痛点包括：</p><p><b>不是一个端对端的平台、对API过于依赖、无法将AI较好地应用在执行过程中、需要更改企业的基础架构、无法在整个流程中实现自动化的全部价值、缺乏规模化的管理能力、难以部署、不够开放、没有搭建自动化开发者生态系统等。</b><img src=\"https://static.tigerbbs.com/3b718cb12ecb473888ea1dd6275aeb42\" tg-width=\"1080\" tg-height=\"1047\" referrerpolicy=\"no-referrer\">不妨具体看几个关键性的指标：</p><p>截至2020年1月31日， UiPath拥有6009位客户，包括《财富》全球前十企业中的80％，《财富》全球500强企业中的61%；截至2021年1月31日， UiPath拥有7968位客户，包括《财富》全球前十企业中的80％，《财富》全球500强企业中的63%，包括<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、DHL、安永、Uber等。</p><p>而在更为重要的Net Dollar Retention指标上，<b>截至2020年1月31日和2021年1月31日的NDR分别为153%和145%</b>。</p><p>至于ARR（annualized renewal run-rate），截至2020年1月31日止财年和2021年1月31日止财年，UiPath的ARR分别为3.514亿美元和5.804亿美元，同比增长65%，其中增长率中的30%来自新客户，70%来自现有客户。</p><p>截至2021年1月31日，UiPath拥有1,002个客户的ARR达10万美元及以上，以及89个客户的ARR为100万美元或以上，分别占截至这一财年收入的75％和35％。<img src=\"https://static.tigerbbs.com/cd253f35572b47368e84d699bab711cc\" tg-width=\"1080\" tg-height=\"473\" referrerpolicy=\"no-referrer\"></p><p>值得一提的是，<b>截至2021年1月31日，UiPath排名前50的客户贡献的ARR，较各自首月贡献的ARR平均增长81倍</b>。</p><p>财务数据方面。截至2021年1月31日止财年，UiPath的净收入为6.07亿美元，较2020财年的3.36亿美元增加81%。截至2021年1月31日止财年，UiPath的净亏损为9239万美元，远低于2020财年的5.20亿美元。</p><p>此外，<b>截至2021年1月31日止财年，UiPath的毛利率为89%，较2020财年的82%进一步提升7个百分点，这与UiPath出售永久性License的确认收入记录方式存在一定关系</b>。</p><p>IDC的数据显示，截至2020年底，全球RPA市场的市场规模为170亿美元，并预计以16％的复合年增长率，在2024年底增至300亿美元；而UiPath则在招股书中强调，其预计市场规模将超过600亿美元。</p><p>随着人工成本越来越贵、RPA部署的灵活性逐步增强，加之企业对于收费模式的认知更加清晰，未来全球RPA市场大有可为。</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>美股RPA第一股来了！UiPath首日大涨17%</title>\n<style 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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\">\n美股RPA第一股来了！UiPath首日大涨17%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-22 00:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月22日，RPA（机器人流程自动化）企业UiPath在纽约证券交易所挂牌上市，首日大涨17%。</p><p><img src=\"https://static.tigerbbs.com/2af9cb209e445fa6ea11880acf26efc4\" tg-width=\"794\" tg-height=\"616\" referrerpolicy=\"no-referrer\">UiPath计划在本次上市中发行2369万股A类普通股，上市发行价将为每股56美元；按照这个发行价计算，UiPath的IPO估值将达到290亿美元。而在2021年2月，UiPath曾完成7.5亿美元F轮融资后的估值为350亿美元。也就是说UiPath本次上市“自降身价”约60亿美元，这或许与近期美股市场上新股屡见下跌破发的情况有关。</p><p>UiPath过往吸引了全球众多明星投资机构，其中包括Accel、Coatue、IVP、红杉资本、老虎环球基金等。</p><p>值得一提的是我国互联网龙头公司腾讯再2020年上半年也参与了UiPath的2.25亿美元E轮融资，当时的估值为102亿美元。短短不到一年的时间，腾讯投资的估值相当于赚了近两倍，可谓又一次成功的投资案例。</p><p><b>公司背景：微软前高管立志解放人类的创造力</b></p><p>2005年，在微软Owning SQL Server Agent dev（SQL服务器代理开发）的Daniel Dines离开微软，组建了10人的技术团队，即UiPath前身DeskOver ，为微软、IBM等公司提供技术外包服务，同时研发一些自动化产品。但是早期公司是充满挑战的。他的业务集中在利润微薄的整合和外包上。</p><p><img src=\"https://static.tigerbbs.com/8f0ddaf7dc94d44b36afe7697c24bfc6\" tg-width=\"571\" tg-height=\"381\" referrerpolicy=\"no-referrer\">到2015年，该行业濒临破产。因此，Daniel进行了一次大赌注，并将精力重新投入RPA市场。这个想法是要开发一个平台，该平台可以使构建机器人以自动化和简化繁琐的流程变得容易。</p><p>UiPath与其他的RPA平台一样，主要依托自己的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>自动化平台，为客户提供发现、构建、管理、运行、优化、评估和管理等端对端的服务，核心在于通过软件<a href=\"https://laohu8.com/S/300024\">机器人</a>的设计与部署，模拟和执行重复流程，进而帮助客户提供生产力。</p><p>通俗地讲，RPA的出现就是让“虚拟机器人”代替人工完成重复度高的琐碎事宜，即所谓的Robotic Process Automation。</p><p>UiPath在招股书中指出，目前已有不少技术企业通过业务流程管理的应用、开发平台产品的应用、机器人流程自动化、RPA及其他的软件应用来满足企业的自动化需求，其中存在的痛点包括：</p><p><b>不是一个端对端的平台、对API过于依赖、无法将AI较好地应用在执行过程中、需要更改企业的基础架构、无法在整个流程中实现自动化的全部价值、缺乏规模化的管理能力、难以部署、不够开放、没有搭建自动化开发者生态系统等。</b><img src=\"https://static.tigerbbs.com/3b718cb12ecb473888ea1dd6275aeb42\" tg-width=\"1080\" tg-height=\"1047\" referrerpolicy=\"no-referrer\">不妨具体看几个关键性的指标：</p><p>截至2020年1月31日， UiPath拥有6009位客户，包括《财富》全球前十企业中的80％，《财富》全球500强企业中的61%；截至2021年1月31日， UiPath拥有7968位客户，包括《财富》全球前十企业中的80％，《财富》全球500强企业中的63%，包括<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、DHL、安永、Uber等。</p><p>而在更为重要的Net Dollar Retention指标上，<b>截至2020年1月31日和2021年1月31日的NDR分别为153%和145%</b>。</p><p>至于ARR（annualized renewal run-rate），截至2020年1月31日止财年和2021年1月31日止财年，UiPath的ARR分别为3.514亿美元和5.804亿美元，同比增长65%，其中增长率中的30%来自新客户，70%来自现有客户。</p><p>截至2021年1月31日，UiPath拥有1,002个客户的ARR达10万美元及以上，以及89个客户的ARR为100万美元或以上，分别占截至这一财年收入的75％和35％。<img src=\"https://static.tigerbbs.com/cd253f35572b47368e84d699bab711cc\" tg-width=\"1080\" tg-height=\"473\" referrerpolicy=\"no-referrer\"></p><p>值得一提的是，<b>截至2021年1月31日，UiPath排名前50的客户贡献的ARR，较各自首月贡献的ARR平均增长81倍</b>。</p><p>财务数据方面。截至2021年1月31日止财年，UiPath的净收入为6.07亿美元，较2020财年的3.36亿美元增加81%。截至2021年1月31日止财年，UiPath的净亏损为9239万美元，远低于2020财年的5.20亿美元。</p><p>此外，<b>截至2021年1月31日止财年，UiPath的毛利率为89%，较2020财年的82%进一步提升7个百分点，这与UiPath出售永久性License的确认收入记录方式存在一定关系</b>。</p><p>IDC的数据显示，截至2020年底，全球RPA市场的市场规模为170亿美元，并预计以16％的复合年增长率，在2024年底增至300亿美元；而UiPath则在招股书中强调，其预计市场规模将超过600亿美元。</p><p>随着人工成本越来越贵、RPA部署的灵活性逐步增强，加之企业对于收费模式的认知更加清晰，未来全球RPA市场大有可为。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8f0ddaf7dc94d44b36afe7697c24bfc6","relate_stocks":{"PATH":"UiPath"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181033582","content_text":"4月22日，RPA（机器人流程自动化）企业UiPath在纽约证券交易所挂牌上市，首日大涨17%。UiPath计划在本次上市中发行2369万股A类普通股，上市发行价将为每股56美元；按照这个发行价计算，UiPath的IPO估值将达到290亿美元。而在2021年2月，UiPath曾完成7.5亿美元F轮融资后的估值为350亿美元。也就是说UiPath本次上市“自降身价”约60亿美元，这或许与近期美股市场上新股屡见下跌破发的情况有关。UiPath过往吸引了全球众多明星投资机构，其中包括Accel、Coatue、IVP、红杉资本、老虎环球基金等。值得一提的是我国互联网龙头公司腾讯再2020年上半年也参与了UiPath的2.25亿美元E轮融资，当时的估值为102亿美元。短短不到一年的时间，腾讯投资的估值相当于赚了近两倍，可谓又一次成功的投资案例。公司背景：微软前高管立志解放人类的创造力2005年，在微软Owning 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run-rate），截至2020年1月31日止财年和2021年1月31日止财年，UiPath的ARR分别为3.514亿美元和5.804亿美元，同比增长65%，其中增长率中的30%来自新客户，70%来自现有客户。截至2021年1月31日，UiPath拥有1,002个客户的ARR达10万美元及以上，以及89个客户的ARR为100万美元或以上，分别占截至这一财年收入的75％和35％。值得一提的是，截至2021年1月31日，UiPath排名前50的客户贡献的ARR，较各自首月贡献的ARR平均增长81倍。财务数据方面。截至2021年1月31日止财年，UiPath的净收入为6.07亿美元，较2020财年的3.36亿美元增加81%。截至2021年1月31日止财年，UiPath的净亏损为9239万美元，远低于2020财年的5.20亿美元。此外，截至2021年1月31日止财年，UiPath的毛利率为89%，较2020财年的82%进一步提升7个百分点，这与UiPath出售永久性License的确认收入记录方式存在一定关系。IDC的数据显示，截至2020年底，全球RPA市场的市场规模为170亿美元，并预计以16％的复合年增长率，在2024年底增至300亿美元；而UiPath则在招股书中强调，其预计市场规模将超过600亿美元。随着人工成本越来越贵、RPA部署的灵活性逐步增强，加之企业对于收费模式的认知更加清晰，未来全球RPA市场大有可为。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116599,"gmtCreate":1510882490620,"gmtModify":1704883935744,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"还没到顶，冲啊","htmlText":"真像洗三温暖$FIT 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