Jay6的个人主页 - 老虎社区

Jay6

Jay6

暂无个人介绍

IP属地：未知

50关注

1粉丝

3主题

0勋章

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！

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3452121070971901","uuid":"3452121070971901","gmtCreate":1489027050848,"gmtModify":1493704545995,"name":"Jay6","pinyin":"jay6","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":50,"tweetSize":7,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":105,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.59%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.99%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":378685681,"gmtCreate":1619022988443,"gmtModify":1619022988443,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378685681","repostId":"1181033582","repostType":4,"repost":{"id":"1181033582","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619022386,"share":"https://www.laohu8.com/m/news/1181033582?lang=&edition=full","pubTime":"2021-04-22 00:26","market":"us","language":"zh","title":"美股RPA第一股来了！UiPath首日大涨17%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181033582","media":"老虎资讯综合","summary":"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，","content":"<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>","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 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\">\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 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。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。UiPath与其他的RPA平台一样，主要依托自己的智能自动化平台，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，核心在于通过软件机器人的设计与部署，模拟和执行重复流程，进而帮助客户提供生产力。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。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：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。不妨具体看几个关键性的指标：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Adobe、雪佛龙、DHL、安永、Uber等。而在更为重要的Net Dollar Retention指标上，截至2020年1月31日和2021年1月31日的NDR分别为153%和145%。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。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":1820,"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,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"title":"还没到顶，冲啊","htmlText":"真像洗三温暖$FIT HON TENG(06088)$","listText":"真像洗三温暖$FIT HON TENG(06088)$","text":"真像洗三温暖$FIT HON TENG(06088)$","images":[{"img":"https://static.laohu8.com/9e1a2bcb608c8a5468a602e48a87353a"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/116599","isVote":1,"tweetType":1,"viewCount":3832,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469495659730469","authorId":"3469495659730469","name":"supra","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3469495659730469","authorIdStr":"3469495659730469"},"content":"有賺就快跑，別貪心","text":"有賺就快跑，別貪心","html":"有賺就快跑，別貪心"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":114720,"gmtCreate":1510623964835,"gmtModify":1704883696745,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"title":"差一点点了！加油","htmlText":"$FIT HON TENG(06088)$连两天大涨，帅啦！","listText":"$FIT HON TENG(06088)$连两天大涨，帅啦！","text":"$FIT HON TENG(06088)$连两天大涨，帅啦！","images":[{"img":"https://static.laohu8.com/1c2b5cc28717f6383244ff0c7692f5e8"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/114720","isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3468988645911315","authorId":"3468988645911315","name":"goohoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3468988645911315","authorIdStr":"3468988645911315"},"content":"不知道能持续多久","text":"不知道能持续多久","html":"不知道能持续多久"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":113250,"gmtCreate":1510267422229,"gmtModify":1704883513292,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"title":"危机入市","htmlText":"信评调降不怕，危机入市！$Qwest Corporation(CTBB)$","listText":"信评调降不怕，危机入市！$Qwest Corporation(CTBB)$","text":"信评调降不怕，危机入市！$Qwest Corporation(CTBB)$","images":[{"img":"https://static.laohu8.com/75fd5a0412c40e9a5ae5289ae1fd6def"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113250","isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":101261,"gmtCreate":1507603103258,"gmtModify":1704882037668,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"title":"补点仓位不放弃","htmlText":"$FIT HON TENG(06088)$，持续加码","listText":"$FIT HON TENG(06088)$，持续加码","text":"$FIT HON TENG(06088)$，持续加码","images":[{"img":"https://static.laohu8.com/9fa0b3fcac688d1a3eaa4d2eb423244c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/101261","isVote":1,"tweetType":1,"viewCount":1888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":97410,"gmtCreate":1506062909671,"gmtModify":1704881505180,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"title":"抱著不放就对啦！","htmlText":"$STORE Capital(STOR)$ 大家觉得可以到多少呢？","listText":"$STORE Capital(STOR)$ 大家觉得可以到多少呢？","text":"$STORE Capital(STOR)$ 大家觉得可以到多少呢？","images":[{"img":"https://static.laohu8.com/52eb1665bb625818203a17e68c8b01cf"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/97410","isVote":1,"tweetType":1,"viewCount":4077,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464178063393852","authorId":"3464178063393852","name":"翡翠落地","avatar":"https://static.laohu8.com/7b289b6bee8840c7c2322e8646acef64","crmLevel":2,"crmLevelSwitch":0,"idStr":"3464178063393852","authorIdStr":"3464178063393852"},"content":"29-30压力比较大 到那再看看量的配合","text":"29-30压力比较大 到那再看看量的配合","html":"29-30压力比较大 到那再看看量的配合"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":97360,"gmtCreate":1506037102533,"gmtModify":1704881498060,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"title":"继续等待加码时机！","htmlText":"$FIT HON TENG(06088)$ 冲啊！","listText":"$FIT HON TENG(06088)$ 冲啊！","text":"$FIT HON TENG(06088)$ 冲啊！","images":[{"img":"https://static.laohu8.com/82c15ea4df79aaeaa7615ac101e9263d"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1,"commentSize":28,"repostSize":0,"link":"https://laohu8.com/post/97360","isVote":1,"tweetType":1,"viewCount":2556,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465193659492347","authorId":"3465193659492347","name":"TRON","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3465193659492347","authorIdStr":"3465193659492347"},"content":"说出来笑话人，我是这家公司员工，领导和我讲涨到8块没问题[哭],点击[ http://pinyin.cn/e87841 ]查看表情","text":"说出来笑话人，我是这家公司员工，领导和我讲涨到8块没问题[哭],点击[ http://pinyin.cn/e87841 ]查看表情","html":"说出来笑话人，我是这家公司员工，领导和我讲涨到8块没问题[哭],点击[ http://pinyin.cn/e87841 ]查看表情"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":97360,"gmtCreate":1506037102533,"gmtModify":1704881498060,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"title":"继续等待加码时机！","htmlText":"$FIT HON TENG(06088)$ 冲啊！","listText":"$FIT HON TENG(06088)$ 冲啊！","text":"$FIT HON TENG(06088)$ 冲啊！","images":[{"img":"https://static.laohu8.com/82c15ea4df79aaeaa7615ac101e9263d"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1,"commentSize":28,"repostSize":0,"link":"https://laohu8.com/post/97360","isVote":1,"tweetType":1,"viewCount":2556,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465193659492347","authorId":"3465193659492347","name":"TRON","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3465193659492347","authorIdStr":"3465193659492347"},"content":"说出来笑话人，我是这家公司员工，领导和我讲涨到8块没问题[哭],点击[ http://pinyin.cn/e87841 ]查看表情","text":"说出来笑话人，我是这家公司员工，领导和我讲涨到8块没问题[哭],点击[ http://pinyin.cn/e87841 ]查看表情","html":"说出来笑话人，我是这家公司员工，领导和我讲涨到8块没问题[哭],点击[ http://pinyin.cn/e87841 ]查看表情"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":114720,"gmtCreate":1510623964835,"gmtModify":1704883696745,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"title":"差一点点了！加油","htmlText":"$FIT HON TENG(06088)$连两天大涨，帅啦！","listText":"$FIT HON TENG(06088)$连两天大涨，帅啦！","text":"$FIT HON TENG(06088)$连两天大涨，帅啦！","images":[{"img":"https://static.laohu8.com/1c2b5cc28717f6383244ff0c7692f5e8"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/114720","isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3468988645911315","authorId":"3468988645911315","name":"goohoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3468988645911315","authorIdStr":"3468988645911315"},"content":"不知道能持续多久","text":"不知道能持续多久","html":"不知道能持续多久"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":101261,"gmtCreate":1507603103258,"gmtModify":1704882037668,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"title":"补点仓位不放弃","htmlText":"$FIT HON TENG(06088)$，持续加码","listText":"$FIT HON TENG(06088)$，持续加码","text":"$FIT HON TENG(06088)$，持续加码","images":[{"img":"https://static.laohu8.com/9fa0b3fcac688d1a3eaa4d2eb423244c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/101261","isVote":1,"tweetType":1,"viewCount":1888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"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,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"title":"还没到顶，冲啊","htmlText":"真像洗三温暖$FIT HON TENG(06088)$","listText":"真像洗三温暖$FIT HON TENG(06088)$","text":"真像洗三温暖$FIT HON TENG(06088)$","images":[{"img":"https://static.laohu8.com/9e1a2bcb608c8a5468a602e48a87353a"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/116599","isVote":1,"tweetType":1,"viewCount":3832,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469495659730469","authorId":"3469495659730469","name":"supra","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3469495659730469","authorIdStr":"3469495659730469"},"content":"有賺就快跑，別貪心","text":"有賺就快跑，別貪心","html":"有賺就快跑，別貪心"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":97410,"gmtCreate":1506062909671,"gmtModify":1704881505180,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"title":"抱著不放就对啦！","htmlText":"$STORE Capital(STOR)$ 大家觉得可以到多少呢？","listText":"$STORE Capital(STOR)$ 大家觉得可以到多少呢？","text":"$STORE Capital(STOR)$ 大家觉得可以到多少呢？","images":[{"img":"https://static.laohu8.com/52eb1665bb625818203a17e68c8b01cf"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/97410","isVote":1,"tweetType":1,"viewCount":4077,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464178063393852","authorId":"3464178063393852","name":"翡翠落地","avatar":"https://static.laohu8.com/7b289b6bee8840c7c2322e8646acef64","crmLevel":2,"crmLevelSwitch":0,"idStr":"3464178063393852","authorIdStr":"3464178063393852"},"content":"29-30压力比较大 到那再看看量的配合","text":"29-30压力比较大 到那再看看量的配合","html":"29-30压力比较大 到那再看看量的配合"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":378685681,"gmtCreate":1619022988443,"gmtModify":1619022988443,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378685681","repostId":"1181033582","repostType":4,"isVote":1,"tweetType":1,"viewCount":1820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113250,"gmtCreate":1510267422229,"gmtModify":1704883513292,"author":{"id":"3452121070971901","authorId":"3452121070971901","name":"Jay6","avatar":"https://static.laohu8.com/41f6d7bc73f2c1e3513c905d3f0de242","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452121070971901","authorIdStr":"3452121070971901"},"themes":[],"title":"危机入市","htmlText":"信评调降不怕，危机入市！$Qwest Corporation(CTBB)$","listText":"信评调降不怕，危机入市！$Qwest Corporation(CTBB)$","text":"信评调降不怕，危机入市！$Qwest Corporation(CTBB)$","images":[{"img":"https://static.laohu8.com/75fd5a0412c40e9a5ae5289ae1fd6def"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113250","isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}