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kevinke
2020-03-07
转&学，mark
@我思锅我在:Zoom最新财报另类解读
kevinke
2020-02-28
$Tonix Pharmaceuticals Holding Co(TNXP)$
这里安静了…
kevinke
2020-02-28
$iBio Inc.(IBIO)$
盘前抄入
kevinke
2020-02-27
$Co-diagnostics Inc.(CODX)$
今天盘前买入的
去老虎APP查看更多动态
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target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> 昨晚发布了2020财年Q4以及全年业绩，几乎所有指标都比预期要好，对于上市才不到一年的公司来说，这个增速甚至比许多早期的SaaS公司都要高。关于Zoom的分析市场上已经非常多，我在Zoom与Slack的文章里也讨论过，如果大家想要看一个对Zoom单独的完整解读，推荐经纬中国公众号的文章。对于这次财报中的几个重要指标，上图最直观：我查了下<a target=\"_blank\" href=\"https://laohu8.com/S/TEAM\">$Atlassian Corporation PLC(TEAM)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/WORK\">$Slack Technologies(WORK)$</a> 在上市后初期的季度营收增速，分别在45%及55%左右，远低于Zoom。SaaS行业对于早期创业公司的营收，有个说法叫“2T3D”，即营收前两年翻三倍，后三年翻两倍。今年已是Zoom成立的第九年，而近三年营收竟也能保持每年翻倍。因此，虽然外界认为Zoom整体增速已出现下滑，但放到全行业里比较依旧十分强劲。其次，有个更重要的指标叫NDR（Net Dollar Retention Rate，收入留存），指的是用去年付费客户在今年产生的收入比上去年他们贡献的收入，大于100%意味着几种可能：平均每个公司里付费的用户数增加；平均每个公司使用的功能增多；公司使用的付费版本升级——总而言之老客户比以前更愿意在这里花钱了。小于100%则","listText":"本文已经发表在我的微信个人公众号上，欢迎关注公众号“我思锅我在”，ID：angelplusdevil），与我一起深度探讨。正文<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> 昨晚发布了2020财年Q4以及全年业绩，几乎所有指标都比预期要好，对于上市才不到一年的公司来说，这个增速甚至比许多早期的SaaS公司都要高。关于Zoom的分析市场上已经非常多，我在Zoom与Slack的文章里也讨论过，如果大家想要看一个对Zoom单独的完整解读，推荐经纬中国公众号的文章。对于这次财报中的几个重要指标，上图最直观：我查了下<a target=\"_blank\" href=\"https://laohu8.com/S/TEAM\">$Atlassian Corporation PLC(TEAM)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/WORK\">$Slack Technologies(WORK)$</a> 在上市后初期的季度营收增速，分别在45%及55%左右，远低于Zoom。SaaS行业对于早期创业公司的营收，有个说法叫“2T3D”，即营收前两年翻三倍，后三年翻两倍。今年已是Zoom成立的第九年，而近三年营收竟也能保持每年翻倍。因此，虽然外界认为Zoom整体增速已出现下滑，但放到全行业里比较依旧十分强劲。其次，有个更重要的指标叫NDR（Net Dollar Retention Rate，收入留存），指的是用去年付费客户在今年产生的收入比上去年他们贡献的收入，大于100%意味着几种可能：平均每个公司里付费的用户数增加；平均每个公司使用的功能增多；公司使用的付费版本升级——总而言之老客户比以前更愿意在这里花钱了。小于100%则","text":"本文已经发表在我的微信个人公众号上，欢迎关注公众号“我思锅我在”，ID：angelplusdevil），与我一起深度探讨。正文$Zoom(ZM)$ 昨晚发布了2020财年Q4以及全年业绩，几乎所有指标都比预期要好，对于上市才不到一年的公司来说，这个增速甚至比许多早期的SaaS公司都要高。关于Zoom的分析市场上已经非常多，我在Zoom与Slack的文章里也讨论过，如果大家想要看一个对Zoom单独的完整解读，推荐经纬中国公众号的文章。对于这次财报中的几个重要指标，上图最直观：我查了下$Atlassian Corporation PLC(TEAM)$ 和$Slack Technologies(WORK)$ 在上市后初期的季度营收增速，分别在45%及55%左右，远低于Zoom。SaaS行业对于早期创业公司的营收，有个说法叫“2T3D”，即营收前两年翻三倍，后三年翻两倍。今年已是Zoom成立的第九年，而近三年营收竟也能保持每年翻倍。因此，虽然外界认为Zoom整体增速已出现下滑，但放到全行业里比较依旧十分强劲。其次，有个更重要的指标叫NDR（Net Dollar Retention Rate，收入留存），指的是用去年付费客户在今年产生的收入比上去年他们贡献的收入，大于100%意味着几种可能：平均每个公司里付费的用户数增加；平均每个公司使用的功能增多；公司使用的付费版本升级——总而言之老客户比以前更愿意在这里花钱了。小于100%则","images":[{"img":"https://static.tigerbbs.com/b6591f766276a93d5d32b8e6635e5a0e","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/32f794e36e125a5570a0bb7ce326d2e9","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/0a9d8b213c04397c60ba0a801d5d78a5","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/981074753","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
