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Great article about Skllz earning Q12021. Importants points: 1. Large Total addressable market. -Expanding Android market 2x faster than Apple users. -Expanding india market by end of the year.2. Cash burning. -EBITA loss is higher than last year due to very high marketing expense but MAU is almost static. -However compensated by increase in PMAU and ARPPU. Hopefully the next quarter should see higher raise of GMV or ARPPU.3. Ev/ revenue of 16 is still considered cheap. 4. Debt is zero. Cash flow is positive.5. revenue & gross margin growth is very high. -Projected total revenue by end of 2021 is 375 million. Will it achievable? Probably yes.
Cloudflare vs FastlyCloudflare summary:Cloudflare is rated a strong-buy. They are becoming the premier platform for Cybersecurity, web performance, network reliability and a host of multiple offerings. The launch of their integrated product suite and marketing into larger enterprise will continue to be a major strength. Their expansion into large TAM' areas of cybersecurity as well as upscaling products that meet various verticals in cybersecurity provides future runway for growth.Cloudflare has a more advanced software defined architecture that allows for maximum virtualization and flexibility to organically build products. With higher revenue growth rate, higher gross, higher operating margins, generating more free cash flow from operations and rapid product innovation from a culture-per
Bitcoin’s price tumbled Friday following an intensified call from Chinese authorities to crack down on mining and trading of the cryptocurrency.Chinese Vice Premier Liu He and the State Council said in a statement that tighter regulation is needed to protect the financial system.The statement, released late Friday in China, said it is necessary to “crack down on Bitcoin mining and trading behavior, and resolutely prevent the transmission of individual risks to the social field.”Bitcoin’s price on Coin Metrics slid more than 8.5% as news of the statement circulated, part of a broader plunge that has seen the digital currency tumble more than 40% from its peak. Other cryptos suffered huge losses as well, with Ethereum and Dogecoin both down more than 11% amid a continuing washout in prices f