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nameless927
2021-09-27
Great article on SAAS companies!!!
@言财美股研究社:百花齐放，新财季美股SaaS公司业绩哪家强？ —Adobe业绩解读
nameless927
2021-07-14
[笑哭] this is just too nice not to share [笑哭]
@vision:618返场，中概股折上折！海量大票低近2折起！
去老虎APP查看更多动态
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","text":"Great article on SAAS companies!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866838623","repostId":"866947069","repostType":1,"repost":{"id":866947069,"gmtCreate":1632729331251,"gmtModify":1634047508996,"author":{"id":"4087984885325640","authorId":"4087984885325640","name":"言财美股研究社","avatar":"https://static.tigerbbs.com/4e4b8de7e5193af177d4fd115494e4a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"百花齐放，新财季美股SaaS公司业绩哪家强？ —Adobe业绩解读","htmlText":"导读： 根据 Gartner 的预测，预计在 2021 年，全球终端用户在公共云服务上的支出将在 2020 年的 2700 亿美元基础上增长 23%，达到 3320 亿美元，云计算领域正在迎来后疫情时代的红利爆发期。 在上一期的美股财报分析文章中，我们对美股云计算IaaS行业进行了深度的分析，对于亚马逊AWS、微软Azure、谷歌智能云等进行了深入的分析，而本文将聚焦于市场空间更大、行业细分更多的SaaS领域，作为美股十年长牛的中最闪亮的星，云计算SaaS板块牛股辈出。图Atlassian(Team)月线图 新季度美股SaaS行业总体的业绩情况如何？有哪些新的趋势值得关注？又有哪些未来的潜在巨头正在显现？云计算行业发展加速-SaaS应用遍地开花，加速成长我们列举市值超过150亿美金的典型SaaS应用公司如下表所示，从市值排序来看，Adobe是目前最大的云计算SaaS公司，市值接近3000亿，而赛富时紧随其后，市值2796亿，电商 <a target=\"_blank\" href=\"https://laohu8.com/S/SAAS\">$inContact(SAAS)$</a> 龙头<a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a>市值第三，其他超过千亿的云计算SaaS公司还包括财捷（INTU）、serviceNow(NOW)、Atlassian(TEAM)，美股的SaaS公司所涉及的领域众多，伴随数据的爆发式增长，云计算SaaS应用正呈现出百花齐放的态势。表 美股云计算SaaS行业部分龙头个股 从业绩的角度来看，最新一季度SaaS龙头企业的增速在后疫情时代并未放缓，并呈现出加速的趋势，具体参见下表：表 美股云计算SaaS行业部分龙头新财季营收及净利润增速&n","listText":"导读： 根据 Gartner 的预测，预计在 2021 年，全球终端用户在公共云服务上的支出将在 2020 年的 2700 亿美元基础上增长 23%，达到 3320 亿美元，云计算领域正在迎来后疫情时代的红利爆发期。 在上一期的美股财报分析文章中，我们对美股云计算IaaS行业进行了深度的分析，对于亚马逊AWS、微软Azure、谷歌智能云等进行了深入的分析，而本文将聚焦于市场空间更大、行业细分更多的SaaS领域，作为美股十年长牛的中最闪亮的星，云计算SaaS板块牛股辈出。图Atlassian(Team)月线图 新季度美股SaaS行业总体的业绩情况如何？有哪些新的趋势值得关注？又有哪些未来的潜在巨头正在显现？云计算行业发展加速-SaaS应用遍地开花，加速成长我们列举市值超过150亿美金的典型SaaS应用公司如下表所示，从市值排序来看，Adobe是目前最大的云计算SaaS公司，市值接近3000亿，而赛富时紧随其后，市值2796亿，电商 <a target=\"_blank\" href=\"https://laohu8.com/S/SAAS\">$inContact(SAAS)$</a> 龙头<a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a>市值第三，其他超过千亿的云计算SaaS公司还包括财捷（INTU）、serviceNow(NOW)、Atlassian(TEAM)，美股的SaaS公司所涉及的领域众多，伴随数据的爆发式增长，云计算SaaS应用正呈现出百花齐放的态势。表 美股云计算SaaS行业部分龙头个股 从业绩的角度来看，最新一季度SaaS龙头企业的增速在后疫情时代并未放缓，并呈现出加速的趋势，具体参见下表：表 美股云计算SaaS行业部分龙头新财季营收及净利润增速&n","text":"导读： 根据 Gartner 的预测，预计在 2021 年，全球终端用户在公共云服务上的支出将在 2020 年的 2700 亿美元基础上增长 23%，达到 3320 亿美元，云计算领域正在迎来后疫情时代的红利爆发期。 在上一期的美股财报分析文章中，我们对美股云计算IaaS行业进行了深度的分析，对于亚马逊AWS、微软Azure、谷歌智能云等进行了深入的分析，而本文将聚焦于市场空间更大、行业细分更多的SaaS领域，作为美股十年长牛的中最闪亮的星，云计算SaaS板块牛股辈出。图Atlassian(Team)月线图 新季度美股SaaS行业总体的业绩情况如何？有哪些新的趋势值得关注？又有哪些未来的潜在巨头正在显现？云计算行业发展加速-SaaS应用遍地开花，加速成长我们列举市值超过150亿美金的典型SaaS应用公司如下表所示，从市值排序来看，Adobe是目前最大的云计算SaaS公司，市值接近3000亿，而赛富时紧随其后，市值2796亿，电商 $inContact(SAAS)$ 龙头$Shopify Inc(SHOP)$市值第三，其他超过千亿的云计算SaaS公司还包括财捷（INTU）、serviceNow(NOW)、Atlassian(TEAM)，美股的SaaS公司所涉及的领域众多，伴随数据的爆发式增长，云计算SaaS应用正呈现出百花齐放的态势。表 美股云计算SaaS行业部分龙头个股 从业绩的角度来看，最新一季度SaaS龙头企业的增速在后疫情时代并未放缓，并呈现出加速的趋势，具体参见下表：表 美股云计算SaaS行业部分龙头新财季营收及净利润增速&n","images":[{"img":"https://static.tigerbbs.com/3ba144101cc588547d765e825076bf56","width":"1000","height":"667"},{"img":"https://static.tigerbbs.com/b32d3e7ed0f9c593611bd1c9d62a528c","width":"1583","height":"503"},{"img":"https://static.tigerbbs.com/e9f27b157c3e54c0c2c2b170a41a9883","width":"1282","height":"415"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866947069","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":17,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145103722,"gmtCreate":1626192942866,"gmtModify":1631888855073,"author":{"id":"3577602781065384","authorId":"3577602781065384","name":"nameless927","avatar":"https://static.tigerbbs.com/ff218b44b2e07b129c0d4b2f98a1fcbb","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[笑哭] this is just too nice not to share [笑哭] ","listText":"[笑哭] this is just too nice not to share [笑哭] ","text":"[笑哭] this is just too nice not to share [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145103722","repostId":"145029670","repostType":1,"repost":{"id":145029670,"gmtCreate":1626183847588,"gmtModify":1626227105297,"author":{"id":"5400656025182","authorId":"5400656025182","name":"vision","avatar":"https://static.tigerbbs.com/d67e47e5bb77491f2c37ae81c5386950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"618返场，中概股折上折！海量大票低近2折起！","htmlText":"618返场，中概股折上折！海量大票低近2折起！ <a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> ,<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> ,<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ,<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> ,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ,<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>,<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>,<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>,<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>,<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","listText":"618返场，中概股折上折！海量大票低近2折起！ <a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> ,<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> ,<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ,<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> ,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ,<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>,<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>,<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>,<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>,<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","text":"618返场，中概股折上折！海量大票低近2折起！ $新东方(EDU)$ ,$好未来(TAL)$ ,$拼多多(PDD)$ ,$百度(BIDU)$ ,$腾讯控股(00700)$ ,$美团-W(03690)$,$快手-W(01024)$,$阿里巴巴(BABA)$,$蔚来(NIO)$,$哔哩哔哩(BILI)$","images":[{"img":"https://static.tigerbbs.com/84ee334f77bb442c67d0c2772109b195","width":"750","height":"2343"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145029670","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":145103722,"gmtCreate":1626192942866,"gmtModify":1631888855073,"author":{"id":"3577602781065384","authorId":"3577602781065384","name":"nameless927","avatar":"https://static.tigerbbs.com/ff218b44b2e07b129c0d4b2f98a1fcbb","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[笑哭] this is just too nice not to share [笑哭] ","listText":"[笑哭] this is just too nice not to share [笑哭] ","text":"[笑哭] this is just too nice not to share [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145103722","repostId":"145029670","repostType":1,"repost":{"id":145029670,"gmtCreate":1626183847588,"gmtModify":1626227105297,"author":{"id":"5400656025182","authorId":"5400656025182","name":"vision","avatar":"https://static.tigerbbs.com/d67e47e5bb77491f2c37ae81c5386950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"618返场，中概股折上折！海量大票低近2折起！","htmlText":"618返场，中概股折上折！海量大票低近2折起！ <a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> ,<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> ,<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ,<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> ,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ,<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>,<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>,<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>,<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>,<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","listText":"618返场，中概股折上折！海量大票低近2折起！ <a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> ,<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> ,<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ,<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> ,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ,<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>,<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>,<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>,<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>,<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","text":"618返场，中概股折上折！海量大票低近2折起！ $新东方(EDU)$ ,$好未来(TAL)$ ,$拼多多(PDD)$ ,$百度(BIDU)$ ,$腾讯控股(00700)$ ,$美团-W(03690)$,$快手-W(01024)$,$阿里巴巴(BABA)$,$蔚来(NIO)$,$哔哩哔哩(BILI)$","images":[{"img":"https://static.tigerbbs.com/84ee334f77bb442c67d0c2772109b195","width":"750","height":"2343"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145029670","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866838623,"gmtCreate":1632752027062,"gmtModify":1632798090982,"author":{"id":"3577602781065384","authorId":"3577602781065384","name":"nameless927","avatar":"https://static.tigerbbs.com/ff218b44b2e07b129c0d4b2f98a1fcbb","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great article on SAAS companies!!! ","listText":"Great article on SAAS companies!!! ","text":"Great article on SAAS companies!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866838623","repostId":"866947069","repostType":1,"repost":{"id":866947069,"gmtCreate":1632729331251,"gmtModify":1634047508996,"author":{"id":"4087984885325640","authorId":"4087984885325640","name":"言财美股研究社","avatar":"https://static.tigerbbs.com/4e4b8de7e5193af177d4fd115494e4a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"百花齐放，新财季美股SaaS公司业绩哪家强？ —Adobe业绩解读","htmlText":"导读： 根据 Gartner 的预测，预计在 2021 年，全球终端用户在公共云服务上的支出将在 2020 年的 2700 亿美元基础上增长 23%，达到 3320 亿美元，云计算领域正在迎来后疫情时代的红利爆发期。 在上一期的美股财报分析文章中，我们对美股云计算IaaS行业进行了深度的分析，对于亚马逊AWS、微软Azure、谷歌智能云等进行了深入的分析，而本文将聚焦于市场空间更大、行业细分更多的SaaS领域，作为美股十年长牛的中最闪亮的星，云计算SaaS板块牛股辈出。图Atlassian(Team)月线图 新季度美股SaaS行业总体的业绩情况如何？有哪些新的趋势值得关注？又有哪些未来的潜在巨头正在显现？云计算行业发展加速-SaaS应用遍地开花，加速成长我们列举市值超过150亿美金的典型SaaS应用公司如下表所示，从市值排序来看，Adobe是目前最大的云计算SaaS公司，市值接近3000亿，而赛富时紧随其后，市值2796亿，电商 <a target=\"_blank\" href=\"https://laohu8.com/S/SAAS\">$inContact(SAAS)$</a> 龙头<a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a>市值第三，其他超过千亿的云计算SaaS公司还包括财捷（INTU）、serviceNow(NOW)、Atlassian(TEAM)，美股的SaaS公司所涉及的领域众多，伴随数据的爆发式增长，云计算SaaS应用正呈现出百花齐放的态势。表 美股云计算SaaS行业部分龙头个股 从业绩的角度来看，最新一季度SaaS龙头企业的增速在后疫情时代并未放缓，并呈现出加速的趋势，具体参见下表：表 美股云计算SaaS行业部分龙头新财季营收及净利润增速&n","listText":"导读： 根据 Gartner 的预测，预计在 2021 年，全球终端用户在公共云服务上的支出将在 2020 年的 2700 亿美元基础上增长 23%，达到 3320 亿美元，云计算领域正在迎来后疫情时代的红利爆发期。 在上一期的美股财报分析文章中，我们对美股云计算IaaS行业进行了深度的分析，对于亚马逊AWS、微软Azure、谷歌智能云等进行了深入的分析，而本文将聚焦于市场空间更大、行业细分更多的SaaS领域，作为美股十年长牛的中最闪亮的星，云计算SaaS板块牛股辈出。图Atlassian(Team)月线图 新季度美股SaaS行业总体的业绩情况如何？有哪些新的趋势值得关注？又有哪些未来的潜在巨头正在显现？云计算行业发展加速-SaaS应用遍地开花，加速成长我们列举市值超过150亿美金的典型SaaS应用公司如下表所示，从市值排序来看，Adobe是目前最大的云计算SaaS公司，市值接近3000亿，而赛富时紧随其后，市值2796亿，电商 <a target=\"_blank\" href=\"https://laohu8.com/S/SAAS\">$inContact(SAAS)$</a> 龙头<a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a>市值第三，其他超过千亿的云计算SaaS公司还包括财捷（INTU）、serviceNow(NOW)、Atlassian(TEAM)，美股的SaaS公司所涉及的领域众多，伴随数据的爆发式增长，云计算SaaS应用正呈现出百花齐放的态势。表 美股云计算SaaS行业部分龙头个股 从业绩的角度来看，最新一季度SaaS龙头企业的增速在后疫情时代并未放缓，并呈现出加速的趋势，具体参见下表：表 美股云计算SaaS行业部分龙头新财季营收及净利润增速&n","text":"导读： 根据 Gartner 的预测，预计在 2021 年，全球终端用户在公共云服务上的支出将在 2020 年的 2700 亿美元基础上增长 23%，达到 3320 亿美元，云计算领域正在迎来后疫情时代的红利爆发期。 在上一期的美股财报分析文章中，我们对美股云计算IaaS行业进行了深度的分析，对于亚马逊AWS、微软Azure、谷歌智能云等进行了深入的分析，而本文将聚焦于市场空间更大、行业细分更多的SaaS领域，作为美股十年长牛的中最闪亮的星，云计算SaaS板块牛股辈出。图Atlassian(Team)月线图 新季度美股SaaS行业总体的业绩情况如何？有哪些新的趋势值得关注？又有哪些未来的潜在巨头正在显现？云计算行业发展加速-SaaS应用遍地开花，加速成长我们列举市值超过150亿美金的典型SaaS应用公司如下表所示，从市值排序来看，Adobe是目前最大的云计算SaaS公司，市值接近3000亿，而赛富时紧随其后，市值2796亿，电商 $inContact(SAAS)$ 龙头$Shopify Inc(SHOP)$市值第三，其他超过千亿的云计算SaaS公司还包括财捷（INTU）、serviceNow(NOW)、Atlassian(TEAM)，美股的SaaS公司所涉及的领域众多，伴随数据的爆发式增长，云计算SaaS应用正呈现出百花齐放的态势。表 美股云计算SaaS行业部分龙头个股 从业绩的角度来看，最新一季度SaaS龙头企业的增速在后疫情时代并未放缓，并呈现出加速的趋势，具体参见下表：表 美股云计算SaaS行业部分龙头新财季营收及净利润增速&n","images":[{"img":"https://static.tigerbbs.com/3ba144101cc588547d765e825076bf56","width":"1000","height":"667"},{"img":"https://static.tigerbbs.com/b32d3e7ed0f9c593611bd1c9d62a528c","width":"1583","height":"503"},{"img":"https://static.tigerbbs.com/e9f27b157c3e54c0c2c2b170a41a9883","width":"1282","height":"415"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866947069","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":17,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
