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3 Metaverse Stocks That Could Help Make You a Fortune<blockquote>3 只可以帮助您发财的元宇宙股票</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":696729833,"tweetId":"696729833","gmtCreate":1640774413787,"gmtModify":1640774414980,"author":{"id":3553900041025922,"idStr":"3553900041025922","authorId":3553900041025922,"authorIdStr":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":109,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Please like</body></html>","htmlText":"<html><head></head><body>Please like</body></html>","text":"Please like","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/696729833","repostId":1108159781,"repostType":4,"repost":{"id":"1108159781","kind":"news","pubTimestamp":1640770414,"share":"https://www.laohunote.com/m/news/1108159781?lang=zh_CN&edition=full","pubTime":"2021-12-29 17:33","market":"us","language":"en","title":"3 Metaverse Stocks That Could Help Make You a Fortune<blockquote>3 只可以帮助您发财的元宇宙股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108159781","media":"Motley Fool","summary":"Each is already established in the real world and looking to expand digitally.","content":"<html><head></head><body>Like it or not, the metaverse is coming. Whether it has a meaningful real-world impact within the next five years is still in the air, but companies have begun creating metaverse applications preparing for the inevitable and investors have shown increased interest in related stocks.<blockquote><html><head></head><body>不管你喜不喜欢，元宇宙就要来了。它是否会在未来五年内产生有意义的现实世界影响仍悬而未决，但公司已经开始创建元宇宙应用程序，为不可避免的情况做准备，投资者对相关股票的兴趣也越来越大。</body></html></blockquote>As no one knows what the metaverse will hold, the investment opportunities are wide. Selecting metaverse-centric companies can be risky, as most do not have another revenue-producing vertical. The better option right now might be to find stocks like Unity Software(NYSE:U),Match Group(NASDAQ:MTCH), and Autodesk(NASDAQ:ADSK)that have metaverse use cases as well as real-world applications to generate needed revenue to fund their expansions. Let&#39;s take a closer look at these three stocks.<blockquote>由于没有人知道元宇宙会持有什么，投资机会是广阔的。选择以元宇宙为中心的公司可能有风险，因为大多数公司没有另一个创收垂直领域。现在更好的选择可能是找到像这样的股票Unity软件（纽约证券交易所代码：U），匹配组（纳斯达克股票代码：MTCH），以及欧特克（纳斯达克股票代码：ADSK）拥有元宇宙用例和现实世界应用程序来产生所需的收入，为其扩张提供资金。让我们仔细看看这三只股票。</blockquote><img src=\"https://static.tigerbbs.com/dd5f9f69de71f16dd891ed9d3d71dbae\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote>1. Unity Software<blockquote>1. Unity软件</blockquote>Without realistic graphics, the metaverse will likely never catch on. Unity Software&#39;s 3D animation software creates lifelike representations that have use cases in multiple industries. Its main focus is video games, and it has the tools developers need to monetize and grow the games. Augmented and virtual reality represent huge potential for Unity, and it is already integrated with architectural design software like Autocad&#39;s Revit.<blockquote>如果没有逼真的图形，元宇宙可能永远不会流行起来。Unity Software的3D动画软件创建了栩栩如生的表示，在多个行业都有用例。它的主要关注点是视频游戏，它拥有开发者赚钱和发展游戏所需的工具。增强现实和虚拟现实代表了Unity的巨大潜力，它已经与Autocad的Revit等建筑设计软件集成。</blockquote>In November, Unity acquired Weta Digital, a media company specializing in 3D creation, simulation, and rendering. During Unity&#39;s third-quarter conference call, CEO John Riccitiello said, &#34;We plan to offer a cloud-based version of Weta for the millions of consumers who generate content every day on social and gaming platforms and on the web or to use the current vernacular, the metaverse.&#34; Unity sees opportunity in the metaverse and is acting to capture significant market share.<blockquote>11月，Unity收购了维塔数码，这是一家专门从事3D创作、模拟和渲染的媒体公司。在 Unity 第三季度电话会议上，首席执行官 John Riccitiello 表示：“我们计划为每天在社交和游戏平台以及网络上生成内容或使用当前方言元宇宙的数百万消费者提供基于云的 Weta 版本。”Unity 看到了元宇宙的机遇，并正在采取行动夺取大量市场份额。</blockquote>Q3 results were solid; revenue increased 43% year over year, and Unity increased the number of customers spending more than $100,000 by 32% to 973. Additionally, it maintained a strong 142% net retention rate, showcasing how much customers are expanding their usage of Unity&#39;s offerings.<blockquote>第三季度业绩稳健；收入同比增长 43%，Unity 将消费超过 10 万美元的客户数量增加了 32%，达到 973 家。此外，它保持了 142% 的强劲净保留率，显示了客户对 Unity 产品的使用扩大了多少。</blockquote>Management&#39;s full-year guidance includes breaking the $1 billion revenue mark. If Unity&#39;s metaverse role becomes as big as it thinks, revenue will far surpass this level.<blockquote>管理层的全年指导包括突破 10 亿美元的收入大关。如果Unity在元宇宙的角色变得像它想象的那样大，收入将远远超过这个水平。</blockquote>2. Match Group<blockquote>2. 匹配组</blockquote>Online dating has become ingrained in modern society. When someone introduces a significant other or spouse, proclaiming that they met online is far less likely to be derided. While Match Group has improved its dating platforms like Tinder and Hinge by adding video communication and voice samples on a profile, it is still an app with a matching feature, not a real-life simulation.<blockquote>网恋在现代社会已经根深蒂固。当有人介绍一个重要的他人或配偶时，宣称他们是在网上认识的，不太可能被嘲笑。虽然Match Group通过在个人资料上添加视频通信和语音样本来改进其Tinder和Hinge等约会平台，但它仍然是一个具有匹配功能的应用程序，而不是现实生活中的模拟。</blockquote>Shar Dubey, Match&#39;s CEO, spoke about a new product called Singletown during Match&#39;s Q3 conference call. She described one area as a piano bar setting where people gathered virtually, but an individual played the piano in real life. Instead of yelling over bar noises to get someone&#39;s attention, users could click on the profile, adjust the ambient noises, and have a meaningful conversation. This is just one metaverse application Match has tested, but it could become the ultimate dating app if successful.<blockquote>Match 首席执行官 Shar Dubey 在 Match 第三季度电话会议上谈到了一款名为 Singletown 的新产品。她将其中一个区域描述为一个钢琴酒吧，人们虚拟地聚集在一起，但一个人在现实生活中弹钢琴。用户可以点击个人资料，调整环境噪音，进行有意义的对话，而不是对着酒吧噪音大喊大叫来引起别人的注意。这只是Match测试的一个元宇宙应用程序，但如果成功，它可能会成为最终的约会应用程序。</blockquote>While new ideas are on the horizon, Match Group reports excellent results. Revenue eclipsed $800 million during Q3, growing at a 25% clip. Its most profitable region, Asia-Pacific (APAC), increased its paying users by 36%. It still has a large capturable demographic located there, as total payers in the Americas were 8.3 million versus 3.3 million in APAC.<blockquote>虽然新的想法即将出现，但Match Group报告了出色的结果。第三季度收入超过 8 亿美元，增长率为 25%。其最赚钱的地区亚太地区 (APAC) 的付费用户增加了 36%。它在那里仍然有大量可捕捉的人口，因为美洲的付款人总数为830万，而亚太地区为330万。</blockquote>After being spun out from IAC/InterActiveCorp(NASDAQ:IAC), its balance sheet was loaded with debt. Match Group is reducing its debt and has proved it by reducing its net leverage ratio from 4.6 times (June 30, 2020) to 3.3 times (Sept. 31, 2021). It does this by channeling its free cash flow generated with a 28% margin to repurchase exchangeable notes.<blockquote>从IAC/互动公司（纳斯达克股票代码：IAC），其资产负债表上充斥着债务。Match Group正在减少债务，并通过将净杠杆率从4.6倍（2020年6月30日）降低到3.3倍（2021年9月31日）来证明这一点。它通过将以 28% 的利润率产生的自由现金流用于回购可交换票据来做到这一点。</blockquote>Match Group is improving its balance sheet, growing rapidly, and displaying exceptional optionality. It is a strong stock pick that will succeed regardless of the metaverse&#39;s success.<blockquote>Match Group 正在改善其资产负债表，快速增长，并表现出卓越的可选性。无论元宇宙是否成功，这都是一只强有力的股票选择，它都会成功。</blockquote>3. Autodesk<blockquote>3. 欧特克</blockquote>Engineers and architects use Autodesk&#39;s flagship products to design buildings and other manufacturable goods. Revit, a building information modeling (BIM) program, allows architects to visualize their designs and showcase them to customers. These creations can be transformed into a virtual reality setting with plugins like Autodesk Rendering. It doesn&#39;t take much imagination to understand how these products could be utilized in the metaverse.<blockquote>工程师和建筑师使用欧特克的旗舰产品来设计建筑和其他可制造的商品。Revit是一个建筑信息建模（BIM）程序，允许建筑师可视化他们的设计并向客户展示。这些创作可以使用Autodesk Rendering等插件转换为虚拟现实设置。不需要太多的想象力就能理解这些产品如何在元宇宙中使用。</blockquote>A few years ago, Autodesk switched to a subscription pricing model. Since then, revenue has gone straight up.<blockquote>几年前，Autodesk 转向订阅定价模式。从那以后，收入直线上升。</blockquote><img src=\"https://static.tigerbbs.com/c5d048242f7be8ccb28568095927f14d\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/>ADSK REVENUE (TTM) DATA BY YCHARTS.<blockquote>YCHARTS 提供的 ADSK 收入 (TTM) 数据。</blockquote>Companies can no longer buy Autodesk&#39;s software and use it until it upgrades. Instead, Autodesk requires an annual license, creating a recurring revenue stream.<blockquote>公司不能再购买Autodesk的软件并使用它，直到它升级。相反，Autodesk 需要年度许可证，从而产生经常性收入流。</blockquote>This business model has delivered strong results. During Q3, which ended Oct. 31, Autodesk&#39;s revenue rose 18% to $1.12 billion, with subscription revenue making up 95% of the total. Margins were also strong, with operating margins of 17% (GAAP) and 32% (non-GAAP). Autodesk also gives investors international exposure.<blockquote>这种商业模式取得了强劲的成果。在截至10月31日的第三季度，Autodesk的收入增长了18%，达到11.2亿美元，其中订阅收入占总收入的95%。利润率也很高，营业利润率分别为 17%（GAAP）和 32%（非 GAAP）。欧特克还为投资者提供国际投资机会。</blockquote><img src=\"https://static.tigerbbs.com/71669bda1905e96ae8ff387a49164721\" tg-width=\"1150\" tg-height=\"338\" width=\"100%\" height=\"auto\"/>SOURCE: AUTODESK.<blockquote>资料来源：欧特克。</blockquote>The stock price took a dive after reporting earnings, cratering 15%. The sell-off can be attributed more to what analysts expected than to management guidance, even though Autodesk still projected 15% growth. After the sell-off, Autodesk trades at a 47 price-to-earnings ratio. While it has recovered from its lows, Autodesk is still a strong buy with more growth on the horizon.<blockquote>公布财报后，股价暴跌 15%。尽管欧特克仍预计增长 15%，但此次抛售更多地归因于分析师的预期，而不是管理层的指导。抛售后，Autodesk 的市盈率为 47。虽然欧特克已经从低点复苏，但它仍然是一个强有力的买入点，而且未来还会有更多的增长。</blockquote>Investor takeaway<blockquote>投资者要点</blockquote>How large and what the metaverse becomes is only limited by the creator&#39;s imagination. Fortunately, companies like Unity Software and Autodesk are designing the building blocks needed to enable businesses like Match Group to build their metaverse vision. Even if the metaverse flops, each company will still have a thriving business underneath. Growth investors should consider each stock moving into 2022 and beyond.<blockquote>元宇宙变得有多大，变成什么样，只受造物主想象力的限制。幸运的是，Unity Software和Autodesk等公司正在设计所需的构建模块，使Match Group等企业能够构建其元宇宙愿景。即使元宇宙失败了，每个公司下面仍然会有蓬勃发展的业务。成长型投资者应考虑进入 2022 年及以后的每只股票。</blockquote></body></html><blockquote></blockquote>","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>3 Metaverse Stocks That Could Help Make You a Fortune<blockquote>3 只可以帮助您发财的元宇宙股票</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\n3 Metaverse Stocks That Could Help Make You a Fortune<blockquote>3 只可以帮助您发财的元宇宙股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-12-29 17:33\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Like it or not, the metaverse is coming. Whether it has a meaningful real-world impact within the next five years is still in the air, but companies have begun creating metaverse applications preparing for the inevitable and investors have shown increased interest in related stocks.<blockquote><html><head></head><body>不管你喜不喜欢，元宇宙就要来了。它是否会在未来五年内产生有意义的现实世界影响仍悬而未决，但公司已经开始创建元宇宙应用程序，为不可避免的情况做准备，投资者对相关股票的兴趣也越来越大。</body></html></blockquote>As no one knows what the metaverse will hold, the investment opportunities are wide. Selecting metaverse-centric companies can be risky, as most do not have another revenue-producing vertical. The better option right now might be to find stocks like Unity Software(NYSE:U),Match Group(NASDAQ:MTCH), and Autodesk(NASDAQ:ADSK)that have metaverse use cases as well as real-world applications to generate needed revenue to fund their expansions. Let&#39;s take a closer look at these three stocks.<blockquote>由于没有人知道元宇宙会持有什么，投资机会是广阔的。选择以元宇宙为中心的公司可能有风险，因为大多数公司没有另一个创收垂直领域。现在更好的选择可能是找到像这样的股票Unity软件（纽约证券交易所代码：U），匹配组（纳斯达克股票代码：MTCH），以及欧特克（纳斯达克股票代码：ADSK）拥有元宇宙用例和现实世界应用程序来产生所需的收入，为其扩张提供资金。让我们仔细看看这三只股票。</blockquote><img src=\"https://static.tigerbbs.com/dd5f9f69de71f16dd891ed9d3d71dbae\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote>1. Unity Software<blockquote>1. Unity软件</blockquote>Without realistic graphics, the metaverse will likely never catch on. Unity Software&#39;s 3D animation software creates lifelike representations that have use cases in multiple industries. Its main focus is video games, and it has the tools developers need to monetize and grow the games. Augmented and virtual reality represent huge potential for Unity, and it is already integrated with architectural design software like Autocad&#39;s Revit.<blockquote>如果没有逼真的图形，元宇宙可能永远不会流行起来。Unity Software的3D动画软件创建了栩栩如生的表示，在多个行业都有用例。它的主要关注点是视频游戏，它拥有开发者赚钱和发展游戏所需的工具。增强现实和虚拟现实代表了Unity的巨大潜力，它已经与Autocad的Revit等建筑设计软件集成。</blockquote>In November, Unity acquired Weta Digital, a media company specializing in 3D creation, simulation, and rendering. During Unity&#39;s third-quarter conference call, CEO John Riccitiello said, &#34;We plan to offer a cloud-based version of Weta for the millions of consumers who generate content every day on social and gaming platforms and on the web or to use the current vernacular, the metaverse.&#34; Unity sees opportunity in the metaverse and is acting to capture significant market share.<blockquote>11月，Unity收购了维塔数码，这是一家专门从事3D创作、模拟和渲染的媒体公司。在 Unity 第三季度电话会议上，首席执行官 John Riccitiello 表示：“我们计划为每天在社交和游戏平台以及网络上生成内容或使用当前方言元宇宙的数百万消费者提供基于云的 Weta 版本。”Unity 看到了元宇宙的机遇，并正在采取行动夺取大量市场份额。</blockquote>Q3 results were solid; revenue increased 43% year over year, and Unity increased the number of customers spending more than $100,000 by 32% to 973. Additionally, it maintained a strong 142% net retention rate, showcasing how much customers are expanding their usage of Unity&#39;s offerings.<blockquote>第三季度业绩稳健；收入同比增长 43%，Unity 将消费超过 10 万美元的客户数量增加了 32%，达到 973 家。此外，它保持了 142% 的强劲净保留率，显示了客户对 Unity 产品的使用扩大了多少。</blockquote>Management&#39;s full-year guidance includes breaking the $1 billion revenue mark. If Unity&#39;s metaverse role becomes as big as it thinks, revenue will far surpass this level.<blockquote>管理层的全年指导包括突破 10 亿美元的收入大关。如果Unity在元宇宙的角色变得像它想象的那样大，收入将远远超过这个水平。</blockquote>2. Match Group<blockquote>2. 匹配组</blockquote>Online dating has become ingrained in modern society. When someone introduces a significant other or spouse, proclaiming that they met online is far less likely to be derided. While Match Group has improved its dating platforms like Tinder and Hinge by adding video communication and voice samples on a profile, it is still an app with a matching feature, not a real-life simulation.<blockquote>网恋在现代社会已经根深蒂固。当有人介绍一个重要的他人或配偶时，宣称他们是在网上认识的，不太可能被嘲笑。虽然Match Group通过在个人资料上添加视频通信和语音样本来改进其Tinder和Hinge等约会平台，但它仍然是一个具有匹配功能的应用程序，而不是现实生活中的模拟。</blockquote>Shar Dubey, Match&#39;s CEO, spoke about a new product called Singletown during Match&#39;s Q3 conference call. She described one area as a piano bar setting where people gathered virtually, but an individual played the piano in real life. Instead of yelling over bar noises to get someone&#39;s attention, users could click on the profile, adjust the ambient noises, and have a meaningful conversation. This is just one metaverse application Match has tested, but it could become the ultimate dating app if successful.<blockquote>Match 首席执行官 Shar Dubey 在 Match 第三季度电话会议上谈到了一款名为 Singletown 的新产品。她将其中一个区域描述为一个钢琴酒吧，人们虚拟地聚集在一起，但一个人在现实生活中弹钢琴。用户可以点击个人资料，调整环境噪音，进行有意义的对话，而不是对着酒吧噪音大喊大叫来引起别人的注意。这只是Match测试的一个元宇宙应用程序，但如果成功，它可能会成为最终的约会应用程序。</blockquote>While new ideas are on the horizon, Match Group reports excellent results. Revenue eclipsed $800 million during Q3, growing at a 25% clip. Its most profitable region, Asia-Pacific (APAC), increased its paying users by 36%. It still has a large capturable demographic located there, as total payers in the Americas were 8.3 million versus 3.3 million in APAC.<blockquote>虽然新的想法即将出现，但Match Group报告了出色的结果。第三季度收入超过 8 亿美元，增长率为 25%。其最赚钱的地区亚太地区 (APAC) 的付费用户增加了 36%。它在那里仍然有大量可捕捉的人口，因为美洲的付款人总数为830万，而亚太地区为330万。</blockquote>After being spun out from IAC/InterActiveCorp(NASDAQ:IAC), its balance sheet was loaded with debt. Match Group is reducing its debt and has proved it by reducing its net leverage ratio from 4.6 times (June 30, 2020) to 3.3 times (Sept. 31, 2021). It does this by channeling its free cash flow generated with a 28% margin to repurchase exchangeable notes.<blockquote>从IAC/互动公司（纳斯达克股票代码：IAC），其资产负债表上充斥着债务。Match Group正在减少债务，并通过将净杠杆率从4.6倍（2020年6月30日）降低到3.3倍（2021年9月31日）来证明这一点。它通过将以 28% 的利润率产生的自由现金流用于回购可交换票据来做到这一点。</blockquote>Match Group is improving its balance sheet, growing rapidly, and displaying exceptional optionality. It is a strong stock pick that will succeed regardless of the metaverse&#39;s success.<blockquote>Match Group 正在改善其资产负债表，快速增长，并表现出卓越的可选性。无论元宇宙是否成功，这都是一只强有力的股票选择，它都会成功。</blockquote>3. Autodesk<blockquote>3. 欧特克</blockquote>Engineers and architects use Autodesk&#39;s flagship products to design buildings and other manufacturable goods. Revit, a building information modeling (BIM) program, allows architects to visualize their designs and showcase them to customers. These creations can be transformed into a virtual reality setting with plugins like Autodesk Rendering. It doesn&#39;t take much imagination to understand how these products could be utilized in the metaverse.<blockquote>工程师和建筑师使用欧特克的旗舰产品来设计建筑和其他可制造的商品。Revit是一个建筑信息建模（BIM）程序，允许建筑师可视化他们的设计并向客户展示。这些创作可以使用Autodesk Rendering等插件转换为虚拟现实设置。不需要太多的想象力就能理解这些产品如何在元宇宙中使用。</blockquote>A few years ago, Autodesk switched to a subscription pricing model. Since then, revenue has gone straight up.<blockquote>几年前，Autodesk 转向订阅定价模式。从那以后，收入直线上升。</blockquote><img src=\"https://static.tigerbbs.com/c5d048242f7be8ccb28568095927f14d\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/>ADSK REVENUE (TTM) DATA BY YCHARTS.<blockquote>YCHARTS 提供的 ADSK 收入 (TTM) 数据。</blockquote>Companies can no longer buy Autodesk&#39;s software and use it until it upgrades. Instead, Autodesk requires an annual license, creating a recurring revenue stream.<blockquote>公司不能再购买Autodesk的软件并使用它，直到它升级。相反，Autodesk 需要年度许可证，从而产生经常性收入流。</blockquote>This business model has delivered strong results. During Q3, which ended Oct. 31, Autodesk&#39;s revenue rose 18% to $1.12 billion, with subscription revenue making up 95% of the total. Margins were also strong, with operating margins of 17% (GAAP) and 32% (non-GAAP). Autodesk also gives investors international exposure.<blockquote>这种商业模式取得了强劲的成果。在截至10月31日的第三季度，Autodesk的收入增长了18%，达到11.2亿美元，其中订阅收入占总收入的95%。利润率也很高，营业利润率分别为 17%（GAAP）和 32%（非 GAAP）。欧特克还为投资者提供国际投资机会。</blockquote><img src=\"https://static.tigerbbs.com/71669bda1905e96ae8ff387a49164721\" tg-width=\"1150\" tg-height=\"338\" width=\"100%\" height=\"auto\"/>SOURCE: AUTODESK.<blockquote>资料来源：欧特克。</blockquote>The stock price took a dive after reporting earnings, cratering 15%. The sell-off can be attributed more to what analysts expected than to management guidance, even though Autodesk still projected 15% growth. After the sell-off, Autodesk trades at a 47 price-to-earnings ratio. While it has recovered from its lows, Autodesk is still a strong buy with more growth on the horizon.<blockquote>公布财报后，股价暴跌 15%。尽管欧特克仍预计增长 15%，但此次抛售更多地归因于分析师的预期，而不是管理层的指导。抛售后，Autodesk 的市盈率为 47。虽然欧特克已经从低点复苏，但它仍然是一个强有力的买入点，而且未来还会有更多的增长。</blockquote>Investor takeaway<blockquote>投资者要点</blockquote>How large and what the metaverse becomes is only limited by the creator&#39;s imagination. Fortunately, companies like Unity Software and Autodesk are designing the building blocks needed to enable businesses like Match Group to build their metaverse vision. Even if the metaverse flops, each company will still have a thriving business underneath. Growth investors should consider each stock moving into 2022 and beyond.<blockquote>元宇宙变得有多大，变成什么样，只受造物主想象力的限制。幸运的是，Unity Software和Autodesk等公司正在设计所需的构建模块，使Match Group等企业能够构建其元宇宙愿景。即使元宇宙失败了，每个公司下面仍然会有蓬勃发展的业务。成长型投资者应考虑进入 2022 年及以后的每只股票。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/12/28/3-metaverse-stocks-could-help-make-you-fortune/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MTCH":"Match Group, Inc.","ADSK":"欧特克","U":"Unity Software Inc."},"source_url":"https://www.fool.com/investing/2021/12/28/3-metaverse-stocks-could-help-make-you-fortune/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108159781","content_text":"Like it or not, the metaverse is coming. Whether it has a meaningful real-world impact within the next five years is still in the air, but companies have begun creating metaverse applications preparing for the inevitable and investors have shown increased interest in related stocks.As no one knows what the metaverse will hold, the investment opportunities are wide. Selecting metaverse-centric companies can be risky, as most do not have another revenue-producing vertical. The better option right now might be to find stocks like Unity Software(NYSE:U),Match Group(NASDAQ:MTCH), and Autodesk(NASDAQ:ADSK)that have metaverse use cases as well as real-world applications to generate needed revenue to fund their expansions. Let's take a closer look at these three stocks.IMAGE SOURCE: GETTY IMAGES.1. Unity SoftwareWithout realistic graphics, the metaverse will likely never catch on. Unity Software's 3D animation software creates lifelike representations that have use cases in multiple industries. Its main focus is video games, and it has the tools developers need to monetize and grow the games. Augmented and virtual reality represent huge potential for Unity, and it is already integrated with architectural design software like Autocad's Revit.In November, Unity acquired Weta Digital, a media company specializing in 3D creation, simulation, and rendering. During Unity's third-quarter conference call, CEO John Riccitiello said, \"We plan to offer a cloud-based version of Weta for the millions of consumers who generate content every day on social and gaming platforms and on the web or to use the current vernacular, the metaverse.\" Unity sees opportunity in the metaverse and is acting to capture significant market share.Q3 results were solid; revenue increased 43% year over year, and Unity increased the number of customers spending more than $100,000 by 32% to 973. Additionally, it maintained a strong 142% net retention rate, showcasing how much customers are expanding their usage of Unity's offerings.Management's full-year guidance includes breaking the $1 billion revenue mark. If Unity's metaverse role becomes as big as it thinks, revenue will far surpass this level.2. Match GroupOnline dating has become ingrained in modern society. When someone introduces a significant other or spouse, proclaiming that they met online is far less likely to be derided. While Match Group has improved its dating platforms like Tinder and Hinge by adding video communication and voice samples on a profile, it is still an app with a matching feature, not a real-life simulation.Shar Dubey, Match's CEO, spoke about a new product called Singletown during Match's Q3 conference call. She described one area as a piano bar setting where people gathered virtually, but an individual played the piano in real life. Instead of yelling over bar noises to get someone's attention, users could click on the profile, adjust the ambient noises, and have a meaningful conversation. This is just one metaverse application Match has tested, but it could become the ultimate dating app if successful.While new ideas are on the horizon, Match Group reports excellent results. Revenue eclipsed $800 million during Q3, growing at a 25% clip. Its most profitable region, Asia-Pacific (APAC), increased its paying users by 36%. It still has a large capturable demographic located there, as total payers in the Americas were 8.3 million versus 3.3 million in APAC.After being spun out from IAC/InterActiveCorp(NASDAQ:IAC), its balance sheet was loaded with debt. Match Group is reducing its debt and has proved it by reducing its net leverage ratio from 4.6 times (June 30, 2020) to 3.3 times (Sept. 31, 2021). It does this by channeling its free cash flow generated with a 28% margin to repurchase exchangeable notes.Match Group is improving its balance sheet, growing rapidly, and displaying exceptional optionality. It is a strong stock pick that will succeed regardless of the metaverse's success.3. AutodeskEngineers and architects use Autodesk's flagship products to design buildings and other manufacturable goods. Revit, a building information modeling (BIM) program, allows architects to visualize their designs and showcase them to customers. These creations can be transformed into a virtual reality setting with plugins like Autodesk Rendering. It doesn't take much imagination to understand how these products could be utilized in the metaverse.A few years ago, Autodesk switched to a subscription pricing model. Since then, revenue has gone straight up.ADSK REVENUE (TTM) DATA BY YCHARTS.Companies can no longer buy Autodesk's software and use it until it upgrades. Instead, Autodesk requires an annual license, creating a recurring revenue stream.This business model has delivered strong results. During Q3, which ended Oct. 31, Autodesk's revenue rose 18% to $1.12 billion, with subscription revenue making up 95% of the total. Margins were also strong, with operating margins of 17% (GAAP) and 32% (non-GAAP). Autodesk also gives investors international exposure.SOURCE: AUTODESK.The stock price took a dive after reporting earnings, cratering 15%. The sell-off can be attributed more to what analysts expected than to management guidance, even though Autodesk still projected 15% growth. After the sell-off, Autodesk trades at a 47 price-to-earnings ratio. While it has recovered from its lows, Autodesk is still a strong buy with more growth on the horizon.Investor takeawayHow large and what the metaverse becomes is only limited by the creator's imagination. Fortunately, companies like Unity Software and Autodesk are designing the building blocks needed to enable businesses like Match Group to build their metaverse vision. Even if the metaverse flops, each company will still have a thriving business underneath. Growth investors should consider each stock moving into 2022 and beyond.","news_type":1,"symbols_score_info":{"MTCH":0.9,"ADSK":0.9,"U":0.9}},"isVote":1,"tweetType":1,"viewCount":4689,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/696729833"}