daphnelim的个人主页 - 老虎社区

daphnelim

daphnelim

暂无个人介绍

IP属地：未知

22关注

2粉丝

0主题

0勋章

2021-12-22

[得意]

2021-09-12

Great ariticle, would you like to share it?

@CY_Ng:这两年很多东西都电脑化，黑客也越来越多，你看好Cyber Security股吗？

2021-09-12

$NVIDIA Corp(NVDA)$[财迷]

2021-05-12

Good

Unity Software rose more than 5% in premarket trading<blockquote>Unity Software盘前交易涨超5%</blockquote>

2021-04-23

Yes

抱歉，原内容已删除

2021-04-23

AMD[思考] [思考] [思考]

2021-04-23

Good

抱歉，原内容已删除

2021-04-23

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-02-06

[傲娇]

抱歉，原内容已删除

2021-02-06

[惊讶]

抱歉，原内容已删除

2021-02-06

[流泪]

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3573632430449582","uuid":"3573632430449582","gmtCreate":1610541767143,"gmtModify":1611973057306,"name":"daphnelim","pinyin":"daphnelim","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":22,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.14","exceedPercentage":"60.36%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"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":691696948,"gmtCreate":1640179919120,"gmtModify":1640179919319,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691696948","isVote":1,"tweetType":1,"viewCount":3295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888961584,"gmtCreate":1631423042948,"gmtModify":1632810491360,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888961584","repostId":"816679767","repostType":1,"repost":{"id":816679767,"gmtCreate":1630501022359,"gmtModify":1631883595401,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562206499105387","idStr":"3562206499105387"},"themes":[],"title":"这两年很多东西都电脑化，黑客也越来越多，你看好Cyber Security股吗？","htmlText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作，生意也搬上网上销售，学院也开办了网上课程。很多东西都离不开上网，也就是因为这样，黑客也看准时机，入侵用户、公司电脑然后勒索。就这些原因，本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里，我研究了6家相关公司，虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司，业绩最出众的就是CrowdStrike，过去5年每年营业额都是倍增，营业额也增加了20倍。股价估值也是疯狂的。六家公司中，有两家就好像模范生，年年赚钱 - 第一家是Fortinet，Fortinet股价已经在一年里起了150%，原因是因为公司营业额增速，市场对它期望很高。令一家是Qualys，估值就比较低，原因是6家公司，业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股，因为全部公司都有正自由现金流，而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable，但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike，也就是因为这样，它的P/S估值也是疯狂的去到63倍。63倍是什么概念？就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$&lt;/</a>","listText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作，生意也搬上网上销售，学院也开办了网上课程。很多东西都离不开上网，也就是因为这样，黑客也看准时机，入侵用户、公司电脑然后勒索。就这些原因，本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里，我研究了6家相关公司，虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司，业绩最出众的就是CrowdStrike，过去5年每年营业额都是倍增，营业额也增加了20倍。股价估值也是疯狂的。六家公司中，有两家就好像模范生，年年赚钱 - 第一家是Fortinet，Fortinet股价已经在一年里起了150%，原因是因为公司营业额增速，市场对它期望很高。令一家是Qualys，估值就比较低，原因是6家公司，业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股，因为全部公司都有正自由现金流，而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable，但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike，也就是因为这样，它的P/S估值也是疯狂的去到63倍。63倍是什么概念？就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$&lt;/</a>","text":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作，生意也搬上网上销售，学院也开办了网上课程。很多东西都离不开上网，也就是因为这样，黑客也看准时机，入侵用户、公司电脑然后勒索。就这些原因，本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里，我研究了6家相关公司，虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司，业绩最出众的就是CrowdStrike，过去5年每年营业额都是倍增，营业额也增加了20倍。股价估值也是疯狂的。六家公司中，有两家就好像模范生，年年赚钱 - 第一家是Fortinet，Fortinet股价已经在一年里起了150%，原因是因为公司营业额增速，市场对它期望很高。令一家是Qualys，估值就比较低，原因是6家公司，业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股，因为全部公司都有正自由现金流，而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable，但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike，也就是因为这样，它的P/S估值也是疯狂的去到63倍。63倍是什么概念？就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？$CrowdStrike Holdings, Inc.(CRWD)$ $飞塔信息(FTNT)$</","images":[{"img":"https://static.tigerbbs.com/3204e2a1a4208f32428a280b1372cd82","width":"532","height":"229"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816679767","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888960412,"gmtCreate":1631422808136,"gmtModify":1631884593407,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>[财迷]&nbsp;","text":"$NVIDIA Corp(NVDA)$[财迷]","images":[{"img":"https://static.tigerbbs.com/151e3f455283650af49d7a0550a6ad3b","width":"720","height":"1593"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888960412","isVote":1,"tweetType":1,"viewCount":3640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":193729192,"gmtCreate":1620822491016,"gmtModify":1634196071162,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193729192","repostId":"1197896266","repostType":4,"repost":{"id":"1197896266","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620809991,"share":"https://www.laohu8.com/m/news/1197896266?lang=zh_CN&edition=full","pubTime":"2021-05-12 16:59","market":"us","language":"en","title":"Unity Software rose more than 5% in premarket trading<blockquote>Unity Software盘前交易涨超5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197896266","media":"Tiger Newspress","summary":"(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted bette","content":"<p>(May 12)&nbsp;Unity Software rose more than 5% in premarket trading.&nbsp;Earlier,&nbsp;Unity Software posted better-than-expected earnings.</p><p><blockquote>（5月12日）Unity Software盘前涨超5%，此前Unity Software公布了好于预期的财报。</blockquote></p><p><img src=\"https://static.tigerbbs.com/ac5be392751a4807672639c19811191f\" tg-width=\"766\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><ul><li>Unity Software&nbsp;beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.</li><li>After some back-and-forth trading, shares are nowup 1.2%postmarket.</li><li>Revenues jumped nearly 40% to $234.8M.</li><li>And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.</li><li>Non-GAAP net loss per share shrank slightly to $0.10.</li></ul>\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.</p><p><blockquote><ul><li>Unity Software第一季度的盈利超出了市场预期，并引导本季度和来年的收入增长偏高。</li><li>经过一番来回交易后，股价目前盘后上涨1.2%。</li><li>收入增长近40%，达到2.348亿美元。</li><li>运营亏损（非GAAP）从去年同期的1,340万美元扩大至2,340万美元。受股票薪酬费用增加的影响，GAAP亏损在本季度进一步扩大。</li><li>非GAAP每股净亏损小幅收窄至0.10美元。</li></ul>首席财务官Luis Visoso表示：“我们的客户在过去12个月贡献了超过10万美元的收入，以及第一季度以美元计算的健康净增长率，这让我们感到鼓舞。”</blockquote></p><p><b>Revenue breakout: </b>Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).</p><p><blockquote><b>收入细分：</b>创建解决方案，7040万美元（增长51%）；运营解决方案，1.466亿美元（增长40%）；战略合作伙伴关系和其他，1780万美元（增长12%）。</blockquote></p><p>As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"</p><p><blockquote>作为其长期观点的一部分，它解决了用户标识符的行业热门话题：“过去两年我们一直在为IDFA做准备。到目前为止，我们平台上的支出强劲，我们的上下文模型（不依赖IDFA）表现良好，客户反馈也很强烈。”</blockquote></p><p>It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).</p><p><blockquote>它仍然认为IDFA今年将削减约3000万美元的收入，但仍将全年指导上调5000万美元，至10亿美元至10.15亿美元（高于9.672亿美元的共识）。本季度的预期收入为2.4亿至2.45亿美元（市场预期为2.32亿美元）。</blockquote></p><p>And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"</p><p><blockquote>并且“我们的目标是建立一家长期实现约30%收入增长的公司。当然，商业和生活一样，不是线性的，因此很可能有些季度和年份会高于或低于我们的预期，但即便如此，我们相信眼前的机遇使这样的目标可以实现。”</blockquote></p><p></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>Unity Software rose more than 5% in premarket trading<blockquote>Unity Software盘前交易涨超5%</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\">\nUnity Software rose more than 5% in premarket trading<blockquote>Unity Software盘前交易涨超5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-12 16:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(May 12)&nbsp;Unity Software rose more than 5% in premarket trading.&nbsp;Earlier,&nbsp;Unity Software posted better-than-expected earnings.</p><p><blockquote>（5月12日）Unity Software盘前涨超5%，此前Unity Software公布了好于预期的财报。</blockquote></p><p><img src=\"https://static.tigerbbs.com/ac5be392751a4807672639c19811191f\" tg-width=\"766\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><ul><li>Unity Software&nbsp;beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.</li><li>After some back-and-forth trading, shares are nowup 1.2%postmarket.</li><li>Revenues jumped nearly 40% to $234.8M.</li><li>And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.</li><li>Non-GAAP net loss per share shrank slightly to $0.10.</li></ul>\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.</p><p><blockquote><ul><li>Unity Software第一季度的盈利超出了市场预期，并引导本季度和来年的收入增长偏高。</li><li>经过一番来回交易后，股价目前盘后上涨1.2%。</li><li>收入增长近40%，达到2.348亿美元。</li><li>运营亏损（非GAAP）从去年同期的1,340万美元扩大至2,340万美元。受股票薪酬费用增加的影响，GAAP亏损在本季度进一步扩大。</li><li>非GAAP每股净亏损小幅收窄至0.10美元。</li></ul>首席财务官Luis Visoso表示：“我们的客户在过去12个月贡献了超过10万美元的收入，以及第一季度以美元计算的健康净增长率，这让我们感到鼓舞。”</blockquote></p><p><b>Revenue breakout: </b>Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).</p><p><blockquote><b>收入细分：</b>创建解决方案，7040万美元（增长51%）；运营解决方案，1.466亿美元（增长40%）；战略合作伙伴关系和其他，1780万美元（增长12%）。</blockquote></p><p>As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"</p><p><blockquote>作为其长期观点的一部分，它解决了用户标识符的行业热门话题：“过去两年我们一直在为IDFA做准备。到目前为止，我们平台上的支出强劲，我们的上下文模型（不依赖IDFA）表现良好，客户反馈也很强烈。”</blockquote></p><p>It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).</p><p><blockquote>它仍然认为IDFA今年将削减约3000万美元的收入，但仍将全年指导上调5000万美元，至10亿美元至10.15亿美元（高于9.672亿美元的共识）。本季度的预期收入为2.4亿至2.45亿美元（市场预期为2.32亿美元）。</blockquote></p><p>And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"</p><p><blockquote>并且“我们的目标是建立一家长期实现约30%收入增长的公司。当然，商业和生活一样，不是线性的，因此很可能有些季度和年份会高于或低于我们的预期，但即便如此，我们相信眼前的机遇使这样的目标可以实现。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197896266","content_text":"(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted better-than-expected earnings.Unity Software beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.After some back-and-forth trading, shares are nowup 1.2%postmarket.Revenues jumped nearly 40% to $234.8M.And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.Non-GAAP net loss per share shrank slightly to $0.10.\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.Revenue breakout: Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"","news_type":1,"symbols_score_info":{"U":0.9}},"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372324308,"gmtCreate":1619181108104,"gmtModify":1634287960646,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372324308","repostId":"2129591703","repostType":4,"isVote":1,"tweetType":1,"viewCount":2147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372325119,"gmtCreate":1619181072031,"gmtModify":1634287961207,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"htmlText":"AMD[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;","listText":"AMD[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;","text":"AMD[思考] [思考] [思考]","images":[{"img":"https://static.tigerbbs.com/7a78bf416ab04bfabcb1811155f5f6a1","width":"720","height":"1442"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372325119","isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":372328617,"gmtCreate":1619180858839,"gmtModify":1634287963184,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372328617","repostId":"1143062408","repostType":4,"isVote":1,"tweetType":1,"viewCount":2628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376645738,"gmtCreate":1619120729924,"gmtModify":1634288444009,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376645738","repostId":"16185605441581","repostType":17,"isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380408670,"gmtCreate":1612570155790,"gmtModify":1703763702019,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"htmlText":"[傲娇]&nbsp;","listText":"[傲娇]&nbsp;","text":"[傲娇]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380408670","repostId":"1161551882","repostType":4,"isVote":1,"tweetType":1,"viewCount":2448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380408361,"gmtCreate":1612570120353,"gmtModify":1703763701846,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380408361","repostId":"1132260998","repostType":4,"isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380408931,"gmtCreate":1612570092923,"gmtModify":1703763701330,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"htmlText":"[流泪]&nbsp;","listText":"[流泪]&nbsp;","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380408931","repostId":"2109722637","repostType":4,"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":372328617,"gmtCreate":1619180858839,"gmtModify":1634287963184,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372328617","repostId":"1143062408","repostType":4,"isVote":1,"tweetType":1,"viewCount":2628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380408670,"gmtCreate":1612570155790,"gmtModify":1703763702019,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"[傲娇]&nbsp;","listText":"[傲娇]&nbsp;","text":"[傲娇]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380408670","repostId":"1161551882","repostType":4,"isVote":1,"tweetType":1,"viewCount":2448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380408931,"gmtCreate":1612570092923,"gmtModify":1703763701330,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"[流泪]&nbsp;","listText":"[流泪]&nbsp;","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380408931","repostId":"2109722637","repostType":4,"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888960412,"gmtCreate":1631422808136,"gmtModify":1631884593407,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>[财迷]&nbsp;","text":"$NVIDIA Corp(NVDA)$[财迷]","images":[{"img":"https://static.tigerbbs.com/151e3f455283650af49d7a0550a6ad3b","width":"720","height":"1593"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888960412","isVote":1,"tweetType":1,"viewCount":3640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":372324308,"gmtCreate":1619181108104,"gmtModify":1634287960646,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372324308","repostId":"2129591703","repostType":4,"isVote":1,"tweetType":1,"viewCount":2147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376645738,"gmtCreate":1619120729924,"gmtModify":1634288444009,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376645738","repostId":"16185605441581","repostType":17,"isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380408361,"gmtCreate":1612570120353,"gmtModify":1703763701846,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380408361","repostId":"1132260998","repostType":4,"isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691696948,"gmtCreate":1640179919120,"gmtModify":1640179919319,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691696948","isVote":1,"tweetType":1,"viewCount":3295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888961584,"gmtCreate":1631423042948,"gmtModify":1632810491360,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888961584","repostId":"816679767","repostType":1,"repost":{"id":816679767,"gmtCreate":1630501022359,"gmtModify":1631883595401,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"这两年很多东西都电脑化，黑客也越来越多，你看好Cyber Security股吗？","htmlText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作，生意也搬上网上销售，学院也开办了网上课程。很多东西都离不开上网，也就是因为这样，黑客也看准时机，入侵用户、公司电脑然后勒索。就这些原因，本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里，我研究了6家相关公司，虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司，业绩最出众的就是CrowdStrike，过去5年每年营业额都是倍增，营业额也增加了20倍。股价估值也是疯狂的。六家公司中，有两家就好像模范生，年年赚钱 - 第一家是Fortinet，Fortinet股价已经在一年里起了150%，原因是因为公司营业额增速，市场对它期望很高。令一家是Qualys，估值就比较低，原因是6家公司，业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股，因为全部公司都有正自由现金流，而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable，但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike，也就是因为这样，它的P/S估值也是疯狂的去到63倍。63倍是什么概念？就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$&lt;/</a>","listText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作，生意也搬上网上销售，学院也开办了网上课程。很多东西都离不开上网，也就是因为这样，黑客也看准时机，入侵用户、公司电脑然后勒索。就这些原因，本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里，我研究了6家相关公司，虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司，业绩最出众的就是CrowdStrike，过去5年每年营业额都是倍增，营业额也增加了20倍。股价估值也是疯狂的。六家公司中，有两家就好像模范生，年年赚钱 - 第一家是Fortinet，Fortinet股价已经在一年里起了150%，原因是因为公司营业额增速，市场对它期望很高。令一家是Qualys，估值就比较低，原因是6家公司，业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股，因为全部公司都有正自由现金流，而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable，但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike，也就是因为这样，它的P/S估值也是疯狂的去到63倍。63倍是什么概念？就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$&lt;/</a>","text":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作，生意也搬上网上销售，学院也开办了网上课程。很多东西都离不开上网，也就是因为这样，黑客也看准时机，入侵用户、公司电脑然后勒索。就这些原因，本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里，我研究了6家相关公司，虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司，业绩最出众的就是CrowdStrike，过去5年每年营业额都是倍增，营业额也增加了20倍。股价估值也是疯狂的。六家公司中，有两家就好像模范生，年年赚钱 - 第一家是Fortinet，Fortinet股价已经在一年里起了150%，原因是因为公司营业额增速，市场对它期望很高。令一家是Qualys，估值就比较低，原因是6家公司，业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股，因为全部公司都有正自由现金流，而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable，但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike，也就是因为这样，它的P/S估值也是疯狂的去到63倍。63倍是什么概念？就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？$CrowdStrike Holdings, Inc.(CRWD)$ $飞塔信息(FTNT)$</","images":[{"img":"https://static.tigerbbs.com/3204e2a1a4208f32428a280b1372cd82","width":"532","height":"229"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816679767","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193729192,"gmtCreate":1620822491016,"gmtModify":1634196071162,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193729192","repostId":"1197896266","repostType":4,"repost":{"id":"1197896266","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620809991,"share":"https://www.laohu8.com/m/news/1197896266?lang=zh_CN&edition=full","pubTime":"2021-05-12 16:59","market":"us","language":"en","title":"Unity Software rose more than 5% in premarket trading<blockquote>Unity Software盘前交易涨超5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197896266","media":"Tiger Newspress","summary":"(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted bette","content":"<p>(May 12)&nbsp;Unity Software rose more than 5% in premarket trading.&nbsp;Earlier,&nbsp;Unity Software posted better-than-expected earnings.</p><p><blockquote>（5月12日）Unity Software盘前涨超5%，此前Unity Software公布了好于预期的财报。</blockquote></p><p><img src=\"https://static.tigerbbs.com/ac5be392751a4807672639c19811191f\" tg-width=\"766\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><ul><li>Unity Software&nbsp;beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.</li><li>After some back-and-forth trading, shares are nowup 1.2%postmarket.</li><li>Revenues jumped nearly 40% to $234.8M.</li><li>And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.</li><li>Non-GAAP net loss per share shrank slightly to $0.10.</li></ul>\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.</p><p><blockquote><ul><li>Unity Software第一季度的盈利超出了市场预期，并引导本季度和来年的收入增长偏高。</li><li>经过一番来回交易后，股价目前盘后上涨1.2%。</li><li>收入增长近40%，达到2.348亿美元。</li><li>运营亏损（非GAAP）从去年同期的1,340万美元扩大至2,340万美元。受股票薪酬费用增加的影响，GAAP亏损在本季度进一步扩大。</li><li>非GAAP每股净亏损小幅收窄至0.10美元。</li></ul>首席财务官Luis Visoso表示：“我们的客户在过去12个月贡献了超过10万美元的收入，以及第一季度以美元计算的健康净增长率，这让我们感到鼓舞。”</blockquote></p><p><b>Revenue breakout: </b>Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).</p><p><blockquote><b>收入细分：</b>创建解决方案，7040万美元（增长51%）；运营解决方案，1.466亿美元（增长40%）；战略合作伙伴关系和其他，1780万美元（增长12%）。</blockquote></p><p>As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"</p><p><blockquote>作为其长期观点的一部分，它解决了用户标识符的行业热门话题：“过去两年我们一直在为IDFA做准备。到目前为止，我们平台上的支出强劲，我们的上下文模型（不依赖IDFA）表现良好，客户反馈也很强烈。”</blockquote></p><p>It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).</p><p><blockquote>它仍然认为IDFA今年将削减约3000万美元的收入，但仍将全年指导上调5000万美元，至10亿美元至10.15亿美元（高于9.672亿美元的共识）。本季度的预期收入为2.4亿至2.45亿美元（市场预期为2.32亿美元）。</blockquote></p><p>And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"</p><p><blockquote>并且“我们的目标是建立一家长期实现约30%收入增长的公司。当然，商业和生活一样，不是线性的，因此很可能有些季度和年份会高于或低于我们的预期，但即便如此，我们相信眼前的机遇使这样的目标可以实现。”</blockquote></p><p></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>Unity Software rose more than 5% in premarket trading<blockquote>Unity Software盘前交易涨超5%</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\">\nUnity Software rose more than 5% in premarket trading<blockquote>Unity Software盘前交易涨超5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-12 16:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(May 12)&nbsp;Unity Software rose more than 5% in premarket trading.&nbsp;Earlier,&nbsp;Unity Software posted better-than-expected earnings.</p><p><blockquote>（5月12日）Unity Software盘前涨超5%，此前Unity Software公布了好于预期的财报。</blockquote></p><p><img src=\"https://static.tigerbbs.com/ac5be392751a4807672639c19811191f\" tg-width=\"766\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><ul><li>Unity Software&nbsp;beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.</li><li>After some back-and-forth trading, shares are nowup 1.2%postmarket.</li><li>Revenues jumped nearly 40% to $234.8M.</li><li>And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.</li><li>Non-GAAP net loss per share shrank slightly to $0.10.</li></ul>\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.</p><p><blockquote><ul><li>Unity Software第一季度的盈利超出了市场预期，并引导本季度和来年的收入增长偏高。</li><li>经过一番来回交易后，股价目前盘后上涨1.2%。</li><li>收入增长近40%，达到2.348亿美元。</li><li>运营亏损（非GAAP）从去年同期的1,340万美元扩大至2,340万美元。受股票薪酬费用增加的影响，GAAP亏损在本季度进一步扩大。</li><li>非GAAP每股净亏损小幅收窄至0.10美元。</li></ul>首席财务官Luis Visoso表示：“我们的客户在过去12个月贡献了超过10万美元的收入，以及第一季度以美元计算的健康净增长率，这让我们感到鼓舞。”</blockquote></p><p><b>Revenue breakout: </b>Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).</p><p><blockquote><b>收入细分：</b>创建解决方案，7040万美元（增长51%）；运营解决方案，1.466亿美元（增长40%）；战略合作伙伴关系和其他，1780万美元（增长12%）。</blockquote></p><p>As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"</p><p><blockquote>作为其长期观点的一部分，它解决了用户标识符的行业热门话题：“过去两年我们一直在为IDFA做准备。到目前为止，我们平台上的支出强劲，我们的上下文模型（不依赖IDFA）表现良好，客户反馈也很强烈。”</blockquote></p><p>It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).</p><p><blockquote>它仍然认为IDFA今年将削减约3000万美元的收入，但仍将全年指导上调5000万美元，至10亿美元至10.15亿美元（高于9.672亿美元的共识）。本季度的预期收入为2.4亿至2.45亿美元（市场预期为2.32亿美元）。</blockquote></p><p>And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"</p><p><blockquote>并且“我们的目标是建立一家长期实现约30%收入增长的公司。当然，商业和生活一样，不是线性的，因此很可能有些季度和年份会高于或低于我们的预期，但即便如此，我们相信眼前的机遇使这样的目标可以实现。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197896266","content_text":"(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted better-than-expected earnings.Unity Software beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.After some back-and-forth trading, shares are nowup 1.2%postmarket.Revenues jumped nearly 40% to $234.8M.And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.Non-GAAP net loss per share shrank slightly to $0.10.\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.Revenue breakout: Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"","news_type":1,"symbols_score_info":{"U":0.9}},"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372325119,"gmtCreate":1619181072031,"gmtModify":1634287961207,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"AMD[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;","listText":"AMD[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;","text":"AMD[思考] [思考] [思考]","images":[{"img":"https://static.tigerbbs.com/7a78bf416ab04bfabcb1811155f5f6a1","width":"720","height":"1442"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372325119","isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}