gwk personal page - To The Moon

gwk

No personal profile

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26Followers

4Topic

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01-14

[Miser] [Duh] [Grin] [Tongue]

01-13

[Miser] [Miser] [Miser]

01-12

[Miser] [Miser] [Miser]

01-11

[Happy] [What] [Cool]

01-10

[Sly] [Sly] [Sly] [Miser]

01-09

[Tongue] [Tongue] [Tongue]

01-09

[Miser] [Miser] [Miser]

01-08

[Cool] [Cool] [Cool]

01-07

[Tongue] [Grin] [Sly]

01-06

[Miser] [Miser] [Tongue]

01-05

[Miser] [Miser] [Happy]

01-04

[Grin] [Grin] [Grin] [Grin]

01-03

[Heart] [Heart] [Heart]

01-02

New year new chapter [Miser]

01-01

[Love] [Love] [Love] [Heart]

2023-12-31

Like and share to win

2023-12-30

[Miser] [Miser] [Miser] [Happy]

2023-12-29

[Cool] [Cool] [Cool] [Miser]

2023-12-28

Enjoy the game [Grin] [Grin]

2023-12-27

Happy new year!![Miser]

Go to Tiger App to see more news

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year!![Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256453827637248","isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9034928717,"gmtCreate":1647763790504,"gmtModify":1676534264330,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Agreed and keep hold!","listText":"Agreed and keep hold!","text":"Agreed and keep hold!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034928717","repostId":"2220430742","repostType":2,"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038367667,"gmtCreate":1646746961294,"gmtModify":1676534157499,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038367667","repostId":"1183643552","repostType":4,"repost":{"id":"1183643552","kind":"news","pubTimestamp":1646708017,"share":"https://ttm.financial/m/news/1183643552?lang=&edition=fundamental","pubTime":"2022-03-08 10:53","market":"us","language":"en","title":"Why Palantir Stock Rallied Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1183643552","media":"Motley Fool","summary":"A respected Wall Street firm is less bearish on the software company.","content":"<html><head></head><body><p><b>What happened</b></p><p>Shares of <b>Palantir Technologies</b> rose on Monday, following an analyst upgrade. As of closed, the data analytics company&#39;s stock price was up 1.4% after rising as much as 7.2% earlier in the day.</p><p><b>So what</b></p><p><b>Morgan Stanley</b> analyst Keith Weiss raised his rating on Palantir&#39;s shares from underweight to equal weight. Though he cut his price forecast from $24 to $16 to reflect investors&#39; recent reticence to pay high valuation multiples for tech stocks, his new estimate is still more than 40% higher than Palantir&#39;s current price near $11.25.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bd6eede9bfb9f8120968e9cc29b06e2\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Weiss believes Palantir&#39;s government operations are well situated for the current geological environment. Recent turmoil in Europe should only boost demand for the company&#39;s defense-focused data services.</p><p>Additionally, Weiss expects Palantir&#39;s efforts to build out its commercial salesforce to bear fruit in the coming years. The software company&#39;s commercial revenue jumped 47% year over year in the fourth quarter, including a 132% surge in the U.S.</p><p>Moreover, Weiss notes that Palantir&#39;s stock is now more attractively priced after its recent swoon, particularly when factoring in its growth rates and cash flow production. In turn, he believes that many of the risks inherent in an investment in Palantir are already reflected in its share price.</p><p>Still, Weiss would like to see more stability in Palantir&#39;s operating margins and evidence of stronger growth in its government and commercial segments before upgrading the stock to an overweight rating.</p><p><b>Now what</b></p><p>Even after today&#39;s gains, Palantir&#39;s stock price is down about 38% so far this year. Although its shares aren&#39;t cheap at roughly 60 times analysts&#39; earnings estimates for 2022, they are now much more reasonable, especially when considering Palantir&#39;s greater than 40% projected growth rate over the next five years.</p></body></html>","source":"fool_stock","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>Why Palantir Stock Rallied Monday</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWhy Palantir Stock Rallied Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/why-palantir-stock-rallied-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Palantir Technologies rose on Monday, following an analyst upgrade. As of closed, the data analytics company's stock price was up 1.4% after rising as much as 7.2% earlier in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/why-palantir-stock-rallied-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/03/07/why-palantir-stock-rallied-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183643552","content_text":"What happenedShares of Palantir Technologies rose on Monday, following an analyst upgrade. As of closed, the data analytics company's stock price was up 1.4% after rising as much as 7.2% earlier in the day.So whatMorgan Stanley analyst Keith Weiss raised his rating on Palantir's shares from underweight to equal weight. Though he cut his price forecast from $24 to $16 to reflect investors' recent reticence to pay high valuation multiples for tech stocks, his new estimate is still more than 40% higher than Palantir's current price near $11.25.Image source: Getty Images.Weiss believes Palantir's government operations are well situated for the current geological environment. Recent turmoil in Europe should only boost demand for the company's defense-focused data services.Additionally, Weiss expects Palantir's efforts to build out its commercial salesforce to bear fruit in the coming years. The software company's commercial revenue jumped 47% year over year in the fourth quarter, including a 132% surge in the U.S.Moreover, Weiss notes that Palantir's stock is now more attractively priced after its recent swoon, particularly when factoring in its growth rates and cash flow production. In turn, he believes that many of the risks inherent in an investment in Palantir are already reflected in its share price.Still, Weiss would like to see more stability in Palantir's operating margins and evidence of stronger growth in its government and commercial segments before upgrading the stock to an overweight rating.Now whatEven after today's gains, Palantir's stock price is down about 38% so far this year. Although its shares aren't cheap at roughly 60 times analysts' earnings estimates for 2022, they are now much more reasonable, especially when considering Palantir's greater than 40% projected growth rate over the next five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255060124934344,"gmtCreate":1703284043860,"gmtModify":1703284048476,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"[Cool]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","listText":"[Cool]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","text":"[Cool] [Miser] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/255060124934344","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565937308470914","authorId":"3565937308470914","name":"susanto63","avatar":"https://community-static.tradeup.com/news/cdc834fc8cd0277f19660ba87916f83e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3565937308470914","authorIdStr":"3565937308470914"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073617463,"gmtCreate":1657333730052,"gmtModify":1676535993640,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"I will prefer more on DIS","listText":"I will prefer more on DIS","text":"I will prefer more on DIS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073617463","repostId":"1138760801","repostType":4,"repost":{"id":"1138760801","kind":"news","pubTimestamp":1657332603,"share":"https://ttm.financial/m/news/1138760801?lang=&edition=fundamental","pubTime":"2022-07-09 10:10","market":"us","language":"en","title":"Netflix vs. Disney: Which Streaming Giant is Playing Better?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138760801","media":"TipRanks","summary":"Story HighlightsHow will streaming giants up the ante in the race to win subscriber supremacy? While","content":"<div>\n<p>Story HighlightsHow will streaming giants up the ante in the race to win subscriber supremacy? While one headwind(pandemic) is left behind, another one of a lingering recession is ready to spoil the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-vs-disney-which-streaming-giant-is-playing-better/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Netflix vs. Disney: Which Streaming Giant is Playing Better?</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nNetflix vs. Disney: Which Streaming Giant is Playing Better?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/netflix-vs-disney-which-streaming-giant-is-playing-better/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsHow will streaming giants up the ante in the race to win subscriber supremacy? While one headwind(pandemic) is left behind, another one of a lingering recession is ready to spoil the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-vs-disney-which-streaming-giant-is-playing-better/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","DIS":"迪士尼"},"source_url":"https://www.tipranks.com/news/article/netflix-vs-disney-which-streaming-giant-is-playing-better/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138760801","content_text":"Story HighlightsHow will streaming giants up the ante in the race to win subscriber supremacy? While one headwind(pandemic) is left behind, another one of a lingering recession is ready to spoil the play. Who will survive?Jim Cramer, host of Mad Money on CNBC and the head of the CNBC Investing Club, is miffed with the fact that mass media and entertainment giant The Walt Disney Company (NYSE: DIS) is trading almost one to one with streaming giant Netflix (NASDAQ: NFLX).“It is getting ridiculous that Disney trades almost one for one with Netflix. I have never seen a Netflix theme park but it can’t be as good as a real-life Squid Games,” Cramer tweeted. Which brings us to the intriguing question: which streaming giant is shaping up better in the post-pandemic era?Let us have a look at both the entertainment companies’ current performances and valuations.Disney Dashes DevoteesAfter reaping the losses from the pandemic-related closures, Disney’s amusement parks are flooded with visitors with the onset of the summer season. On the other hand, Disney’s streaming platform, Disney+, is also ripe with a series of new launches, attracting massive viewership.Yes, inflationary pressures and recessionary fears are doubling down on Disney’s park visitations. However, international tourists and parks across the globe could make up for the lost cause. However, the rising interest rates and labor charges could nibble into the margins of the House of Mouse company, as overheads remain a daunting task to manage during times of an economic downturn.DIS stock has lost 37.8% so far this year. The company is slated to report its third-quarter fiscal 2022earningson August 9, with the consensus earnings per share (EPS) figure pegged at $1.00.Yesterday, Citigroup analyst Jason Bazinet drastically cut the price target on DIS stock to $145 (48.8% upside potential) while maintaining a Buy rating.Bazinet has lowered the FY23 estimates on expectations of higher expense growth but unchanged revenue estimates, resulting in declining margins. The analyst believes that recession fears are more severe for companies with higher advertising exposure and lower contractual revenue, like Disney.However, analyst Barton Crockett of Rosenblatt Securities is highly optimistic about the stock and reiterated a Buy rating with a price target of $174 recently, which implies 78.6% upside potential to current levels.Looking at the valuations, Disney currently trades at a price to sales (P/S) ratio of 2.28 times, which is above the sector median but way below its five-year average of 3.49 times. Notably, the price to earnings per share (P/E) ratio of 28.92 overshoots both the sector median and five-year average, making the stock look expensive at current levels.The Street is highly optimistic about DIS stock with a Strong Buy consensus rating based on 18 Buys and six Holds. The average Walt Disney Company price forecast of $140.09 implies 43.8% upside potential to current levels.Netflix Nets Subscriber LossesNetflix is having a difficult time holding on to its subscriber base, which is slowly but surely declining quarter over quarter. NFLX stock has lost 68.3% so far this year. The “Stranger Things” streamer is slated to release its second-quarter Fiscal 2022earningson July 19. The consensus for EPS is pegged at $2.99.Ahead of NFLX’s Q2 print, Stifel Nicolaus analyst Scott Devitt kept the model estimates unchanged while reiterating a Hold rating on the stock with a price target of $240. Devitt noted that, as per engagement data from Apptopia, engagement during Q2 showed modest growth over Q1 readings.Furthermore, the analyst believes that Netflix’s advent into the ad-supported tier business is in its nascent stage and will take a while to materialize into a full-fledged cash-generating segment. However, “affordability constraints in international markets” may be a spoiler to the company’s growth plans alongside “heightened competition and potential maturity in core markets,” he noted.Similarly, Needham analyst Laura Martin, who also has a Hold rating on NFLX stock, pointed out a couple of steps the company needs to take to improve its competitive advantage in the streaming industry.As per Martin, Netflix needs to “a) launch its promised ad-driven streaming tier to expand its TAM; b) add sports and news content to improve its performance of the “Job to be Done” (i.e., entertain consumers); c) offer bundling with other products (to lower churn); and/or d) acquire a large film and TV content library (to lower churn).”Turning to its valuation metrics, Netflix currently trades at a P/S ratio of 2.71x, which is above the sector median but more than halfway down its five-year average of 8.62x. On the contrary, its P/E ratio of 16.87x is trading much below its sector median and five-year average, implying that the stock is very cheap at current levels.Analysts on the Street are extremely cautious about NFLX stock right now, with a Hold consensus rating based on ten Buys, 25 Holds, and six Sells. The average Netflix price forecast of $266.77 implies nearly 41% upside potential to current levels.Closing ThoughtsBoth Netflix and Disney are currently in shaky waters with the macroeconomic headwinds at play. However, with its diversified offering of theme parks, movies, and streaming services, Disney seems to be in a relatively better position than Netflix currently. Moreover, analysts are highly bullish on Disney than on Netflix.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098035576,"gmtCreate":1643965853352,"gmtModify":1676533876824,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"&nbsp;Like n keep it up!","listText":"&nbsp;Like n keep it up!","text":"Like n keep it up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098035576","repostId":"1194770005","repostType":4,"repost":{"id":"1194770005","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":1643965741,"share":"https://ttm.financial/m/news/1194770005?lang=&edition=fundamental","pubTime":"2022-02-04 17:09","market":"us","language":"en","title":"Unity Rose Nearly 15% in Premarket Trading as Its Earnings and Revenue Topped Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1194770005","media":"Tiger Newspress","summary":"Unity rose nearly 15% in premarket trading as its earnings and revenue topped estimates. It reported","content":"<html><head></head><body><p>Unity rose nearly 15% in premarket trading as its earnings and revenue topped estimates.</p><p> <img src=\"https://static.tigerbbs.com/609f043e0281237dc17892a2e523a0da\" tg-width=\"768\" tg-height=\"569\" width=\"100%\" height=\"auto\"/></p><p>It reported a Q4 diluted non-GAAP net loss of $0.05 per share, compared with a loss of $0.10 a year earlier.</p><p>Revenue for the quarter was $315.9 million, up from $220.3 million in the year-ago period. Analysts expected $295.7 million.</p><p>For Q1 2022, the company forecasts revenue between $315 million and $320 million. Analysts expect $322.07 million.</p></body></html>","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 Rose Nearly 15% in Premarket Trading as Its Earnings and Revenue Topped Estimates</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Rose Nearly 15% in Premarket Trading as Its Earnings and Revenue Topped Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">2022-02-04 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Unity rose nearly 15% in premarket trading as its earnings and revenue topped estimates.</p><p> <img src=\"https://static.tigerbbs.com/609f043e0281237dc17892a2e523a0da\" tg-width=\"768\" tg-height=\"569\" width=\"100%\" height=\"auto\"/></p><p>It reported a Q4 diluted non-GAAP net loss of $0.05 per share, compared with a loss of $0.10 a year earlier.</p><p>Revenue for the quarter was $315.9 million, up from $220.3 million in the year-ago period. Analysts expected $295.7 million.</p><p>For Q1 2022, the company forecasts revenue between $315 million and $320 million. Analysts expect $322.07 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194770005","content_text":"Unity rose nearly 15% in premarket trading as its earnings and revenue topped estimates. It reported a Q4 diluted non-GAAP net loss of $0.05 per share, compared with a loss of $0.10 a year earlier.Revenue for the quarter was $315.9 million, up from $220.3 million in the year-ago period. Analysts expected $295.7 million.For Q1 2022, the company forecasts revenue between $315 million and $320 million. Analysts expect $322.07 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004717543,"gmtCreate":1642690812900,"gmtModify":1676533736146,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004717543","repostId":"1134491773","repostType":2,"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998840979,"gmtCreate":1660968626194,"gmtModify":1676536433069,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Lvmh","listText":"Lvmh","text":"Lvmh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998840979","repostId":"2260323630","repostType":2,"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074762530,"gmtCreate":1658412797520,"gmtModify":1676536154921,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Good to read for shareholder&nbsp;","listText":"Good to read for shareholder&nbsp;","text":"Good to read for shareholder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074762530","repostId":"1146734237","repostType":2,"repost":{"id":"1146734237","kind":"news","pubTimestamp":1658416042,"share":"https://ttm.financial/m/news/1146734237?lang=&edition=fundamental","pubTime":"2022-07-21 23:07","market":"us","language":"en","title":"Palantir Q2'22 Preview: What Investors Can Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=1146734237","media":"seekingalpha","summary":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite go","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will report its second quarter in three weeks.</li><li>Recent contract wins could reignite government-sourced revenue growth going forward.</li><li>Most important figures for Q2&#39;22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1337a14721b40a7c4630848fd86793c9\" tg-width=\"1080\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>In less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.</p><p><b>Palantir’s Q2’22: Guidance versus expectations</b></p><p>For the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.</p><p>Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae0d8c2bc654db934a8c0659f605d0ee\" tg-width=\"968\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p><b>Customer monetization could make a difference for Palantir</b></p><p>While new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.</p><p>Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d0079b19aac177847fce51c57c44ed\" tg-width=\"1280\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>My expectations for Palantir’s Q2’22 are:</p><ul><li>136-140% year over year US commercial revenue growth, sixth straight quarter of top line acceleration</li><li>A total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accounts</li><li>Commercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2&#39;22</li><li>Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentum</li><li>Continual quarter over quarter growth in ACV (average account value) and billings</li></ul><p>Average revenue for the largest 20 customers grew 24% year over year to $45M in Q1&#39;22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.</p><p><b>Low EPS expectations</b></p><p>In each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.</p><p>For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn&#39;t expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/911bd934e283be62ffc078fb5f474986\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>New U.S. Army Contract Win</b></p><p>Just before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.</p><p><b>Risks with Palantir</b></p><p>The two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.</p><p>What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.</p><p><b>Final thoughts</b></p><p>Palantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!</p></body></html>","source":"seekingalpha","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>Palantir Q2'22 Preview: What Investors Can Expect</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nPalantir Q2'22 Preview: What Investors Can Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146734237","content_text":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.Michael ViIn less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.Palantir’s Q2’22: Guidance versus expectationsFor the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.PalantirCustomer monetization could make a difference for PalantirWhile new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.PalantirMy expectations for Palantir’s Q2’22 are:136-140% year over year US commercial revenue growth, sixth straight quarter of top line accelerationA total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accountsCommercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2'22Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentumContinual quarter over quarter growth in ACV (average account value) and billingsAverage revenue for the largest 20 customers grew 24% year over year to $45M in Q1'22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.Low EPS expectationsIn each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn't expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.Seeking AlphaNew U.S. Army Contract WinJust before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.Risks with PalantirThe two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.Final thoughtsPalantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049937580,"gmtCreate":1655734936240,"gmtModify":1676535694700,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Hold","listText":"Hold","text":"Hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049937580","repostId":"1152907784","repostType":4,"repost":{"id":"1152907784","kind":"news","pubTimestamp":1655726046,"share":"https://ttm.financial/m/news/1152907784?lang=&edition=fundamental","pubTime":"2022-06-20 19:54","market":"us","language":"en","title":"Is Unity Stock A Buy During The Dip? Pound The Table","url":"https://stock-news.laohu8.com/highlight/detail?id=1152907784","media":"seekingalpha","summary":"SummaryUnity is a promising play on the growth of the metaverse.The stock once traded at astronomica","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Unity is a promising play on the growth of the metaverse.</li><li>The stock once traded at astronomical valuations - the tech crash has brought the stock back down to earth.</li><li>Some of that crash has been due to monetization issues that are expected to hurt the company this year.</li><li>Management has reiterated its goal of at least 30% growth annually over the long term.</li><li>The stock is priced like this is a broken growth story - I expect a swift rebound.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/281ae27ffc68c098586f1070cb75697b\" tg-width=\"1080\" tg-height=\"608\" width=\"100%\" height=\"auto\"/><span>brightstars/E+ via Getty Images</span></p><p>Unity (NYSE:U) is a stock that I did not think would crash to these levels. Its association with the trending metaverse sent the stock soaring for much of its life as a public company, but thepast year has seen such bubbles pop in dramatic fashion. There is a saying that periods of irrational exuberance are followed by periods of irrational pessimism. That appears to be the case here, as the market is not looking beyond the near term headwinds facing the company in 2022. The future remains bright both for the company - and shareholders.</p><p><b>U Stock Price</b></p><p>U priced its IPO in late 2020 at $52 per share and peaked around $210 per share. The stock has since crashed around 80%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53b6402a7a28afd1d36bde5160c9f669\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>I last covered the stock in March when I called itbuyable,but noted better opportunities in the tech sector. I am now upgrading my rating and have purchased a stake myself.</p><p><b>U Stock Key Metrics</b></p><p>Recall that Unity is a real-time development platform, enabling 3D, AR, and VR development. Its software is used largely in modern games, but is also used across many other industries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33751f4a303f81c2cdfc04add6319023\" tg-width=\"1280\" tg-height=\"624\" width=\"100%\" height=\"auto\"/><span>Unity</span></p><p>We can see what the software looks like below - customers can use Unity software to visualize anything. There is a reason why Unity is so commonly associated with the metaverse - without Unity there is no metaverse.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48ab85196533a937d42ccd086c8e9d01\" tg-width=\"1280\" tg-height=\"646\" width=\"100%\" height=\"auto\"/><span>Unity</span></p><p>In the quarter, U generated 36% revenue growth to $320.1 million. That growth was largely driven by 65% growth in Create Solutions revenue, which refers to the revenues earned for using the software. Operate Solutions revenue grew by only 26% - this refers to the revenue share agreements it has with its customers. U stated that this was due to monetization issues that hit the company in February and March. The company was not profitable in the quarter, losing $171.2 million on a GAAP basis and $23 million on a non-GAAP basis (excludes equity-based compensation).</p><p><b>Why Did Unity Stock Drop In Early May?</b></p><p>U gave the following guidance, which showed minimal growth in the second quarter and also lowered full-year guidance from $1.505 billion to only $1.425 billion in revenues.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adc9db7c48fdaa2c02ed35ff59e0165d\" tg-width=\"1280\" tg-height=\"148\" width=\"100%\" height=\"auto\"/><span>2022 Q1 Press Release</span></p><p>That spooked Wall Street, as the stock crashed sharply after the earnings release.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/760587e8a0c593cdab544d575da8b562\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The reduction in guidance was blamed on the aforementioned monetization issues. On the conference call, management stated that it expects roughly $110 million of net impact this year with 60% of that impact falling in the second quarter. Management also stated that they expect to be profitable in fiscal 2023, but that was not enough to prevent the brutal action in the stock price.</p><p><b>Is U Stock Expected To Keep Rising?</b></p><p>Wall Street analysts have remained bullish in spite of the near term headwinds. The average rating is 4.16 out of 5.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fc27e69a11025b3f2cf301bf4f8065a\" tg-width=\"1280\" tg-height=\"320\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>Price targets have come down since the quarter but the average price target of $82.65 still represents around 127% upside.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18b9ea520f2b96edfadadd05a39aab2e\" tg-width=\"1280\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>It is interesting to see price targets decline so dramatically as the tech sector falls. I expect price targets to rise once the tech sector rebounds.</p><p>Is U Stock A Buy During This Dip?</p><p>My view is that the current price weakness is a gift for long-term oriented investors. Management is quite confident that they can fix their monetization issues and bring advertisers back to their platform - my view is that they deserve the benefit of the doubt considering U’s place on the totem pole. For game developers, U is very much like the Apple (AAPL) app store in that it has tremendous leverage. On the call, management reiterated its expectation to sustain revenue growth “at or above 30% per year over the long term even as we gain scale.” With that in mind, the stock looks quite cheap here at 9x forward sales. The company does not have a material net cash position because it had spent $1 billion to acquire Weta Digital late last year. 9x sales might not sound so cheap, but the company’s ability to sustain a 30% growth rate for many years makes the valuation cheap when looking several years out. We can see consensus estimates for the next decade:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7a311ec58414bb3aa77f96528c4c94c\" tg-width=\"1280\" tg-height=\"290\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>The stock is priced at just 3.2x 2026e sales. I could see U sustaining at least 30% long term net margins as its business model has inherent operating leverage. Based on a conservative 1.5x price to earnings growth ratio (‘PEG ratio’), I could see U trading at 13.5x sales in 2026. That suggests 322% upside or 36% annualized over the next 4.5 years. This is a name which I expect to gain a steep premium relative to tech peers, with the main driving catalyst being a recovery in its monetization efforts. That means much of those returns could be front loaded as this is arguably one of the higher quality growth stories in the market today. The key risks here are twofold. First, it is possible that the company is unable to fix its monetization issues. I find such an event unlikely, but the possibility must be stated. Second, it is possible that its products lose relevance. Perhaps the metaverse does not meet expectations for growth - perhaps people stop using their smartphones so much. The bullish thesis is largely dependent on the long term growth rate, and that is predicated on the metaverse being an ever-growing secular story. I rate the stock a strong buy - this isn’t the cheapest name in the tech sector, but it has one of the higher quality growth stories around. I expect a quick rebound and strong returns over the long term. This is a name I have been buying for the Best of Breed portfolio.</p></body></html>","source":"seekingalpha","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>Is Unity Stock A Buy During The Dip? 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Pound The Table\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-20 19:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518814-is-unity-stock-buy-during-dip><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryUnity is a promising play on the growth of the metaverse.The stock once traded at astronomical valuations - the tech crash has brought the stock back down to earth.Some of that crash has been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518814-is-unity-stock-buy-during-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"source_url":"https://seekingalpha.com/article/4518814-is-unity-stock-buy-during-dip","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1152907784","content_text":"SummaryUnity is a promising play on the growth of the metaverse.The stock once traded at astronomical valuations - the tech crash has brought the stock back down to earth.Some of that crash has been due to monetization issues that are expected to hurt the company this year.Management has reiterated its goal of at least 30% growth annually over the long term.The stock is priced like this is a broken growth story - I expect a swift rebound.brightstars/E+ via Getty ImagesUnity (NYSE:U) is a stock that I did not think would crash to these levels. Its association with the trending metaverse sent the stock soaring for much of its life as a public company, but thepast year has seen such bubbles pop in dramatic fashion. There is a saying that periods of irrational exuberance are followed by periods of irrational pessimism. That appears to be the case here, as the market is not looking beyond the near term headwinds facing the company in 2022. The future remains bright both for the company - and shareholders.U Stock PriceU priced its IPO in late 2020 at $52 per share and peaked around $210 per share. The stock has since crashed around 80%.Data by YChartsI last covered the stock in March when I called itbuyable,but noted better opportunities in the tech sector. I am now upgrading my rating and have purchased a stake myself.U Stock Key MetricsRecall that Unity is a real-time development platform, enabling 3D, AR, and VR development. Its software is used largely in modern games, but is also used across many other industries.UnityWe can see what the software looks like below - customers can use Unity software to visualize anything. There is a reason why Unity is so commonly associated with the metaverse - without Unity there is no metaverse.UnityIn the quarter, U generated 36% revenue growth to $320.1 million. That growth was largely driven by 65% growth in Create Solutions revenue, which refers to the revenues earned for using the software. Operate Solutions revenue grew by only 26% - this refers to the revenue share agreements it has with its customers. U stated that this was due to monetization issues that hit the company in February and March. The company was not profitable in the quarter, losing $171.2 million on a GAAP basis and $23 million on a non-GAAP basis (excludes equity-based compensation).Why Did Unity Stock Drop In Early May?U gave the following guidance, which showed minimal growth in the second quarter and also lowered full-year guidance from $1.505 billion to only $1.425 billion in revenues.2022 Q1 Press ReleaseThat spooked Wall Street, as the stock crashed sharply after the earnings release.Data by YChartsThe reduction in guidance was blamed on the aforementioned monetization issues. On the conference call, management stated that it expects roughly $110 million of net impact this year with 60% of that impact falling in the second quarter. Management also stated that they expect to be profitable in fiscal 2023, but that was not enough to prevent the brutal action in the stock price.Is U Stock Expected To Keep Rising?Wall Street analysts have remained bullish in spite of the near term headwinds. The average rating is 4.16 out of 5.Seeking AlphaPrice targets have come down since the quarter but the average price target of $82.65 still represents around 127% upside.Seeking AlphaIt is interesting to see price targets decline so dramatically as the tech sector falls. I expect price targets to rise once the tech sector rebounds.Is U Stock A Buy During This Dip?My view is that the current price weakness is a gift for long-term oriented investors. Management is quite confident that they can fix their monetization issues and bring advertisers back to their platform - my view is that they deserve the benefit of the doubt considering U’s place on the totem pole. For game developers, U is very much like the Apple (AAPL) app store in that it has tremendous leverage. On the call, management reiterated its expectation to sustain revenue growth “at or above 30% per year over the long term even as we gain scale.” With that in mind, the stock looks quite cheap here at 9x forward sales. The company does not have a material net cash position because it had spent $1 billion to acquire Weta Digital late last year. 9x sales might not sound so cheap, but the company’s ability to sustain a 30% growth rate for many years makes the valuation cheap when looking several years out. We can see consensus estimates for the next decade:Seeking AlphaThe stock is priced at just 3.2x 2026e sales. I could see U sustaining at least 30% long term net margins as its business model has inherent operating leverage. Based on a conservative 1.5x price to earnings growth ratio (‘PEG ratio’), I could see U trading at 13.5x sales in 2026. That suggests 322% upside or 36% annualized over the next 4.5 years. This is a name which I expect to gain a steep premium relative to tech peers, with the main driving catalyst being a recovery in its monetization efforts. That means much of those returns could be front loaded as this is arguably one of the higher quality growth stories in the market today. The key risks here are twofold. First, it is possible that the company is unable to fix its monetization issues. I find such an event unlikely, but the possibility must be stated. Second, it is possible that its products lose relevance. Perhaps the metaverse does not meet expectations for growth - perhaps people stop using their smartphones so much. The bullish thesis is largely dependent on the long term growth rate, and that is predicated on the metaverse being an ever-growing secular story. I rate the stock a strong buy - this isn’t the cheapest name in the tech sector, but it has one of the higher quality growth stories around. I expect a quick rebound and strong returns over the long term. This is a name I have been buying for the Best of Breed portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057105502,"gmtCreate":1655474548506,"gmtModify":1676535646956,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"hold","listText":"hold","text":"hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057105502","repostId":"1105210003","repostType":4,"repost":{"id":"1105210003","kind":"news","pubTimestamp":1655478634,"share":"https://ttm.financial/m/news/1105210003?lang=&edition=fundamental","pubTime":"2022-06-17 23:10","market":"us","language":"en","title":"Alibaba: A Bull Market Is Born","url":"https://stock-news.laohu8.com/highlight/detail?id=1105210003","media":"Seeking Alpha","summary":"SummaryA deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine, at a cyclical low.</li><li>Our analysis of industry tailwinds and normalized earnings points to a huge opportunity for risk-tolerant investors.</li><li>We estimate a market-crushing return of 17% per annum for Alibaba shareholders, indicating a 5x in the decade to come.</li></ul><p><b>Investment Thesis</b></p><p>Dark days have lingered for Alibaba Group Holding (NYSE:BABA), down 65% from its high. The past year has been a true test of investors&#39; fortitude. Over the past year, geopolitical risks have surfaced. Asked why he bought into Alibaba given those risks, Charlie Munger stated, &#34;I was willing to take a little political risk to get into the better companies at the lower prices.&#34; As for the recent run-up and steep decline, legendary investor Sir John Templeton had some advice:</p><blockquote>Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.</blockquote><p>As pessimism looms, the bull market builds. We caution investors that now is not the time to trade BABA shares, but to own them. In the decade ahead, we estimate a market-crushing return of 17% per annum.</p><p><b>Know What You Own</b></p><p>Peter Lynch once advised, &#34;Know what you own, and know why you own it.&#34; Let&#39;s take a look at Alibaba&#39;s multifaceted business model.</p><p>Alibaba is an expansive ecosystem of products. The pieces of Alibaba interact with each other to accomplish the company&#39;s mission: To make it easy to do business anywhere.</p><p><b>Core Commerce</b></p><p>The company&#39;s core commerce segment accounts for approximately75% of revenue. Alibaba&#39;s most important assets are its online shopping platforms Taobao, Tmall, Lazada, andAlibaba.com. Within core commerce, Alibaba makes money from advertising, customer management, subscriptions, and direct sales.</p><p>The company owns a collection of fast-growing grocery chains such as Freshippo, Sunart, and Tmall Supermarket. Although grocery has been a drag on margins, it is still an integral part of Alibaba&#39;s business empire. The Freshippo (Hema) chain even offers 30-minute delivery using smart logistics.</p><p>Despite its much smaller market cap, Alibaba is a larger e-commerce player than Amazon (AMZN). In 2020, Alibaba accounted for 29% of the e-commerce goods transacted globally:</p><p><img src=\"https://static.tigerbbs.com/687477af832cf5d2d67ff108a6c3dda8\" tg-width=\"960\" tg-height=\"456\" referrerpolicy=\"no-referrer\"/></p><p>Global E-Commerce GMV Share(Forbes)</p><p>Alibaba&#39;s combined business reached1.31 billion consumers across the world over the past year. This number continues to grow despite its scale. In China alone, the company has nearly a billion monthly active consumers on its mobile shopping platforms:</p><p><img src=\"https://static.tigerbbs.com/0f01eaafba46a3ecaaf5306394e811d3\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>MAU&#39;s Across Alibaba&#39;s Shopping Platforms(Statista)</p><p><b>An Expansive Ecosystem</b></p><p>Alibaba spawns new businesses where it sees an economic need in society. The company&#39;s new businesses, whether acquired or built, always support each other within the Alibaba ecosystem. The ecosystem includes Cainiao smart logistics and a digital payments app, Alipay.</p><p>Alibaba started Alipay in 2004 to help build trust between consumers and merchants in online purchases (The company now owns 33% of the FinTech parent company, Ant Group). Fast-forward to today, and mobile payments are the preferred method of payment in China. Alipay has a 54.5% share of the market:</p><p><img src=\"https://static.tigerbbs.com/b353a8f92e6920c424fc6b7c26c19854\" tg-width=\"860\" tg-height=\"809\" referrerpolicy=\"no-referrer\"/></p><p>Alipay vs. WeChat Pay Market Share(EastWestBank)</p><p>Alibaba&#39;s reach is enormous in China. The company plays an integral part in the day-to-day lives of citizens, whether it be through payment, e-commerce, groceries, delivery (Ele.me), streaming (Youku), or navigation (Amap). The company is also the lifeblood of millions and millions of small businesses.</p><p>Alibaba&#39;s reach is a powerful network effect for its rapidly growing cloud segment. Alibaba Cloud is building out its network globally, and there is a very long runway for the business. Alibaba Cloud just became profitable over the past six months, and should contribute to the company&#39;s bottom line going forward. The company still has room to grow its cloud market share:</p><p><img src=\"https://static.tigerbbs.com/a56959ac1a5611da4ea9ddd4f24b64fe\" tg-width=\"1200\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"/></p><p>Global Cloud Market Share(Statista)</p><p><b>S.W.O.T. Analysis</b></p><p>To analyze what Alibaba does well, along with the risks it faces as a business, we present a S.W.O.T. analysis for the company:</p><p><img src=\"https://static.tigerbbs.com/41a651cf204eb9f2ce9034c78114b4d3\" tg-width=\"407\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Normalized Earnings</p><p>Alibaba&#39;s normalized earnings are around $22 billion, or $8.22 per share. The company experienced several one-off hits to its earnings over the past 12 months, including a $2.8 billion fine from the government, increased ad spend on Taobao deals, poor economic conditions in China, and huge goodwill impairments. To normalize earnings, we have taken the average net income over fiscal 2020 and 2021, divided by the current shares outstanding. Keep in mind that revenue and active users have grown substantially since 2020, indicating a conservative figure.</p><p><b>Valuation</b></p><p>We estimate Alibaba will grow normalized earnings at 13% annualized over the next decade, resulting in 2032 earnings per share of $27.90.</p><ul><li>Alibaba is still growing its user count. The company is in the early stages of its international expansion in e-commerce and cloud computing. These businesses have strong industry tailwinds, allowing Alibaba to grow organically. Alibaba also benefits from China&#39;s rapidly growing middle class. As a result, the average spend on Taobao and Tmall will increase if user retention remains strong. The same is true for Alibaba&#39;s delivery, streaming, grocery, and payments assets. On top of this, the company has $39 billion of working capital on its balance sheet to buy back shares, acquire businesses, and build new businesses.</li></ul><p>Our 2032 price target for Alibaba is $488 per share, implying a return of 17% per annum.</p><ul><li>We have applied a terminal multiple of 17.5 for a business that we believe has an enduring network effect, brand, and industry tailwind.</li></ul></body></html>","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>Alibaba: A Bull Market Is Born</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nAlibaba: A Bull Market Is Born\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-17 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518935-baba-stock-alibaba-a-bull-market-is-born><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine, at a cyclical low.Our analysis of industry tailwinds and normalized earnings points to a huge ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518935-baba-stock-alibaba-a-bull-market-is-born\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4518935-baba-stock-alibaba-a-bull-market-is-born","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105210003","content_text":"SummaryA deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine, at a cyclical low.Our analysis of industry tailwinds and normalized earnings points to a huge opportunity for risk-tolerant investors.We estimate a market-crushing return of 17% per annum for Alibaba shareholders, indicating a 5x in the decade to come.Investment ThesisDark days have lingered for Alibaba Group Holding (NYSE:BABA), down 65% from its high. The past year has been a true test of investors' fortitude. Over the past year, geopolitical risks have surfaced. Asked why he bought into Alibaba given those risks, Charlie Munger stated, \"I was willing to take a little political risk to get into the better companies at the lower prices.\" As for the recent run-up and steep decline, legendary investor Sir John Templeton had some advice:Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.As pessimism looms, the bull market builds. We caution investors that now is not the time to trade BABA shares, but to own them. In the decade ahead, we estimate a market-crushing return of 17% per annum.Know What You OwnPeter Lynch once advised, \"Know what you own, and know why you own it.\" Let's take a look at Alibaba's multifaceted business model.Alibaba is an expansive ecosystem of products. The pieces of Alibaba interact with each other to accomplish the company's mission: To make it easy to do business anywhere.Core CommerceThe company's core commerce segment accounts for approximately75% of revenue. Alibaba's most important assets are its online shopping platforms Taobao, Tmall, Lazada, andAlibaba.com. Within core commerce, Alibaba makes money from advertising, customer management, subscriptions, and direct sales.The company owns a collection of fast-growing grocery chains such as Freshippo, Sunart, and Tmall Supermarket. Although grocery has been a drag on margins, it is still an integral part of Alibaba's business empire. The Freshippo (Hema) chain even offers 30-minute delivery using smart logistics.Despite its much smaller market cap, Alibaba is a larger e-commerce player than Amazon (AMZN). In 2020, Alibaba accounted for 29% of the e-commerce goods transacted globally:Global E-Commerce GMV Share(Forbes)Alibaba's combined business reached1.31 billion consumers across the world over the past year. This number continues to grow despite its scale. In China alone, the company has nearly a billion monthly active consumers on its mobile shopping platforms:MAU's Across Alibaba's Shopping Platforms(Statista)An Expansive EcosystemAlibaba spawns new businesses where it sees an economic need in society. The company's new businesses, whether acquired or built, always support each other within the Alibaba ecosystem. The ecosystem includes Cainiao smart logistics and a digital payments app, Alipay.Alibaba started Alipay in 2004 to help build trust between consumers and merchants in online purchases (The company now owns 33% of the FinTech parent company, Ant Group). Fast-forward to today, and mobile payments are the preferred method of payment in China. Alipay has a 54.5% share of the market:Alipay vs. WeChat Pay Market Share(EastWestBank)Alibaba's reach is enormous in China. The company plays an integral part in the day-to-day lives of citizens, whether it be through payment, e-commerce, groceries, delivery (Ele.me), streaming (Youku), or navigation (Amap). The company is also the lifeblood of millions and millions of small businesses.Alibaba's reach is a powerful network effect for its rapidly growing cloud segment. Alibaba Cloud is building out its network globally, and there is a very long runway for the business. Alibaba Cloud just became profitable over the past six months, and should contribute to the company's bottom line going forward. The company still has room to grow its cloud market share:Global Cloud Market Share(Statista)S.W.O.T. AnalysisTo analyze what Alibaba does well, along with the risks it faces as a business, we present a S.W.O.T. analysis for the company:Normalized EarningsAlibaba's normalized earnings are around $22 billion, or $8.22 per share. The company experienced several one-off hits to its earnings over the past 12 months, including a $2.8 billion fine from the government, increased ad spend on Taobao deals, poor economic conditions in China, and huge goodwill impairments. To normalize earnings, we have taken the average net income over fiscal 2020 and 2021, divided by the current shares outstanding. Keep in mind that revenue and active users have grown substantially since 2020, indicating a conservative figure.ValuationWe estimate Alibaba will grow normalized earnings at 13% annualized over the next decade, resulting in 2032 earnings per share of $27.90.Alibaba is still growing its user count. The company is in the early stages of its international expansion in e-commerce and cloud computing. These businesses have strong industry tailwinds, allowing Alibaba to grow organically. Alibaba also benefits from China's rapidly growing middle class. As a result, the average spend on Taobao and Tmall will increase if user retention remains strong. The same is true for Alibaba's delivery, streaming, grocery, and payments assets. On top of this, the company has $39 billion of working capital on its balance sheet to buy back shares, acquire businesses, and build new businesses.Our 2032 price target for Alibaba is $488 per share, implying a return of 17% per annum.We have applied a terminal multiple of 17.5 for a business that we believe has an enduring network effect, brand, and industry tailwind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086232701,"gmtCreate":1650460268202,"gmtModify":1676534728455,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"go go go","listText":"go go go","text":"go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086232701","repostId":"1147560605","repostType":4,"repost":{"id":"1147560605","kind":"news","pubTimestamp":1650458944,"share":"https://ttm.financial/m/news/1147560605?lang=&edition=fundamental","pubTime":"2022-04-20 20:49","market":"us","language":"en","title":"Palantir Rises As RBC Upgrades on Russia-Ukraine Tailwinds, Better Risk-Reward","url":"https://stock-news.laohu8.com/highlight/detail?id=1147560605","media":"Seeking Alpha","summary":"Palantir Technologies (NYSE:PLTR) rose on Wednesday as investment firm RBC upgraded the data analyti","content":"<html><head></head><body><p>Palantir Technologies (NYSE:PLTR) rose on Wednesday as investment firm RBC upgraded the data analytics software company, citing several reasons, including Russia&#39;s invasion of Ukraine.</p><p>Analyst Rishi Jaluria raised the rating on Palantir (PLTR) to sector perform from underperform and boosted the price target to $12 from $9, noting that federal spending around the world is likely to increase as a result of the war.</p><p>&#34;We believe as the war drags on, governments around the world are increasing their defense spending (including against cyber-attacks) and we expect Palantir to be a beneficiary of this trend,&#34; Jaluria wrote in a note to clients, though he added it could only be &#34;a short-term tailwind.&#34;</p><p>Palantir Technologies (PLTR) shares rose more than 1% to $13.05 in premarket trading on Wednesday.</p><p>In addition, Jaluria pointed out that Palantir&#39;s (PLTR) management team is likely to stop investing in special purpose acquisition companies, or SPACs, going forward, which had proved &#34;controversial&#34; with investors.</p><p>Lastly, shares have fallen 48% since RBC downgraded the stock in November 2021, compared to a 15% decline in the Nasdaq, making now a good time for investors &#34;to step to the sidelines.&#34;</p><p>There are still concerns, such as lower government spending, increased competition and revenue from SPACs increasing as a percentage, but the short-term benefits of the war &#34;does make Palantir a difficult stock to short in the near-term,&#34; Jaluria conceded.</p><p>On Monday, Palantir Technologies (PLTR) said it extended and expanded its work with the Centers for Disease Control and Prevention,as the government agency continues to modernize its data management.</p></body></html>","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>Palantir Rises As RBC Upgrades on Russia-Ukraine Tailwinds, Better Risk-Reward</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nPalantir Rises As RBC Upgrades on Russia-Ukraine Tailwinds, Better Risk-Reward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 20:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3824698-palantir-rises-as-rbc-upgrades-on-russia-ukraine-tailwinds-better-risk-reward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (NYSE:PLTR) rose on Wednesday as investment firm RBC upgraded the data analytics software company, citing several reasons, including Russia's invasion of Ukraine.Analyst Rishi ...</p>\n\n<a href=\"https://seekingalpha.com/news/3824698-palantir-rises-as-rbc-upgrades-on-russia-ukraine-tailwinds-better-risk-reward\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/news/3824698-palantir-rises-as-rbc-upgrades-on-russia-ukraine-tailwinds-better-risk-reward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147560605","content_text":"Palantir Technologies (NYSE:PLTR) rose on Wednesday as investment firm RBC upgraded the data analytics software company, citing several reasons, including Russia's invasion of Ukraine.Analyst Rishi Jaluria raised the rating on Palantir (PLTR) to sector perform from underperform and boosted the price target to $12 from $9, noting that federal spending around the world is likely to increase as a result of the war.\"We believe as the war drags on, governments around the world are increasing their defense spending (including against cyber-attacks) and we expect Palantir to be a beneficiary of this trend,\" Jaluria wrote in a note to clients, though he added it could only be \"a short-term tailwind.\"Palantir Technologies (PLTR) shares rose more than 1% to $13.05 in premarket trading on Wednesday.In addition, Jaluria pointed out that Palantir's (PLTR) management team is likely to stop investing in special purpose acquisition companies, or SPACs, going forward, which had proved \"controversial\" with investors.Lastly, shares have fallen 48% since RBC downgraded the stock in November 2021, compared to a 15% decline in the Nasdaq, making now a good time for investors \"to step to the sidelines.\"There are still concerns, such as lower government spending, increased competition and revenue from SPACs increasing as a percentage, but the short-term benefits of the war \"does make Palantir a difficult stock to short in the near-term,\" Jaluria conceded.On Monday, Palantir Technologies (PLTR) said it extended and expanded its work with the Centers for Disease Control and Prevention,as the government agency continues to modernize its data management.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091934350,"gmtCreate":1643762034619,"gmtModify":1676533852089,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Same case just like Netflix..stay calm","listText":"Same case just like Netflix..stay calm","text":"Same case just like Netflix..stay calm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091934350","repostId":"2208359751","repostType":4,"repost":{"id":"2208359751","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1643757904,"share":"https://ttm.financial/m/news/2208359751?lang=&edition=fundamental","pubTime":"2022-02-02 07:25","market":"us","language":"en","title":"PayPal Stock Tumbles 17% as Ebay Impacts Weigh on Earnings Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2208359751","media":"Dow Jones","summary":"PayPal Holdings Inc. largely matched expectations for its holiday quarter but delivered an earnings ","content":"<html><head></head><body><p>PayPal Holdings Inc. largely matched expectations for its holiday quarter but delivered an earnings forecast that came up shy of expectations.</p><p>The payment-technology company reported fourth-quarter net income of $801 million, or 68 cents a share, down from $1.56 billion, or $1.32 a share, a year prior. On an adjusted basis, PayPal (PYPL) earned $1.11 a share, up from $1.08 a share a year earlier, while the FactSet consensus was for $1.12 a share.</p><p>PayPal&#39;s revenue came in at $6.9 billion for the fourth quarter, matching the FactSet consensus. A year prior, PayPal logged quarterly revenue of $6.1 billion.</p><p>The latest quarterly revenue performance brought PayPal&#39;s annual total to $25.4 billion for 2021, up from $21.5 billion a year earlier.</p><p>The company saw $340 billion in fourth-quarter total payment volume, slightly below the FactSet consensus, which was for $345 billion. The TPV metric captures the dollar value of transactions running through PayPal&#39;s platform.</p><p>PayPal had 426 million active accounts as of the end of 2021.</p><p>Chief Executive Dan Schulman told MarketWatch that PayPal was seeing better-than-expected traction for its redesigned app, which focuses on a broader set of financial-services tools. The new app has helped spur new interest in PayPal&#39;s crypto-buying feature and driven a sharp increase in the number of users who visit a merchant&#39;s site based on seeing a deal offer on PayPal&#39;s shopping hub.</p><p>Shares were off 17% in after-hours trading Tuesday as the company&#39;s outlook came in light of expectations. For the first half of the year, the company sees continued headwinds from eBay Inc. <a href=\"https://laohu8.com/S/EBAY\">$(EBAY)$</a>, which has been migrating volume away from PayPal as part of its own payments evolution.</p><p><img src=\"https://static.tigerbbs.com/af429635e304716052d5647ecef09ae0\" tg-width=\"920\" tg-height=\"710\" referrerpolicy=\"no-referrer\"/></p><p>&#34;If you can look beyond the eBay transition, which we have five more months to go through... and you look past the lapping of the very high quarters of growth that we had last year, you can see a very consistent and strong story about the core underlying business,&#34; Schulman told MarketWatch.</p><p>Looking to the first quarter, PayPal anticipates revenue growth of about 6%, or 14% when excluding impacts from eBay Inc.</p><p>The FactSet consensus calls for $6.76 billion in quarterly sales, which would be up about 12% from the $6.03 billion that PayPal reported a year earlier.</p><p>The company also projects first-quarter adjusted earnings per share of about 87 cents, while the FactSet consensus is for $1.16.</p><p>For the full year, the company expects growth in total payment volume of 19% to 22% at spot rates as well as revenue growth of 15% to 17%. PayPal also anticipates $4.60 a share to $4.75 a share in adjusted earnings for 2022. The FactSet consensus is for $5.21 in adjusted earnings.</p><p>PayPal expects that its revenue growth will accelerate as the year goes on and Schulman anticipate that the &#34;lapping noises&#34; should go away in the third quarter.</p><p>A look beyond that underscores the &#34;strength of the platform&#34; and &#34;should give a ton of confidence and optimism that we will exit the year at 20%-plus [revenue growth],&#34; he told MarketWatch.</p></body></html>","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>PayPal Stock Tumbles 17% as Ebay Impacts Weigh on Earnings Outlook</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nPayPal Stock Tumbles 17% as Ebay Impacts Weigh on Earnings Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-02-02 07:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>PayPal Holdings Inc. largely matched expectations for its holiday quarter but delivered an earnings forecast that came up shy of expectations.</p><p>The payment-technology company reported fourth-quarter net income of $801 million, or 68 cents a share, down from $1.56 billion, or $1.32 a share, a year prior. On an adjusted basis, PayPal (PYPL) earned $1.11 a share, up from $1.08 a share a year earlier, while the FactSet consensus was for $1.12 a share.</p><p>PayPal&#39;s revenue came in at $6.9 billion for the fourth quarter, matching the FactSet consensus. A year prior, PayPal logged quarterly revenue of $6.1 billion.</p><p>The latest quarterly revenue performance brought PayPal&#39;s annual total to $25.4 billion for 2021, up from $21.5 billion a year earlier.</p><p>The company saw $340 billion in fourth-quarter total payment volume, slightly below the FactSet consensus, which was for $345 billion. The TPV metric captures the dollar value of transactions running through PayPal&#39;s platform.</p><p>PayPal had 426 million active accounts as of the end of 2021.</p><p>Chief Executive Dan Schulman told MarketWatch that PayPal was seeing better-than-expected traction for its redesigned app, which focuses on a broader set of financial-services tools. The new app has helped spur new interest in PayPal&#39;s crypto-buying feature and driven a sharp increase in the number of users who visit a merchant&#39;s site based on seeing a deal offer on PayPal&#39;s shopping hub.</p><p>Shares were off 17% in after-hours trading Tuesday as the company&#39;s outlook came in light of expectations. For the first half of the year, the company sees continued headwinds from eBay Inc. <a href=\"https://laohu8.com/S/EBAY\">$(EBAY)$</a>, which has been migrating volume away from PayPal as part of its own payments evolution.</p><p><img src=\"https://static.tigerbbs.com/af429635e304716052d5647ecef09ae0\" tg-width=\"920\" tg-height=\"710\" referrerpolicy=\"no-referrer\"/></p><p>&#34;If you can look beyond the eBay transition, which we have five more months to go through... and you look past the lapping of the very high quarters of growth that we had last year, you can see a very consistent and strong story about the core underlying business,&#34; Schulman told MarketWatch.</p><p>Looking to the first quarter, PayPal anticipates revenue growth of about 6%, or 14% when excluding impacts from eBay Inc.</p><p>The FactSet consensus calls for $6.76 billion in quarterly sales, which would be up about 12% from the $6.03 billion that PayPal reported a year earlier.</p><p>The company also projects first-quarter adjusted earnings per share of about 87 cents, while the FactSet consensus is for $1.16.</p><p>For the full year, the company expects growth in total payment volume of 19% to 22% at spot rates as well as revenue growth of 15% to 17%. PayPal also anticipates $4.60 a share to $4.75 a share in adjusted earnings for 2022. The FactSet consensus is for $5.21 in adjusted earnings.</p><p>PayPal expects that its revenue growth will accelerate as the year goes on and Schulman anticipate that the &#34;lapping noises&#34; should go away in the third quarter.</p><p>A look beyond that underscores the &#34;strength of the platform&#34; and &#34;should give a ton of confidence and optimism that we will exit the year at 20%-plus [revenue growth],&#34; he told MarketWatch.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","EBAY":"eBay"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208359751","content_text":"PayPal Holdings Inc. largely matched expectations for its holiday quarter but delivered an earnings forecast that came up shy of expectations.The payment-technology company reported fourth-quarter net income of $801 million, or 68 cents a share, down from $1.56 billion, or $1.32 a share, a year prior. On an adjusted basis, PayPal (PYPL) earned $1.11 a share, up from $1.08 a share a year earlier, while the FactSet consensus was for $1.12 a share.PayPal's revenue came in at $6.9 billion for the fourth quarter, matching the FactSet consensus. A year prior, PayPal logged quarterly revenue of $6.1 billion.The latest quarterly revenue performance brought PayPal's annual total to $25.4 billion for 2021, up from $21.5 billion a year earlier.The company saw $340 billion in fourth-quarter total payment volume, slightly below the FactSet consensus, which was for $345 billion. The TPV metric captures the dollar value of transactions running through PayPal's platform.PayPal had 426 million active accounts as of the end of 2021.Chief Executive Dan Schulman told MarketWatch that PayPal was seeing better-than-expected traction for its redesigned app, which focuses on a broader set of financial-services tools. The new app has helped spur new interest in PayPal's crypto-buying feature and driven a sharp increase in the number of users who visit a merchant's site based on seeing a deal offer on PayPal's shopping hub.Shares were off 17% in after-hours trading Tuesday as the company's outlook came in light of expectations. For the first half of the year, the company sees continued headwinds from eBay Inc. $(EBAY)$, which has been migrating volume away from PayPal as part of its own payments evolution.\"If you can look beyond the eBay transition, which we have five more months to go through... and you look past the lapping of the very high quarters of growth that we had last year, you can see a very consistent and strong story about the core underlying business,\" Schulman told MarketWatch.Looking to the first quarter, PayPal anticipates revenue growth of about 6%, or 14% when excluding impacts from eBay Inc.The FactSet consensus calls for $6.76 billion in quarterly sales, which would be up about 12% from the $6.03 billion that PayPal reported a year earlier.The company also projects first-quarter adjusted earnings per share of about 87 cents, while the FactSet consensus is for $1.16.For the full year, the company expects growth in total payment volume of 19% to 22% at spot rates as well as revenue growth of 15% to 17%. PayPal also anticipates $4.60 a share to $4.75 a share in adjusted earnings for 2022. The FactSet consensus is for $5.21 in adjusted earnings.PayPal expects that its revenue growth will accelerate as the year goes on and Schulman anticipate that the \"lapping noises\" should go away in the third quarter.A look beyond that underscores the \"strength of the platform\" and \"should give a ton of confidence and optimism that we will exit the year at 20%-plus [revenue growth],\" he told MarketWatch.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958987552,"gmtCreate":1673613860777,"gmtModify":1676538864900,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"[Miser]&nbsp;[Happy]&nbsp;","listText":"[Miser]&nbsp;[Happy]&nbsp;","text":"[Miser] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958987552","isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920977380,"gmtCreate":1670426720341,"gmtModify":1676538365770,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920977380","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049409043,"gmtCreate":1655822004382,"gmtModify":1676535711841,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049409043","repostId":"1146013913","repostType":4,"repost":{"id":"1146013913","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":1655819622,"share":"https://ttm.financial/m/news/1146013913?lang=&edition=fundamental","pubTime":"2022-06-21 21:53","market":"us","language":"en","title":"Palantir Shares Jumped 7.5% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1146013913","media":"Tiger Newspress","summary":"Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.BofA anal","content":"<html><head></head><body><p>Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.</p><p><img src=\"https://static.tigerbbs.com/ae4273543430d9a9f601fa2349f39218\" tg-width=\"874\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>BofA analyst Mariana Perez Mora initiated coverage of Palantir Technologies with a Buy rating and $13 price target. The analyst sees the company as a beneficiary of &#34;rapidly growing demand&#34; for acritical intelligence platforms in both commercial and government end markets. Palantir&#39;s &#34;dominant&#34; position in the AI-powered software market should support more than 30% annual revenue growth and improving profits, Perez Mora tells investors in a research note.</p></body></html>","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>Palantir Shares Jumped 7.5% in Morning Trading</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nPalantir Shares Jumped 7.5% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">2022-06-21 21:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.</p><p><img src=\"https://static.tigerbbs.com/ae4273543430d9a9f601fa2349f39218\" tg-width=\"874\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>BofA analyst Mariana Perez Mora initiated coverage of Palantir Technologies with a Buy rating and $13 price target. The analyst sees the company as a beneficiary of &#34;rapidly growing demand&#34; for acritical intelligence platforms in both commercial and government end markets. Palantir&#39;s &#34;dominant&#34; position in the AI-powered software market should support more than 30% annual revenue growth and improving profits, Perez Mora tells investors in a research note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146013913","content_text":"Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.BofA analyst Mariana Perez Mora initiated coverage of Palantir Technologies with a Buy rating and $13 price target. The analyst sees the company as a beneficiary of \"rapidly growing demand\" for acritical intelligence platforms in both commercial and government end markets. Palantir's \"dominant\" position in the AI-powered software market should support more than 30% annual revenue growth and improving profits, Perez Mora tells investors in a research note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098609627,"gmtCreate":1644109698313,"gmtModify":1676533890198,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Hold","listText":"Hold","text":"Hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098609627","repostId":"1196927717","repostType":4,"repost":{"id":"1196927717","kind":"news","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</p></body></html>","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>Palantir: Red Flag Or Opportunity?</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nPalantir: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091257166,"gmtCreate":1643882894646,"gmtModify":1676533867550,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Meta!!","listText":"Meta!!","text":"Meta!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091257166","repostId":"1193631380","repostType":2,"repost":{"id":"1193631380","kind":"news","pubTimestamp":1643882126,"share":"https://ttm.financial/m/news/1193631380?lang=&edition=fundamental","pubTime":"2022-02-03 17:55","market":"us","language":"en","title":"7 Stocks To Watch For February 3, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1193631380","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:Wall Street expects Amazon.com, Inc. to re","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>Amazon.com, Inc.</b> to report quarterly earnings at $3.67 per share on revenue of $137.60 billion after the closing bell. Amazon shares fell 3.6% to $2,904.00 in after-hours trading.</li><li>Analysts expect <b>Merck &amp; Co., Inc.</b> to report quarterly earnings at $1.53 per share on revenue of $13.16 billion before the opening bell. Merck shares fell 0.6% to $81.50 in after-hours trading.</li><li><b>Meta Platforms, Inc.</b> reported weaker-than-expected earnings for its fourth quarter and issued a weak forecast. The company’s quarterly revenue, however, came in above analysts’ estimates. Meta Platforms shares dipped 22.9% to $249.05 in the after-hours trading session.</li></ul><ul><li><b>QUALCOMM Incorporated</b> reported better-than-expected earnings for its first quarter and issued strong forecast for the current quarter. QUALCOMM shares dropped 3% to $182.50 in the after-hours trading session.</li><li>Analysts are expecting <b>Ford Motor Company</b> to have earned $0.45 per share on revenue of $35.52 billion for the latest quarter. The company will release earnings after the markets close. Ford shares fell 2.5% to $20.11 in after-hours trading.</li><li><b>McKesson Corporation</b> reported upbeat results for its third quarter and issued strong earnings forecast for FY22. McKesson shares gained 3.2% to $266.60 in the after-hours trading session.</li><li>Analysts expect <b>Honeywell International Inc.</b> to post quarterly earnings at $2.07 per share on revenue of $8.73 billion before the opening bell. Honeywell shares gained 0.2% to $208.00 in after-hours trading.</li></ul></body></html>","source":"lsy1606299360108","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>7 Stocks To Watch For February 3, 2022</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n7 Stocks To Watch For February 3, 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 17:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/02/25387796/7-stocks-to-watch-for-february-3-2022><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:Wall Street expects Amazon.com, Inc. to report quarterly earnings at $3.67 per share on revenue of $137.60 billion after the closing bell. ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/02/25387796/7-stocks-to-watch-for-february-3-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HON":"霍尼韦尔","F":"福特汽车","MCK":"麦克森药物批发","QCOM":"高通","MRK":"默沙东","AMZN":"亚马逊"},"source_url":"https://www.benzinga.com/news/earnings/22/02/25387796/7-stocks-to-watch-for-february-3-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193631380","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects Amazon.com, Inc. to report quarterly earnings at $3.67 per share on revenue of $137.60 billion after the closing bell. Amazon shares fell 3.6% to $2,904.00 in after-hours trading.Analysts expect Merck & Co., Inc. to report quarterly earnings at $1.53 per share on revenue of $13.16 billion before the opening bell. Merck shares fell 0.6% to $81.50 in after-hours trading.Meta Platforms, Inc. reported weaker-than-expected earnings for its fourth quarter and issued a weak forecast. The company’s quarterly revenue, however, came in above analysts’ estimates. Meta Platforms shares dipped 22.9% to $249.05 in the after-hours trading session.QUALCOMM Incorporated reported better-than-expected earnings for its first quarter and issued strong forecast for the current quarter. QUALCOMM shares dropped 3% to $182.50 in the after-hours trading session.Analysts are expecting Ford Motor Company to have earned $0.45 per share on revenue of $35.52 billion for the latest quarter. The company will release earnings after the markets close. Ford shares fell 2.5% to $20.11 in after-hours trading.McKesson Corporation reported upbeat results for its third quarter and issued strong earnings forecast for FY22. McKesson shares gained 3.2% to $266.60 in the after-hours trading session.Analysts expect Honeywell International Inc. to post quarterly earnings at $2.07 per share on revenue of $8.73 billion before the opening bell. Honeywell shares gained 0.2% to $208.00 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093739331,"gmtCreate":1643702971296,"gmtModify":1676533846392,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Hope to have good Q4 result","listText":"Hope to have good Q4 result","text":"Hope to have good Q4 result","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093739331","repostId":"1160747349","repostType":2,"repost":{"id":"1160747349","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":1643275357,"share":"https://ttm.financial/m/news/1160747349?lang=&edition=fundamental","pubTime":"2022-01-27 17:22","market":"us","language":"en","title":"Meta Platforms Earnings Preview: What to Watch on Feb. 2","url":"https://stock-news.laohu8.com/highlight/detail?id=1160747349","media":"Tiger Newspress","summary":"Meta Platforms announced that the company's fourth quarter and full year 2021 financial results will","content":"<html><head></head><body><p>Meta Platforms announced that the company&#39;s fourth quarter and full year 2021 financial results will be released after market close on Wednesday, February 2.</p><p>Beginning with the fourth quarter 2021 earnings results, Meta will report revenue and income (loss) from operations for the following two segments:</p><ul><li>Family of Apps (FoA) includes Facebook, Instagram, Messenger, WhatsApp and other services.</li><li>Reality Labs (RL) includes augmented and virtual reality related consumer hardware, software and content.</li></ul><p>In that report, analysts expect Meta Platforms to post earnings of $3.78 per share. This would mark a year-over-year decline of 2.58%. Meanwhile, the Consensus Estimate for revenue is projecting net sales of $33 billion, up 17.56% from the year-ago period.</p><p>Here&#39;s what to watch in Meta Platforms upcoming report.</p><p><b>Slowing revenue growth</b></p><p>Previously, Meta Platforms has missed market expectations for revenue in quarter three (Q3) 2021 and its forecast for Q4’s revenue at that time also came in below analysts’ estimates. With its share price on a downtrend ever since, the upcoming Q4 revenue will be on watch to validate if its sales growth can outperform.</p><p>&#34;Our outlook reflects the significant uncertainty we face in the fourth quarter in light of continued headwinds from Apple&#39;s iOS 14 changes, and macroeconomic and COVID-related factors,&#34; explained Facebook&#39;s chief financial officer in the company&#39;s fourth-quarter earnings call.</p><p>One of the key performance metric, the average revenue per user (ARPU), may also be in focus. Seasonally, Q4 tends to see the ARPU figure pull ahead from the other quarters, considering that the year-end holiday season may see greater ramp-up for business advertising. That said, Apple&#39;s iOS 14 changes which require apps to seek users’ permission for data collection and sharing remains a weighing factor. This comes in the form of potentially reducing Meta Platforms’ accuracy for ads targeting and limiting their ad pricing as a result. We have seen the impact surface in Q3, with its ARPU declining 1.2% quarter-on-quarter (QoQ), in what should traditionally be an increase. With that, any further impact on the holiday-driven Q4 will continue to be on watch in measuring Meta Platforms’ ability to mitigate these changes.</p><p><b>User growth</b></p><p>Facebook continues to consistently grow its user base nicely. In the company&#39;s third quarter, total unique monthly users across the company&#39;s family of apps (Facebook, Instagram, Messenger, and WhatsApp) rose 6% year over year. Unique daily active users increased 11% year over year.</p><p>Meta Platforms management said in its most recent quarterly earnings call that its TikTok-like Reels video product has been a key growth driver for engagement on its platform. If Reels&#39; momentum persisted, it wouldn&#39;t be surprising to see a slight uptick in Meta Platforms&#39; fourth-quarter user growth rates.</p><p>&#34;Reels is already the primary driver of engagement profiles,&#34; explained Meta Platforms CEO Mark Zuckerberg in the company&#39;s third-quarter earnings call. &#34;It&#39;s incredibly entertaining, and I think that there is a huge amount of potential ahead. We expect this to continue growing and I am optimistic that Reels will be as important for our products as Stories is.&#34;</p><p><b>Metaverse</b></p><p>With Facebook’s recent name change to Meta Platforms, the company has placed its focus in building the metaverse, where it may already seem to be better equipped than other companies in being the pioneer for the theme. For one, it has its Oculus division which provides virtual reality headsets as a portal to that realm and recently, the company has announced to be in the midst of creating an AI supercomputer – AI Research SuperCluster to power the metaverse.</p><p>While its investments in the metaverse may not contribute to its topline in the upcoming Q4 results, or even subsequent years to come, any vision from the management in earnings call will be closely watched. This may include projected costs for metaverse-related development, expected timeline for launch and further reaffirmation of monetisation plans.</p><p>Investments for Metaverse, however, may lead to higher operating expenses and with the absence of any monetisation from that front in the near-term, its earnings before interest, taxes, depreciation, and amortization (EBITDA) margin may be expected to come under pressure. Meta Platforms has anticipated to spend at least $10 billion in 2021 and expect to increase its investments for the next several years. While its EBITDA margin remains at a promising level of 42.8% in Q3 2021, the management has guided for 2022 margins to be lower than 2021. With that, any impact on margins will continue to be monitored ahead.</p></body></html>","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>Meta Platforms Earnings Preview: What to Watch on Feb. 2</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nMeta Platforms Earnings Preview: What to Watch on Feb. 2\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">2022-01-27 17:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Meta Platforms announced that the company&#39;s fourth quarter and full year 2021 financial results will be released after market close on Wednesday, February 2.</p><p>Beginning with the fourth quarter 2021 earnings results, Meta will report revenue and income (loss) from operations for the following two segments:</p><ul><li>Family of Apps (FoA) includes Facebook, Instagram, Messenger, WhatsApp and other services.</li><li>Reality Labs (RL) includes augmented and virtual reality related consumer hardware, software and content.</li></ul><p>In that report, analysts expect Meta Platforms to post earnings of $3.78 per share. This would mark a year-over-year decline of 2.58%. Meanwhile, the Consensus Estimate for revenue is projecting net sales of $33 billion, up 17.56% from the year-ago period.</p><p>Here&#39;s what to watch in Meta Platforms upcoming report.</p><p><b>Slowing revenue growth</b></p><p>Previously, Meta Platforms has missed market expectations for revenue in quarter three (Q3) 2021 and its forecast for Q4’s revenue at that time also came in below analysts’ estimates. With its share price on a downtrend ever since, the upcoming Q4 revenue will be on watch to validate if its sales growth can outperform.</p><p>&#34;Our outlook reflects the significant uncertainty we face in the fourth quarter in light of continued headwinds from Apple&#39;s iOS 14 changes, and macroeconomic and COVID-related factors,&#34; explained Facebook&#39;s chief financial officer in the company&#39;s fourth-quarter earnings call.</p><p>One of the key performance metric, the average revenue per user (ARPU), may also be in focus. Seasonally, Q4 tends to see the ARPU figure pull ahead from the other quarters, considering that the year-end holiday season may see greater ramp-up for business advertising. That said, Apple&#39;s iOS 14 changes which require apps to seek users’ permission for data collection and sharing remains a weighing factor. This comes in the form of potentially reducing Meta Platforms’ accuracy for ads targeting and limiting their ad pricing as a result. We have seen the impact surface in Q3, with its ARPU declining 1.2% quarter-on-quarter (QoQ), in what should traditionally be an increase. With that, any further impact on the holiday-driven Q4 will continue to be on watch in measuring Meta Platforms’ ability to mitigate these changes.</p><p><b>User growth</b></p><p>Facebook continues to consistently grow its user base nicely. In the company&#39;s third quarter, total unique monthly users across the company&#39;s family of apps (Facebook, Instagram, Messenger, and WhatsApp) rose 6% year over year. Unique daily active users increased 11% year over year.</p><p>Meta Platforms management said in its most recent quarterly earnings call that its TikTok-like Reels video product has been a key growth driver for engagement on its platform. If Reels&#39; momentum persisted, it wouldn&#39;t be surprising to see a slight uptick in Meta Platforms&#39; fourth-quarter user growth rates.</p><p>&#34;Reels is already the primary driver of engagement profiles,&#34; explained Meta Platforms CEO Mark Zuckerberg in the company&#39;s third-quarter earnings call. &#34;It&#39;s incredibly entertaining, and I think that there is a huge amount of potential ahead. We expect this to continue growing and I am optimistic that Reels will be as important for our products as Stories is.&#34;</p><p><b>Metaverse</b></p><p>With Facebook’s recent name change to Meta Platforms, the company has placed its focus in building the metaverse, where it may already seem to be better equipped than other companies in being the pioneer for the theme. For one, it has its Oculus division which provides virtual reality headsets as a portal to that realm and recently, the company has announced to be in the midst of creating an AI supercomputer – AI Research SuperCluster to power the metaverse.</p><p>While its investments in the metaverse may not contribute to its topline in the upcoming Q4 results, or even subsequent years to come, any vision from the management in earnings call will be closely watched. This may include projected costs for metaverse-related development, expected timeline for launch and further reaffirmation of monetisation plans.</p><p>Investments for Metaverse, however, may lead to higher operating expenses and with the absence of any monetisation from that front in the near-term, its earnings before interest, taxes, depreciation, and amortization (EBITDA) margin may be expected to come under pressure. Meta Platforms has anticipated to spend at least $10 billion in 2021 and expect to increase its investments for the next several years. While its EBITDA margin remains at a promising level of 42.8% in Q3 2021, the management has guided for 2022 margins to be lower than 2021. With that, any impact on margins will continue to be monitored ahead.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160747349","content_text":"Meta Platforms announced that the company's fourth quarter and full year 2021 financial results will be released after market close on Wednesday, February 2.Beginning with the fourth quarter 2021 earnings results, Meta will report revenue and income (loss) from operations for the following two segments:Family of Apps (FoA) includes Facebook, Instagram, Messenger, WhatsApp and other services.Reality Labs (RL) includes augmented and virtual reality related consumer hardware, software and content.In that report, analysts expect Meta Platforms to post earnings of $3.78 per share. This would mark a year-over-year decline of 2.58%. Meanwhile, the Consensus Estimate for revenue is projecting net sales of $33 billion, up 17.56% from the year-ago period.Here's what to watch in Meta Platforms upcoming report.Slowing revenue growthPreviously, Meta Platforms has missed market expectations for revenue in quarter three (Q3) 2021 and its forecast for Q4’s revenue at that time also came in below analysts’ estimates. With its share price on a downtrend ever since, the upcoming Q4 revenue will be on watch to validate if its sales growth can outperform.\"Our outlook reflects the significant uncertainty we face in the fourth quarter in light of continued headwinds from Apple's iOS 14 changes, and macroeconomic and COVID-related factors,\" explained Facebook's chief financial officer in the company's fourth-quarter earnings call.One of the key performance metric, the average revenue per user (ARPU), may also be in focus. Seasonally, Q4 tends to see the ARPU figure pull ahead from the other quarters, considering that the year-end holiday season may see greater ramp-up for business advertising. That said, Apple's iOS 14 changes which require apps to seek users’ permission for data collection and sharing remains a weighing factor. This comes in the form of potentially reducing Meta Platforms’ accuracy for ads targeting and limiting their ad pricing as a result. We have seen the impact surface in Q3, with its ARPU declining 1.2% quarter-on-quarter (QoQ), in what should traditionally be an increase. With that, any further impact on the holiday-driven Q4 will continue to be on watch in measuring Meta Platforms’ ability to mitigate these changes.User growthFacebook continues to consistently grow its user base nicely. In the company's third quarter, total unique monthly users across the company's family of apps (Facebook, Instagram, Messenger, and WhatsApp) rose 6% year over year. Unique daily active users increased 11% year over year.Meta Platforms management said in its most recent quarterly earnings call that its TikTok-like Reels video product has been a key growth driver for engagement on its platform. If Reels' momentum persisted, it wouldn't be surprising to see a slight uptick in Meta Platforms' fourth-quarter user growth rates.\"Reels is already the primary driver of engagement profiles,\" explained Meta Platforms CEO Mark Zuckerberg in the company's third-quarter earnings call. \"It's incredibly entertaining, and I think that there is a huge amount of potential ahead. We expect this to continue growing and I am optimistic that Reels will be as important for our products as Stories is.\"MetaverseWith Facebook’s recent name change to Meta Platforms, the company has placed its focus in building the metaverse, where it may already seem to be better equipped than other companies in being the pioneer for the theme. For one, it has its Oculus division which provides virtual reality headsets as a portal to that realm and recently, the company has announced to be in the midst of creating an AI supercomputer – AI Research SuperCluster to power the metaverse.While its investments in the metaverse may not contribute to its topline in the upcoming Q4 results, or even subsequent years to come, any vision from the management in earnings call will be closely watched. This may include projected costs for metaverse-related development, expected timeline for launch and further reaffirmation of monetisation plans.Investments for Metaverse, however, may lead to higher operating expenses and with the absence of any monetisation from that front in the near-term, its earnings before interest, taxes, depreciation, and amortization (EBITDA) margin may be expected to come under pressure. Meta Platforms has anticipated to spend at least $10 billion in 2021 and expect to increase its investments for the next several years. While its EBITDA margin remains at a promising level of 42.8% in Q3 2021, the management has guided for 2022 margins to be lower than 2021. With that, any impact on margins will continue to be monitored ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}