发布于: 雪球转发:0回复:1喜欢:0
25Q1:
Total customer:10800,-30 qoq, -0.5% yoy, 总客户已经不增长(客户不增长的软件好像都挺拉胯)
$100K customer: 2092, +38 qoq, +13% yoy
$1M customer: 288, +0, +20% yoy
CEO换人 + 甩锅过去重视营销(所以当下的OPM高估了?),没长期覆盖过所以不知道这次guide down是不是足够低了,看起来好像还是整个软件不行(Software as a Short)
不过再读一次之前的话,还是很难想象在一个足够IT化/数字化的世界RPA能干嘛
引用:
2024-04-25 01:21
$UiPath(PATH)$
RPA is a tool to drive UI automation emulating human action, which by nature of the tool itself needs access to a desktop. Thus, RPA can never be 100% cloud and even if the designer product moves to the cloud, the robot’s runtime would need a way to tap in...

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05-31 07:52

就是应该被降维打击的