20210130
不管是这两年的无底线科技打压,还是最近的美国散户被拔插销,都是展示了占据优势者的另一幅面孔。这本质上和赌场逻辑差不多,这个赌场是我开的,那么我就会特别强调“规则”,因为只要按照规则玩开赌场的一定是最终大赢家,所以平日里衣冠楚楚的告诉你守规则是绅...查看全文
来份鱼头泡饼2018-11-09 17:12
11月8日盘后SaaS公司财报:
$Dropbox(DBX)$ :付费用户增速已经跌到20%左右了,低ARPU公司,面临巨头免费策略竞争,这个标的吸引力一直不高。Q3 Non-GAAP EPS of $0.11 beats by $0.05; GAAP EPS of -$0.01 beats by $0.06.Revenue of $360.3M (+25.7% Y/Y) beats by $7.52M.
Paying use...查看全文
来份鱼头泡饼2018-09-27 16:39
一级市场的Stripe刚融了2.45亿美元,估值200亿美元。二级市场的$PayPal(PYPL)$ $Square, Inc.(SQ)$ $Bottomline Technologies, Inc. (EPAY)$ 也正在风口上,中国喊了这么多年的互联网+金融要在美国率先落地了!查看全文
来份鱼头泡饼2018-09-26 21:11
$Bottomline Technologies, Inc. (EPAY)$ 在欧洲的金融会议上宣布推出Open Banking和Cash Management业务,银行和企业利用Open Banking API能实时查询到彼此的资产和交易信息。查看全文
来份鱼头泡饼2018-09-25 08:33
回复@简知行: 我觉得Adobe是个案,Bottomline做的是Nich Market,TAM相对较小,主要客户是KA,对价格不甚敏感,SaaS化后不太会因为低价而快速吸引更多客户,增速也就不会像Adobe那样快了。我理解Bottomline的投资亮点是:1、在银行间B2B交易方面有领先优势,Payment会形成网络效应;2、SaaS化后估...查看全文
简知行2018-09-25 08:06
@王亚谦 简单看了一下EPAYQ4的电话会议纪要,初步感觉很不错,似乎是一个令人兴奋的标的。2018年云订阅收入约2.6亿美元,传统收入1.3亿,总收入3.9亿,云占比66%,根据指引2019年云收入3亿以上,传统收入假定1.4亿,占比约70%。目前估值30亿,对应2018年业绩约8PS,感觉估值合理。不过有个问题,目...查看全文
$底线科技(EPAY)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001193125-22-149644 Act: 33 Size: 49 KB 网页链接
$底线科技(EPAY)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001193125-22-149645 Act: 33 Size: 49 KB 网页链接
$底线科技(EPAY)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001193125-22-149647 Act: 33 Size: 49 KB 网页链接
$底线科技(EPAY)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001193125-22-149649 Act: 33 Size: 49 KB 网页链接
$底线科技(EPAY)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001193125-22-149651 Act: 33 Size: 49 KB 网页链接
$底线科技(EPAY)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001193125-22-149652 Act: 33 Size: 49 KB 网页链接
$底线科技(EPAY)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001193125-22-149655 Act: 33 Size: 49 KB 网页链接
$底线科技(EPAY)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001193125-22-149656 Act: 33 Size: 49 KB 网页链接
$底线科技(EPAY)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001193125-22-149657 Act: 33 Size: 49 KB 网页链接
$底线科技(EPAY)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001193125-22-149658 Act: 33 Size: 49 KB 网页链接