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Big boi

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- Big boiBig boi
  ·2024-09-02
  Bro going to get cucked again after all his doom posting 😂
  CrowdStrike: Unattractive Setup
  CrowdStrike's recent IT outage led to a significant reputational hit, causing the company to lower its revenue and profit forecasts despite strong Q2 earnings.Legal challenges and lawsuits stemming fr
  CrowdStrike: Unattractive Setup
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- Big boiBig boi
  ·2024-08-30
  K bro, just sell your stock instead of yapping then
  CrowdStrike: Customer Commitment Package Is A Double-Edged Sword
  SummaryCrowdStrike Holdings, Inc.'s Q2 results have not yet reflected the negative impact of the recent outage, and a deterioration in customer engagement is expected in the coming quarters.The compan
  CrowdStrike: Customer Commitment Package Is A Double-Edged Sword
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- Big boiBig boi
  ·2022-07-14
  What about guidance for next Q. If it's bad, watch it tank to hell
  TSMC's Q2 Profit up 76%, Beats Market Estimates
  (Reuters) - Taiwanese chip maker TSMC posted a 76.4% rise in second-quarter net profit on Thursday o
  TSMC's Q2 Profit up 76%, Beats Market Estimates
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- Big boiBig boi
  ·2022-06-15
  arkk Is fked
  Sorry, this post has been deleted
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boi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101342527315700","authorIdStr":"4101342527315700"},"themes":[],"htmlText":"Bro going to get cucked again after all his doom posting 😂","listText":"Bro going to get cucked again after all his doom posting 😂","text":"Bro going to get cucked again after all his doom posting 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345088874082520","repostId":"2464811097","repostType":2,"repost":{"id":"2464811097","kind":"highlight","pubTimestamp":1725277884,"share":"https://ttm.financial/m/news/2464811097?lang=&edition=fundamental","pubTime":"2024-09-02 19:51","market":"nz","language":"en","title":"CrowdStrike: Unattractive Setup","url":"https://stock-news.laohu8.com/highlight/detail?id=2464811097","media":"seekingalpha","summary":"CrowdStrike's recent IT outage led to a significant reputational hit, causing the company to lower its revenue and profit forecasts despite strong Q2 earnings.Legal challenges and lawsuits stemming fr","content":"<html><head></head><body><ul style=\"\"><li><p>CrowdStrike&#39;s recent IT outage led to a significant reputational hit, causing the company to lower its revenue and profit forecasts despite strong Q2 earnings.</p></li><li><p>Legal challenges and lawsuits stemming from the outage create ongoing risks, making the risk/reward ratio for CrowdStrike unattractive compared to competitors like SentinelOne.</p></li><li><p>Despite robust sales and profit growth, CrowdStrike&#39;s valuation remains high, and the company faces potential deal delays and costly settlements.</p></li><li><p>Given the legal uncertainties and better-valued alternatives in the cybersecurity market, I recommend avoiding CrowdStrike stock at this time.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02eeca99da829adfd6211a47e46b320c\" tg-width=\"750\" tg-height=\"500\"/></p><p>Sundry Photography</p><p><strong><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a> (NASDAQ:CRWD)</strong> has shown some early signs of a recovery after a major IT outage last month dealt considerable reputational damage to the software-as-a-service company.</p><p>Though CrowdStrike reported better-than-expected earnings for its last quarter, the software company was forced to slash its revenue and profit forecasts, a direct response to the software crash in July that sent the company’s stock into a tailspin.</p><p>With CrowdStrike lowering its full year financial expectations and legal uncertainty hanging over the cybersecurity firm, I think the risk/reward relations remain uncompelling, even though the stock price has stabilized lately.</p><h2 id=\"id_550234968\">My Rating History</h2><p>A faulty security update was behind a global IT outage that was traced back to cybersecurity firm CrowdStrike in July. Negative financial implications of this crash caused me to warn investors against buying the drop of CrowdStrike’s stock.</p><p>While the fallout from the software crash has been limited so far, the company is dealing with lawsuits, which create risks. I think investors best avoid CrowdStrike and focus on other cybersecurity companies.</p><h2 id=\"id_730911221\">CrowdStrike Reported Better-Than-Expected 2Q24 Earnings</h2><p>CrowdStrike’s sales for the second quarter totaled $963.9 million, which surpassed the Wall Street estimate of $958.3 million, and its annual recurring revenue reached $3.87 billion. These numbers reflect 32% YoY growth in terms of both total sales as well as annual recurring revenue and marked records for the cybersecurity company.</p><p>As is the case for software-as-a-service companies, the overwhelming majority of CrowdStrike’s sales came in the form of subscriptions, which amounted to 95% of all sales.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb73d48073890254bea0bcdc12e5cb85\" tg-width=\"640\" tg-height=\"329\"/></p><p>Sales Growth (CrowdStrike Holdings, Inc.)</p><p>CrowdStrike’s robust sales growth across product categories has led to a surge in profitability in the second quarter. The cybersecurity company’s quarterly profits totaled $47 million, up 455% YoY.</p><p>Furthermore, CrowdStrike’s gross profit skyrocketed 32% YoY to $726.5 million, reflecting stable margins of 75%.</p><p>Demand for cybersecurity services is obviously growing, though the impact of July’s IT outage has not been reflected yet in the company’s income statement.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ebb07222dc11d4cdec3b9c90ad94f954\" tg-width=\"640\" tg-height=\"304\"/></p><p>GAAP Income Statement (CrowdStrike Holdings, Inc.)</p><h2 id=\"id_349085247\">CrowdStrike Adjusts Its Sales And Profit Outlook In The Wake Of The Outage Disaster</h2><p>While CrowdStrike’s growth in 2Q24 was robust, the company lowered its forecast for both sales and profits in response to the IT outage in July that caused the grounding of airplanes and other disruptions in the banking sector.</p><p>CrowdStrike lowered its sales forecast from $3,976.3 - $4,010.7 million to $3,890.0 - $3,902.2 million and its profit expectations from $3.93 - $4.03 per share to $3.61 - $3.65 per share. Thus, sales and profit expectations have been revised downward 2.4% and 8.8% respectively.</p><p>On the flip side, <strong>SentinelOne Inc. (S)</strong>, a cybersecurity firm that competes with CrowdStrike for corporate customers, raised its annual sales forecast, primarily due to new client wins.</p><p>The company now anticipates $815 million in sales this year, up from a range of $808-815 million. I named SentinelOne as a potential beneficiary of the CrowdStrike disaster, and have a stock classification of Buy for the cybersecurity company.</p><h2 id=\"id_1187714290\">Technical Analysis</h2><p>CrowdStrike experienced a rapid change of sentiment after last month’s software outage, which caused the stock price to crash through both the 50-day and 200-day moving average lines. The stock has rebounded since, however, and is no longer oversold based on the Relative Strength Index.</p><p>Taking into account that CrowdStrike is dealing with legal challenges and that it just slashed its profit forecast, I just think that investors in the cybersecurity industry have better investment choices.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/306d0aa1ccedf12027fe123bdb606bd6\" tg-width=\"640\" tg-height=\"485\"/></p><p>Moving Averages (Stockcharts.com)</p><h2 id=\"id_3454178111\">Unsustainable Valuation</h2><p>CrowdStrike correctly sharply in July, leading to a lower valuation. Unfortunately, this lower valuation is still pretty lofty and equates to an uncompelling risk/reward relationship. The market presently models $4.70 per share in profits for next year, which reflects a $0.22 downside correction since my last coverage on the software-as-a-service company.</p><p>Sales estimates for next year are anchored at $4.9 billion and imply 24% YoY upside, which is reasonably if the company does not lose software contracts later this year.</p><p>With a market value of $64.3 billion, CrowdStrike is selling for 13.1x leading sales and 56x next year’s estimated profits. These are still two very high multiples to pay for a company that was forced to lower its forecasts and is looking at a number of lawsuits: CrowdStrike is facing shareholder class action lawsuits as well as legal challenges from companies such as Delta Air Lines (DAL) which were particularly badly impacted by CrowdStrike’s software failures.</p><p>To me, SentinelOne is a much better choice in the cybersecurity market and the stock sells for a much more sensible multiple, too: SentinelOne costs investors 7.7x leading sales, reflecting a 41% discount to CrowdStrike’s sales valuation.</p><p>SentinelOne is anticipated to see a 26% sales rise next year, so the cybersecurity company is growing slightly faster than CrowdStrike as well.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a45ccb8729db7ad8f3c1f66ca5911a81\" tg-width=\"640\" tg-height=\"223\"/></p><p>Revenue Estimate (Yahoo Finance)</p><h2 id=\"id_3667443362\">Why The Investment Thesis Might Not Work Out</h2><p>CrowdStrike has said that it is anticipating some deal delays in consequence of the IT outage during the summer, which is expected to cost the company $60 million in the latter half of the year.</p><p>The lowered forecast reflects these developments. Class action lawsuits and legal challenges, however, create lasting uncertainty for CrowdStrike and could result in expensive settlements that could take a good chunk out of the software-as-a-service company’s profits.</p><p>On the flip side, if CrowdStrike can avoid costly settlements, the company might do well moving forward, particularly if CrowdStrike maintains good customer retention.</p><h2 id=\"id_28244013\">My Conclusion</h2><p>CrowdStrike had a fairly decent second quarter, given the highly unfortunate context surrounding its faulty security update that caused a global IT crash in July.</p><p>CrowdStrike did have to cull its forecast for both its sales and profits in 2024, but one could argue that the impact has been relatively mild, indicating that the software-as-a-service company is not seeing any substantial financial headwinds (yet). I think CrowdStrike’s financial results were decent given the backdrop, and the stock has also corrected to the upside.</p><p>With that said, though, CrowdStrike continues to face legal challenges, which could be a drag on the company’s valuation.</p><p>With other cybersecurity investment options being available, and at better (lower) valuation multiples, I don’t see a pressing reason why investors would want to own CrowdStrike here. Avoid.</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>CrowdStrike: Unattractive Setup</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; 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}\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\">\nCrowdStrike: Unattractive Setup\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-02 19:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4718408-crowdstrike-unattractive-setup><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike's recent IT outage led to a significant reputational hit, causing the company to lower its revenue and profit forecasts despite strong Q2 earnings.Legal challenges and lawsuits stemming ...</p>\n\n<a href=\"https://seekingalpha.com/article/4718408-crowdstrike-unattractive-setup\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","BK4008":"航空公司","BK4585":"ETF&股票定投概念","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","BK4500":"航空公司","BK4588":"碎股","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","BK4551":"寇图资本持仓","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","BK4561":"索罗斯持仓","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4097":"系统软件","CRWD":"CrowdStrike Holdings, Inc.","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","BK4560":"网络安全概念","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4528":"SaaS概念","BK4539":"次新股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"https://seekingalpha.com/article/4718408-crowdstrike-unattractive-setup","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2464811097","content_text":"CrowdStrike's recent IT outage led to a significant reputational hit, causing the company to lower its revenue and profit forecasts despite strong Q2 earnings.Legal challenges and lawsuits stemming from the outage create ongoing risks, making the risk/reward ratio for CrowdStrike unattractive compared to competitors like SentinelOne.Despite robust sales and profit growth, CrowdStrike's valuation remains high, and the company faces potential deal delays and costly settlements.Given the legal uncertainties and better-valued alternatives in the cybersecurity market, I recommend avoiding CrowdStrike stock at this time.Sundry PhotographyCrowdStrike Holdings, Inc. (NASDAQ:CRWD) has shown some early signs of a recovery after a major IT outage last month dealt considerable reputational damage to the software-as-a-service company.Though CrowdStrike reported better-than-expected earnings for its last quarter, the software company was forced to slash its revenue and profit forecasts, a direct response to the software crash in July that sent the company’s stock into a tailspin.With CrowdStrike lowering its full year financial expectations and legal uncertainty hanging over the cybersecurity firm, I think the risk/reward relations remain uncompelling, even though the stock price has stabilized lately.My Rating HistoryA faulty security update was behind a global IT outage that was traced back to cybersecurity firm CrowdStrike in July. Negative financial implications of this crash caused me to warn investors against buying the drop of CrowdStrike’s stock.While the fallout from the software crash has been limited so far, the company is dealing with lawsuits, which create risks. I think investors best avoid CrowdStrike and focus on other cybersecurity companies.CrowdStrike Reported Better-Than-Expected 2Q24 EarningsCrowdStrike’s sales for the second quarter totaled $963.9 million, which surpassed the Wall Street estimate of $958.3 million, and its annual recurring revenue reached $3.87 billion. These numbers reflect 32% YoY growth in terms of both total sales as well as annual recurring revenue and marked records for the cybersecurity company.As is the case for software-as-a-service companies, the overwhelming majority of CrowdStrike’s sales came in the form of subscriptions, which amounted to 95% of all sales.Sales Growth (CrowdStrike Holdings, Inc.)CrowdStrike’s robust sales growth across product categories has led to a surge in profitability in the second quarter. The cybersecurity company’s quarterly profits totaled $47 million, up 455% YoY.Furthermore, CrowdStrike’s gross profit skyrocketed 32% YoY to $726.5 million, reflecting stable margins of 75%.Demand for cybersecurity services is obviously growing, though the impact of July’s IT outage has not been reflected yet in the company’s income statement.GAAP Income Statement (CrowdStrike Holdings, Inc.)CrowdStrike Adjusts Its Sales And Profit Outlook In The Wake Of The Outage DisasterWhile CrowdStrike’s growth in 2Q24 was robust, the company lowered its forecast for both sales and profits in response to the IT outage in July that caused the grounding of airplanes and other disruptions in the banking sector.CrowdStrike lowered its sales forecast from $3,976.3 - $4,010.7 million to $3,890.0 - $3,902.2 million and its profit expectations from $3.93 - $4.03 per share to $3.61 - $3.65 per share. Thus, sales and profit expectations have been revised downward 2.4% and 8.8% respectively.On the flip side, SentinelOne Inc. (S), a cybersecurity firm that competes with CrowdStrike for corporate customers, raised its annual sales forecast, primarily due to new client wins.The company now anticipates $815 million in sales this year, up from a range of $808-815 million. I named SentinelOne as a potential beneficiary of the CrowdStrike disaster, and have a stock classification of Buy for the cybersecurity company.Technical AnalysisCrowdStrike experienced a rapid change of sentiment after last month’s software outage, which caused the stock price to crash through both the 50-day and 200-day moving average lines. The stock has rebounded since, however, and is no longer oversold based on the Relative Strength Index.Taking into account that CrowdStrike is dealing with legal challenges and that it just slashed its profit forecast, I just think that investors in the cybersecurity industry have better investment choices.Moving Averages (Stockcharts.com)Unsustainable ValuationCrowdStrike correctly sharply in July, leading to a lower valuation. Unfortunately, this lower valuation is still pretty lofty and equates to an uncompelling risk/reward relationship. The market presently models $4.70 per share in profits for next year, which reflects a $0.22 downside correction since my last coverage on the software-as-a-service company.Sales estimates for next year are anchored at $4.9 billion and imply 24% YoY upside, which is reasonably if the company does not lose software contracts later this year.With a market value of $64.3 billion, CrowdStrike is selling for 13.1x leading sales and 56x next year’s estimated profits. These are still two very high multiples to pay for a company that was forced to lower its forecasts and is looking at a number of lawsuits: CrowdStrike is facing shareholder class action lawsuits as well as legal challenges from companies such as Delta Air Lines (DAL) which were particularly badly impacted by CrowdStrike’s software failures.To me, SentinelOne is a much better choice in the cybersecurity market and the stock sells for a much more sensible multiple, too: SentinelOne costs investors 7.7x leading sales, reflecting a 41% discount to CrowdStrike’s sales valuation.SentinelOne is anticipated to see a 26% sales rise next year, so the cybersecurity company is growing slightly faster than CrowdStrike as well.Revenue Estimate (Yahoo Finance)Why The Investment Thesis Might Not Work OutCrowdStrike has said that it is anticipating some deal delays in consequence of the IT outage during the summer, which is expected to cost the company $60 million in the latter half of the year.The lowered forecast reflects these developments. Class action lawsuits and legal challenges, however, create lasting uncertainty for CrowdStrike and could result in expensive settlements that could take a good chunk out of the software-as-a-service company’s profits.On the flip side, if CrowdStrike can avoid costly settlements, the company might do well moving forward, particularly if CrowdStrike maintains good customer retention.My ConclusionCrowdStrike had a fairly decent second quarter, given the highly unfortunate context surrounding its faulty security update that caused a global IT crash in July.CrowdStrike did have to cull its forecast for both its sales and profits in 2024, but one could argue that the impact has been relatively mild, indicating that the software-as-a-service company is not seeing any substantial financial headwinds (yet). I think CrowdStrike’s financial results were decent given the backdrop, and the stock has also corrected to the upside.With that said, though, CrowdStrike continues to face legal challenges, which could be a drag on the company’s valuation.With other cybersecurity investment options being available, and at better (lower) valuation multiples, I don’t see a pressing reason why investors would want to own CrowdStrike here. Avoid.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343884983759112,"gmtCreate":1724996776615,"gmtModify":1724998989382,"author":{"id":"4101342527315700","authorId":"4101342527315700","name":"Big boi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101342527315700","authorIdStr":"4101342527315700"},"themes":[],"htmlText":"K bro, just sell your stock instead of yapping then","listText":"K bro, just sell your stock instead of yapping then","text":"K bro, just sell your stock instead of yapping then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343884983759112","repostId":"1143522875","repostType":2,"repost":{"id":"1143522875","kind":"news","pubTimestamp":1724989892,"share":"https://ttm.financial/m/news/1143522875?lang=&edition=fundamental","pubTime":"2024-08-30 11:51","market":"us","language":"en","title":"CrowdStrike: Customer Commitment Package Is A Double-Edged Sword","url":"https://stock-news.laohu8.com/highlight/detail?id=1143522875","media":"Seeking Alpha","summary":"SummaryCrowdStrike Holdings, Inc.'s Q2 results have not yet reflected the negative impact of the recent outage, and a deterioration in customer engagement is expected in the coming quarters.The compan","content":"<html><head></head><body><h2 id=\"id_684350664\">Summary</h2><ul style=\"\"><li><p>CrowdStrike Holdings, Inc.&#39;s Q2 results have not yet reflected the negative impact of the recent outage, and a deterioration in customer engagement is expected in the coming quarters.</p></li><li><p>The company&#39;s forward guidance implies a significant growth slowdown in revenue and EBIT margin contraction, leading to a potential YoY EPS decline in 2H FY2025.</p></li><li><p>The Customer Commitment Package is expected to affect net new ARR and subscription revenue by approximately $60 million and professional service revenue by $5 million to $10 million in 2H.</p></li><li><p>Despite a leading position in the Endpoint market, other competitors are gaining market share at a cost of CrowdStrike Holdings following the incident.</p></li><li><p>The stock trading at 69x non-GAAP P/E fwd has largely priced in a rapid recovery from the near-term growth challenges.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02eeca99da829adfd6211a47e46b320c\" alt=\"Crowdstrike headquarters in Silicon Valley\" title=\"Crowdstrike headquarters in Silicon Valley\" tg-width=\"750\" tg-height=\"500\"/><span>Crowdstrike headquarters in Silicon Valley</span></p><p></p><h2 id=\"id_625798373\">What Happened Since the IT Outrage</h2><p><strong>CrowdStrike Holdings, Inc.</strong> (NASDAQ:CRWD) beat on both revenue and non-GAAP EPS estimates in Q2 FY2025, but forecasted a disappointing outlook. Although the company managed the crisis effectively, CRWD&#39;s top priority is now to strengthen customer engagement. I believe some customers may hesitate to renew the Platform products in the near term, leading to a lower net revenue retention rate and impacting top-line growth. To preserve goodwill, CRWD has made concessions, such as offering discounts to certain customers, which could result in a significant slowdown in ARR growth in coming quarters.</p><p>Following the outage, I previously issued a hold rating on the stock due to the considerable uncertainty surrounding the company&#39;s growth trajectory, as rebuilding its reputation will take time. The stock has recovered some losses from its August lows, indicating its valuation multiples getting more elevated.</p><p>Therefore, due to a disappointing forward revenue and EPS guidance, I&#39;m reiterating my hold rating on CRWD, anticipating a significant growth slowdown in the coming quarters as it works to rebuild customer loyalty. Moreover, I&#39;m cautiously optimistic about the company&#39;s long-term leader in the core Endpoint market, as CRWD is likely to face increasing competition and potential market share loss following this incident.</p><h2 id=\"id_4087896571\">Offering Concessions Will Impact Near-Term Growth</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3cbd313e5caf239de8e3affea4e359b\" alt=\"The company model\" title=\"The company model\" tg-width=\"535\" tg-height=\"315\"/><span>The company model</span></p><p></p><p>CRWD delivered better-than-expected 2Q results, with revenue growth still showing resiliency at 31.7% YoY. Since the outage occurred in July, I expect the financial impact to begin materializing in 3Q FY2025, as the management mentioned that this coming quarter will include an estimated $30 million additional cost from the concession package. Particularly, the midpoint of the company&#39;s 3Q FY2025 and FY2025 guidance falls below market estimates, implying a YoY growth of 24.9% in 3Q and 21.8% in 4Q. The chart clearly shows that the growth trajectory is starting to decelerate significantly in 3Q.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52f72cc60cb9a7cabd7da7302aa2648a\" alt=\"The company model\" title=\"The company model\" tg-width=\"462\" tg-height=\"279\"/><span>The company model</span></p><p></p><p>Moreover, the company&#39;s key metrics, such as RPO, dollar-based net retention, and ARR will not fully reflect the negative impact of the recent outrage. However, we did observe some modest slowdown in 2Q, as its RPO grew 36% YoY, showing a sequential slowdown. The management indicated that the dollar-based churn was modestly lower on a YoY basis. ARR growth also experienced a 1% sequential decline.</p><p>During the 2Q FY2025 earnings call, the management discussed their customer commitment package to strengthen the customer retention and increase Falcon adoption. The concessions package will impact net new ARR and subscription revenue by around $60 million and professional service revenue by $5 million to $10 million in 2H FY2025. Therefore, I believe these key metrics are expected to see a significant deceleration in 3Q.</p><p>However, the management is confident that this package will enhance customer engagement, which will eventually create a higher platform adoption. I believe it&#39;s too early to confirm this narrative given increasing competition in the cybersecurity industry, as we are seeing CRWD losing market share following the incident.</p><h2 id=\"id_785225712\">Expecting A Sharp Margin Decline</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4525c61bd24a6414ceebba9365c139c\" alt=\"The company model\" title=\"The company model\" tg-width=\"538\" tg-height=\"312\"/><span>The company model</span></p><p></p><p>CRWD is also expected to experience a contraction in non-GAAP EBIT margin in 2H FY2025, as the company will incur additional G&amp;A expenses following the outage. With a significant slowdown in revenue growth coinciding with a margin decline, the company has indicated a YoY decline in its non-GAAP EPS for 3Q. The midpoint of FY2025 guidance suggests a continued YoY decline in non-GAAP EPS in 4Q as well. I believe the street will likely revise its forward EPS consensus downward following this muted outlook. It&#39;s possible that the forward 12-month EPS will be lower than its TTM basis, which would make the forward valuation multiple appear pricier.</p><p>Nevertheless, as the company continues to invest in R&amp;D to support growth while focusing on customer retention, management anticipates a gradual improvement in EBIT margin in FY2026.</p><h2 id=\"id_187472300\">Gaining Market Shares from Other Cyber Players</h2><p>Despite CRWD&#39;s leading position in the Endpoint Security market, some analysts on the street believe that the company may face incremental market share loss in the near term, particularly to cybersecurity peers like SentinelOne (S) and Palo Alto Networks (PANW). Although these companies currently hold a smaller share of the market, they have been steadily gaining ground recently. Particularly, SentinelOne is expected to capture more bookings at CRWD&#39;s expense. A recent survey indicated that SentinelOne&#39;s results increased by 29% both sequentially and year-over-year, partly due to the company offering discounts to customers.</p><p>Earlier this week, SentinelOne delivered better-than-expected Q2 earnings and raised its forward revenue outlook. I believe that once a company&#39;s reputation is damaged, it may take a long time to fully recover. As competitors may catch up and gain market share, we need to hear the management&#39;s comments on the FY2026 outlook early next year to gain more color into the recovery process, particularly concerning net new ARR growth. Therefore, it&#39;s premature to be bullish on the stock at this time, especially given its still elevated valuation.</p><h2 id=\"id_1742083204\">Valuation</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/54b927407d2c2e3f99d13acb931e7e92\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"202\"/><span>Seeking Alpha</span></p><p></p><p>CRWD&#39;s valuation was expensive before the outrage but was supported by its strong growth momentum, with a +30% YoY revenue growth trend. Following the recent sharp pullback, I believe that some near-term growth headwinds have been priced in. Its EV/sales TTM is currently trading at 19.1x, despite below its 5-year average, still higher than PANW and S. In addition, its non-GAAP P/E fwd sits at 69x, more expensive than Nvidia&#39;s (NVDA) 46x and PANW&#39;s 55x. This indicates a lofty valuation and further downside potential for CRWD. However, management encouraged investors to look past the near-term growth slowdown. They stated that the “customer commitment package will drive even more Falcon utilization and platform value realization in both the short and long term.” Therefore, it&#39;s prudent to stay on the sidelines at the moment.</p><h2 id=\"id_2442435578\">Conclusion</h2><p>In conclusion, although CRWD delivered better-than-expected Q2 results, this does not mitigate the significant near-term challenges posed by the recent IT outage. The disappointing forward guidance has raised concerns about potential slowdowns in key growth metrics such as ARR and RPO. Moreover, the company may face intensified competition and potential market share loss as rivals like S and PANW capitalize on the situation and boost their forward guidance for the upcoming quarters.</p><p>Given the likelihood of downward revisions to EPS estimates and CrowdStrike Holdings, Inc.&#39;s still elevated valuation multiples, it&#39;s premature to buy the dip. We need to hear an optimistic management&#39;s commentary on the FY2026 outlook, particularly regarding net new ARR growth, before considering a more bullish view on CRWD.</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>CrowdStrike: Customer Commitment Package Is A Double-Edged Sword</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; 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}\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\">\nCrowdStrike: Customer Commitment Package Is A Double-Edged Sword\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-30 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4718027-crowdstrike-customer-commitment-package-is-a-double-edged-sword><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryCrowdStrike Holdings, Inc.'s Q2 results have not yet reflected the negative impact of the recent outage, and a deterioration in customer engagement is expected in the coming quarters.The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4718027-crowdstrike-customer-commitment-package-is-a-double-edged-sword\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4718027-crowdstrike-customer-commitment-package-is-a-double-edged-sword","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1143522875","content_text":"SummaryCrowdStrike Holdings, Inc.'s Q2 results have not yet reflected the negative impact of the recent outage, and a deterioration in customer engagement is expected in the coming quarters.The company's forward guidance implies a significant growth slowdown in revenue and EBIT margin contraction, leading to a potential YoY EPS decline in 2H FY2025.The Customer Commitment Package is expected to affect net new ARR and subscription revenue by approximately $60 million and professional service revenue by $5 million to $10 million in 2H.Despite a leading position in the Endpoint market, other competitors are gaining market share at a cost of CrowdStrike Holdings following the incident.The stock trading at 69x non-GAAP P/E fwd has largely priced in a rapid recovery from the near-term growth challenges.Crowdstrike headquarters in Silicon ValleyWhat Happened Since the IT OutrageCrowdStrike Holdings, Inc. (NASDAQ:CRWD) beat on both revenue and non-GAAP EPS estimates in Q2 FY2025, but forecasted a disappointing outlook. Although the company managed the crisis effectively, CRWD's top priority is now to strengthen customer engagement. I believe some customers may hesitate to renew the Platform products in the near term, leading to a lower net revenue retention rate and impacting top-line growth. To preserve goodwill, CRWD has made concessions, such as offering discounts to certain customers, which could result in a significant slowdown in ARR growth in coming quarters.Following the outage, I previously issued a hold rating on the stock due to the considerable uncertainty surrounding the company's growth trajectory, as rebuilding its reputation will take time. The stock has recovered some losses from its August lows, indicating its valuation multiples getting more elevated.Therefore, due to a disappointing forward revenue and EPS guidance, I'm reiterating my hold rating on CRWD, anticipating a significant growth slowdown in the coming quarters as it works to rebuild customer loyalty. Moreover, I'm cautiously optimistic about the company's long-term leader in the core Endpoint market, as CRWD is likely to face increasing competition and potential market share loss following this incident.Offering Concessions Will Impact Near-Term GrowthThe company modelCRWD delivered better-than-expected 2Q results, with revenue growth still showing resiliency at 31.7% YoY. Since the outage occurred in July, I expect the financial impact to begin materializing in 3Q FY2025, as the management mentioned that this coming quarter will include an estimated $30 million additional cost from the concession package. Particularly, the midpoint of the company's 3Q FY2025 and FY2025 guidance falls below market estimates, implying a YoY growth of 24.9% in 3Q and 21.8% in 4Q. The chart clearly shows that the growth trajectory is starting to decelerate significantly in 3Q.The company modelMoreover, the company's key metrics, such as RPO, dollar-based net retention, and ARR will not fully reflect the negative impact of the recent outrage. However, we did observe some modest slowdown in 2Q, as its RPO grew 36% YoY, showing a sequential slowdown. The management indicated that the dollar-based churn was modestly lower on a YoY basis. ARR growth also experienced a 1% sequential decline.During the 2Q FY2025 earnings call, the management discussed their customer commitment package to strengthen the customer retention and increase Falcon adoption. The concessions package will impact net new ARR and subscription revenue by around $60 million and professional service revenue by $5 million to $10 million in 2H FY2025. Therefore, I believe these key metrics are expected to see a significant deceleration in 3Q.However, the management is confident that this package will enhance customer engagement, which will eventually create a higher platform adoption. I believe it's too early to confirm this narrative given increasing competition in the cybersecurity industry, as we are seeing CRWD losing market share following the incident.Expecting A Sharp Margin DeclineThe company modelCRWD is also expected to experience a contraction in non-GAAP EBIT margin in 2H FY2025, as the company will incur additional G&A expenses following the outage. With a significant slowdown in revenue growth coinciding with a margin decline, the company has indicated a YoY decline in its non-GAAP EPS for 3Q. The midpoint of FY2025 guidance suggests a continued YoY decline in non-GAAP EPS in 4Q as well. I believe the street will likely revise its forward EPS consensus downward following this muted outlook. It's possible that the forward 12-month EPS will be lower than its TTM basis, which would make the forward valuation multiple appear pricier.Nevertheless, as the company continues to invest in R&D to support growth while focusing on customer retention, management anticipates a gradual improvement in EBIT margin in FY2026.Gaining Market Shares from Other Cyber PlayersDespite CRWD's leading position in the Endpoint Security market, some analysts on the street believe that the company may face incremental market share loss in the near term, particularly to cybersecurity peers like SentinelOne (S) and Palo Alto Networks (PANW). Although these companies currently hold a smaller share of the market, they have been steadily gaining ground recently. Particularly, SentinelOne is expected to capture more bookings at CRWD's expense. A recent survey indicated that SentinelOne's results increased by 29% both sequentially and year-over-year, partly due to the company offering discounts to customers.Earlier this week, SentinelOne delivered better-than-expected Q2 earnings and raised its forward revenue outlook. I believe that once a company's reputation is damaged, it may take a long time to fully recover. As competitors may catch up and gain market share, we need to hear the management's comments on the FY2026 outlook early next year to gain more color into the recovery process, particularly concerning net new ARR growth. Therefore, it's premature to be bullish on the stock at this time, especially given its still elevated valuation.ValuationSeeking AlphaCRWD's valuation was expensive before the outrage but was supported by its strong growth momentum, with a +30% YoY revenue growth trend. Following the recent sharp pullback, I believe that some near-term growth headwinds have been priced in. Its EV/sales TTM is currently trading at 19.1x, despite below its 5-year average, still higher than PANW and S. In addition, its non-GAAP P/E fwd sits at 69x, more expensive than Nvidia's (NVDA) 46x and PANW's 55x. This indicates a lofty valuation and further downside potential for CRWD. However, management encouraged investors to look past the near-term growth slowdown. They stated that the “customer commitment package will drive even more Falcon utilization and platform value realization in both the short and long term.” Therefore, it's prudent to stay on the sidelines at the moment.ConclusionIn conclusion, although CRWD delivered better-than-expected Q2 results, this does not mitigate the significant near-term challenges posed by the recent IT outage. The disappointing forward guidance has raised concerns about potential slowdowns in key growth metrics such as ARR and RPO. Moreover, the company may face intensified competition and potential market share loss as rivals like S and PANW capitalize on the situation and boost their forward guidance for the upcoming quarters.Given the likelihood of downward revisions to EPS estimates and CrowdStrike Holdings, Inc.'s still elevated valuation multiples, it's premature to buy the dip. We need to hear an optimistic management's commentary on the FY2026 outlook, particularly regarding net new ARR growth, before considering a more bullish view on CRWD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076957308,"gmtCreate":1657777943904,"gmtModify":1676536060849,"author":{"id":"4101342527315700","authorId":"4101342527315700","name":"Big boi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101342527315700","authorIdStr":"4101342527315700"},"themes":[],"htmlText":"What about guidance for next Q. If it's bad, watch it tank to hell","listText":"What about guidance for next Q. If it's bad, watch it tank to hell","text":"What about guidance for next Q. If it's bad, watch it tank to hell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076957308","repostId":"1112343474","repostType":2,"repost":{"id":"1112343474","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1657776995,"share":"https://ttm.financial/m/news/1112343474?lang=&edition=fundamental","pubTime":"2022-07-14 13:36","market":"us","language":"en","title":"TSMC's Q2 Profit up 76%, Beats Market Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1112343474","media":"Reuters","summary":"(Reuters) - Taiwanese chip maker TSMC posted a 76.4% rise in second-quarter net profit on Thursday o","content":"<html><head></head><body><p>(Reuters) - Taiwanese chip maker <a href=\"https://laohu8.com/S/TSM\">TSMC</a> posted a 76.4% rise in second-quarter net profit on Thursday on sustained demand for semiconductors amid a continued global shortage.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world&#39;s largest contract chipmaker and a major <a href=\"https://laohu8.com/S/AAPL\">Apple Inc </a> supplier, saw net profit for April-June rise to T$237.0 billion ($7.94 billion) from T$134.4 billion a year earlier.</p><p>That was ahead of the T$219.13 billion average of 19 analyst estimates compiled by Refinitiv.</p><p>Revenue for the quarter climbed 36.6% to $18.16 billion, versus TSMC&#39;s prior estimated range of $17.6 billion to $18.2 billion.</p><p>TSMC&#39;s profitability has been boosted by a global chip shortage that was sparked by a demand surge as people worked and studied from home at the height of the COVID-19 pandemic. The shortage has complicated or cut production at manufacturers of devices such as smartphones and laptops as well as vehicles.</p><p>The Taiwanese firm, whose clients also include chip majors such as Qualcomm Inc (QCOM.O), has talked of a &#34;mega-trend&#34; in the industry brought about by demand for high-performance computing chips for 5G networks and artificial intelligence, as well as increased use of chips in gadgets and vehicles.</p><p>The company has said its chip capacity would remain tight this year, amid a crunch that has kept order books full and allowed chipmakers to charge premium prices.</p><p>Shares of TSMC have fallen about 23% so far this year, giving it a market value of $408.3 billion. The stock rose 1% on Thursday, compared with a 0.8% gain for the benchmark index (.TWII).<img src=\"https://static.tigerbbs.com/3b5e8e38b287abf9b6c1650d957b8238\" tg-width=\"850\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></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>TSMC's Q2 Profit up 76%, Beats Market 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\">\nTSMC's Q2 Profit up 76%, Beats Market Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-14 13:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Taiwanese chip maker <a href=\"https://laohu8.com/S/TSM\">TSMC</a> posted a 76.4% rise in second-quarter net profit on Thursday on sustained demand for semiconductors amid a continued global shortage.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world&#39;s largest contract chipmaker and a major <a href=\"https://laohu8.com/S/AAPL\">Apple Inc </a> supplier, saw net profit for April-June rise to T$237.0 billion ($7.94 billion) from T$134.4 billion a year earlier.</p><p>That was ahead of the T$219.13 billion average of 19 analyst estimates compiled by Refinitiv.</p><p>Revenue for the quarter climbed 36.6% to $18.16 billion, versus TSMC&#39;s prior estimated range of $17.6 billion to $18.2 billion.</p><p>TSMC&#39;s profitability has been boosted by a global chip shortage that was sparked by a demand surge as people worked and studied from home at the height of the COVID-19 pandemic. The shortage has complicated or cut production at manufacturers of devices such as smartphones and laptops as well as vehicles.</p><p>The Taiwanese firm, whose clients also include chip majors such as Qualcomm Inc (QCOM.O), has talked of a &#34;mega-trend&#34; in the industry brought about by demand for high-performance computing chips for 5G networks and artificial intelligence, as well as increased use of chips in gadgets and vehicles.</p><p>The company has said its chip capacity would remain tight this year, amid a crunch that has kept order books full and allowed chipmakers to charge premium prices.</p><p>Shares of TSMC have fallen about 23% so far this year, giving it a market value of $408.3 billion. The stock rose 1% on Thursday, compared with a 0.8% gain for the benchmark index (.TWII).<img src=\"https://static.tigerbbs.com/3b5e8e38b287abf9b6c1650d957b8238\" tg-width=\"850\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112343474","content_text":"(Reuters) - Taiwanese chip maker TSMC posted a 76.4% rise in second-quarter net profit on Thursday on sustained demand for semiconductors amid a continued global shortage.Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc  supplier, saw net profit for April-June rise to T$237.0 billion ($7.94 billion) from T$134.4 billion a year earlier.That was ahead of the T$219.13 billion average of 19 analyst estimates compiled by Refinitiv.Revenue for the quarter climbed 36.6% to $18.16 billion, versus TSMC's prior estimated range of $17.6 billion to $18.2 billion.TSMC's profitability has been boosted by a global chip shortage that was sparked by a demand surge as people worked and studied from home at the height of the COVID-19 pandemic. The shortage has complicated or cut production at manufacturers of devices such as smartphones and laptops as well as vehicles.The Taiwanese firm, whose clients also include chip majors such as Qualcomm Inc (QCOM.O), has talked of a \"mega-trend\" in the industry brought about by demand for high-performance computing chips for 5G networks and artificial intelligence, as well as increased use of chips in gadgets and vehicles.The company has said its chip capacity would remain tight this year, amid a crunch that has kept order books full and allowed chipmakers to charge premium prices.Shares of TSMC have fallen about 23% so far this year, giving it a market value of $408.3 billion. The stock rose 1% on Thursday, compared with a 0.8% gain for the benchmark index (.TWII).","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113826624568122","authorId":"4113826624568122","name":"Wolftrade","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"idStr":"4113826624568122","authorIdStr":"4113826624568122"},"content":"Order books are already full for this year and they are able to charge premium price as stated in Reuters. Q3 should still be strong","text":"Order books are already full for this year and they are able to charge premium price as stated in Reuters. Q3 should still be strong","html":"Order books are already full for this year and they are able to charge premium price as stated in Reuters. Q3 should still be strong"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055567814,"gmtCreate":1655294635938,"gmtModify":1676535605952,"author":{"id":"4101342527315700","authorId":"4101342527315700","name":"Big boi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101342527315700","authorIdStr":"4101342527315700"},"themes":[],"htmlText":"arkk Is fked","listText":"arkk Is fked","text":"arkk Is fked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055567814","repostId":"2243699157","repostType":2,"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}