: Alteryx - einer der erfolgreichsten IPOs aus 2017
Scheinbar ist das Softwareunternehmen Alteryx bisher hier im Forum noch überhaupt kein Thema gewesen. Eigentlich schade, denn seit dem sehr erfolgreichen IPO an der NYSE vor etwas mehr als einem Jahr hat die Aktie ihren Wert mehr als verdoppelt. Und das wohl zurecht, denn dieses Big Data- Unternehmen zeigt mit seinen Produkten zur Datenanalyse eine seltene Kombination aus rasantem Umsatzwachstum (in 207 >50%) und dennoch positivem Cashflow. Hier gibt's die Investmentstory zum Einlesen: https://thedlf.de/alteryx-datenanalyse/
"Alteryx is gaining from an expanding clientele, driven by increasing demand for a self-service data science and analytics platform. Also, improved awareness of the company?s brand and solutions has been a key catalyst in expanding customer base.
In the last reported quarter, dollar-based net expansion rate was 134%, up 20 basis points (bps) sequentially. The company added 277 net new customers in first-quarter 2019, bringing the total to 4,973, including 28% from the Global 2000 list.
The momentum in customer addition must have continued in the second quarter due to strong traction of the Promote and Connect solutions.
Moreover, rapid adoption of predictive analytics and AI modeling is expected to drive Alteryx?s top line in the to-be-reported quarter.
Alteryx delivered Q2 EPS of $0.01 vs expectations of a 6-cent loss. Even better, revs came in over 7% higher than consensus at $82M vs $76.5M! The slight "wince" on the guide was management seeing Q3 EPS 6c-9c vs. consensus 13c. But as noted above, the full-year guide is a range of 44c-50c.
And the revenue guidance still maintained an upward trajectory with Q3 seeing $88-91 million vs. consensus $87.5M.Full-year rev guide is for $370-375 million vs. consensus of $360M, representing a blistering 83% annual growth in sales.
Key highlights of the business expansion... **Added 305 new customers in Q2 to hit 5,278 customers, a 34% increase from Q2 2018. **Achieved a dollar-based net expansion rate (annual contract value based) of 133%. **Large contract momentum persists with a 50%+ increase in deals over $250,000. **Doubling of contracts deals over $1,000,000. https://www.zacks.com/stock/news/459586/...C-HL-press_releases-459586
: Shares Up 124% in 2019 Q2 Results Crush Estimates
https://www.profitconfidential.com/stock/...shares-up-124-q2-results/ Alteryx stock has trended steadily higher since it went public in March 2017. Its price hasn?t experienced any huge spike or pop that it couldn?t sustain. Instead, it has been on a stable growth trajectory that has rewarded buy-and-hold investors. Because of the company?s bullish outlook for 2019, AYX stock should continue on this enviable path for the rest of 2019 and well into 2020. s. Chart https://www.profitconfidential.com/wp-content/...Chart_080119_AYX.jpg Wall Street was looking for Alteryx to report second-quarter revenue of $76.5 million and an adjusted net loss of $0.06 per share. Once again, the analysts were way off.
After the bell closed on July 31, Alteryx announced that revenue for the second quarter, ended June 30, advanced 59% year-over-year to $82.0 million. (Source: ?Alteryx Announces Second Quarter 2019 Financial Results,? Alteryx Inc, July 31, 2019.) The company ended the second quarter with 5,278 customers, up 34% from the second quarter of last year. During the quarter, it added 305 new customers. Back to the financials, Alteryx reported a second-quarter net loss of $3.2 million, or $0.05 per share. That?s compared to a loss of $4.2 million, or $0.07 per share, in the same prior-year period. It also reported adjusted net income of $0.9 million, or $0.01 per share, compared with break-even income and income per share during the second quarter of 2018. compared with $426.2 million at the end of 2018.
Looking ahead, for the third quarter, Alteryx expects its revenue to be in the range of $88.0 to $91.0 million, representing a year-over-year increase of 41% to 45%. The company also expects its adjusted income from operations to be in the range of $5.0 to $8.0 million and its adjusted net income per share to be in the range of $0.06 to $0.09. For full-year 2019, Alteryx raised its revenue guidance to the range of $370.0 to $375.0 million, representing year-over-year growth of between 46% and 48%. It also forecasts its adjusted net income per share for the year to be in the range of $0.44 to $0.50
Wen interessierts? über 100% hat man einige davon, sofern man Risikoaffin ist und bisschen Ahnung vom Fach hat. Wenn 6 von 10 richtig sind, hast alles richtig gemacht, denn du wirst nie in 9 von 10 Fällen recht haben ;)
: warum viele Cloud Computing Werte heute einbrachen
weil Großinvestoren ausgestiegen sind ---Slack nach Report und Alteryx ".Massive trading volumes on a no-news kind of day typically point to large investors making changes to their portfolios. If so, we'll see some proof in a couple of months when institutional investors post their 13F filings to the Securities and Exchange Commission. ...Again, there's nothing fundamentally wrong going on in the cloud computing sector today. We're probably just watching a couple of very large holders moving out of these high valuations and into something safer. The cloud computing stocks above may stick to these lower (but still lofty) prices, or they might make a full recovery in the normal course of unpredictable market jitters.
Those are the breaks in the nosebleed section of Wall Street, where stocks are priced on their ability to grow quickly rather than on their solid financial performance. Volatility can be painful in the short term.
Alteryx (NYSE:) has been a monster so far in 2019. Even after Monday?s 15% beating, shares are still up 102% so far for the year. Lucky for us, we named AYX one of 7 mid-cap studs to watch this year. With AYX slicing through the 50-day like a hot knife through butter though, investors need to take some precaution. Between $107 and $110 is channel support (blue line) and the 38.2% retracement....
"...And finally, Alteryx -- another new one for me. I've owned big-data companies like Splunk for years, but Alteryx popped up on my radar this year as the data analytics industry consolidated, with Salesforce and Google's Alphabet making big back-to-back acquisitions early in 2019. Alteryx is still here, though, and it's posting more than respectable results as it goes it alone. Second-quarter sales surged 59% compared with a year ago.
I don't plan to stop adding to these positions -- and companies like them -- anytime soon. Digital transformation is a phrase increasingly used by top management teams to describe the rapid pace of change at the organizational level around the globe..."
Motley Fool : " I think the odds favor long-term success in Alteryx (NYSE: AYX), Teladoc (NYSE: TDOC), and Avalara (NYSE: AVLR). If I'm right, then I think buying these potential market leaders now after their recent sell-off will prove profit-friendly. .... Alteryx works regardless of whether data is stored in private, cloud, or hybrid applications, and integration means it plays well with many of the database solutions commonly deployed by customers, including offerings from Microsoft and MongoDB. Using a land-and-expand business model, Alteryx's sales force concentrates on a single point of entry into customers, then they expand that relationship to a larger audience over time. It's an approach that's paid off. It works with over 5,000 customers in more than 80 countries, including over 650 of the Global 2000 companies. For perspective, Alteryx finished last year with over 4,700 customers in 70 countries, including over 500 Global 2000 companies....Last quarter, the company delivered its 14th consecutive quarter with a 120% plus net revenue retention rate, a measure of sales relative to sales a year ago at existing clients...."
: schau einem geschenkten Gaul nicht ins Maul
Summary Alteryx stock has pulled back by 22% in September. Revenue growth of 50%+ for the last few years with no signs of slowing down. Company fundamentals remain strong, Rule of 40% is met, and this presents an opportunity to acquire shares.
This is a golden opportunity to acquire shares. Conservative investors may consider scaling into a position.
Alteryx, Inc. (AYX) has been punished so far in September with its share price down from a high of $143 to a recent $112. The price drop does not appear to have anything to do with company fundamentals or forward guidance but appears to be the result of large fund rotation out of high-growth software stocks...."