: 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/
For the quarter, the company expects revenues between $128 million and $131 million. Moreover, earnings are expected between 27 cents and 30 cents per share. Key Factors to Consider: Alteryx?s fourth-quarter results are expected to reflect the impact of 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, particularly among Global 2000 clients, is expected to have aided customer base expansion in the to-be-reported quarter.
Notably, in the last reported quarter, the dollar-based net expansion rate was 132%, up 10 basis points (bps) on a year-over-year basis. The company added 335 net new customers, bringing the total to 5613, a year-over-year increase of 30%. The momentum in customer addition most likely continued in the fourth quarter owing to a strong global demand for data analytics.
Further, Alteryx continued to add innovative features to its solutions, including Designer, Promote and Connect. This is expected to have improved user experience and further expanded the customer base. Moreover, the rapid adoption of predictive analytics and AI modeling solutions is expected to have benefited Alteryx?s top line in the to-be-reported quarter......
Alteryx has a Zacks Rank #1 (Strong Buy) and an Earnings ESP of +6.49%. ....
"Shares of Alteryx (NYSE:AYX) climbed 39.4% in January, according to data from S&P Global Market Intelligence, extending last year's positive momentum ahead of its fourth-quarter 2019 report later this week. Alteryx soared nearly 80% in 2019 -- making the data science and analytics company one of the market's better-performing tech stocks -- including a healthy post-earnings pop that drove shares 24% higher in November alone. But Alteryx largely gave up those gains in December despite a relative lack of company-specific news, in part as traders took some of their profits off the table It certainly helped when, on Jan. 24, Wedbush analyst Steve Koenig reiterated his outperform rating and raised his 12-month price target from $126 to $152 -- a roughly 6% premium from today's price (even after last month's climb) at around $143 per share. Koenig wrote that he's "relatively confident" the company will handily exceed expectations yet again when it releases quarterly results this Thursday after the market close.
When that report comes out, Wall Street will hold it up to Alteryx's latest guidance, which calls for fourth-quarter revenue of $128 million to $131 million (or growth of 44% to 47% year over year), and adjusted net income per share of $0.27 to $0.30.
Given the company's habit of underpromising and overdelivering, most analysts are anticipating results near the high end of Alteryx's target ranges; the consensus estimate currently calls for earnings of $0.29 per share on revenue of $130.3 million. In the end, if Alteryx is able to beat even Wall Street's lofty expectations as Koenig suggested, don't be surprised if the stock has more room to run from here."
und das Gesamtjahr 2019! Die einzigartige Position von Alteryx generierte dieses Zahlenwerk:
Umsatz: Der Umsatz im vierten Quartal 2019 betrug 156,5 Mio. USD, eine Steigerung von 75% gegenüber einem Umsatz von 89,2 Mio. USD im vierten Quartal 2018. Bruttogewinn: Der GAAP-Bruttogewinn für das vierte Quartal 2019 betrug 144,2 Mio. USD! Nettogewinn: Der den Stammaktionären zuzurechnende GAAP-Nettogewinn für das vierte Quartal 2019 betrug 30,7 Mio. USD, verglichen mit einem GAAP-Nettogewinn von 16,5 Mio. USD für das vierte Quartal 2018.
Alteryx übertrifft im vierten Quartal mit einem Gewinn je Aktie von $0,64 die Analystenschätzungen von $0,29. Umsatz mit $156,5 Mio. über den Erwartungen von $130,31 Mio. Quelle: Guidants News https://news.guidants.com
Financial Outlook As of February 13, 2020, guidance for the first quarter of 2020 and full year 2020 is as follows: First Quarter 2020 Guidance: Revenue is expected to be in the range of $105.0 million to $108.0 million, an increase of 38% to 42% year-over-year. Non-GAAP loss from operations is expected to be in the range of $(9.0) million to $(6.0) million. Non-GAAP net loss per share is expected to be in the range of $(0.11) to $(0.07) based on approximately 66.0 million non-GAAP weighted-average basic and diluted shares outstanding. Full Year 2020 Guidance: Revenue is expected to be in the range of $555.0 million to $565.0 million, an increase of 33% to 35% year-over-year. Non-GAAP income from operations is expected to be in the range of $71.0 million to $81.0 million. Non-GAAP net income per share is expected to be in the range of $0.80 to $0.91 based on approximately 71.5 million non-GAAP weighted-average diluted shares outstanding and an effective tax rate of 20%.
"....Accelerating foundational growth Alteryx generated revenue of $156.5 million, up 75% year over year. This marks the fourth consecutive quarter of accelerating revenue growth, having increased 65%, 59% and 51% in the third, second, and first, respectively. The results easily surpassed the high end of management's guidance, which topped out at $131 million. The already robust performance was boosted by strong international growth, producing revenue of $45.9 million, up 84% year over year.
The company delivered gross margins of 92%, consistent with its performance in the prior-year quarter, resulting in gross profit of $144.2 million, an increase of 75% year over year. Expenses grew at a slower rate than revenue, pushing more profits to the bottom line. Net income came in at $30.7 million, up 86% year over year, delivering diluted earnings per share of $0.44, up 76%.
The future continues to look equally bright. Bookings -- which includes revenue yet to be recognized -- grew to $290 million, up 81% year over year. Alteryx also closed a record number of large deals. Contracts worth over $1 million grew 150% year over year, while deals valued at $500,000 grew by 80%.
....The company added 474 net new customers during the quarter, bringing the total to 6,087, a 30% increase year over year...."
....Revenues grew 75% y/y to $156.5 million, absolutely demolishing Wall Street's expectations of $130.7 million (+47% y/y). The company added 474 net new customers in the quarter, bringing its year-end customer base total to 6,087, up 30% y/y..... To flesh out the idea that Alteryx is still at the tip of the iceberg, see the chart below which shows Alteryx's estimate of its TAM at >$70 billion. This suggests that Alteryx is currently less than 1% penetrated, and its expansion into new products can bring tremendous organic revenue growth:
The chart below shows the company's evolution in margins over time. Note that Alteryx's pro forma gross margins of 92% are among the highest in the industry: Margin Profile Source: Alteryx 4Q19 earnings deck https://static.seekingalpha.com/uploads/2020/2/14/...83717_origin.png ....Alteryx's pro forma EPS also doubled in Q4 to $0.64, also more than doubling Wall Street's expectations of $0.29. The company also grew operating cash flows by 45% y/y to $20.7 million.
gestern in USA +9,5 %
manchmal muss man Glück haben Gruss an bauwi und Körnig, dem ich den Tip verdanke
Habe meine Sternchen an Dich verbraucht, weshalb nun ein einfaches aber herzliches "Danke" an Dich kommt. Auch an Körnig, der sozusagen die Initialzündung gab > DANKE! Desto mehr man sich in Alteryx einliest, umso staunender betrachtet man dieses Unternehmen. Es liest sich wie eine Schmankerlspeiseplan, welche Unternehmen mit Alteryx die Zusammenarbeit suchen. Alteryx ist die Unternehmensplattform für progressiv ausgerichtete Unternehmen, die technologisch ganz vorne dabei sein wollen, bzw. schon sind. Kleine Verschnaufpausen der Aktie spielen keine Rolle, denn hier wird auf Zukunft gesetzt. Das Corona dürfte hier eher untergeordnet eine Rolle spielen, solange der Gesamtmarkt nicht ins stolpern gerät. Keine Stück aus der Hand geben!
----------- MfG bauwi Die Freiheit des Menschen liegt nicht darin, daß er tun kann, was er will, sondern das er nicht tun muß, was er nicht will.
: Motley Fool Alteryx Remains in High-Growth Mode
"One of the best performers of the year was Alteryx (NYSE:AYX). Shares are up nearly 900% since the dot-com-era software outfit went public in late 2017. Sales and earnings soared last year to support that run as new customers signed up to use the company's big data engine, and existing clients ramped up their use of the software. The pace of expansion is expected to ease up in 2020, but Alteryx's growth story is far from over. ...." https://www.fool.com/investing/2020/02/19/...gh-note-growth-mode.aspx