I think Tuya's IoT Cloud is very interesting and might try to do some visualization. This note is for preparation purpose. [March 19th, 2021] Tuya Smart is a leading global IoT Cloud Platform that connects the intelligent needs of consumers, manufacturers, brands, OEMs, and retail chains. The platform provides developers with a one-stop IoT PaaS-level … Continue reading Tuya Smart (TUYA.US) – Note 0
JFrog's first result as a public company came in earlier. Few operational highlights: Number of customers with ARR greater than $100K increased to 313 this quarter from 286 last quarterNumber of customers with ARR above $1M increased to 9 this quarter from 8 last quarterNet Dollar Retention for trailing four quarters declined to 136% for … Continue reading JFrog – FY3Q20 ER
Once you have a model, you can play around numbers and make some guess on quarterly results. My first guess on Frog's first earnings below. Will revisit the difference after the earnings release. Hopefully, this process improves my predictive power on this specific company over time. I don't have consensus numbers so will need to … Continue reading JFrog – Guess FY3Q20
[October 31st, 2020 ] It will be interesting to see this high multiple stock to report its first earnings after IPO during this turbulent period so I put together an earnings model to have a reference point. You can download excel via link or google drive below. us_frog_20201031下載 What I would like to see is … Continue reading JFrog – Model 20201031
[October 27th, 2020] JFrog has been doing quite well since its IPO in mid September. In the first 10 trading days, it doubled from its IPO price of $44/share and gained 50% from close of the second day of trading. Due to limited free flow before lock-up expiration, the stock has been quite volatile. Technically, … Continue reading JFrog – Note 20201027
💡 Intellectual exercise only. Don't take the projection seriously. JFrog recorded accounting profit in the last quarter. The company has been cashflow positive for a while. The business is a typical software business which enjoys high gross margin. Once the business breaks even, the operating leverage might kick in faster than consensus expects because people … Continue reading JFrog – Quick Cal.