marc__1

48 ms·

1. 541.▲
   by marc__1 6y ago

   As a shareholder you may require the business to guarantee that every deal negotiated with customers and suppliers are defined on an arm's length basis or face negligence or wrongdoing. Every holding has transfer pricing [1] as BAU, an
2. 542.▲
   by marc__1 6y ago

   Fastest company to reach $100m ARR [1]: Slack - 3 years Twilio - ~5 years ServiceNow - 6 years Shopify - 7 years [1] https://www.bvp.com/bvp-nasdaq-emerging-cloud-index
3. 543.▲
   by marc__1 6y ago

   The graph shows 50 companies (they don't do a good job at scaling the site, but the data is there). Netscale and Amazon are only anecdotes and pure exceptions of the dot.com era. The set of companies that went burst during this period
4. 544.▲
   by marc__1 6y ago

   The time from founding to IPO is a stat that is widely misrepresented by well-educated people who may not have had the time to check the numbers. See for instance the graph Company Age (Years) shared by Meritech. There are 8 companies in th
5. 545.▲
   by marc__1 6y ago

   No, the AZN announcement was made after the market closed. Take for instance Moderna, who was -13% today, and is +3.7% after-hours
6. 546.▲
   by marc__1 6y ago

   It will likely be a combination of HW and SW. Apple is constantly filling patents that are related to that. See for instance: http://patft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=H...
7. 547.▲
   by marc__1 6y ago

   No word as to which models PSA will install, nor the efficiency of the battery packs or the involvement of Total in this JV. This is the typical PR article that should not be posted on HN, but my first take is that this company smells like
8. 548.▲
   by marc__1 6y ago

   I believe your hypothesis is not entirely correct. 9 of the 10 tallest buildings in NYC are to be completed between 2000 and 2021. https://en.wikipedia.org/wiki/List_of_tallest_buildings_in_N... In Europe, if you exclu
9. 549.▲
   by marc__1 6y ago

   I haven't seen anyone posting, but on the ADT investors relations website there is a presentation [1] and [2] webcast outlying the M&A rationale. Briefly speaking, it is to be expected product integration (starting with Google Clou
10. 550.▲
    by marc__1 6y ago

    Technically Microsoft owned 1.6% shares before Facebook's IPO, and last information I could get it had sold 20% of the proceeds post-IPO in 2012, so they are somewhat involved in social media. [1] https://www.zdnet.com/
11. 551.▲
    by marc__1 6y ago

    • Net sales increased 40% to $88.9 billion in the second quarter, compared with $63.4 billion in second quarter 2019. Excluding the $582 million unfavorable impact from year-over-year changes in foreign exchange rates throughout the quarter
12. 552.▲
    Amazon Earnings Result 2Q 2020 [pdf](ir.aboutamazon.com)

    7 points by marc__1 6y ago|1 comments
13. 553.▲
    by marc__1 6y ago

    • Total Payment Volume (TPV) of $222 billion, growing 29%, and 30% on an FX-neutral basis (FXN); revenue of $5.26 billion, growing 22%, and 25% FXN • Cash flow from operations of $2.4 billion, growing 103%, with free cash flow of $2.2 billi
14. 554.▲
    by marc__1 6y ago

    Year-over-year Q2 revenue grows 85% to $241.0 million and total visits increase 203% to 2.8 million GAAP Gross margin which includes depreciation and amortization was 61.7 percent for the second quarter 2020 and 67.2% for the second quarter
15. 555.▲
    by marc__1 6y ago

    In July 2020, we entered into a settlement agreement, as well as a new long-term, global patent license agreement with Huawei, including a cross license granting back rights to certain of Huawei’s patents, covering sales beginning January 1
16. 556.▲
    by marc__1 6y ago

    Total revenue in the second quarter was $714.3 million, a 97% increase from the comparable quarter in 2019. New stores created on the Shopify platform grew 71% in Q2 2020 compared with Q1 2020, driven by the shift of commerce to online as w
17. 557.▲
    Shopify Earnings release 2Q 2020(news.shopify.com)

    2 points by marc__1 6y ago|1 comments
18. 558.▲
    by marc__1 6y ago

    Revenue was $1.93 billion, up 26 percent year-over-year primarily driven by higher Computing and Graphics segment revenue. Revenue was up 8 percent quarter-over-quarter primarily driven by higher Enterprise, Embedded and Semi-Custom segment
19. 559.▲
    AMD 2Q 2020 Earnings Result(ir.amd.com)

    19 points by marc__1 6y ago|6 comments
20. 560.▲
    by marc__1 6y ago

    Net revenues in the fiscal third quarter were $4.8 billion, a decrease of 17%, driven by the year-over-year declines in payments volume, cross-border volume and processed transactions. Net revenues decrease was approximately 16% on a consta
21. 561.▲
    by marc__1 6y ago

    • Global comparable store sales declined 40%, driven by a 51% decrease in comparable transactions, partially offset by a 23% increase in average ticket • Consolidated net revenues of $4.2 billion declined 38% from the prior year primarily d
22. 562.▲
    Starbucks Earnings result 3Q 2020 [pdf](d18rn0p25nwr6d.cloudfront.net)

    2 points by marc__1 6y ago|1 comments
23. 563.▲
    Visa Earnings Result 3Q 2020 [pdf](d18rn0p25nwr6d.cloudfront.net)

    2 points by marc__1 6y ago|1 comments
24. 564.▲
    by marc__1 6y ago

    That is not correct. SPAC must adhere to basically the same road show process, albeit quicker and cheaper than a traditional company [0]. Also, if you go to the Nasdaq website [1] there is a specific section on 'upcoming IPOs' and
25. 565.▲
    by marc__1 6y ago

    "The company's 7nm-based CPU product timing is shifting approximately six months relative to prior expectations. The primary driver is the yield of Intel's 7nm process, which based on recent data, is now trending approximatel
26. 566.▲
    Intel Q2 2020 Earnings result [pdf](intc.com)

    2 points by marc__1 6y ago|1 comments
27. 567.▲
    by marc__1 6y ago

    >Can you explain how their capex is decreasing as they build out more factories and invest in new technology? Seems odd, doesn't it? Yet is sure makes that cash flow number look good. These are the kinda things that analysts conside
28. 568.▲
    by marc__1 6y ago

    Tesla posted positive free cash flow (CFO - capex) for 4 of the last 5 quarters (page 24) and it the only company with increase in # of deliveries among the 10 largest autos globally (page 7). Gross margins >20% is also best in class i
29. 569.▲
    by marc__1 6y ago

    High, because of the Criteria to join the S&P500[0]: - a market cap of $8.2 billion - its headquarters in the U.S. - the value of its market capitalization trade annually at least a quarter-million of its shares trade in each of the pre
30. 570.▲
    Q2 2020 Update(ir.tesla.com)

    126 points by marc__1 6y ago|291 comments