Sheet software – BAYD http://bayd.info/ Sun, 15 May 2022 08:55:59 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://bayd.info/wp-content/uploads/2021/10/icon-120x120.jpg Sheet software – BAYD http://bayd.info/ 32 32 OnePlus Nord CE 2 Lite 5G review: modern design, clean software and more https://bayd.info/oneplus-nord-ce-2-lite-5g-review-modern-design-clean-software-and-more/ Sun, 15 May 2022 08:43:47 +0000 https://bayd.info/oneplus-nord-ce-2-lite-5g-review-modern-design-clean-software-and-more/ When it comes to choosing the best overall smartphone under Rs 20,000 in India in 2022, there are not many options. Yes, you read correctly. The world’s second-largest smartphone market doesn’t have many smartphones that offer a full package under Rs 20,000. Blame it on inflation, the pandemic, the “5G tax” or rising component costs, […]]]>

When it comes to choosing the best overall smartphone under Rs 20,000 in India in 2022, there are not many options. Yes, you read correctly. The world’s second-largest smartphone market doesn’t have many smartphones that offer a full package under Rs 20,000. Blame it on inflation, the pandemic, the “5G tax” or rising component costs, but companies have launched phones under Rs 20,000 with a few compromises here and there. Meanwhile, OnePlus aims to fill the void with its most affordable smartphone in India, the OnePlus Nord CE 2 Lite 5G.

The new Nord smartphone is a slimmed down version of the Nord CE 2 5G, which was launched earlier this year. The Nord CE 2 Lite 5G comes with a 120Hz refresh rate display, a Snapdragon 695 SoC and a 64MP triple camera setup. It also has a 5000mAh battery with support for 33W fast charging. With all this hardware running on Oxygen OS 12, is the OnePlus Nord CE 2 Lite 5G the best smartphone for you under Rs 20,000? Here’s our OnePlus Nord CE 2 Lite 5G review to help you find out.

OnePlus Nord CE 2 Lite 5G review

The OnePlus Nord CE 2 Lite 5G aims to deliver the classic “OnePlus experience” coupled with the improved performance brought by the Snapdragon 695 SoC. So, let’s start our Nord CE 2 Lite 5G review with the overall performance and software experience.

Performance and software

As I mentioned above, the OnePlus Nord CE 2 Lite 5G comes with a Qualcomm Snapdragon 695 SoC. We have seen the same chipset used in several new smartphones under Rs 20,000 in India. These include the Vivo T1 5G, iQOO Z6 5G and Moto G71 5G. The Redmi Note 11 Pro+ 5G, priced at Rs 20,999, also uses the same chipset.

The processor is more than capable of delivering a smooth experience when it comes to day-to-day tasks. Combined with the Oxygen OS 12 optimization, the Nord CE 2 Lite 5G showed me no signs of lag or stuttering. My use case mainly included scrolling through social media, watching videos on YouTube and Netflix, and playing Battlegrounds Mobile India (BGMI) on the Nord CE 2 Lite 5G.

It is by playing such games that you realize that the phone cannot be a tool to unlock the gamer’s paradise. BGMI runs at a maximum of around 40-45 fps with smooth graphics, while it’s capped at High (around 30 fps) with HD graphics. The same goes for Call of Duty: Mobile, where the maximum graphics setting is capped at “High”. This does not mean that the OnePlus Nord CE 2 Lite 5G cannot be used to play games. Casual gamers will have a pretty good experience, but if you’re considering getting into competitive mobile gaming, maybe look elsewhere.

RAM management is solid on our OnePlus Nord CE 2 Lite 5G review unit, which has 8GB of RAM. The phone comes with up to 5GB of virtual RAM, which is borrowed from the 128GB of internal storage. It’s unlikely that most users will need that extra software RAM.

Our OnePlus Nord CE 2 Lite 5G, when reviewed, had the latest April security update. Based on Android 12, the new Oxygen OS update has similar stuff to Oppo’s Color OS 12, which I totally agree with. Along with signature Oxygen OS features like Zen Mode, the new update moves the OnePlus shelf, which is now accessible by swiping down from the top right corner of the screen. The update also includes the OnePlus Scout, which is more or less similar to Spotlight Search found on the iPhone. There is also a private vault that encrypts the data stored there and limits third-party access. On top of all that, the phone offers a clean software experience with almost no bloatware. There’s Netflix pre-installed but I wouldn’t call it bloat since I use the app almost every other day.

While these and a bunch of other Oxygen OS 12 features provide a great user experience, I still get delayed notifications for a few apps on OnePlus devices. Instagram and Gmail notifications were delayed on the Nord CE 2 Lite 5G compared to my MacBook or iPhone 13 Pro. There were times when I got all the notifications after opening the Instagram app.

OnePlus Nord CE 2 Lite 5G will get two new Android upgrades and three years of security support. Hopefully the company finds a fix soon if the issue is with its software and not the affected third-party apps.

Battery life

Battery life is one of the most impressive things about the Nord CE 2 Lite 5G. The phone, with its 5000 mAh battery, can easily last more than a day. Even if you watch content on this phone for hours, it will still last a day. I can tell you after watching a few episodes of Friends and Mai on Netflix.

33W fast charging is supported, which is not as fast as the 67W fast charging of the Redmi Note 11 Pro+ 5G. It takes more than an hour to charge the big battery, at least in the NCR of Delhi where the mercury regularly exceeds 40 degrees Celsius.

Design and display

The Nord CE 2 Lite 5G is surely a looker in this Blue Tide hue. Despite its polycarbonate back, the phone offers a premium look with its gradient tint. On top of that, one-third of the rear panel of the device has a matte finish, while the upper part next to the camera module has a glossy foil with a yellowish undertone.

The curved edges of the back panel help the phone to grip firmly. It doesn’t feel as heavy at 195 grams. The power and volume buttons on either side of the device are easily accessible. Since the phone has an LCD screen, it comes with a side-mounted fingerprint scanner. The biometric scanner is extremely fast to detect and unlock the phone within milliseconds. Alternatively, you get the less secure AI face unlock. The OnePlus phone still has a 3.5mm headphone jack but comes with a single bottom-firing speaker.

At the front, there is a 6.59-inch Full HD+ screen. Since the device uses an LCD screen, you’ll notice the blacks aren’t quite as deep as rivals that offer an AMOLED panel. That’s not to say the LCD is bad as it’s crisp and bright enough to consume content both indoors and outdoors.

The reason to opt for LCD over AMOLED is to support a 120Hz refresh rate while keeping costs in check. While 120Hz in this price range is excellent, it would be nice if OnePlus worked with developers to ensure they optimize apps for the CE 2 Lite 5G. Take, for example, BGMI, which is a popular eSports game. Although the phone supports 120Hz refresh rate, the game does not even support 60 frames per second. Come on, OnePlus, launch the game for your users here.

Camera

The Nord CE 2 Lite 5G has a triple camera setup on the back and one on the front. Only two of these four camera sensors could be useful. There’s a 64MP main camera on the back, along with two 2MP sensors for depth and macro. On the front, the Nord CE 2 Lite 5G has a 16 MP front camera.

The 64 MP main camera clicks 16 MP pixel shots. Daylight shots are quite vibrant and the dynamic range is quite decent for the price. The camera tends to amplify reds more, as you’ll see in the Nord CE 2 Lite 5G camera samples below. In low light, normal photo mode clicks on average images that include a lot of noise in the darker parts of the scene. Night mode attempts to solve this problem by increasing overall exposure while providing better shadow detail.

The front camera also does a decent job. Edge detection works well in portrait mode but increases exposure slightly more compared to normal photo mode. There’s no ultra-wide camera here, which I think is a bummer.

Verdict

The OnePlus Nord CE 2 Lite 5G is the most affordable smartphone from OnePlus currently in India. At a starting price of Rs 19,999, the device becomes even more affordable for those who want to try the OnePlus Oxygen OS experience. Although design preferences are subjective, I liked the overall design of the phone in its Blue Tide color. The performance unit shouldn’t disappoint most people either, with the exception of gamers.

The Nord CE 2 Lite 5G can run a battery marathon and be among the best performers in the segment. Sure, the 33W fast charging isn’t the best in the segment, but it can charge the phone from zero to 50% in around 30 minutes, which is pretty decent.

I would have preferred the 90Hz AMOLED combo and two speakers for a better multimedia experience. Also, while the main camera does a decent job, it would have been nice if there was an ultra-wide sensor as well.

All told, the OnePlus Nord CE 2 Lite 5G can be purchased by those who want a reliable Oxygen OS experience from a well-designed phone with great battery life. Others can look to the Redmi Note 11 Pro+ or the Moto G71 for a better media experience.

OnePlus Nord CE 2 Lite 5G review 8/10

Advantages

  • Premium design
  • Great battery life
  • The Oxygen OS experience at an affordable price
  • Decent main camera

The inconvenients

  • The performance unit needs to be optimized
  • 120Hz LCD but the competition offers AMOLED
  • Camera performance in low light is below average.
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Markforged Reports 8.6% Revenue Growth in Q1 2022 » 3D Printing Media Network https://bayd.info/markforged-reports-8-6-revenue-growth-in-q1-2022-3d-printing-media-network/ Fri, 13 May 2022 15:19:11 +0000 https://bayd.info/markforged-reports-8-6-revenue-growth-in-q1-2022-3d-printing-media-network/ Stay up to date with everything happening in the wonderful world of AM through our LinkedIn community. Markforged Holding Corporation (NYSE: MKFG), maker of the integrated metal and carbon fiber additive manufacturing platform, generated $21.9 million in revenue in the fiscal first quarter, which ended May 31 March 2022. This represents year-over-year growth of 8.6%. […]]]>
Stay up to date with everything happening in the wonderful world of AM through our LinkedIn community.

Markforged Holding Corporation (NYSE: MKFG), maker of the integrated metal and carbon fiber additive manufacturing platform, generated $21.9 million in revenue in the fiscal first quarter, which ended May 31 March 2022. This represents year-over-year growth of 8.6%. , compared to $20.1 million in the first quarter of 2021. Gross margin was 53.1% in the first quarter of 2022 compared to 60.5% in the first quarter of 2021.

“Markforged is a differentiated player in additive manufacturing. We bring a strong balance sheet and track record of execution to our industry. Our focus on high-value, point-of-need, end-use manufacturing applications solves the extreme challenges of today’s supply chain, resulting in a growing install base and leading gross margins. We are accelerating organic product innovation as planned and increasing our potential market. I am so proud of our team for executing against our plan,” said Shai Terem, President and CEO of Markforged. “We also welcome the Biden administration’s Additive Manufacturing Forward initiative, announced earlier this month, which we believe will help accelerate the adoption of additive technologies and create more agile and resilient supply chains. . Markforged is thrilled to be part of this important initiative to strengthen American manufacturing. »

Among the highlights of the quarter, production and delivery of Markforged’s newest printer, the FX20, continued as planned this quarter. The majority of shipments will take place in the second half of the year, but printers already in the field are generating excellent feedback and increased interest. The FX20 will premiere in North America next week at the Rapid+ TCT 2022 show in Detroit.

The company launched Precise PLA in the first quarter as part of our strategy to expand our addressable market. This economical and specialized version of polylactic acid allows our customers to use the Markforged solution for the complete product life cycle, from design to tooling and production.

Subsequent to the end of the quarter, Markforged completed its acquisition of cloud-native software provider Teton Simulation Software. Teton’s SmartSlice™ technology will be integrated with Markforged’s Eiger software as a subscription add-on, allowing customers to optimize and validate advanced composite parts for the most demanding production applications.

As part of Markforged’s long-term growth strategy, the company has made continuous, yet measured, investments to accelerate R&D innovation efforts and expand its go-to-market organization. The Markforged organization grew to over 400 team members this quarter.

Markforged reaffirmed its full-year 2022 guidance. Revenue is expected to be between $114 million and $123 million, and non-GAAP gross margins are expected to be between 55% and 57%. Non-GAAP earnings per share results for the full year are expected to be a loss in the range of $0.28 to $0.31 per share, based on number of shares in outstanding of approximately 187 million shares.

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Market sentiment around Audia Inc. (NASDAQ:AUUD) https://bayd.info/market-sentiment-around-audia-inc-nasdaqauud/ Wed, 11 May 2022 17:00:08 +0000 https://bayd.info/market-sentiment-around-audia-inc-nasdaqauud/ Audidia Inc. (NASDAQ:AUUD) may be approaching a major achievement in his company, so we’d like to shed some light on the company. Audidia Inc., a technology company, develops software products for the audio and podcast markets. On Dec. 31, 2021, the $22 million market cap company posted a loss of $13 million for its most […]]]>

Audidia Inc. (NASDAQ:AUUD) may be approaching a major achievement in his company, so we’d like to shed some light on the company. Audidia Inc., a technology company, develops software products for the audio and podcast markets. On Dec. 31, 2021, the $22 million market cap company posted a loss of $13 million for its most recent fiscal year. The most pressing concern for investors is Audidia’s path to profitability – when will it break even? In this article, we’ll discuss the company’s growth expectations and when analysts expect it to become profitable.

See our latest analysis for Audia

Auddia is close to breaking even, according to some American Software analysts. They expect the business to make a terminal loss in 2023, before making a profit of US$10 million in 2024. Thus, the business is expected to break even in about 2 years from today. How fast will the business need to grow year over year to break even by that date? Using a line of best fit, we calculated an average annual growth rate of 102%, which is quite optimistic! If this rate turns out to be too aggressive, the company could become profitable much later than analysts predict.

NasdaqCM: AUUD Earnings Per Share Growth May 11, 2022

Developments underlying Audidia’s growth are not the focus of this general overview, however, consider that overall a high growth rate is not unusual, particularly when a company is in a period of investment.

Before concluding, there is one aspect worth mentioning. Auddia currently has no debt on its balance sheet, which is rare for a loss-making growth company, which typically has high debt to equity ratios. This means that the company has operated solely on its equity investment and has no debt. This aspect reduces the risk associated with investing in the loss-making company.

Next steps:

There are fundamentals of Audidia that are not covered in this article, but we must re-emphasize that this is just a basic overview. For a more comprehensive overview of Audia, check out Audidia’s corporate page on Simply Wall St. We’ve also compiled a list of key aspects you should dig deeper into:

  1. Historical review: How has Audidia performed in the past? Go deeper into the analysis of past history and take a look at the free visual representations of our analysis for clarity.
  2. Management team: An experienced management team at the helm boosts our confidence in the company – take a look at who sits on Audidia’s board and the CEO’s background.
  3. Other High Performing Stocks: Are there other stocks that offer better prospects with a proven track record? Explore our free list of these great stocks here.

This Simply Wall St article is general in nature. We provide commentary based on historical data and analyst forecasts only using unbiased methodology and our articles are not intended to be financial advice. It is not a recommendation to buy or sell stocks and does not take into account your objectives or financial situation. Our goal is to bring you targeted long-term analysis based on fundamental data. Note that our analysis may not take into account the latest announcements from price-sensitive companies or qualitative materials. Simply Wall St has no position in the stocks mentioned.

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2U stock: the same declining story as ever (NASDAQ: TWOU) https://bayd.info/2u-stock-the-same-declining-story-as-ever-nasdaq-twou/ Sun, 08 May 2022 08:37:00 +0000 https://bayd.info/2u-stock-the-same-declining-story-as-ever-nasdaq-twou/ Alistair Berg/DigitalVision via Getty Images While I think few of the sharp corrections we’ve seen year-to-date in the tech sector have been justified, 2U’s (NASDAQ: TWO) falling out of favor has been more than fitting given recent company fundamentals circumstances. The online education company, which also recently bought popular e-learning website edX, has struggled to […]]]>

Alistair Berg/DigitalVision via Getty Images

While I think few of the sharp corrections we’ve seen year-to-date in the tech sector have been justified, 2U’s (NASDAQ: TWO) falling out of favor has been more than fitting given recent company fundamentals circumstances. The online education company, which also recently bought popular e-learning website edX, has struggled to increase enrollment at a time when schools have reopened, the job market is tight and workers are more likely to get well-paying jobs than to return for degrees.

Year-to-date, 2U’s shares have crashed more than 50%, while the stock also remains down more than 85% from highs above $90 hit in 2018.

Chart
Data by YCharts

2U has just released first quarter results, and after a disastrous fourth quarter in which the stock lost half its value for posting a very disappointing 2022 growth forecast, the roughly 10% rally after the first quarter was a good relief for the bulls.

The main cause of the post-earnings spike is 2U’s improved profitability, although I must add the caveat that the improvements are rather tiny and don’t really save this difficult story.

2U Outlook FY22

2U FY22 Outlook (2U Q1 Earnings Record)

For FY22, while 2U maintained its initial growth outlook of 13% annual growth (which devastated the stock when the guidance was introduced in the fourth quarter), the company raised its adjusted EBITDA guidance at $80-90 million, up $10 million on both ends from an earlier view of $70-80 million. The increase represents approximately ~1% of the increase in adjusted EBITDA margin, in a range of 7.6% to 8.3%.

While it’s understandable that slightly more favorable profitability measures have moved the stock so strongly at a time when investors are looking for safety, I remain bearish on 2U – for me it remains a company with sinking prospects.

The problem with 2U

There are two main issues I see with 2U that keep me from being optimistic about the company’s future.

The first is the company’s reputation. While 2U markets itself as enabling online learning, it is essentially a for-profit university. Although it partners with reputable universities (its first client was USC), it actually derives its income from a tuition reduction.

Last year, 2U’s business model was widely exposed in a the wall street journal profile that claimed that 2U and USC were using predatory marketing tactics to lure students into very expensive ($115,000) degree programs that ultimately resulted in low-paying jobs, burdening those students with crippling debt.

Considering the bad reputation that 2U has already generated, it is hard to believe that 2U can really become a standard mode of education that can find a mainstream student base.

The second problem concerns the business model of 2U itself. When partnering with a university to set up a new course, 2U bears all the costs of digitizing the course content, setting up the online teaching platform, and even the cost of marketing the course. program to students, in exchange for a reduction in tuition fees. . 2U’s business model really isn’t that different from being a franchise operator of a larger brand.

Where this differentiates 2U from other software vendors is that every engagement must be personalized. While most software companies can create a product that can be sold to all of their customers, 2U’s setup costs are only incurred for a particular course – which may or may not see successful enrollment. As such, I find it hard to believe that 2U can significantly improve its results.

Q1 results show slowing growth, leveraged balance sheet

The most recent results from 2U also do not show a dynamic story. Take a look at the company’s revenue trends through Q1 in the chart below:

Q1 2U revenue

Q1 2U revenue (Q1 2U revenue)

Overall revenue for the quarter increased 9% year-on-year to $253.3 million, essentially in line with Wall Street estimates – but in deceleration of four points from one quarter to another.

More to the point above, note that the majority of this revenue growth was also inorganic. Organic revenue only grew at a 4% year-over-year pace, decelerating seven points quarter-over-quarter and posting the worst organic growth rate in years.

Full course enrollment growth has also been relatively slow, increasing 5% YoY, as shown in the chart below (mostly due to low-income alternative degree programs, up 8% YoY enrollment, compared to 4% growth for full degree programs):

FCE 2U

2U FCE (2U Q1 gain bridge)

2U’s Adjusted EBITDA margins also declined year over year. Total Adjusted EBITDA in Q1 decreased -10% YoY to $12.3m, while Adjusted EBITDA margins of 5% slipped one point year over year . This was driven by inflated losses in the alternate credential segment (which, unfortunately, is also the segment fueling 2U’s growth right now):

2U adjusted EBITDA by segment

2U adjusted EBITDA per segment (2U Q1 result)

It’s worth pointing out that 2U’s declining profitability weighs on an already tight balance sheet. At the end of the first quarter, 2U had $216.6 million in cash on its books, along with a massive debt of $927.3 million – or $710.7 million in net debt.

2U balance sheet

2U balance sheet (2U Q1 results bridge)

Compared to the midpoint of $80 million to $90 million in adjusted EBITDA the company expects to generate this fiscal year, 2U’s debt ratio stands at 8.4x Adjusted EBITDA – which is incredibly optimized; the standard definition of a “highly leveraged” business typically indicates a threshold of around 3x Adjusted EBITDA.

Declining organic growth, slow enrollment growth, shrinking adjusted EBITDA margins and huge leverage profile – is there really anything positive in the 2U story?

Key points to remember

2U remains an incredibly risky story. Despite the dramatic drop in highs and the fact that 2U trades just over around 1x forward earnings, I remain skeptical of the longevity of the company’s brand and the sustainability of its business model. Continue to stay away here.

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Solo Advanced Vehicle Technologies launches the SD1, its own battery-electric truck with a range of over 500 miles https://bayd.info/solo-advanced-vehicle-technologies-launches-the-sd1-its-own-battery-electric-truck-with-a-range-of-over-500-miles/ Fri, 06 May 2022 16:50:00 +0000 https://bayd.info/solo-advanced-vehicle-technologies-launches-the-sd1-its-own-battery-electric-truck-with-a-range-of-over-500-miles/ SAN FRANCISCO–(BUSINESS WIRE)–Solo Advanced Vehicle Technologies (Solo AVT), the automotive hardware company revolutionizing the freight transportation industry, today unveiled the design and specifications of the SD1, its class-leading battery-electric long-haul truck. 8 specially designed for autonomous driving. The SD1 was designed from the ground up and features full system redundancy at aerospace level and the […]]]>

SAN FRANCISCO–(BUSINESS WIRE)–Solo Advanced Vehicle Technologies (Solo AVT), the automotive hardware company revolutionizing the freight transportation industry, today unveiled the design and specifications of the SD1, its class-leading battery-electric long-haul truck. 8 specially designed for autonomous driving.

The SD1 was designed from the ground up and features full system redundancy at aerospace level and the lowest drag coefficient of any Class 8 truck on the road, thanks to a complete redesign that removes the human on board . The long-distance battery electric SD1 offers a range of over 800 km, active aerodynamics, tires designed to minimize rolling resistance, exterior lighting to communicate with pedestrians and other road users, a unique sound signature , a modular design for ease of maintenance and maximum uptime. , and multi-speed tandem electric axles with integrated electric motors. The truck is designed to provide turnaround times comparable to today’s trucks and is compatible with fast chargers while being able to use existing networks. It’s also trailer-independent – meaning it can haul anything – and is designed to fit into all standard loading docks, and can carry a weight equivalent to today’s Class 8 trucks. today. The sensor layout allows for easy integration of any stand-alone pilot system and features a proprietary software control interface.

“The launch of our SD1 design is the next step in our journey towards decarbonizing the freight industry. We look forward to being the step change this massive industry needs as we develop innovative technologies to deliver a battery-electric Class 8 long-haul truck with a range of over 500 miles,” said Graham Doorley, founder and CEO of Solo Advanced Vehicle Technologies. “The requirements of leaders in freight, logistics, retail and other categories can only be met sustainably through the convergence of two technological opportunities: long-haul battery-electric transport and autonomy. Today’s stand-alone systems will not run on existing or modernized large-scale platforms. At Solo AVT, we solve both of these challenges as we develop, design and manufacture the SD1 to achieve over 500 miles of self-driving truck range from day one.

Additional details on Solo AVT’s approach to SD1 design include:

  • High levels of system redundancy make it the safest truck platform

  • Highly efficient multi-speed tandem axles with integrated 600 kW (total) electric motors provide both power and efficiency

  • Industry-leading aerodynamics reduce draft and increase range

  • Modular AV driver integration enables multiple partnerships with minimal hardware and software changes.

Solo AVT, based in Fremont, Calif., is rapidly expanding its team of engineers. To join the team, go to: https://soloavt.com/careers/

About Solo Advanced Vehicle Technologies

Solo Advanced Vehicle Technologies (Solo AVT) is revolutionizing the freight transportation industry by creating the first heavy-duty platform fully compatible with any autonomous driving software. Built by alumni of Waymo, Tesla, BMW, Ford, Faraday Futures and more, and backed by leading investors including Trucks VC, Maniv Mobility and Wireframe Ventures, Solo is the only company to develop a Dedicated and fully autonomous heavy trucks for the future of freight. To follow @SoloAVT on Twitter and LinkedIn.

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AutoInspect improves the quality of industrial inspection processes https://bayd.info/autoinspect-improves-the-quality-of-industrial-inspection-processes/ Wed, 04 May 2022 12:30:00 +0000 https://bayd.info/autoinspect-improves-the-quality-of-industrial-inspection-processes/ Quality controls are an integral part of industrial manufacturing. Sensors at various inspection stations measure the properties and quality characteristics of the test object. In automotive construction, for example, it can be the dimensions of clearances, the quality of paint or the strength of certain parts, to name just a few examples. During the numerous […]]]>

Quality controls are an integral part of industrial manufacturing. Sensors at various inspection stations measure the properties and quality characteristics of the test object. In automotive construction, for example, it can be the dimensions of clearances, the quality of paint or the strength of certain parts, to name just a few examples. During the numerous inspections, some of which are sensor-based and some manual, a large amount of data and measured values ​​are generated, providing precise information about the characteristic being measured in each case. But there is a problem: all this data is usually stored separately from each other, writes the Fraunhofer Institute in a press release.

Recently, a team of researchers from the Fraunhofer Institute for Optronics, System Technologies and Image Exploitation IOSB developed AutoInspect, a solution that combines a wide variety of inspection modalities in a single system and connects all results. Researchers brought together a wide range of sensors, interfaces and software to create an easily adaptable all-in-one solution. AutoInspect Project Manager Henning Schulte says, “The wealth of data generated at sensor-based inspection points is a valuable treasure trove of hidden information. By linking them, we are able to unearth this treasure. AutoInspect provides a consolidated overview and enables intelligent evaluation of all relevant inspection data and measured values. In this way, previously unrecognized interrelationships in the manufacturing process suddenly become visible. This makes it easier to identify the causes of defects, which makes the whole production process more efficient. Ultimately, it also improves the quality of the products.

Sensor data and location information

One of the strengths of AutoInspect is the possibility to combine the inspection results with the respective location information: the first step is to create a 3D mesh of the test object based on existing CAD models of the product. However, this representation in the software goes much further than a classic 3D computer graphics of an object. Indeed, each measured value is stored with reference to this 3D mesh, that is to say with the precise location of the measurement position on the object to be tested. This creates a digital twin that contains all relevant sensor data, including associated location information, as well as meta-information such as the batch number of the material used or the time of the inspection.

Consolidated inspection overview

In this way, a consolidated overview of all inspection data is created, which, assuming the appropriate inspection stations are in place, can cover the entire production process. From the clamping of the first sheet, the shaping of the sheets and the various bonding and welding processes to the application of the paint. By linking the measured values ​​in the AutoInspect software, it is now possible to identify, for example, that a deviation dimension is still too large at a certain point if a certain temperature limit value is exceeded during a step previous machining. The workshop inspection team can then act on this advice, analyze the cause and ultimately solve the problem. This in turn is reflected in the changed data and measured values ​​in the 3D mesh. By adopting this approach, inspection and production merge seamlessly into an optimized and highly efficient overall process.

“We thus help our industrial customers to better understand often complex production quality issues and to understand them more quickly by allowing them to intelligently analyze all the inspection data linked throughout the process”, Schulte summarizes. The requirement here is that the Autoinspect software, which collects all sensor data and enables evaluation with graphical tools, is configured correctly.

Standard interfaces for sensors

The Fraunhofer IOSB team developed and tested the technology with sensors for 3D scanning as well as deflectometry and ellipsometry. Ellipsometry, for example, is able to determine the thickness of a surface coating by recording the polarization state of reflected light. Deflectometry measures and inspects the shape of specular or high gloss surfaces such as painted sheet metal. These measurement techniques and their further development have been a separate research topic at the Fraunhofer IOSB for years.

However, the Fraunhofer solution is not tied to specific sensors, instead relying on the open OPC UA (OPC Unified Architecture) interface. “Any OPC UA-compatible sensor or measuring device can be easily integrated into AutoInspect via plug and play,” says Schulte. In addition, it is possible for a worker to perform manual inspections assisted by augmented reality.

Ideal for machine and vehicle inspections

The evaluation of measurement results is not limited to the current or just completed production process. The history of inspection results in AutoInspect can be analyzed beyond the current batch or manufacturing process. This makes it possible to observe the product life cycle of machines or vehicles through maintenance and inspection intervals. For example, measurement data from previous inspections could be taken into account when inspecting the frame and wheel tires of an ICE train to better understand the latest measured values.

Especially when inspecting safety-relevant components, the ability to consider all maintenance cycles, including all AutoInspect data, means that the causes of faults can be identified more quickly. Ideally, problems can even be detected in advance using AI-based data analysis and the security of the affected machine or plant can be quickly restored.

Fraunhofer IOSB will present a demonstrator at the joint Fraunhofer stand at Hannover Messe 2022 from May 30 to June 2 (Hall 5, Stand A06).

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BYND CANNASOFT ENTERPRISES INC. Announces Financial Results for the Year Ended December 31, 2021 and Nasdaq Listing Update https://bayd.info/bynd-cannasoft-enterprises-inc-announces-financial-results-for-the-year-ended-december-31-2021-and-nasdaq-listing-update/ Mon, 02 May 2022 20:49:12 +0000 https://bayd.info/bynd-cannasoft-enterprises-inc-announces-financial-results-for-the-year-ended-december-31-2021-and-nasdaq-listing-update/ (via TheNewswire) The company presents a solid balance sheet while increasing its gross margins Vancouver, British Columbia –TheNewswire –(May 2, 2022)BYND Cannasoft Enterprises Inc. (“BYND” or the “Company”),(CNSX:BYND.CN)published its financial results for the year ended December 31, 2021. Complete versions of BYND’s audited consolidated financial statements and management’s discussion and analysis for the period are […]]]>

(via TheNewswire)

The company presents a solid balance sheet while increasing its gross margins

Vancouver, British ColumbiaTheNewswire –(May 2, 2022)BYND Cannasoft Enterprises Inc. (“BYND” or the “Company”),(CNSX:BYND.CN)published its financial results for the year ended December 31, 2021. Complete versions of BYND’s audited consolidated financial statements and management’s discussion and analysis for the period are available atwww.sedar.com.

2021 year-end financial highlights:

  • Revenue decreased by 9% to $1,217,459 in 2021 from $1,341,993 in 2020.

  • Gross margin increased from 44% in 2020 to 51% in 2021.

  • The cash balance increased to $3,025,350 for December 31, 2021 from $563,015 for December 31, 2020.

  • Working capital increased to $5,487,201 for December 31, 2021 from a lack of $94,547 for December 31, 2020.

  • Total shares outstanding at December 31, 2021 were 29,479,100.

Summary of quarterly changes in revenue, gross profit and net profit (loss)

Q4 2021

Q3 2021

Q2 2021

Q1 2021

Q4 2020

Q3 2020

Revenue

$258,303

$296,428

$418,635

$244,093

$507,253

$271,566

Gross profit

$126,591

$157,439

$260,167

$78,941

$431,757

$7,938

Net profit (net loss)

($271,932)

($59,279)

($103,753)

($4,443,774)*

$135,852

($135,263)

*Includes a one-time, non-recurring non-cash $4,394,390 listing costs incurred as a result of business combination transactions and the listing of its shares by the company on the CSE.

Nasdaq List Update

The Company wishes to announce that it has submitted a 20-F registration statement with the US Securities and Exchange Commission on May 2nd2022 as well as a Nasdaq listing application to list its shares on the Nasdaq Capital Market Tier.

Mr. Yftah Ben Yaackov, CEO of BYND noted that “We are very pleased with our 2021 results which are consistent with our objective to increase gross margin, invest in our new Cannabis CRM platform and strengthen our balance sheet, which will help us in our journey to be listed on the market of Nasdaq capital. We are delighted to expand the Company’s activities to Israel and abroad, while creating real value for our shareholders”.

On BYND Cannasoft Enterprises Inc.

BYND is an integrated software/cannabis company, based in Israel.

CRM software

BYND owns and markets proprietary customer relationship management (CRM) software, known as “Benefit CRM”. BYND’s Benefit CRM software enables small and medium-sized businesses to optimize their day-to-day business activities such as sales management, personnel management, marketing, call center operations, and asset management. BYND’s next-generation Benefit CRM platform is nearing completion and will soon be ready for BETA testing.

Cannabis RCMP

Building on its 20 years of experience in CRM software, BYND recently began development of an innovative new CRM platform, designed specifically to meet the needs of the medical cannabis industry. This new platform will be the first of its kind in the field of medical cannabis and the Company is convinced that it will transform the industry into a more organized, accessible and transparent market on prices. The data and information collected through the operation of the cannabis farm (see below) and the products it manufactures will allow BYND to test its new Cannabis CRM platform and adjust the platform if necessary. Moreover, the operation of cannabis farm and the sale of medical cannabis will bring additional revenue to further support BYND in the early years of its cannabis CRM platform deployment.

cannabis farm

BYND is in the process of obtaining approval for the transfer of a primary cultivation license for the cultivation of medical cannabis in Israel and intends to build a 3.7 acre farm near Ashkelon Israel, to grow medical cannabis. The company’s plans include the construction of 4 state-of-the-art greenhouses, housing approximately 2.5 acres of total cultivation area. BYND estimates that once fully operational, its cannabis farm will be able to produce 7,500 kg of raw cannabis each year. BYND also intends to work with strategic partners to develop and market new, exclusive cannabis-infused products for sale nationwide. Israel and for export.

For more information please refer to the information available on the Company’s website: www.cannasoft-crm.com, the CSE website: www.thecse.com/en/listings/life-sciences/bynd-cannasoft-enterprises-incand on SEDAR:www.sedar.com.

Gabi Kabazo

Financial director

Tel: (604) 833-6820

E-mail:ir@cannasoft-crm.com

Caution Regarding Forward-Looking Statements

This press release contains forward-looking statements that involve risks and uncertainties, which may cause actual results to differ materially from the statements made. When used in this document, the words “may”, “would”, “could”, “fly”, “hear”, “plan”, “anticipate”, “believe”, “estimate”, “will expect” and similar expressions are intended to identify forward-looking statements. These statements reflect our current beliefs regarding future events and are subject to such risks and uncertainties. Many factors could cause our actual results to differ materially from the statements made, including factors discussed in our filings with Canadian securities regulators. Should one or more of these risks and uncertainties, such as currency and interest rate fluctuations, increased competition and general economic and market factors, occur or should the assumptions underlying the forward-looking statements prove incorrect, actual results could differ materially from those described herein as expected. , planned, anticipated or expected. We do not intend and undertake no obligation to update these forward-looking statements, except as required by law. Shareholders are cautioned not to place undue reliance on these forward-looking statements.

CSE has not reviewed, approved or disapproved of the contents of this press release.

Copyright (c) 2022 TheNewswire – All Rights Reserved.

Copyright (c) 2022 TheNewswire – All rights reserved., source Press Releases

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Gilbert Gottfried was the voice behind Microsoft Word’s ‘Clippy’ paper clip https://bayd.info/gilbert-gottfried-was-the-voice-behind-microsoft-words-clippy-paper-clip/ Sun, 01 May 2022 01:45:23 +0000 https://bayd.info/gilbert-gottfried-was-the-voice-behind-microsoft-words-clippy-paper-clip/ Comedian Gilbert Gottfried had one of the most recognizable voices in the world. With a long acting history, he breathed breathtaking life into a host of iconic characters. However, even hardcore fans might not have heard of one of his more obscure roles unless they were familiar with older word processing software. Let’s take a […]]]>

Comedian Gilbert Gottfried had one of the most recognizable voices in the world. With a long acting history, he breathed breathtaking life into a host of iconic characters. However, even hardcore fans might not have heard of one of his more obscure roles unless they were familiar with older word processing software. Let’s take a look at one of the weirdest gigs of a dearly departed talent.

One of his more obscure roles was as the Microsoft Word paperclip, Clippy

▶” src=”https://www.youtube.com/embed/9tGQpq4cQ0I?feature=oembed” frameborder=”0″ allow=”accelerometer; automatic reading; clipboard-write; encrypted media; gyroscope; picture in picture” allow full screen >

In 1990, Microsoft released its original suite of computer applications known as Microsoft Office. It certainly revolutionized the industry, but not without flaws. For starters, it might be hard to figure out how things worked unless you take the time to familiarize yourself with the program. Obviously he needed help to become friendlier.

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Cisco stock is a good hedge against tech volatility (NASDAQ:CSCO) https://bayd.info/cisco-stock-is-a-good-hedge-against-tech-volatility-nasdaqcsco/ Fri, 29 Apr 2022 12:46:00 +0000 https://bayd.info/cisco-stock-is-a-good-hedge-against-tech-volatility-nasdaqcsco/ raisbeckfoto/iStock Unpublished via Getty Images Introduction As a dividend growth investor, I am always on the lookout for additional dividend growth opportunities. Sometimes I look at stocks of companies that I don’t have in my portfolio that can give me exposure to new industries. At other times, I look at companies I already own in […]]]>

raisbeckfoto/iStock Unpublished via Getty Images

Introduction

As a dividend growth investor, I am always on the lookout for additional dividend growth opportunities. Sometimes I look at stocks of companies that I don’t have in my portfolio that can give me exposure to new industries. At other times, I look at companies I already own in my portfolio and consider adding more if the valuation and growth prospects are intact.

In this article, I will analyze an existing position in my dividend growth portfolio. Cisco (NASDAQ: CSCO) is an IT company that I have owned in my dividend growth portfolio for years. The company isn’t as trendy as some of today’s tech leaders, but it has paid a steady and growing dividend.

I will analyze the company using my dividend growth stock analysis methodology. I use the same methodology to facilitate the comparison of the stocks analyzed. I will examine the fundamentals, valuation, growth opportunities and risks of the business. I will then try to determine if it is a good investment.

According to Seeking Alpha’s company overview, Cisco Systems designs, manufactures and sells Internet Protocol-based networks and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, Asia-Pacific, Japan and China. . It provides infrastructure platforms, including networking technologies of switching, routing, wireless and data center products designed to work together to deliver networking capabilities and transport and /or store data.

Blue Cisco Logo 2016.svg

Wikipedia

Fundamentals

Cisco has seen revenue increase by just 13% over the past decade. This means that over the past decade, the company has grown less than 1% annually. Growth is slow and has begun a transformation of the business over the past decade. The company is shifting its business model from hardware to software and focusing on EPS. Going forward, analyst consensus, as seen on Seeking Alpha, expects Cisco to continue to grow sales at an annual rate of around 5% over the medium term.

Chart
Data by YCharts

The business transformation had a profound impact on EPS (earnings per share). While sales remained somewhat flat, EPS more than doubled. This is the result of the change in business model as software sales have higher margins, and due to buybacks it has decreased the number of shares. Going forward, analyst consensus, as seen on Seeking Alpha, expects Cisco to continue to grow EPS at an annual rate of around 7% over the medium term.

Chart
Data by YCharts

The company has been paying dividends for a decade now. It kicked off its dividend payouts when Apple (AAPL) did so as part of a wave of mature tech companies that began sharing the wealth with shareholders. The dividend is extremely safe with a payout ratio of around 50%. Additionally, the company’s current yield is attractive at 3%, and investors should expect future increases to be in line with the company’s EPS growth rate.

Chart
Data by YCharts

In addition to dividends, companies can return capital to shareholders through buyouts. Buyouts are extremely effective when the company is attractively valued. It must be exercised when the company has a cash surplus after dividends and growth investments. This is the case of Cisco, which is transforming its business and can still afford to buy back nearly a quarter of its shares over the past decade.

Chart
Data by YCharts

Evaluation

The company’s P/E (price to earnings) ratio stands at 14.7 taking into account analyst consensus for 2022. This is the lowest valuation the company has traded for over the past twelve months, and with a P/E ratio below 15, Cisco could be attractively valued. Although the company may not be growing in double digits, the current valuation may still be attractive for a company with strong mid- to high-single digit growth.

Chart
Data by YCharts

The chart below from FAST Graphs highlights that Cisco is trading below its average valuation. Over the past two decades, the company has traded at an average P/E of 18.3. Currently, the company is trading at less than 15 times its earnings. It is important to note, however, that the projected growth rate is also lower than the average growth rate of the past two decades, which was 10%. However, I believe that stocks do not deserve such a discount, especially when Cisco is showing stability and resilience.

Fastgraphs analysis

QUICK charts

In conclusion, Cisco, unlike some of its software peers, is not experiencing exponential growth. The company is shifting its model to software and continues to grow sales and EPS, fueling both dividend increases and buybacks. This solid set of stable growth is trading for an attractive valuation in today’s volatile market, and if Cisco has enough growth opportunities, it will be a suitable dividend growth company for your portfolio.

Opportunities

The first opportunity is the new economic model. Cisco has traditionally been a hardware company, and hardware is typically sold at lower margins than software. Therefore, the company is shifting its business and revenue towards subscription software revenue. Software revenue already accounts for more than 25% of company revenue, and 80% of that revenue is subscription-based.

Sale of software

Cisco Q2 Revenues

In addition, the company has an extremely flexible balance sheet. The company has $11.5 billion in debt, but it also has more than $21 billion in cash and short-term investments on its balance sheet. This is an opportunity as we see market volatility and some companies are suffering from a significant drop in share price. Cisco is ready with a strong cash position and the ability to take on debt, and it will be able to acquire attractive businesses that can support future growth.

Chart
Data by YCharts

The third possibility is the margin of safety. The company trades at less than 15 times forward earnings. This gives investors some safety margin if the forecast is lowered or the market remains volatile. Cisco investors will benefit from the regular dividend payout and the margin of safety in the face of a future storm due to market volatility.

Risks

The first risk is competition. The tech industry sometimes seems uncompetitive and even monopolistic. However, this is only true for multiple unique companies. Most companies, including Cisco, compete in a highly competitive environment. Cisco faces competition in particular because of its business transformation. Although it is a renowned hardware company, it still builds its brand in the software industry which is very different.

Moreover, the company not being very experienced in the business of software, it must face the risk of execution. The company has so far turned 30% of its revenue into software sales. The company is on track to complete the change, but that’s far from guaranteed. If the change stalls, it will have a profound impact on company direction and investor expectations, and hurt the stock price.

The last risk is the economic downturn. The growth of the world economy is causing growing concern. High inflation and consumption under higher rate pressure, and we have already seen the US economy shrink in the first quarter. Companies may be more reluctant to invest in information technology when the level of uncertainty is higher and growth is far from guaranteed.

conclusion

Cisco is another strong company that has so far managed to reinvent itself. The company transforms its business model and continues to slowly increase sales. EPS, on the other hand, is growing faster and has fueled growth in dividends and buyouts. The shares are trading for what I think is an attractive valuation, and the software’s business model has room to grow and grow revenue going forward.

The business has certain risks, with execution risk being unique to the business and not a cross-industry risk. However, I believe that, so far, the management has proven to be effective. Therefore, I think dividend growth investors should consider Cisco for their portfolio and add more stocks on future volatility declines.

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Zendesk Stock: A Compelling Long-Term Growth Play (NYSE:ZEN) https://bayd.info/zendesk-stock-a-compelling-long-term-growth-play-nysezen/ Wed, 27 Apr 2022 20:45:00 +0000 https://bayd.info/zendesk-stock-a-compelling-long-term-growth-play-nysezen/ anyaberkut/iStock via Getty Images Zen office (NYSE: ZEN) is a fast-growing company in the rapidly evolving customer engagement solutions market. The company’s strong growth drivers have ensured that its revenue will grow at a teenage low CAGR over the next five years. years. I believe that the company will gradually take market share from its […]]]>

anyaberkut/iStock via Getty Images

Zen office (NYSE: ZEN) is a fast-growing company in the rapidly evolving customer engagement solutions market. The company’s strong growth drivers have ensured that its revenue will grow at a teenage low CAGR over the next five years. years. I believe that the company will gradually take market share from its competitors and establish itself as a leading company in customer engagement. Long-term investors can buy the shares of the company during withdrawals to maximize their profit.

Zendesk is a company that primarily offers its customers CRM (customer relationship management) software. The company provides its customers with support, sales and other customer engagement solutions designed to improve customer relationships. The company has built its CRM platform on public cloud technologies and open standards, with ML (machine learning) and AI (artificial intelligence) at its core.

Growth engines

Zendesk Guide

Zendesk Guide is one of the main growth drivers for Zendesk, which is primarily a customer self-service product. The product is powered by a knowledge base that powers both customer self-service and support agent productivity. As a result, the product beats competing products by a wide margin. The product operates from content created and curated by the company’s customers. The product is available through a self-service website and applications used in mobile devices. Agents get it through Zendesk’s Support and Chat products. According to one report:

Customer Self-Service Software Market was valued at USD 7.20 Billion in 2020, and it is projected to register a CAGR of 20.94% during the forecast period from 2021 to 2026.

I expect Zendesk Enterprise Guide revenue to also grow at a similar rate, which will lead to a significant increase in overall revenue growth for the company. The product creates a well-stocked knowledge base to help users. Additionally, it has a feature called Answer Bot, which uses ML and AI to automatically answer customer questions. These are the reasons why Zendesk Guide enjoys a growing demand in the market. The proceeds will significantly boost the company’s long-term revenue growth.

Zendesk Chat and Zendesk Talk

Zendesk Chat and Zendesk Talk are the main growth drivers for the company. Zendesk Chat is a live chat and messaging software using which businesses can connect with their customers on websites and social messaging sites, as well as on mobile devices. Zendesk Talk is cloud-based call center software for more personal and productive voice and messaging services. Together, Zendesk Chat and Zendesk Talk provide an effective contact center solution. According to one report:

The global Contact Center Software market size was valued at USD 26.93 billion in 2021. The market is expected to grow from USD 30.74 billion in 2022 to USD 78.75 billion in 2029, growing at a CAGR of 14.4 % over the forecast period.

I expect Zendesk’s revenue from Zendesk Chat and Zendesk Talk to also grow at a similar rate. Since these products can be configured according to the preferences of Zendesk customers, they enjoy increasing demand in the market. As cloud-hosted contact center solutions become indispensable for the customer support activities of the world’s leading enterprises, the adoption rate of Zendesk’s contact center solutions will increase dramatically in the long term, and they will increasingly contribute to Zendesk’s total revenue and propel it into the future. upward direction.

Competition

The customer engagement software market is highly competitive, fragmented and rapidly changing. Zendesk’s competitors in this market are Microsoft (MSFT), Salesforce (CRM), Oracle (ORCL), ServiceNow (NOW) and Pegasystems (PEGA). Zendesk competes with these companies based on product quality, depth of product offerings, and price.

Zendesk’s main competitive advantage is that it creates customer service software based on an open and flexible platform. Additionally, the software is quick to set up and customizable, providing customers with simple, consistent, and frictionless experiences. This guarantees the conquest of new customers and a significant growth of the company’s income. The other competitive advantage of the company is that it uses a modern technological architecture to develop its solutions. A core set of APIs are used for the solutions, enabling rapid innovation and deep integration. The technology infrastructure used for Zendesk software assures customers of a highly scalable cloud platform with high-level built-in security measures. As a result, Zendesk’s revenue should increase significantly over the long term.

Fourth quarter 2021 financial results

Zendesk’s revenue for the fourth quarter of 2021 was $375.4 million, a 32% year-over-year increase. Non-GAAP net income for the quarter was $20.1 million and non-GAAP net income per share was $0.17, up 54.55% year on year on the other. The company’s guidance for first-quarter 2022 revenue was between $381 million and $387 million, and guidance for non-GAAP operating profit was between $20 million and $26 million.

Zendesk’s revenue rose in the fourth quarter on the back of its growing enterprise customer base, and net profit rose on cost control measures. The company’s continued transition to a digital-first economy fueled revenue and bottom line growth. Global brands continued to choose Zendesk to improve their interaction with customers. Zendesk is under pressure from activist firm JANA Partners to sell the company. The company has approached potential buyers including software companies and private equity firms for this purpose. However, I believe that Zendesk will not be sold because such corporate activist initiatives remain mostly unsuccessful for high-growth, well-managed companies. Zendesk is a stable company with strong business momentum. I believe that the sale of the company will not materialize given the strong growth opportunities of the company.

In 2021, the company released a new version of its omnichannel offering, known as Zendesk Suite. The product combines many of the company’s existing solutions, such as Support, Chat, Talk, Guide, Explore and Sunshine. In Q4 2021, Zendesk Suite achieved widespread adoption. In just 11 months since Suite’s launch, the product has grown to 35% of the company’s annual recurring revenue, or $500 million in annual business. I expect Zendesk Suite to continue to increase total company revenue over the next five years. Suite is seeing rapid adoption as it has powerful features that are easy to implement.

Evaluation

Zendesk’s competitors are Microsoft, Salesforce, Oracle, ServiceNow, and Pegasystems.

ZEN MSFT RCMP ORCL NOW PEGA
Non-GAAP P/E (FY3) 73.80x 21.68x 24.34x 12.92x 38.96x 30.80x
TTM price at sales 10.99x 10.99x 6.13x 4.89x 15.32x 4.66x
TTM price to cash flow 88.36x 24.14x 28.06x 19.12x 41.72x 144.93x

(Data Source: Alpha Research)

Zendesk is highly rated compared to its competitors. Its balance sheet consists of $476.10 million in cash and $1,203.60 million in debt. The company is highly valued despite its indebtedness as its products enjoy strong demand in the market. Over the past five years, the company’s revenue has grown at a CAGR of 33.74%. This massive revenue growth in the past and the expectation that revenue will continue to grow at an ever-increasing rate has made the company a huge value. The company’s contact center and customer service products are its primary growth drivers, which will drive the company’s revenue growth at a CAGR of approximately 1,100 over the next five years. As a result, the company’s share price will rise significantly over the long term. I’m optimistic about the long-term business.

Assuming Zendesk’s revenue will grow at a CAGR of 12%, I’ll find out the company’s long-term (next five years) share price. The company’s trailing 12-month revenue is $1,338.60 million, and at a CAGR of 12%, the company’s revenue by mid-2027 will be $2,359.00 million. dollars, or $19.36 per share. Over the past five years, the company’s shares have traded between price and sell multiples of 6x and 18x. Over the next five years, I expect the company’s price to sales to stabilize at around 12x. Applying a price-to-sell multiple of 12x on Zendesk’s mid-2027 revenue per share, I get $232.32 as the company’s stock price in mid-2027.

Risks

Zendesk’s success in attracting new customers and increasing revenue from existing customers depends on its ability to introduce new products and improve existing products consistently. To grow its business, the company must engage in successful research and development activities. If the company fails to develop new products and improve existing products through research and development, its revenue growth and profitability could be adversely affected.

In order to remain successful, the company must create or acquire product and platform solutions that complement the company’s existing solutions. The company’s customers expect its new solutions to be well integrated with its existing solutions. The expectation has increased with the launch of Zendesk Suite, a product offering with multiple solutions. If the company fails to offer new solutions without complementing existing solutions, its revenue growth and profitability could be negatively affected.

Conclusion

Zendesk’s solutions are chosen by multiple brands around the world, which is evident by the massive adoption of the company’s Zendesk Suite offering. I expect the company’s customer engagement solutions to continue to grow in adoption due to higher quality compared to competing products. Growing adoption will translate into steady revenue growth for the business. Long-term investors can buy the company’s shares during downturns and hold them for at least three to five years to realize big gains.

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