Fiverr International WKN: A2PLX6 ISIN: IL0011582033 Kürzel: FVRR Forum: Aktien Thema: Hauptdiskussion

FY22 outlook: Revenue of 345.0-365.0 million vs consensus of 378.12M ist schon eine Senkung

Nicht zu vergessen, dass das Unternehmen 75% in den letzten 12 Monaten verloren hat. Ich Vergleich zu anderen Techwerten ist die guidance mMn besser als von mir erwartet. Letztlich bleibt abzuwarten. Gesenkte Prognosen können immernoch leichter geschlagen werden als hoch angesetzte.

@Luxx04: Welche Kennzahlen genau bringen dich zu dem Schluss für eine schlechte Guidance ´22? Konnte nur Entnehmen, dass sie die Spannen der Kenngrößen erweitern aufgrund der vorherrschenden Unsicherheiten...

Also Q1 Zahlen top, Guidance für '22 eher schlecht. Nutzerwachstum (Active Buyers) schwächt sich ab. Dafür war Q1 ein guter Schritt in die Profitablität. Habe das Gefühl ab 15:30 kommt man in den Wert nochmal günstiger rein.

First Quarter 2022 Financial Highlights Revenue in the first quarter of 2022 was $86.7 million, an increase of 27% year over year. Active buyers as of March 31, 2022 grew to 4.2 million, compared to 3.8 million as of March 31, 2021, an increase of 11% year over year. Spend per buyer as of March 31, 2022 reached $251, compared to $216 as of March 31, 2021, an increase of 17% year over year. Take rate for the first quarter of 2022 was 29.6%, up from 27.2% for the first quarter of 2021, an increase of 240 basis points year over year. GAAP gross margin in the first quarter of 2022 was 80.4%, a decrease of 270 basis points from 83.1% in the first quarter of 2021. Non-GAAP gross margin1 in the first quarter of 2022 was 83.5%, a decrease of 60 basis points from 84.1% in the first quarter of 2021. GAAP net loss in the first quarter of 2022 was ($17.0) million, or ($0.46) basic and diluted net loss per share, compared to ($17.8) million, or ($0.49) basic and diluted net loss per share, in the first quarter of 2021. Non-GAAP net income1 in the first quarter of 2022 was $4.6 million, or $0.13 basic net income per share and $0.11 diluted non-GAAP net income per share, compared to basic and diluted non-GAAP net loss per share of ($0.01), in the first quarter of 2021. Adjusted EBITDA1 in the first quarter of 2022 improved to $3.9 million, compared to ($0.7) million in the first quarter of 2021. Adjusted EBITDA margin1 was 4.5% in the first quarter of 2022, an improvement of 550 basis points from (1.0%) in the first quarter of 2021.

https://www.marketscreener.com/quote/stock/FIVERR-INTERNATIONAL-LTD-59637843/news/Fiverr-Announces-First-Quarter-2022-Results-40392679/

https://seekingalpha.com/pr/18787955-fiverr-announces-first-quarter-2022-results

Fiverr Announces First Quarter 2022 Results May 11, 2022 1:00 AM ETFiverr International Ltd. (FVRR) Strong Q1’22 execution: We posted solid Q1 results amid a shifting macro environment. Q1 revenue was $86.7 million, a record for us. It was also the first time in any Q1 that we achieved Adjusted EBITDA profitability, a quarter when we typically front load marketing investments. New catalog experience on Fiverr Business: We rolled out major upgrades to the browsing experience on Fiverr Business, putting talent at the forefront to provide a more intuitive search experience for business buyers, while the e-commerce experience provides conversion and transaction efficiencies. AI Audition: A Fiverr Hackathon winner idea turned into the latest innovative product on the marketplace that allows buyers to input their text and listen to a sample narration from a voice over seller instantaneously, all powered by artificial intelligence. Strong brand awareness: A recent U.S. brand survey conducted with Ipsos indicated that Fiverr (FVRR) is the strongest freelance marketplace brand in terms of both aided and spontaneous brand awareness. Our U.S. brand awareness is also growing fast, speaking to the effectiveness of our long-term continuous investments into our brand equity. Guidance update: We saw more volatile trends on our marketplace in March and April with Europe being the most susceptible to the changing macro landscape. We provided Q2’22 guidance and updated our full year guidance to reflect the wider range of potential outcomes in the uncertain macro environment.

Gibts hier nach den Zahlen auch so einen Abverkauf wie bei anderen Titeln? Dann sehen wir bald das Vor-Coronaniveau…

Katastrophe, die geht jetzt auf 32 runter

Die soll ruhig weiter fallen. Schöne Nackauf Preise

Puhh wenn ich mir aber so upstart anschaue, bekomme Ich schon leicht Angst

das finde ich ganz interessant: "More importantly, the forward price/earnings ratio is at its cheapest it has even been. It is even lower than before the pandemic run started." Bewertung ist niedriger als vor der Pandemie