文章核心观点 - 公司本季度收入为3.4367亿美元,同比增长16.1% [1] - 公司本季度每股收益为0.57美元,同比下降3.39% [1] - 公司本季度收入和每股收益均超出市场预期 [2] 公司财务数据 - 总支付量为760亿美元,超出分析师预期的727.7亿美元 [6] - 处理的交易量为2800万笔,超出分析师预期的2625万笔 [7] - 订阅和交易费用收入为3.0131亿美元,同比增长16.1% [8] - 持有客户资金利息收入为4236万美元,同比增长16.1% [9] 股价表现 - 公司股价在过去一个月内上涨1.2%,低于标普500指数2.2%的涨幅 [10] - 公司目前评级为中性(Zacks Rank 3) [10]

BILL Holdings (BILL) came out with quarterly earnings of $0.57 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.59 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 23.91%. A quarter ago, it was expected that this payment processing software company would post earnings of $0.53 per share when it actually produced earnings of $0.60, delivering a surprise of 13.21%. Over the last ...

财务业绩 - 2024财年总收入为13.02亿美元，同比增长22%[1] - 2024财年核心收入为11.23亿美元，同比增长19%[1] - 2024年第四季度总收入同比增长16%[1] - 2024年第四季度核心收入同比增长16%[1] - 2024财年毛利为10.56亿美元，毛利率为81.8%[7] - 2024财年非GAAP毛利为11.10亿美元，非GAAP毛利率为86.0%[7] - 2024财年营业亏损为1.74亿美元，非GAAP营业利润为1.96亿美元，同比增长68%[7] - 2024财年净亏损为2890万美元，非GAAP净利润为2.44亿美元[7] - 公司总收入为12.90亿美元，同比增长22%[40] - 订阅和交易费收入为11.23亿美元，同比增长19%[40] - 客户资金持有利息收入为1.67亿美元，同比增长47%[40] - 公司总收入为1,055,556,000美元，同比增长22.1%[50] - 非GAAP毛利率为86.0%，较上年同期提高0.4个百分点[50] - 非GAAP经营利润为196,181,000美元，同比增长67.5%[56] - 公司2023年全年非GAAP净收入为2.44亿美元，同比增长38.6%[60] - 公司2023年全年GAAP净亏损为288.78亿美元，主要由于计提了大额的股份支付费用[58] - 公司2023年第四季度非GAAP每股收益为0.57美元，同比增长19%[60] - 公司2024年全年非GAAP每股收益预计为2.12美元，同比增长27.7%[60] 现金流和资产负债 - 截至2024年6月30日，BILL独立网络会员达710万，同比增长22%[8] - 现金及现金等价物为9.86亿美元，较上年同期下降39%[38] - 短期投资为6.02亿美元，较上年同期下降42%[38] - 现金及现金等价物余额为3,351,398,000美元[47] - 经营活动产生的现金流量净额为278,771,000美元[47] - 投资活动产生的现金流量净额为-409,374,000美元[47] - 融资活动产生的现金流量净额为-742,599,000美元[47] - 公司于2024年6月30日的现金及现金等价物余额为3,351,398,000美元[47] - 公司2023年全年经营活动产生的现金流为187.77亿美元，同比增长49.3%[64] - 公司2023年全年资本支出为31.2亿美元，同比减少31.6%[64] - 公司2023年第四季度股票期权和受限股单位相关的股份支付费用为2.48亿美元，同比增长31.6%[60] - 公司2023年第四季度收购和整合相关费用为972万美元，同比减少3.2%[60] 运营数据 - 公司宣布启动3亿美元股票回购计划[9][10] - 公司2024年6月30日的剩余履约义务为86.85亿美元，较2023年同期增长37.5%[65] - 总运营费用为12.30亿美元，同比增长6%[40] - 研发费用为3.37亿美元，同比增长7%[40] - 销售和营销费用为4.79亿美元，同比下降7%[40] - 一般及行政费用为2.78亿美元，同比增长11%[40] - 预期信用损失准备为6,010万美元，同比增长87%[40,46] - 研发费用为336,754,000美元，占总收入的26.2%[52] - 销售及营销费用为478,540,000美元，占总收入的37.2%[53]

文章核心观点 - 分析师预计BILL Holdings(BILL)将在即将发布的财报中报告每股0.46美元的季度收益,同比下降22% [1] - 分析师预计收入将达到3.2756亿美元,同比增长10.7% [1] 公司财务数据总结 订阅和交易费用 - 分析师预计"订阅和交易费用总计"将达到2.8778亿美元,同比增长10.9% [6] 客户资金利息收入 - 分析师预计"客户资金利息收入"将达到4032万美元,同比增长10.5% [7] 总支付量 - 分析师预计"总支付量"将达到727.7亿美元,去年同期为691亿美元 [7] 交易处理量 - 分析师预计"交易处理量"将达到26252.29万笔,去年同期为23.4万笔 [7] 股价表现 - 过去一个月,BILL Holdings的股价下跌8.4%,而标普500指数下跌1.9% [8] - 目前BILL Holdings的股票评级为Zacks Rank 3(Hold),表明其未来表现可能与整体市场相符 [8]

Veeva Systems 公司概况 - Veeva Systems 提供云端解决方案,主要客户包括大型制药和医疗保健公司,如默克、强生、诺和诺德和礼来等 [3] - 公司还为消费品公司提供独特的云端解决方案,客户包括高露洁、联合利华和美泰 [3] - Veeva 专注于帮助客户提高运营效率,实现从研发到商业化的无缝衔接 [4][5] 财务表现 - 2023年第一季度,公司总收入为6.503亿美元,同比增长24% [7] - 其中订阅服务收入为5.34亿美元,同比增长29% [7] - 净利润为1.617亿美元,同比增长23% [7] - 过去4个季度,公司经营现金流为12亿美元,自由现金流约11亿美元 [8] 行业地位 - 公司专注于医疗保健和消费品行业,这些行业相对抗衡宏观经济波动 [9] - 公司在所服务行业内具有明显的竞争优势 [8] Bill Holdings 公司概况 - Bill Holdings 为中小企业提供薪资管理软件服务,客户接近50万家 [11] - 公司的平台利用人工智能帮助客户满足对供应商和客户的财务义务 [11] - 公司平台可实现无缝的发票创建、审批、支付、会计系统和员工报销 [12] - 公司还通过收购Divvy实现了预算管理和智能公司卡管理 [12] 财务表现 - 2024财年第三季度,收入同比增长19%至3.23亿美元 [15] - 其中订阅和交易收入为2.81亿美元,交易费用收入为2.16亿美元,同比增长25% [15] - 公司实现净利润3200万美元 [15] - 净收益保持率为111%,表明公司客户粘性强 [16] 发展前景 - 公司估计可寻址市场规模约300亿美元,但目前仅占到其中很小一部分 [17] - 2023财年是公司首次实现超10亿美元的年度收入 [17]

Should you follow Wall Street?The S&P 500 has reached records this year, but it's somewhat misleading. It's a market-value-weighted index, and much of its gains come from a few stocks with high market caps like Nvidia, which is up about 150% this year, and Meta Platforms, which is up about 40%.Many other stocks are feeling pressure from inflation and high interest rates. Bill Holdings (BILL 1.69%) stock is down about 42% year to date, but Wall Street sees it heading 73% higher. Let's see why.Why Bill is cap ...

A handful of stocks are carrying the S&P 500 higher, but opportunities exist at the smaller end of the market too.The benchmark S&P 500 index is up 15% this year already, but most of its gains can be attributed to the performance of a small group of trillion-dollar titans like Nvidia, Microsoft, and Apple. In fact, many stocks at the smaller end of the market are actually trading down year to date. That includes software providers like Workiva (WK -3.15%) and Bill.com (BILL -3.43%), which have seen lacklust ...

When investing in the stock market, choosing the correct stocks to buy at the right moment is vital. This can be a very effective method of accumulating money. Examine the idea of discovering stocks that are sharp investment opportunities. This is because they have demonstrated strong financial performance and great growth potential. Any investor who wants to ensure their financial future and optimize earnings must comprehend these components. Another vital aspect is to select stocks with solid financial in ...

Bill Holdings (BILL) is expanding its footprint in the financial landscape with the recent launch of Regions CashflowIQ in partnership with Regions Financial (RF) .Regions CashflowIQ is aimed at simplifying payments and streamlining cash-management processes for commercial clients.The digital solution, powered by BILL, offers robust accounts payable and receivable capabilities, enables automated bill payments, customized invoicing and multiple payment options.With features like enhanced efficiency and visib ...

Investors were focused on slowing growth instead of Bill's great quarterly report.Bill Holdings (BILL 1.99%) shares dropped 16.5% last month, according to data from S&P Global Market Intelligence. The financial software provider delivered a stellar quarterly earnings report, but investors were distracted by some underlying data. The company's outlook suggests that it will continue to experience slowing growth and net losses, which has the market feeling hesitant.Strong quarterly results couldn't keep invest ...