市场概况 - 标普500指数已从近期19%的跌幅中几乎完全恢复 但部分企业软件股仍未收复2021年高点 [1] - Datadog和Workiva股价较峰值分别下跌36%和57% 但分析师认为当前估值已具吸引力 [2] Datadog投资亮点 - 公司开发的全天候云基础设施监控平台覆盖30,500家跨行业客户 包括游戏、制造、金融和零售等领域 [4] - 2025年Q1新增AI可观测性工具客户数量较半年前翻倍 整体AI产品用户达4,000家(同比翻倍) [5][6] - 上调2025年收入指引至32.35亿美元(较原预期增加4,000万美元) 对应21%同比增长 可观测性市场总规模达530亿美元 [7] - 市销率从2021年峰值70倍降至15.5倍 46位分析师中31位给予"买入"评级 平均目标价隐含15%上涨空间 [8][10] Workiva投资亮点 - 平台整合数百种数字应用数据 通过统一仪表板降低人工错误 并支持快速生成监管文件和高管报告 [11][12] - ESG报告产品帮助企业追踪对利益相关方的影响 涵盖碳排放到职场多样性等维度 [13] - 2025年Q1客户总数6,385家(同比+5%) 其中10万美元/年以上合同客户增长23% 50万美元/年以上客户激增32% [14] - 2025年收入预期8.68亿美元(同比+17.5%) 市销率4.8倍接近上市后最低水平 13位分析师中11位建议"买入" 目标价隐含44%上涨空间 [15][17][18] 行业机会 - Datadog所在的可观测性市场规模达530亿美元 [7] - Workiva可触达市场空间为350亿美元 [18]

Workiva (WK) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Katie White - Senior Director - IRJulie Iskow - President and Chief Executive OfficerJill Klindt - Executive VP & CFOPatrick Schulz - Vice President & Senior Research AssociateRyan Krieger - VP - Software Equity ResearchDominique Manansala - Equity Research AssociateBrett Huff - Managing DirectorJohn Messina - Research Associate Conference Call Participants Steve Enders - AnalystJake Roberge - Equity Research AnalystAdam Hotchk ...

Workiva (WK) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Katie White - Senior Director - IRJulie Iskow - President and Chief Executive OfficerJill Klindt - Executive VP & CFOPatrick Schulz - Vice President & Senior Research AssociateRyan Krieger - VP - Software Equity ResearchDominique Manansala - Equity Research AssociateBrett Huff - Managing DirectorJohn Messina - Research Associate Conference Call Participants Steve Enders - AnalystJake Roberge - Equity Research AnalystAdam Hotchk ...

Workiva Inc. Investor Presentation May 1, 2025 Safe Harbor This presentation includes forward-looking statements. All statements contained in this presentation other than statements of historical facts, including any statements regarding our future results of operations and financial position, our business strategy and plans, and our objectives for future operations, are forward-looking statements. The words "may," "will," "could," "would," "should," "expect," "plan," "assume," "anticipate," "intend," "beli ...