ARK 每周股评 – 6/5/2021


We share weekly commentaries with investors on stocks in our strategies that have appreciated or dropped more than 15% in a day during the course of the week. We hope you find this commentary useful.

Skillz (SKLZ)
+27%Skillz (SKLZ) traded up 27% on Wednesday after announcing an agreement to acquire Aarki, an adtech demand-side platform (DSP), for $150 million in cash and stock. Aarki engages in more than 5 trillion advertising auctions monthly with machine learning algorithms and data engines that help advertisers maximize customer reach and acquisition. Given Aarki’s exposure to the UK, India, and South Korea, this strategic acquisition should accelerate Skillz’s international expansion goals. Lessening its dependence on third-party DSPs to reach new users, we believe the acquisition also should lower Skillz’ user acquisition costs and bolster the monetization of existing monthly active users (MAUs). Skillz is a leading mobile games platform that enables competitive esports. Leveraging its patented match-making technology, Skillz hosts billions of casual esports tournaments worldwide each year.

注: Skillz (SKLZ)周三上涨27%,此前该公司宣布同意以1.5亿美元的现金和股票收购广告技术需求方平台(DSP)Aarki。Aarki每月从事超过5万亿次的广告拍卖,采用机器学习算法和数据引擎,帮助广告商最大限度地接触和获得客户。鉴于Aarki在英国、印度和韩国的业务,这次战略收购应该会加速Skillz的国际扩张目标。由于减少了对第三方DSP的依赖以获得新用户,我们认为这次收购还应该降低Skillz的用户获取成本,并加强现有月度活跃用户(MAU)的货币化。Skillz是一个领先的移动游戏平台,支持竞技电竞。利用其专利的匹配技术,Skillz每年在全球举办数十亿次休闲电竞比赛。
DocuSign (DOCU)
+19%DocuSign (DOCU) traded up 19% on Friday after reporting strong earnings, surpassing expectations on both revenue and earnings and raising guidance for the second quarter and fiscal year. The company appears to be gaining traction in international markets and, although its Agreement Cloud offering still is in early stages of adoption, we remain confident that the COVID-induced transition to electronic agreements is not a temporary shift. Additions to the management team and clear strategic roadmaps have bolstered our confidence in the company. DocuSign offers cloud-based solutions for e-signature and related workflow automation, AI-enabled analytics, and lifecycle management.

注: DocuSign(DOCU)周五上涨了19%,此前该公司公布了强劲的收益,收入和收益都超过了预期,并提高了第二季度和财年的指导性。该公司似乎正在国际市场上获得牵引力,尽管其协议云产品仍处于早期采用阶段,但我们仍然相信COVID引起的向电子协议的过渡不是暂时的转变。对管理团队的补充和清晰的战略路线图增强了我们对公司的信心。DocuSign为电子签名和相关工作流程自动化、人工智能分析和生命周期管理提供基于云的解决方案。



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