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Upwork:Quarterly Results/2022 Q4: Difference between revisions
Upwork:Quarterly Results/2022 Q4 (view source)
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=== Key | === Key insights to look for === | ||
{| class="wikitable" | |||
|+Key insights to look for | |||
!Insight | |||
!Weight | |||
!Remarks | |||
|- | |||
|Growth outlook for the next years | |||
|9 | |||
|This is the most important insight overall. Does management expect Upwork to keep growing? If yes at which pace? Will it be more than 16%? | |||
|- | |||
|New category [[Upwork Versus Deel Full-time hiring|full time hiring]]. | |||
|8 | |||
|Can they attack Deel? How large are expectations? | |||
|- | |||
|Data: Revenue of last quarter | |||
|7 | |||
|How did the Revenue develop in the last quarter? How is the business going overall? | |||
|- | |||
|CFO | |||
|6-7 | |||
|Did Upwork find a new CFO? | |||
|- | |||
|Data: Active clients | |||
|6 | |||
|How are active clients developing? | |||
|- | |||
|Internal Problems | |||
|6 | |||
|More signs of internal problems? | |||
|- | |||
|Data: EPS | |||
|5 | |||
|How is EPS developing? Do they keep costs under control? (Note: A slight beat or miss does not matter a lot) | |||
|- | |||
|Internal development and innovation | |||
|5 | |||
|How are they executing and innovating? | |||
|- | |||
|Success of brand advertising | |||
|5 | |||
|Are they finally able to strengthen their brand? | |||
|- | |||
|Data: Take rate | |||
|5 | |||
|How is the take rate developing? A lower take rate (while having higher revenue) is better? | |||
|- | |||
|Data: Enterprise clients | |||
|4 | |||
|How are interprise clients developing | |||
|- | |||
|Transaction losses | |||
|3 | |||
|Is this problem solved? | |||
|- | |||
|Impact of Ukraine war on its business | |||
|3 | |||
|Any last effects to be seen from the Ukraine war? | |||
|} | |||
==Expectations== | ==Expectations== | ||
Full [https://docs.google.com/spreadsheets/d/1HEX9PT_YXkz-eua9tR-FFx-s6gAr-7ZoTmbW8RbRqYE/edit#gid=649874449 sheet] | |||
===Management Guidance<ref>https://investors.upwork.com/static-files/b5ef19da-22d6-4701-a36b-aa86cb398a6b#:~:text=Our%20overall%20take%20rate%20in,quarter%20of%20the%20prior%20year.</ref>=== | ===Management Guidance<ref>https://investors.upwork.com/static-files/b5ef19da-22d6-4701-a36b-aa86cb398a6b#:~:text=Our%20overall%20take%20rate%20in,quarter%20of%20the%20prior%20year.</ref>=== | ||