PhD in Law and Economics, with a dissertation focusing on corporate wrongdoing. Longstanding interest in the stock-market, focusing primarily on US small to mid caps, both long and short.I will write about what peaks my interest: value/growth/secular trends/accounting shenanigans. I typically strive to add some color to the analysis that goes beyond what prior SA authors have written on a particular ticket, and if I cannot find that about a company, I will rarely write a piece. This typically means utilizin ...

PhD in Law and Economics, with a dissertation focusing on corporate wrongdoing. Longstanding interest in the stock-market, focusing primarily on US small to mid caps, both long and short.I will write about what peaks my interest: value/growth/secular trends/accounting shenanigans. I typically strive to add some color to the analysis that goes beyond what prior SA authors have written on a particular ticket, and if I cannot find that about a company, I will rarely write a piece. This typically means utilizin ...

Upwork (UPWK) shares soared 8.1% in the last trading session to close at $19.6. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 27.7% gain over the past four weeks.Upwork is benefiting from AI-driven platform enhancements, strategic acquisitions, increased demand for AI-related work, and growth in its Business Plus offering.This online freelance marketplace operator is expected to post quarterly earnings of $0.25 per share in its ...

PALO ALTO, Calif., Sept. 17, 2025 (GLOBE NEWSWIRE) -- Upwork Inc. (Nasdaq: UPWK), the world’s human and AI-powered work marketplace, today announced that it will host an Investor Day on Tuesday, November 18, 2025, beginning at 9:00 a.m. ET, in New York City. The event will feature presentations and a Q&A session led by members of the Company’s management team, including President and CEO Hayden Brown and CFO Erica Gessert. Presentations will be delivered in person and via live webcast accessible through Upw ...

股票回购计划 - 公司批准1亿美元股票回购计划 表明股价可能低于内在价值且管理层预期未来上涨 [2] - 股票回购是回报股东的有效方式 相比股息更具税收效率且保留资本用于再投资 [1] - 部分自由现金流将用于回购计划 过去12个月投资资本回报率达24.9% 将推动企业价值增长 [12][13] 财务表现 - 第二季度净收入创纪录达1.949亿美元 自由现金流大幅增长至6560万美元（去年同期3550万美元） [7][11] - 通过收购Bubty和Ascen进入6500亿美元总可寻址市场 管理层因此上调2025年业绩指引 [8][9][10] - 拥有79.6万活跃客户 平台网络规模足以满足美国就业复苏带来的劳动力需求 [8] 行业与宏观环境 - 美国劳工统计局下调就业数据91.1万个岗位 当前失业率4.3%为新一轮就业增长提供空间 [4] - 美联储预计2025年9月降息 将推动企业扩张和招聘计划 为平台带来看涨动力 [5] - 股票当前交易于52周高点的93% 分析师平均目标价18.67美元隐含9.77%上涨空间 [2][3][9]

PresentationIn the interest of time, I think we're going to kick on with our next fireside chat. It's my pleasure to welcome the team from Upwork to the conference and have a fireside chat with Erica Gessert, CFO. Erica, thanks so much for being part of the conference.Eric SheridanMD & US Internet Analyst Okay. So let me do a little bit of background and then we'll get into the conversation. So the first time the safe harbor before we start, Upwork, I would like to remind you that during the fireside chat t ...

Upwork (NasdaqGS:UPWK) 2025 Conference September 11, 2025 01:50 PM ET Company ParticipantsErica Gessert - CFOEric Sheridan - Managing DirectorEric SheridanWe're just at time. I think we're going to kick on with our next fireside chat. It's my pleasure to welcome the team from Upwork to the conference and have a fireside chat with Erica Gessert, CFO. Erica, thanks so much for being part of the conference.Erica GessertThanks for having us, Eric. Delighted to be here.Eric SheridanOkay, let me do a little bit o ...

公司财务动态 - 董事会批准新增1亿美元股票回购计划 这是自2023年11月以来第三次宣布同等规模的回购授权 [1] - 回购将通过公开市场交易(包括符合10b5-1交易计划的交易) 私下协商交易或其他方式进行 具体时间和金额将取决于市场和业务条件 [2] - 该回购授权没有到期日 可随时暂停 终止或修改 但不承诺必须回购任何金额或数量的股票 [2] 经营业绩表现 - 公司财务业绩持续超预期 运营纪律和执行能力推动总服务价值(GSV)增长和市场份额提升 [2] - 首席执行官表示强劲的资产负债表为提升股东价值创造了机会 [2] 业务概况 - 公司运营Upwork Marketplace和面向企业的子公司Lifted 连接企业与全球AI赋能人才 [3] - 平台涵盖超过10,000种技能领域 包括AI与机器学习 软件开发 销售与营销 客户支持 财务与会计等 [4] - 迄今已为平台人才创造超过250亿美元收入 服务客户从财富100强企业到创业者 [4][5] 技术平台特色 - Upwork Marketplace采用人力与AI双驱动模式 配备智能AI助手Uma™ [4] - 平台提供AI驱动的工作解决方案 帮助企业实现业务转型和创新 [4]

Inaugural monthly analysis of the freelance economy provides an early signal of U.S. labor market shifts, revealing how businesses are engaging flexible talent August analysis shows demand for human-centric skills like fact-checking and video editing is on the rise PALO ALTO, Calif., Sept. 02, 2025 (GLOBE NEWSWIRE) -- Upwork Inc. (Nasdaq: UPWK), the world’s human and AI-powered work marketplace, today announced a new monthly analysis of hiring trends in the freelance economy, revealing demand for the specif ...

核心观点 - 投资者正积极评估人工智能对部分公司的潜在威胁 包括Upwork和Fiverr这两家零工招聘平台龙头企业 [1] - 把握宏观趋势和技术变革可洞察社会发展方向 为投资决策提供重要参考依据 [1] - 投资分析需重点关注基本面 领导层质量 产品管线等核心要素 [1] 行业趋势分析 - 人工智能技术被视为影响零工招聘行业的重要宏观趋势 [1] - 社会与技术演进过程中 各类市场参与者将持续寻求竞争优势 [1] - 新兴技术领域存在重大发展机遇 但准确识别受益企业存在难度 [1] 公司持仓情况 - 分析师通过股票 期权或其他衍生工具持有Fiverr多头头寸 [2] - 分析师同时持有Upwork多头仓位 [2] 研究方法论 - 行业评估涵盖初创企业及新兴技术领域分析 [1] - 结合宏观趋势研判与基本面分析的综合框架更具实践价值 [1] - 技术分析与基本面分析并重是发现投资机会的关键手段 [1]