企業の千里眼
長い企業報告書から洞察を抽出し、リスクを特定し、重要な情報を1つのメモに要約します。
このプロンプトを開発者Consoleにコピーして、自分で試してみてください!
Content | |
---|---|
User | あなたの任務は、以下の報告書を分析することです: この年次報告書を簡潔かつ明確に要約し、主要な市場動向と重要なポイントを特定してください。あなたの調査結果を、私がチームに送ることができる短いメモとして出力してください。このメモの目的は、金融機関がどのように業績を上げているか、そして次の四半期に予想される運営上および収益上のリスクがあるかどうかを質的に予測し特定することについて、私のチームが最新情報を得られるようにすることです。要約と分析にはすべての関連詳細を必ず含めてください。 |
Example Output
To: Investment Team
From: [Your Name]
Date: March 4, 2024
Subject: Matterport 2022 10-K Highlights and Financial OutlookHi team,
I have identified some key takeaways from Matterport’s 2022 annual report:
Financial Performance:
- Revenue increased 22% to $136.1M in 2022, driven by growth in subscription and services revenue
- However, gross margin decreased from 54% to 38% due to increased costs from product revenue and supply chain challenges
- Operating losses widened to $275.5M as the company invested heavily in R&D and sales & marketing to drive growth
- Ended 2022 with $476.9M in cash and investments to fund operations
Business Highlights:
- Subscriber base grew 39% to over 701,000 at end of 2022. Spaces under management reached 9.2 million
- Expanded platform with launch of Matterport Axis motorized mount, Pro3 camera, and major updates to cloud software
- Completed acquisitions of Enview (AI for 3D spatial data) and VHT Studios (real estate marketing) to enhance offerings
- Signed notable partnerships with Burns & McDonnell and CGS to deliver Matterport’s solutions to their enterprise customers
Outlook:
- Matterport sees a massive market opportunity in digitizing the world’s buildings and spaces (estimates $240B+ TAM)
- Focused on driving adoption with large enterprise customers across key verticals like real estate, AEC, facilities management, and more
- Will continue investing in R&D and international expansion to penetrate the largely untapped global building market
- Near-term growth and margins may be impacted by macroeconomic headwinds and supply chain issues
- However, healthy liquidity position and relatively sticky customer base provide downside protection
In summary, Matterport delivered strong top-line growth in 2022 as it made progress penetrating a huge global market. While profitability remains challenged as the company invests heavily for growth, its balance sheet looks solid. Apart from some ongoing supply chain issues, the underlying business momentum appears intact based on key operating metrics. Barring a severe economic downturn, Matterport seems well-positioned to continue gaining share in the nascent building digitization space.