{"id":1992,"date":"2025-04-07T09:47:57","date_gmt":"2025-04-07T09:47:57","guid":{"rendered":"https:\/\/www.iforbes.cz\/?p=1992"},"modified":"2025-04-07T09:47:57","modified_gmt":"2025-04-07T09:47:57","slug":"ipo-spolecnosti-coreweave-laka-technologicky-zamerene-investory","status":"publish","type":"post","link":"https:\/\/www.iforbes.cz\/index.php\/2025\/04\/07\/ipo-spolecnosti-coreweave-laka-technologicky-zamerene-investory\/","title":{"rendered":"IPO spole\u010dnosti CoreWeave l\u00e1k\u00e1 technologicky zam\u011b\u0159en\u00e9 investory"},"content":{"rendered":"\n

Inflace, vysok\u00e9 \u00farokov\u00e9 sazby a nejistota. To v\u0161e v posledn\u00edch letech v\u00fdrazn\u011b oslabilo trh rizikov\u00e9ho kapit\u00e1lu, co\u017e nepochybn\u011b poc\u00edtily i technologick\u00e9 startupy. Zd\u00e1 se, \u017ee po znovuzvolen\u00ed Donalda Trumpa se situace za\u010d\u00edn\u00e1 obracet k lep\u0161\u00edmu a vlajkovou lod\u00ed tohoto o\u017eiven\u00ed je prim\u00e1rn\u00ed ve\u0159ejn\u00e1 nab\u00eddka akci\u00ed (IPO) spole\u010dnosti CoreWeave. Navzdory tomu, \u017ee stanoven\u00e1 cena byla ni\u017e\u0161\u00ed, ne\u017e se o\u010dek\u00e1valo, z hlediska celkov\u00e9ho objemu se jedn\u00e1 o nejv\u011bt\u0161\u00ed IPO od roku 2021. Bude se spole\u010dnosti dlouhodob\u011b da\u0159it po zah\u00e1jen\u00ed obchodov\u00e1n\u00ed na burze Nasdaq?<\/strong><\/p>\n\n\n\n

V\u00fdznam IPO a postaven\u00ed na trhu<\/strong><\/p>\n\n\n\n

Z \u0161ir\u0161\u00edho pohledu lze \u0159\u00edci, \u017ee IPO spole\u010dnosti CoreWeave p\u0159edstavuje jak\u00fdsi test d\u016fv\u011bry investor\u016f ve startupy, nebo\u0165 trh IPO je od roku 2022 a\u017e dosud v poklesu. P\u0159esto\u017ee ocen\u011bn\u00ed akci\u00ed CoreWeave kleslo na 40 USD z o\u010dek\u00e1van\u00fdch 47 a\u017e 55 USD*, firm\u011b se poda\u0159ilo prodat 37,5 milionu akci\u00ed, \u010d\u00edm\u017e z\u00edskala 1,5 miliardy USD. P\u0159evzala tak veden\u00ed od Redditu a Freshworks, kter\u00e9 byly pova\u017eov\u00e1ny za nejv\u00fdznamn\u011bj\u0161\u00ed IPO za posledn\u00ed 3 roky. Pro srovn\u00e1n\u00ed, v roce 2023 z\u00edskal Reddit 750 milion\u016f dolar\u016f, zat\u00edmco \u00fasp\u011b\u0161n\u011bj\u0161\u00ed Freshoworks z\u00edskal v roce 2021 a\u017e 1 miliardu dolar\u016f.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Zdroj:Tradingview<\/em><\/p>\n\n\n\n

A\u010dkoliv je IPO tohoto technologick\u00e9ho hr\u00e1\u010de d\u016fle\u017eit\u00e9 z hlediska velikosti a v\u00fdznamu, v posledn\u00edch t\u00fddnech se na kapit\u00e1lov\u00fd trh p\u0159idal tak\u00e9 start-up l\u00e9ka\u0159sk\u00fd startup Hinge Healt, poskytovatel online p\u016fj\u010dek Klarna nebo dokonce StubHub, kter\u00fd se specializuje na prodej vstupenek. To je dal\u0161\u00ed faktor, kter\u00fd potvrzuje, \u017ee zp\u0159\u00edstupn\u011bn\u00ed akci\u00ed ve\u0159ejnosti je op\u011bt \u017e\u00e1douc\u00edm zp\u016fsobem z\u00edsk\u00e1v\u00e1n\u00ed kapit\u00e1lu.<\/p>\n\n\n\n

Slibn\u00fd obchodn\u00ed model?<\/strong><\/p>\n\n\n\n

CoreWoven se prim\u00e1rn\u011b zam\u011b\u0159uje na poskytov\u00e1n\u00ed v\u00fdpo\u010detn\u00edho v\u00fdkonu grafick\u00fdch jednotek od l\u00eddra na trhu, spole\u010dnosti Nvidia. V prvn\u00ed \u0159ad\u011b se jedn\u00e1 o v\u0161echny pot\u0159ebn\u00e9 procesy spojen\u00e9 s um\u011blou inteligenc\u00ed, kter\u00e1 je v kontextu sou\u010dasn\u00fdch technologick\u00fdch trend\u016f velmi perspektivn\u00edm zam\u011b\u0159en\u00edm.<\/p>\n\n\n\n

Pt\u00e1te se na jejich klienty?<\/strong><\/p>\n\n\n\n

Podnik\u00e1n\u00ed CoreWeav impulzivn\u011b rostlo a v sou\u010dasn\u00e9 dob\u011b jsou jejich slu\u017eby poskytov\u00e1ny nejv\u011bt\u0161\u00edm technologick\u00fdm gigant\u016fm na sc\u00e9n\u011b, jako jsou Microsoft, Meta, IBM a Cohere. Spole\u010dnost v\u0161ak nezah\u00e1l\u00ed a pokra\u010duje v roz\u0161i\u0159ov\u00e1n\u00ed portfolia sv\u00fdch z\u00e1kazn\u00edk\u016f. Ned\u00e1vno spole\u010dnost ozn\u00e1mila p\u011btiletou smlouvu s OpenAI v celkov\u00e9 hodnot\u011b a\u017e 11,9 miliardy dolar\u016f. T\u00edm v\u0161ak p\u0159\u00edb\u011bh s OpenAI nekon\u010d\u00ed a gigant tak\u00e9 souhlasil s n\u00e1kupem akci\u00ed CoreWeav za 350 milion\u016f dolar\u016f, co\u017e je jasn\u00fd sign\u00e1l d\u016fv\u011bry.<\/p>\n\n\n\n

Finan\u010dn\u00ed v\u00fdsledky a v\u00fdzvy<\/strong><\/p>\n\n\n\n

Z finan\u010dn\u00edho hlediska, kter\u00e9 je ned\u00edlnou sou\u010d\u00e1st\u00ed anal\u00fdzy spole\u010dnosti, spole\u010dnost vyk\u00e1zala za rok 2024 tr\u017eby ve v\u00fd\u0161i t\u00e9m\u011b\u0159 2 miliard dolar\u016f. Toto \u010d\u00edslo je v\u0161ak oproti p\u0159edchoz\u00edmu roku v\u00fdrazn\u011bj\u0161\u00ed, nebo\u0165 se jedn\u00e1 o pozoruhodn\u00fd 700% n\u00e1r\u016fst. Z\u00e1rove\u0148 je d\u016fle\u017eit\u00e9 podotknout, \u017ee na konci \u00fa\u010detn\u00edho obdob\u00ed vyk\u00e1zala \u010distou ztr\u00e1tu ve v\u00fd\u0161i 863 milion\u016f USD, co\u017e sv\u011bd\u010d\u00ed o kapit\u00e1lov\u00e9 n\u00e1ro\u010dnosti jej\u00edho podnik\u00e1n\u00ed. P\u0159i spr\u00e1vn\u00e9m vyu\u017eit\u00ed finan\u010dn\u00edch prost\u0159edk\u016f z\u00edskan\u00fdch z IPO v\u0161ak existuje vysok\u00fd potenci\u00e1l pro obrat k ziskovosti.<\/p>\n\n\n\n

Z\u00e1v\u011br<\/strong><\/p>\n\n\n\n

Relevance IPO spole\u010dnosti CoreWoven je nezpochybniteln\u00e1. Spole\u010dnost je slibn\u00fdm hr\u00e1\u010dem v technologick\u00e9m sektoru se siln\u00fdmi partnerstv\u00edmi a v\u00fdjime\u010dn\u011b rychl\u00fdm r\u016fstem tr\u017eeb. Pro investory, kte\u0159\u00ed cht\u011bj\u00ed diverzifikovat ve firm\u011b, kter\u00e1 se obchoduje pod jejich potenci\u00e1ln\u00ed budouc\u00ed cenou kv\u016fli fundament\u00e1ln\u00ed s\u00edle a ocen\u011bn\u00ed konkurence, p\u0159edstavuje CoreWeave velmi atraktivn\u00ed a slibnou investi\u010dn\u00ed p\u0159\u00edle\u017eitost.<\/p>\n\n\n\n

David Matulay, hlavn\u00ed analytik <\/strong>InvestingFox<\/strong><\/a><\/p>\n\n\n\n

Foto: AdobeStock<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Inflace, vysok\u00e9 \u00farokov\u00e9 sazby a nejistota. To v\u0161e v posledn\u00edch letech v\u00fdrazn\u011b oslabilo trh rizikov\u00e9ho kapit\u00e1lu, co\u017e nepochybn\u011b poc\u00edtily i<\/p>\n","protected":false},"author":1,"featured_media":1994,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout"},"categories":[58],"tags":[269,190,268,272,270,271],"_links":{"self":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/1992"}],"collection":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/comments?post=1992"}],"version-history":[{"count":1,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/1992\/revisions"}],"predecessor-version":[{"id":1995,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/1992\/revisions\/1995"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media\/1994"}],"wp:attachment":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media?parent=1992"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/categories?post=1992"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/tags?post=1992"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}