[標的] NET.US Cloudflare 財報

股票

22132


1. 標的:NET.US (例 2330.TW 台積電)

2. 分類:討論

3. 分析/正文:


CloudFlare press release (NYSE:NET): Q1 Non-GAAP EPS of $0.08 beats by $0.05.
Revenue of $290.2M (+36.8% Y/Y) misses by $0.6M.
Shares -16%.

For the second quarter of fiscal 2023, we expect:

Total revenue of $305.0 to $306.0 million vs. $319.97M consensus
Non-GAAP income from operations of $14.0 to $15.0 million
Non-GAAP net income per share of $0.07 to $0.08 vs. $0.03 consensus,
utilizing weighted average common shares outstanding of approximately 345
million

For the full year fiscal 2023, we expect:

Total revenue of $1,280.0 to $1,284.0 million vs. $1.33B consensus
Non-GAAP income from operations of $73.0 to $77.0 million
Non-GAAP net income per share of $0.34 to $0.35 $0.16 consensus, utilizing
weighted average common shares outstanding of approximately 345 million

---

The company said increasing macroeconomic uncertainty over the first quarter
resulted in a material lengthening of sales cycles and a significant
backend-weighting of linearity.

It also said despite the continued reacceleration of its new pipeline
generation and its sustained high win rates and renewal rates during the
first quarter, its guidance assumes external headwinds will persist through
the end of the fiscal year.

---

上次財報前,記得人們預期OpenAI會帶來不錯的業績,
不過目前看來效益還沒很大.而且有不小的逆風.

或許這可以做為AI股財報的借鏡?

---

4. 進退場機制:(非長期投資者,必須有停損機制。討論、心得類免填)

僅為討論

--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.160.69.101 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1682641167.A.4C4.html
abc128121樓賣衣服的什麼時候變炒AI? 04/28 08:20
a0692752352樓紅標五件三折 三件四折 04/28 08:21
本人3樓同場加映:AYX財報也崩崩 軟體股財報被打回原形QQ 04/28 08:21
j65696424樓紅標買了一堆衣服有夠便宜 04/28 08:23
stationary5樓美國只剩超大企業能看小公司死光光 04/28 08:24
stationary6樓台灣相反中小活跳跳 04/28 08:24
royli7樓原本只在菜市場買衣服的老媽,現在都去NET了 04/28 08:37
guppys20058樓NET 崩崩 最近DDOG也慘 甜甜價? 04/28 08:46
DoraGian9樓外勞很愛逛 04/28 08:52
howow10樓Saul爺enph爆完換爆net 04/28 09:11
NCCUexpert11樓小科技股全死xd 04/28 09:33
Hecc12樓我的小科技股只剩下MDB了 04/28 09:41
lifeowner13樓米股均失:我們互開帳戶sq互轉 04/28 10:10
lifeowner14樓然後block就被抓包了 04/28 10:10
teve42915樓便宜 04/28 10:21
mdkn3516樓升息階段還保有科技股 你很勇喔 04/28 10:24
本人17樓q1買的到現在都賺翻了吧 04/28 10:25
NCCUexpert18樓美股軍屍骸在超作業,超到enph... 04/28 12:10
amongolu19樓一個晚上噴掉14%,唉! 04/28 12:22
lelu20樓投資減少,大公司也撙節(還裁員咧),小科技自然衰退 04/28 12:26
cvbndbjzxcv21樓看來現在紡織股也不會太好過 04/28 12:42
abasqoo22樓中小型公司都哭哭...哭了一年半 04/28 14:53
marckshaw23樓開盤血崩 04/28 21:30
blc24樓盤後直接噴掉25% 04/29 00:23
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