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[標的] NET.US Cloudflare 財報

看板Stock標題[標的] NET.US Cloudflare 財報 作者
Severine
(賽非茵)
時間推噓11 推:13 噓:2 →:9

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

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abc12812 04/28 08:20賣衣服的什麼時候變炒AI?

a069275235 04/28 08:21紅標五件三折 三件四折

Severine 04/28 08:21同場加映:AYX財報也崩崩 軟體股財報被打回原形QQ

j6569642 04/28 08:23紅標買了一堆衣服有夠便宜

stationary 04/28 08:24美國只剩超大企業能看小公司死光光

stationary 04/28 08:24台灣相反中小活跳跳

royli 04/28 08:37原本只在菜市場買衣服的老媽,現在都去NET了

guppys2005 04/28 08:46NET 崩崩 最近DDOG也慘 甜甜價?

DoraGian 04/28 08:52外勞很愛逛

howow 04/28 09:11Saul爺enph爆完換爆net

NCCUexpert 04/28 09:33小科技股全死xd

Hecc 04/28 09:41我的小科技股只剩下MDB了

lifeowner 04/28 10:10米股均失:我們互開帳戶sq互轉

lifeowner 04/28 10:10然後block就被抓包了

teve429 04/28 10:21便宜

mdkn35 04/28 10:24升息階段還保有科技股 你很勇喔

Severine 04/28 10:25q1買的到現在都賺翻了吧

NCCUexpert 04/28 12:10美股軍屍骸在超作業,超到enph...

amongolu 04/28 12:22一個晚上噴掉14%,唉!

lelu 04/28 12:26投資減少,大公司也撙節(還裁員咧),小科技自然衰退

cvbndbjzxcv 04/28 12:42看來現在紡織股也不會太好過

abasqoo 04/28 14:53中小型公司都哭哭...哭了一年半

marckshaw 04/28 21:30開盤血崩

blc 04/29 00:23盤後直接噴掉25%