[標的] NET.US Cloudflare 財報

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

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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.

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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?

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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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