作者Severine (赛非茵)
看板Stock
标题[标的] NET.US Cloudflare 财报
时间Fri Apr 28 08:19:25 2023
1. 标的：NET.US
(例 2330.TW 台积电)
2. 分类：讨论
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.
---
上次财报前,记得人们预期OpenAI会带来不错的业绩,
不过目前看来效益还没很大.而且有不小的逆风.
或许这可以做为AI股财报的借镜?
---
4. 进退场机制：
(非长期投资者，必须有停损机制。讨论、心得类免填)
仅为讨论
--
※ 发信站: 批踢踢实业坊(ptt.cc), 来自: 118.160.69.101 (台湾)
※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Stock/M.1682641167.A.4C4.html
1F：推 abc12812 : 卖衣服的什麽时候变炒AI? 04/28 08:20
2F：推 a069275235 : 红标五件三折 三件四折 04/28 08:21
3F：→ Severine : 同场加映:AYX财报也崩崩 软体股财报被打回原形QQ 04/28 08:21
4F：推 j6569642 : 红标买了一堆衣服有够便宜 04/28 08:23
5F：嘘 stationary : 美国只剩超大企业能看小公司死光光 04/28 08:24
6F：→ stationary : 台湾相反中小活跳跳 04/28 08:24
7F：推 royli : 原本只在菜市场买衣服的老妈,现在都去NET了 04/28 08:37
8F：推 guppys2005 : NET 崩崩 最近DDOG也惨 甜甜价？ 04/28 08:46
9F：→ DoraGian : 外劳很爱逛 04/28 08:52
10F：推 howow : Saul爷enph爆完换爆net 04/28 09:11
11F：推 NCCUexpert : 小科技股全死xd 04/28 09:33
12F：→ Hecc : 我的小科技股只剩下MDB了 04/28 09:41
13F：推 lifeowner : 米股均失:我们互开帐户sq互转 04/28 10:10
14F：→ lifeowner : 然後block就被抓包了 04/28 10:10
15F：→ teve429 : 便宜 04/28 10:21
16F：→ mdkn35 : 升息阶段还保有科技股 你很勇喔 04/28 10:24
17F：→ Severine : q1买的到现在都赚翻了吧 04/28 10:25
18F：推 NCCUexpert : 美股军屍骸在超作业，超到enph... 04/28 12:10
19F：嘘 amongolu : 一个晚上喷掉14%，唉！ 04/28 12:22
20F：推 lelu : 投资减少,大公司也撙节(还裁员咧),小科技自然衰退 04/28 12:26
21F：推 cvbndbjzxcv : 看来现在纺织股也不会太好过 04/28 12:42
22F：推 abasqoo : 中小型公司都哭哭...哭了一年半 04/28 14:53
23F：推 marckshaw : 开盘血崩 04/28 21:30
24F：→ blc : 盘後直接喷掉25% 04/29 00:23