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作者 Severine (賽非茵)
標題 [標的] NET.US Cloudflare 財報
時間 Fri Apr 28 08:19:25 2023


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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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.160.69.101 (臺灣)
※ 作者: Severine 2023-04-28 08:19:25
※ 文章代碼(AID): #1aIn4FJ4 (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1682641167.A.4C4.html
推 abc12812: 賣衣服的什麼時候變炒AI?1F 04/28 08:20
推 a069275235: 紅標五件三折 三件四折2F 04/28 08:21
→ Severine: 同場加映:AYX財報也崩崩 軟體股財報被打回原形QQ3F 04/28 08:21
推 j6569642: 紅標買了一堆衣服有夠便宜4F 04/28 08:23
噓 stationary: 美國只剩超大企業能看小公司死光光
台灣相反中小活跳跳5F 04/28 08:24
推 royli: 原本只在菜市場買衣服的老媽,現在都去NET了7F 04/28 08:37
推 guppys2005: NET 崩崩 最近DDOG也慘 甜甜價？8F 04/28 08:46
→ DoraGian: 外勞很愛逛9F 04/28 08:52
推 howow: Saul爺enph爆完換爆net10F 04/28 09:11
推 NCCUexpert: 小科技股全死xd11F 04/28 09:33
→ Hecc: 我的小科技股只剩下MDB了12F 04/28 09:41
推 lifeowner: 米股均失:我們互開帳戶sq互轉
然後block就被抓包了13F 04/28 10:10
→ teve429: 便宜15F 04/28 10:21
→ mdkn35: 升息階段還保有科技股 你很勇喔16F 04/28 10:24
→ Severine: q1買的到現在都賺翻了吧17F 04/28 10:25
推 NCCUexpert: 美股軍屍骸在超作業，超到enph...18F 04/28 12:10
噓 amongolu: 一個晚上噴掉14%，唉！19F 04/28 12:22
推 lelu: 投資減少,大公司也撙節(還裁員咧),小科技自然衰退20F 04/28 12:26
推 cvbndbjzxcv: 看來現在紡織股也不會太好過21F 04/28 12:42
推 abasqoo: 中小型公司都哭哭...哭了一年半22F 04/28 14:53
推 marckshaw: 開盤血崩23F 04/28 21:30
→ blc: 盤後直接噴掉25%24F 04/29 00:23

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