消息面上,Cloudflare CEO马修·普林斯近日公开撰文阐述公司裁减约20%员工的逻辑,称中层管理者为裁员重灾区,被裁人员主要为"测量者"——即中层管理、财务、法务、内部审计及收入核算岗位人员。此言论引发市场对公司大规模裁员的争议持续发酵。此外,公司此前一季度财报虽营收同比增长34%至6.398亿美元、Non-GAAP每股收益0.25美元均超预期,但二季度营收指引略低于一致预期,对短期股价形成压制。尽管RBC Capital Markets维持跑赢大盘评级及240美元目标价,认为公司在AI代理领域处于有利地位,但市场情绪仍受裁员争议及指引疲软拖累。
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