异动解读 | Cloudflare盘中大涨10.49%,第三季度业绩超预期且收入增长加速

异动解读
Oct 31, 2025

周五盘中,云服务提供商Cloudflare(NET)股价大涨10.49%,主要受益于公司发布的强劲第三季度财报。

Cloudflare第三季度调整后每股收益达0.27美元,超过分析师预期的0.23美元;收入为5.62亿美元,同比增长31%,高于预期的5.4456亿美元。值得注意的是,公司总剩余履约义务(RPO)同比增长43%,反映出未来业务增长潜力。更重要的是,收入增长连续第二个季度呈现加速态势,这进一步增强了投资者的信心。

展望未来,Cloudflare对第四季度和全年业绩持乐观态度。公司预计第四季度收入将达到5.885-5.895亿美元,全年收入预期为21.42-21.43亿美元,均超过分析师预期。Cloudflare联合创始人兼首席执行官Matthew Prince表示,公司正以前所未有的速度推出新功能,提升了交付价值,扩大了覆盖范围。这些积极因素共同推动了投资者信心,促使股价在盘中大幅上涨。

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