Cloudflare Q4盈利、营收胜预期,年度合约金额创历史新高

老虎资讯综合
Feb 11

周二盘后,软件公司 Cloudflare, Inc. 公布的第四季盈利及营收双双超出华尔街预期,同时2026年营收指引高于市场预测,带动股价在盘后交易时段上涨超13%。

截至12月31日止的第四季,Cloudflare每股盈余(EPS)为0.28美元,同比大增47%;营收同比增长34%至6.145亿美元。根据市场共识,分析师原本预计公司当季每股盈余为0.27美元、营收为5.913亿美元。

Cloudflare行政总裁Matthew Prince表示,公司在第四季签下史上最大年度合约金额(ACV)订单,平均每年合约金额达4250万美元;整体新增年度合约金额同比增长近50%,创下2021年以来最快增速。

2026年业绩指引方面,Cloudflare预计全年每股盈余约为1.11美元,营收指引中值为27.9亿美元。华尔街分析师此前预期公司2026年每股盈余为1.18美元、营收约27.31亿美元。

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