本周三(6月11日)美股夜盘时段,机器人概念普涨, Serve Robotics Inc. 涨超6%, Richtech Robotics 涨超4%;
GitLab, Inc. 跌近12%,公司一季度业绩超预期但前景保守:
财报数据显示,公司一季度收入为 2.145 亿美元(同比增长 26.8%),略高于市场共识 130 万美元;non-GAAP每股收益为 0.17 美元,超出预期 0.02 美元。
订阅收入同比增长 28.6%,但许可证收入增速放缓至 11.3%,这可能反映出更多用户采用基于云的解决方案以利用人工智能技术。
公司维持 2026 财年 9.36 亿至 9.42 亿美元的营收指引,其中点略低于市场共识的 9.41 亿美元。不过,其上调了非 GAAP 营业利润预期至 1.17 亿至 1.21 亿美元,每股收益指引至 0.74 至 0.75 美元,高于第一季度的超预期表现。
但值得关注的是,客户增长趋势放缓,同比增速降至 12.6%,基于美元的净留存率也连续第五个季度下降至 122%,这暗示公司在新业务获取和客户拓展速度方面可能面临挑战。
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