异动解读 | Cloudflare夜盘大涨8.31%,第三季度业绩超预期,收入增长加速

异动解读
Oct 31

云服务提供商Cloudflare(NET)在夜盘交易中股价大涨8.31%,主要受益于公司发布的第三季度财报超出市场预期,特别是收入增长连续第二个季度呈现加速态势。

财报显示,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。公司调整后营业收入为8590万美元,占收入的15.3%,自由现金流达到7500万美元,占收入的13%,均显示出强劲的财务表现。值得注意的是,公司总剩余履约义务(RPO)同比增长43%,当期RPO同比增长30%,反映出未来业务增长潜力。

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。展望未来,Cloudflare对第四季度和全年业绩持乐观态度,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。这些积极因素共同推动了投资者信心,促使股价在夜盘交易中大幅上涨。

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