CLOUDFLARE:业绩超预期 产品矩阵持续向AI演进

中金公司
Aug 03

Cloudflare 2Q25 业绩高于我们及市场预期公司公布2Q25 业绩:收入同比增长27.8%至5.1 亿美元,环比增长6.9%,收入超我们及市场预期,主要由于下游需求旺盛+公司产品矩阵扩张;毛利率同/环比下滑2.9ppt/1ppt 至74.9%,主要由于折旧年限变化;营运亏损6,726 万美元,对应亏损率环比扩大2ppt 至13%;归母净亏损5,045 万美元,对应亏损率环比扩大2ppt ...

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