Cloudflare (NET) shares have gained 22.1% in the past six months, outperforming the Zacks Computer Technology sector, Zacks Internet Software industry and the S&P 500’s return of 8%, 10.6% and 10.3%, respectively. The outperformance reflects investors’ confidence in Cloudflare’s product enhancements with artificial intelligence (AI) capabilities and the potential positive impact on NET’s top line.For instance, the company recently upgraded its serverless AI platform, namely Workers AI, with enhanced graphic ...

报告投资评级 - 研报未提及报告投资评级 [无相关内容] 报告核心观点 - Cloudflare 2024财年第三季度业绩增长收入为4.30亿美元同比增长28% Non - GAAP毛利率为78.8%高于长期目标范围 Non - GAAP营业利润率为14.8%营业利润为6350万美元自由现金流达4530万美元超出市场预期 [1] - 本季度新增219个年化付费大于10万美元的大客户总数达3265个同比增长28%《财富》500强中有35%是其付费客户大客户收入贡献率稳定为67%美元净留存率为110%环比下降2个百分点开始转向与最大客户进行更多资金池交易影响净留存率和收入确认形态 [1] - 与人工智能公司签700万美元资金池合同将AI推理负载转移到WorkerAI平台加大高性能GPU投资升级AI推理性能加强GPU网络应对AI云计算需求 [3] - 预计2024年第四季度收入范围为4.51 - 4.52亿美元同比增长25%预计调整后营业利润在5700 - 5800万美元之间对于整个2024年预计收入范围为16.61 - 16.62亿美元同比增长28%调整后营业利润在2.2亿至2.21亿美元之间 [5] 根据相关目录分别进行总结 2024财年第三季度业绩情况 - 收入4.30亿美元同比增长28%直接客户占79%贡献3.41亿美元收入渠道合作伙伴占21%贡献8900万美元收入 [1] - Non - GAAP毛利率78.8%高于长期目标范围75% - 77%略高于去年同期78.7% Non - GAAP营业利润率14.8%营业利润6350万美元自由现金流4530万美元超出市场预期 [1] - 新增219个年化付费大于10万美元的大客户总数3265个同比增长28%《财富》500强中有35%是付费客户大客户收入贡献率67%美元净留存率110%环比下降2个百分点 [1] - 与最大客户进行更多资金池交易占本季度新ACV的近10%影响美元净留存率和收入确认形态 [1] AI训练转向推理公司举措 - 与人工智能公司签700万美元资金池合同将AI推理负载转移到WorkerAI平台 [3] - 加大高性能GPU投资升级WorkerAI平台的AI推理性能加强分布于180多个城市的GPU网络应对AI云计算需求 [3] 2024年第四季度及全年业绩指引 - 2024年第四季度预计收入范围4.51 - 4.52亿美元同比增长25%预计调整后营业利润5700 - 5800万美元之间 [5] - 2024年全年预计收入范围16.61 - 16.62亿美元同比增长28%调整后营业利润2.2亿至2.21亿美元之间 [5]

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Cloudflare Inc. NET just flashed a Golden Cross—a classic bullish signal that has technical traders buzzing. Chart created using Benzinga ProCloudflare stock's 50-day moving average has crossed above the 200-day simple moving average (SMA), hinting at potential longer-term strength. At $90.91, Cloudflare stock is above key support levels, including its eight-day and 20-day SMAs of $90.66 and $89.90, respectively. This suggests strong momentum even as some selling pressure occasionally tests its resolve.Read ...

Cloudflare’s NYSE: NET biggest problem in 2024 is its stock price valuation. Trading well over 100X earnings, the market is pricing in significant growth, implying a 4X gain in earnings, but the concerns will disappear in 2025. The company continues to build leverage despite macroeconomic headwinds, and headwinds are expected to revert to tailwinds in 2025, so it will likely grow earnings faster than expected over the longer term. As it is, the analysts' consensus outlook is robust and forecasts adjusted EP ...

Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct chat with Mark for questions. Learn moreAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no ...

公司股票情况 - Cloudflare公司(NYSE:NET)是著名的云服务和网络安全提供商其股票自五月以来表现不佳落后于纳斯达克和云计算领域的同行[1]

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.I last wrote about Cloudflare (NYSE: NET ) in September, where I reiterated my "buy" rating for a second time. My "buy" rating was predicated on my belief that Cloudflare was demonstrating significant progress in moving upmarket, with a growingAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the ...

Cloudflare (NET) reported third-quarter 2024 non-GAAP earnings of 20 cents per share, which beat the Zacks Consensus Estimate by 11.11%. The bottom line increased 29.4% year over year.NET’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 25.5%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.NET’s third-quarter revenues of $430.1 million surpassed the consensus mark by 1.52%. The year-over-year increase of 28.2% in reven ...

Cloudflare (NET) came out with quarterly earnings of $0.20 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 11.11%. A quarter ago, it was expected that this web security and content delivery company would post earnings of $0.14 per share when it actually produced earnings of $0.20, delivering a surprise of 42.86%.Over the last ...