网络安全及CDN服务商Cloudflare(NET.N)周四夜盘股价大跌6.96%,引发市场关注。公司此前发布的第四季度营收预期低于预期成为导致股价大跌的主要原因。
Cloudflare预计第四季度营收将在4.51亿至4.52亿美元之间,低于分析师平均预期的4.557亿美元。虽然公司预测季度调整后每股净收益为18美分,略高于预期的17美分,但营收预期不佳仍是投资者关注的重点。
公司表示,营收预期不佳主要是由于网络安全市场竞争日趋白热化,且企业在经济不确定情况下普遍采取了控制开支的做法。Cloudflare主要竞争对手如Palo Alto Networks和Crowdstrike均扩大了市场份额,对其构成一定威胁。同业Akamai此前也因客户支出回落而下调了第四季度营收预期。
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