网络安全及CDN服务商Cloudflare(NET.N)周四盘中出现大幅下跌,原因是公司发布的第四季度营收指引远低于市场预期。
根据Cloudflare公布的数据,公司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。尽管公司预测季度每股调整后净收益18美分略高于预期的17美分,但营收预期严重逊于市场估计,引发投资者对其长期增长前景的担忧。
导致Cloudflare营收预期不佳的主要原因在于网络安全行业竞争加剧以及宏观经济环境持续恶化。一方面,包括Palo Alto Networks和CrowdStrike在内的竞争对手近期通过扩张抢占了更多网络安全份额,在CDN和应用管理等领域给Cloudflare带来较大压力。另一方面,高通胀和经济不确定性使得企业普遍控制了开支,减少了对Cloudflare等公司产品和服务的需求。
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