网络安全及CDN服务商Cloudflare(NET.N)今日盘前大跌7.18%,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重挫的主要原因。
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,加之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,给Cloudflare在CDN和应用管理等业务方面带来较大冲击和压力。此外,通胀和利率高企也影响了企业对Cloudflare等公司产品及服务的需求。
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