在2024-11-08盘中交易中,网络安全及CDN服务商Cloudflare (NET.N)出现大跌逾8%的异动。根据该公司公布的数据,导致股价重挫的主要原因在于Cloudflare第四季度营收预期低于市场预期。
Cloudflare预计第四季度营收将在4.51亿至4.52亿美元之间,较分析师平均预期的4.557亿美元有所不及。尽管预测季度每股调整后净收益18美分略高于预期,但营收指引较低仍令投资者失望。
公司表示,营收预期不佳主要源于网络安全市场竞争日趋白热化,以及企业在经济不确定情况下普遍缩减开支。Cloudflare主要竞争对手如Palo Alto Networks和CrowdStrike近期扩大了市场份额,在CDN和应用管理等领域对Cloudflare形成一定压力。同时高通胀和利率高企也影响了企业对Cloudflare等公司产品和服务的需求。
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