异动解读 | 网络安全行业竞争加剧、宏观不利因素 Cloudflare营收预期低迷引发股价大跌

异动解读11-08

11月8日,网络安全和CDN服务商Cloudflare(NET)股价在盘中出现大跌。公司此前发布的第四季度营收预期低于市场预期,成为引发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。虽然公司预测该季度每股调整后净收益18美分略高于预期,但营收预期不佳仍令投资者失望。

导致Cloudflare营收预期乏力的主要原因有两个:一是网络安全市场竞争日趋白热化。包括Palo Alto Networks和CrowdStrike在内的竞争对手通过扩张抢占了更多网络安全份额,对Cloudflare的CDN和应用管理等业务带来一定冲击和压力。二是近期宏观环境持续恶化,企业为应对通胀高企和经济不确定而普遍控制支出,减少了对Cloudflare等公司产品和服务的需求。

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