异动解读 | 网络安全需求下滑 Cloudflare下调营收预期股价大跌

异动解读11-08

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。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1190908605?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-11-08 17:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1190908605","market":"hk","top_or_hot":-1,"title":"异动解读 | 网络安全需求下滑 Cloudflare下调营收预期股价大跌","media":"异动解读","content":"<p>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。</p>\n\n<p>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。</p>\n\n<p>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。\n</p>","source":"ai_movement_cn","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 网络安全需求下滑 Cloudflare下调营收预期股价大跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 网络安全需求下滑 Cloudflare下调营收预期股价大跌\n</h2>\n\n<h4 class=\"meta\">\n\n2024-11-08 17:34 北京时间&nbsp;&nbsp;&nbsp;<strong>异动解读</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。\nCloudflare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。\n公司表示,营收预期不佳主要...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NET","symbol_name":"Cloudflare, Inc.","start_time":0,"source_url":"","article_id":"1190908605","we_media_id":"1092702339","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1190908605","pubTimestamp":1731058467,"columns":[],"sourceInfo":{"source_id":"ai_movement_cn","name":"异动解读"},"weMediaInfo":{"media_name":"异动解读","introduction":"个股异动一手消息解读","home_visible":1,"id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"网络安全及CDN服务商Cloudflare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。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。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NET":"Cloudflare, Inc."},"translate_title":"Cloudflare lowers revenue forecast to interpret declining cybersecurity demand, stock price plummets","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NET":1},"content_text":"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。\nCloudflare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。\n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。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"movement","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1190908605"}