进步的飞鹰
02-29
这篇文章不错,转发给大家看看
@美股解毒师:
Snowflake大跌给云市场敲响警钟?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。</p><p>当季业绩仍然大超预期</p><ul><li><p>收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9a23600882b33b58e4d4a27196693bd\" tg-width=\"630\" tg-height=\"529\"></p><p></p><p>经调整后EPS为0.35美元,高于市场预期的0.18美元。</p></li><li><p>期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f19c7997452113c69ac3cb4856832a3\" tg-width=\"1267\" tg-height=\"543\"></p></li></ul><p>但公司同时公布了两个负面消息</p><ul><li><p>指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。</p></li><li><p>同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效</p></li></ul><h4 id=\"id_1606796284\">投资要点</h4><p>一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。</p><p>二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 等巨头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ffa6885c90571aa0684660bcd13e738\" tg-width=\"1335\" tg-height=\"649\"></p><p>三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度,指出需时日才能实现需求恢复,也让投资者会有更强的不确定性。</p><p></p><p></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。</p><p>当季业绩仍然大超预期</p><ul><li><p>收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9a23600882b33b58e4d4a27196693bd\" tg-width=\"630\" tg-height=\"529\"></p><p></p><p>经调整后EPS为0.35美元,高于市场预期的0.18美元。</p></li><li><p>期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f19c7997452113c69ac3cb4856832a3\" tg-width=\"1267\" tg-height=\"543\"></p></li></ul><p>但公司同时公布了两个负面消息</p><ul><li><p>指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。</p></li><li><p>同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效</p></li></ul><h4 id=\"id_1606796284\">投资要点</h4><p>一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。</p><p>二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 等巨头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ffa6885c90571aa0684660bcd13e738\" tg-width=\"1335\" tg-height=\"649\"></p><p>三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度,指出需时日才能实现需求恢复,也让投资者会有更强的不确定性。</p><p></p><p></p></body></html>","text":"$Snowflake(SNOW)$ 盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。 当季业绩仍然大超预期 收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。 经调整后EPS为0.35美元,高于市场预期的0.18美元。 期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。 但公司同时公布了两个负面消息 指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。 同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效 投资要点 一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。 二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 $亚马逊(AMZN)$ $谷歌A(GOOGL)$ 等巨头。 三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度,指出需时日才能实现需求恢复,也让投资者会有更强的不确定性。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/279125516693576","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["SNOW","AMZN","GOOGL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1169,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":439,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/279329006268504"}
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