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Razil
Razil
·
2021-09-18
$Upstart Holdings, Inc.(UPST)$
don’t go down
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Razil
Razil
·
2021-09-07
$Upstart Holdings, Inc.(UPST)$
Let’s go
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Razil
Razil
·
2021-09-01
[Serious]
非常抱歉,此主贴已删除
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Razil
Razil
·
2021-09-01
[Speechless]
CrowdStrike shares fell 3.27% in premarket trading<blockquote>CrowdStrike股价在盘前交易中下跌3.27%</blockquote>
CrowdStrike shares fell 3.27% in premarket trading despite reporting second-quarter earnings results
CrowdStrike shares fell 3.27% in premarket trading<blockquote>CrowdStrike股价在盘前交易中下跌3.27%</blockquote>
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Razil
Razil
·
2021-09-01
Is it? Hope not. [Sweats]
Is the Cloud-Stock Boom Over?<blockquote>云股票热潮结束了吗?</blockquote>
After tough results from Zoom Video on Monday, another big software-as-a-service provider was on the
Is the Cloud-Stock Boom Over?<blockquote>云股票热潮结束了吗?</blockquote>
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Razil
Razil
·
2021-08-31
Looking good!
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Razil
Razil
·
2021-08-31
Looking good!
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","listText":"[Serious] ","text":"[Serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816550688","repostId":"1166477679","repostType":4,"isVote":1,"tweetType":1,"viewCount":2016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816897718,"gmtCreate":1630485171034,"gmtModify":1633677735376,"author":{"id":"4093085897774300","authorId":"4093085897774300","name":"Razil","avatar":"https://static.tigerbbs.com/4b03a1629db4257c2b29ac77f1dbd1ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093085897774300","authorIdStr":"4093085897774300"},"themes":[],"title":"","htmlText":"[Speechless] ","listText":"[Speechless] ","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816897718","repostId":"1140270170","repostType":4,"repost":{"id":"1140270170","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630484575,"share":"https://www.laohunote.com/m/news/1140270170?lang=zh_CN&edition=full","pubTime":"2021-09-01 16:22","market":"us","language":"en","title":"CrowdStrike shares fell 3.27% in premarket trading<blockquote>CrowdStrike股价在盘前交易中下跌3.27%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140270170","media":"Tiger Newspress","summary":"CrowdStrike shares fell 3.27% in premarket trading despite reporting second-quarter earnings results","content":"<p>CrowdStrike shares fell 3.27% in premarket trading despite reporting second-quarter earnings results that topped Wall Street estimates and raising the full-year guidance for the second quarter in a row. The company's third-quarter revenue forecast was above estimates, but the profit outlook was softer.</p><p><blockquote>尽管CrowdStrike公布的第二季度盈利结果超出了华尔街的预期,并连续第二季度上调了全年指引,但该公司股价在盘前交易中下跌了3.27%。该公司第三季度营收预期高于预期,但利润前景较为疲软。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5717b84c1a2ecc330203b1d2d7373962\" tg-width=\"885\" tg-height=\"579\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <ul> <li>Total revenue increased 70% compared to the same period last year to $337.7 million, $14 million ahead of consensus, with subscription sales accounting for $184.3 million, a 71% growth for the segment.</li> <li>Adjusted earnings of $0.11 per share beat estimates by two cents.</li> <li>CrowdStrike added 1,660 net new subscription customers in the quarter for a total of 13,080, up 81% on the year.</li> <li>Adjusted subscription gross margin was flat on the year at 78%.</li> </ul> <ul> <li>For the third quarter, the company guides for sales of $358 million to $365.3 million with adjusted EPS of $0.08 to $0.10. Analysts expected the company to forecast $351.72 million in revenue and $0.09 EPS.</li> <li>The full-year revenue outlook raises to $1.39 billion to $1.41 billion from the prior $1.35 billion to $1.37 billion and adjusted EPS to $0.43 to $0.49, up from $0.35 to $0.41. Consensus estimates expected $1.36 billion in revenue and $0.39 for EPS.</li> <li>The third-quarter profit guidance could prove conservative. CrowdStrike has topped consensus EPS estimates every quarter since going public in the summer of 2019.</li> </ul></p><p><blockquote><ul><li>总收入与去年同期相比增长了70%,达到3.377亿美元,比市场预期高出1400万美元,其中订阅销售额为1.843亿美元,该部门增长了71%。</li><li>调整后每股收益为0.11美元,超出预期2美分。</li><li>CrowdStrike本季度净新增订阅客户1,660名,总数为13,080名,同比增长81%。</li><li>调整后订阅毛利率与去年持平,为78%。</li></ul><ul><li>该公司预计第三季度销售额为3.58亿美元至3.653亿美元,调整后每股收益为0.08美元至0.10美元。分析师预计该公司营收为3.5172亿美元,每股收益为0.09美元。</li><li>全年收入预期从之前的13.5亿美元至13.7亿美元上调至13.9亿美元至14.1亿美元,调整后每股收益从0.35美元至0.41美元上调至0.43美元至0.49美元。市场普遍预期营收为13.6亿美元,每股收益为0.39美元。</li><li>第三季度利润指引可能较为保守。自2019年夏季上市以来,CrowdStrike每个季度的每股收益都超过了普遍预期。</li></ul></blockquote></p><p></p>","collect":0,"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>CrowdStrike shares fell 3.27% in premarket trading<blockquote>CrowdStrike股价在盘前交易中下跌3.27%</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nCrowdStrike shares fell 3.27% in premarket trading<blockquote>CrowdStrike股价在盘前交易中下跌3.27%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-01 16:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>CrowdStrike shares fell 3.27% in premarket trading despite reporting second-quarter earnings results that topped Wall Street estimates and raising the full-year guidance for the second quarter in a row. The company's third-quarter revenue forecast was above estimates, but the profit outlook was softer.</p><p><blockquote>尽管CrowdStrike公布的第二季度盈利结果超出了华尔街的预期,并连续第二季度上调了全年指引,但该公司股价在盘前交易中下跌了3.27%。该公司第三季度营收预期高于预期,但利润前景较为疲软。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5717b84c1a2ecc330203b1d2d7373962\" tg-width=\"885\" tg-height=\"579\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <ul> <li>Total revenue increased 70% compared to the same period last year to $337.7 million, $14 million ahead of consensus, with subscription sales accounting for $184.3 million, a 71% growth for the segment.</li> <li>Adjusted earnings of $0.11 per share beat estimates by two cents.</li> <li>CrowdStrike added 1,660 net new subscription customers in the quarter for a total of 13,080, up 81% on the year.</li> <li>Adjusted subscription gross margin was flat on the year at 78%.</li> </ul> <ul> <li>For the third quarter, the company guides for sales of $358 million to $365.3 million with adjusted EPS of $0.08 to $0.10. Analysts expected the company to forecast $351.72 million in revenue and $0.09 EPS.</li> <li>The full-year revenue outlook raises to $1.39 billion to $1.41 billion from the prior $1.35 billion to $1.37 billion and adjusted EPS to $0.43 to $0.49, up from $0.35 to $0.41. Consensus estimates expected $1.36 billion in revenue and $0.39 for EPS.</li> <li>The third-quarter profit guidance could prove conservative. CrowdStrike has topped consensus EPS estimates every quarter since going public in the summer of 2019.</li> </ul></p><p><blockquote><ul><li>总收入与去年同期相比增长了70%,达到3.377亿美元,比市场预期高出1400万美元,其中订阅销售额为1.843亿美元,该部门增长了71%。</li><li>调整后每股收益为0.11美元,超出预期2美分。</li><li>CrowdStrike本季度净新增订阅客户1,660名,总数为13,080名,同比增长81%。</li><li>调整后订阅毛利率与去年持平,为78%。</li></ul><ul><li>该公司预计第三季度销售额为3.58亿美元至3.653亿美元,调整后每股收益为0.08美元至0.10美元。分析师预计该公司营收为3.5172亿美元,每股收益为0.09美元。</li><li>全年收入预期从之前的13.5亿美元至13.7亿美元上调至13.9亿美元至14.1亿美元,调整后每股收益从0.35美元至0.41美元上调至0.43美元至0.49美元。市场普遍预期营收为13.6亿美元,每股收益为0.39美元。</li><li>第三季度利润指引可能较为保守。自2019年夏季上市以来,CrowdStrike每个季度的每股收益都超过了普遍预期。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140270170","content_text":"CrowdStrike shares fell 3.27% in premarket trading despite reporting second-quarter earnings results that topped Wall Street estimates and raising the full-year guidance for the second quarter in a row. The company's third-quarter revenue forecast was above estimates, but the profit outlook was softer.\n\n\nTotal revenue increased 70% compared to the same period last year to $337.7 million, $14 million ahead of consensus, with subscription sales accounting for $184.3 million, a 71% growth for the segment.\nAdjusted earnings of $0.11 per share beat estimates by two cents.\nCrowdStrike added 1,660 net new subscription customers in the quarter for a total of 13,080, up 81% on the year.\nAdjusted subscription gross margin was flat on the year at 78%.\n\n\nFor the third quarter, the company guides for sales of $358 million to $365.3 million with adjusted EPS of $0.08 to $0.10. Analysts expected the company to forecast $351.72 million in revenue and $0.09 EPS.\nThe full-year revenue outlook raises to $1.39 billion to $1.41 billion from the prior $1.35 billion to $1.37 billion and adjusted EPS to $0.43 to $0.49, up from $0.35 to $0.41. Consensus estimates expected $1.36 billion in revenue and $0.39 for EPS.\nThe third-quarter profit guidance could prove conservative. CrowdStrike has topped consensus EPS estimates every quarter since going public in the summer of 2019.","news_type":1,"symbols_score_info":{"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":3096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816150564,"gmtCreate":1630480878658,"gmtModify":1631883991903,"author":{"id":"4093085897774300","authorId":"4093085897774300","name":"Razil","avatar":"https://static.tigerbbs.com/4b03a1629db4257c2b29ac77f1dbd1ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093085897774300","authorIdStr":"4093085897774300"},"themes":[],"title":"","htmlText":"Is it? Hope not. [Sweats] ","listText":"Is it? Hope not. [Sweats] ","text":"Is it? Hope not. [Sweats]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816150564","repostId":"1151005354","repostType":2,"repost":{"id":"1151005354","kind":"news","pubTimestamp":1630461148,"share":"https://www.laohunote.com/m/news/1151005354?lang=zh_CN&edition=full","pubTime":"2021-09-01 09:52","market":"us","language":"en","title":"Is the Cloud-Stock Boom Over?<blockquote>云股票热潮结束了吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151005354","media":"Motley Fool","summary":"After tough results from Zoom Video on Monday, another big software-as-a-service provider was on the","content":"<p> After tough results from <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video on Monday, another big software-as-a-service provider was on the skids after hours on Tuesday. <b>Key <a href=\"https://laohu8.com/S/PCOM\">Points</a></b></p><p><blockquote>在艰难的结果之后<a href=\"https://laohu8.com/S/ZM\">缩放</a>视频 周一,另一家大型软件即服务提供商周二盘后陷入困境。<b>钥匙<a href=\"https://laohu8.com/S/PCOM\">积分</a></b></blockquote></p><p> <ul> <li>Markets were modestly lower on Tuesday to close a strong month.</li> <li>CrowdStrike Holdings became the second cloud stock in two days to fall after earnings.</li> <li>However, CrowdStrike's business condition differs from that of Zoom Video <a href=\"https://laohu8.com/S/JCS\">Communications</a>.</li> </ul> </p><p><blockquote><ul><li>周二市场小幅走低,结束了强劲的一个月。</li><li>CrowdStrike Holdings 成为两天内第二只在财报公布后下跌的云计算股票。</li><li>然而,CrowdStrike的业务状况与Zoom Video不同<a href=\"https://laohu8.com/S/JCS\">通讯</a>.</li></ul></blockquote></p><p> Wall Street ended the month of August on a quiet note, with major market benchmarks easing lower. Nevertheless, gains for the month were substantial, as the<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI)picked up 1%, the<b>S&P 500</b>(SNPINDEX:^GSPC)rose 3%, and the<b><a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite</b>(NASDAQINDEX:^IXIC)led with a 4% gain for August. Below are the daily moves for the major indexes.</p><p><blockquote>华尔街在8月份结束时表现平静,主要市场基准走低。尽管如此,本月的收益还是很大的,因为<b>道琼斯工业指数</b>(DJINDICES:^DJI) 上涨 1%,<b>标普500</b>(SNPINDEX:^GSPC)上涨3%,<b><a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>复合的</b>(纳斯达克指数:^IXIC)8 月份领涨 4%。以下是主要指数的每日走势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d12dbe45290c0bba9fdf31bb86dfc9d8\" tg-width=\"797\" tg-height=\"272\" referrerpolicy=\"no-referrer\">For the second straight day, though,after-hours tradingbrought some big decliners. The most noteworthy of the underperformers late Tuesday was<b>CrowdStrike Holdings</b>(NASDAQ:CRWD). After the poor performance of<b>Zoom Video Communications</b>(NASDAQ:ZM)today following its Monday disappointment, some investors are starting to wonder if the boom for stocks related to cloud computing is finally over.</p><p><blockquote>不过,盘后交易连续第二天出现大幅下跌。周二晚些时候表现不佳的股票中最值得注意的是<b>CrowdStrike控股</b>(纳斯达克股票代码:CRWD)在表现不佳之后<b>Zoom Video通讯</b>(纳斯达克股票代码:ZM)今天,继周一令人失望之后,一些投资者开始怀疑云计算相关股票的繁荣是否终于结束。</blockquote></p><p> <b>Securing the future</b></p><p><blockquote><b>保障未来</b></blockquote></p><p> CrowdStrike's stock fell almost 2% in the regular session, but it added to its losses in the late session, falling another 4.5% as of just before 6 p.m. EDT today. The cybersecurity specialist's second-quarter financial results showed sustained growth, but apparently not enough to satisfy investors, who had been bidding theshare price higher for most of the past week.</p><p><blockquote>CrowdStrike 的股价在常规交易时段下跌近 2%,但在尾盘交易时段进一步下跌,截至美国东部时间下午 6 点前又下跌了 4.5%。这家网络安全专家第二季度财务业绩显示持续增长,但显然不足以让投资者满意,投资者在过去一周的大部分时间里一直在推高股价。</blockquote></p><p> From the stock's decline, you might be surprised by the magnitude of some of CrowdStrike's growth numbers. Revenue for the second quarter climbed 70% to $338 million, on a 71% rise in subscription-based sales. The annual recurring-revenue run rate also rose 70% to $1.34 billion. More than $150 million of that figure was from new business generated during the period. Adjusted gross margin held steady at an impressive rate of 78%. Adjusted net income more than tripled year over year, resulting in $0.11 per share of earnings. Free cash flow more than doubled to $74 million.</p><p><blockquote>从该股的下跌来看,您可能会对 CrowdStrike 的一些增长数据的幅度感到惊讶。第二季度收入增长 70%,达到 3.38 亿美元,其中订阅销售额增长 71%。年度经常性收入运行率也增长了 70%,达到 13.4 亿美元。其中超过1.5亿美元来自该期间产生的新业务。调整后毛利率保持稳定,令人印象深刻,为 78%。调整后净利润同比增长两倍多,每股收益为 0.11 美元。自由现金流增加了一倍多,达到 7400 万美元。</blockquote></p><p> Fundamentally, CrowdStrike's business metrics also looked solid. The company added 1,660 new subscription customers in the past three months, bringing its total count to more than 13,000. That was up more than 80% from the same time last year. Moreover, it has done well at cross-selling new modules to existing customers, as fully two-thirds of its subscription customers now have four or more modules running on their platforms.</p><p><blockquote>从根本上说,CrowdStrike 的业务指标看起来也很稳健。该公司在过去三个月中新增了 1,660 名订阅客户,使其总数超过 13,000 名。这比去年同期增长了80%以上。此外,它在向现有客户交叉销售新模块方面做得很好,因为整整三分之二的订阅客户现在在他们的平台上运行了四个或更多模块。</blockquote></p><p> Nor does CrowdStrike anticipate any meaningful slowdown in its future. The company increased its full-year guidance for revenue, which now centers on the $1.4 billion mark, which would represent roughly 60% growth from its previous fiscal year's sales. Adjusted earnings of $0.43 to $0.49 per share might seem inconsequential, but it still represents a profit.</p><p><blockquote>CrowdStrike 也预计未来会出现任何有意义的放缓。该公司提高了全年收入指引,目前主要集中在 14 亿美元大关,这将比上一财年的销售额增长约 60%。调整后每股收益 0.43 美元至 0.49 美元可能看起来无关紧要,但它仍然代表着利润。</blockquote></p><p> <b>Don't panic</b></p><p><blockquote><b>不要惊慌</b></blockquote></p><p> It's easy to see CrowdStrike's after-hours drop as a sign that investors are losing confidence in cloud stocks. But it's still important to draw distinctions between different companies.</p><p><blockquote>很容易将 CrowdStrike 盘后股价下跌视为投资者对云计算股票失去信心的迹象。但是区分不同的公司仍然很重要。</blockquote></p><p> Zoom has had to deal with a huge slowdown in its growth, largely because of the extremely fast expansion it experienced during the pandemic. That's left some investors wondering where future growth at Zoom is going to come from.</p><p><blockquote>Zoom 不得不应对增长大幅放缓的问题,这主要是因为它在疫情期间经历了极其快速的扩张。这让一些投资者想知道 Zoom 未来的增长将从何而来。</blockquote></p><p> For CrowdStrike, on the other hand, steadily rising demand for cybersecurity services isn't going to end even if the pandemic fades. As businesses adopt the latest technology, they'll increasingly need thetop-end protection CrowdStrike can provide.</p><p><blockquote>另一方面,对于 CrowdStrike 来说,即使疫情消退,对网络安全服务稳步增长的需求也不会结束。随着企业采用最新技术,他们将越来越需要CrowdStrike能够提供的高端保护。</blockquote></p><p> It's therefore far too early to declare that the strong run for all cloud stocks is over. A single day's drop for CrowdStrike might end up being a buying opportunity for those who believe in its long-term promise.</p><p><blockquote>因此,现在宣布所有云股票的强劲表现已经结束还为时过早。对于那些相信其长期前景的人来说,CrowdStrike 的单日下跌最终可能会成为买入机会。</blockquote></p><p></p>","collect":0,"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>Is the Cloud-Stock Boom Over?<blockquote>云股票热潮结束了吗?</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIs the Cloud-Stock Boom Over?<blockquote>云股票热潮结束了吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-01 09:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p> After tough results from <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video on Monday, another big software-as-a-service provider was on the skids after hours on Tuesday. <b>Key <a href=\"https://laohu8.com/S/PCOM\">Points</a></b></p><p><blockquote>在艰难的结果之后<a href=\"https://laohu8.com/S/ZM\">缩放</a>视频 周一,另一家大型软件即服务提供商周二盘后陷入困境。<b>钥匙<a href=\"https://laohu8.com/S/PCOM\">积分</a></b></blockquote></p><p> <ul> <li>Markets were modestly lower on Tuesday to close a strong month.</li> <li>CrowdStrike Holdings became the second cloud stock in two days to fall after earnings.</li> <li>However, CrowdStrike's business condition differs from that of Zoom Video <a href=\"https://laohu8.com/S/JCS\">Communications</a>.</li> </ul> </p><p><blockquote><ul><li>周二市场小幅走低,结束了强劲的一个月。</li><li>CrowdStrike Holdings 成为两天内第二只在财报公布后下跌的云计算股票。</li><li>然而,CrowdStrike的业务状况与Zoom Video不同<a href=\"https://laohu8.com/S/JCS\">通讯</a>.</li></ul></blockquote></p><p> Wall Street ended the month of August on a quiet note, with major market benchmarks easing lower. Nevertheless, gains for the month were substantial, as the<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI)picked up 1%, the<b>S&P 500</b>(SNPINDEX:^GSPC)rose 3%, and the<b><a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite</b>(NASDAQINDEX:^IXIC)led with a 4% gain for August. Below are the daily moves for the major indexes.</p><p><blockquote>华尔街在8月份结束时表现平静,主要市场基准走低。尽管如此,本月的收益还是很大的,因为<b>道琼斯工业指数</b>(DJINDICES:^DJI) 上涨 1%,<b>标普500</b>(SNPINDEX:^GSPC)上涨3%,<b><a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>复合的</b>(纳斯达克指数:^IXIC)8 月份领涨 4%。以下是主要指数的每日走势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d12dbe45290c0bba9fdf31bb86dfc9d8\" tg-width=\"797\" tg-height=\"272\" referrerpolicy=\"no-referrer\">For the second straight day, though,after-hours tradingbrought some big decliners. The most noteworthy of the underperformers late Tuesday was<b>CrowdStrike Holdings</b>(NASDAQ:CRWD). After the poor performance of<b>Zoom Video Communications</b>(NASDAQ:ZM)today following its Monday disappointment, some investors are starting to wonder if the boom for stocks related to cloud computing is finally over.</p><p><blockquote>不过,盘后交易连续第二天出现大幅下跌。周二晚些时候表现不佳的股票中最值得注意的是<b>CrowdStrike控股</b>(纳斯达克股票代码:CRWD)在表现不佳之后<b>Zoom Video通讯</b>(纳斯达克股票代码:ZM)今天,继周一令人失望之后,一些投资者开始怀疑云计算相关股票的繁荣是否终于结束。</blockquote></p><p> <b>Securing the future</b></p><p><blockquote><b>保障未来</b></blockquote></p><p> CrowdStrike's stock fell almost 2% in the regular session, but it added to its losses in the late session, falling another 4.5% as of just before 6 p.m. EDT today. The cybersecurity specialist's second-quarter financial results showed sustained growth, but apparently not enough to satisfy investors, who had been bidding theshare price higher for most of the past week.</p><p><blockquote>CrowdStrike 的股价在常规交易时段下跌近 2%,但在尾盘交易时段进一步下跌,截至美国东部时间下午 6 点前又下跌了 4.5%。这家网络安全专家第二季度财务业绩显示持续增长,但显然不足以让投资者满意,投资者在过去一周的大部分时间里一直在推高股价。</blockquote></p><p> From the stock's decline, you might be surprised by the magnitude of some of CrowdStrike's growth numbers. Revenue for the second quarter climbed 70% to $338 million, on a 71% rise in subscription-based sales. The annual recurring-revenue run rate also rose 70% to $1.34 billion. More than $150 million of that figure was from new business generated during the period. Adjusted gross margin held steady at an impressive rate of 78%. Adjusted net income more than tripled year over year, resulting in $0.11 per share of earnings. Free cash flow more than doubled to $74 million.</p><p><blockquote>从该股的下跌来看,您可能会对 CrowdStrike 的一些增长数据的幅度感到惊讶。第二季度收入增长 70%,达到 3.38 亿美元,其中订阅销售额增长 71%。年度经常性收入运行率也增长了 70%,达到 13.4 亿美元。其中超过1.5亿美元来自该期间产生的新业务。调整后毛利率保持稳定,令人印象深刻,为 78%。调整后净利润同比增长两倍多,每股收益为 0.11 美元。自由现金流增加了一倍多,达到 7400 万美元。</blockquote></p><p> Fundamentally, CrowdStrike's business metrics also looked solid. The company added 1,660 new subscription customers in the past three months, bringing its total count to more than 13,000. That was up more than 80% from the same time last year. Moreover, it has done well at cross-selling new modules to existing customers, as fully two-thirds of its subscription customers now have four or more modules running on their platforms.</p><p><blockquote>从根本上说,CrowdStrike 的业务指标看起来也很稳健。该公司在过去三个月中新增了 1,660 名订阅客户,使其总数超过 13,000 名。这比去年同期增长了80%以上。此外,它在向现有客户交叉销售新模块方面做得很好,因为整整三分之二的订阅客户现在在他们的平台上运行了四个或更多模块。</blockquote></p><p> Nor does CrowdStrike anticipate any meaningful slowdown in its future. The company increased its full-year guidance for revenue, which now centers on the $1.4 billion mark, which would represent roughly 60% growth from its previous fiscal year's sales. Adjusted earnings of $0.43 to $0.49 per share might seem inconsequential, but it still represents a profit.</p><p><blockquote>CrowdStrike 也预计未来会出现任何有意义的放缓。该公司提高了全年收入指引,目前主要集中在 14 亿美元大关,这将比上一财年的销售额增长约 60%。调整后每股收益 0.43 美元至 0.49 美元可能看起来无关紧要,但它仍然代表着利润。</blockquote></p><p> <b>Don't panic</b></p><p><blockquote><b>不要惊慌</b></blockquote></p><p> It's easy to see CrowdStrike's after-hours drop as a sign that investors are losing confidence in cloud stocks. But it's still important to draw distinctions between different companies.</p><p><blockquote>很容易将 CrowdStrike 盘后股价下跌视为投资者对云计算股票失去信心的迹象。但是区分不同的公司仍然很重要。</blockquote></p><p> Zoom has had to deal with a huge slowdown in its growth, largely because of the extremely fast expansion it experienced during the pandemic. That's left some investors wondering where future growth at Zoom is going to come from.</p><p><blockquote>Zoom 不得不应对增长大幅放缓的问题,这主要是因为它在疫情期间经历了极其快速的扩张。这让一些投资者想知道 Zoom 未来的增长将从何而来。</blockquote></p><p> For CrowdStrike, on the other hand, steadily rising demand for cybersecurity services isn't going to end even if the pandemic fades. As businesses adopt the latest technology, they'll increasingly need thetop-end protection CrowdStrike can provide.</p><p><blockquote>另一方面,对于 CrowdStrike 来说,即使疫情消退,对网络安全服务稳步增长的需求也不会结束。随着企业采用最新技术,他们将越来越需要CrowdStrike能够提供的高端保护。</blockquote></p><p> It's therefore far too early to declare that the strong run for all cloud stocks is over. A single day's drop for CrowdStrike might end up being a buying opportunity for those who believe in its long-term promise.</p><p><blockquote>因此,现在宣布所有云股票的强劲表现已经结束还为时过早。对于那些相信其长期前景的人来说,CrowdStrike 的单日下跌最终可能会成为买入机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/31/is-the-cloud-stock-boom-over/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/08/31/is-the-cloud-stock-boom-over/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151005354","content_text":"After tough results from Zoom Video on Monday, another big software-as-a-service provider was on the skids after hours on Tuesday.\n\nKey Points\n\nMarkets were modestly lower on Tuesday to close a strong month.\nCrowdStrike Holdings became the second cloud stock in two days to fall after earnings.\nHowever, CrowdStrike's business condition differs from that of Zoom Video Communications.\n\n\nWall Street ended the month of August on a quiet note, with major market benchmarks easing lower. Nevertheless, gains for the month were substantial, as theDow Jones Industrial Average(DJINDICES:^DJI)picked up 1%, theS&P 500(SNPINDEX:^GSPC)rose 3%, and theNasdaq Composite(NASDAQINDEX:^IXIC)led with a 4% gain for August. Below are the daily moves for the major indexes.\nFor the second straight day, though,after-hours tradingbrought some big decliners. The most noteworthy of the underperformers late Tuesday wasCrowdStrike Holdings(NASDAQ:CRWD). After the poor performance ofZoom Video Communications(NASDAQ:ZM)today following its Monday disappointment, some investors are starting to wonder if the boom for stocks related to cloud computing is finally over.\nSecuring the future\nCrowdStrike's stock fell almost 2% in the regular session, but it added to its losses in the late session, falling another 4.5% as of just before 6 p.m. EDT today. The cybersecurity specialist's second-quarter financial results showed sustained growth, but apparently not enough to satisfy investors, who had been bidding theshare price higher for most of the past week.\nFrom the stock's decline, you might be surprised by the magnitude of some of CrowdStrike's growth numbers. Revenue for the second quarter climbed 70% to $338 million, on a 71% rise in subscription-based sales. The annual recurring-revenue run rate also rose 70% to $1.34 billion. More than $150 million of that figure was from new business generated during the period. Adjusted gross margin held steady at an impressive rate of 78%. Adjusted net income more than tripled year over year, resulting in $0.11 per share of earnings. Free cash flow more than doubled to $74 million.\nFundamentally, CrowdStrike's business metrics also looked solid. The company added 1,660 new subscription customers in the past three months, bringing its total count to more than 13,000. That was up more than 80% from the same time last year. Moreover, it has done well at cross-selling new modules to existing customers, as fully two-thirds of its subscription customers now have four or more modules running on their platforms.\nNor does CrowdStrike anticipate any meaningful slowdown in its future. The company increased its full-year guidance for revenue, which now centers on the $1.4 billion mark, which would represent roughly 60% growth from its previous fiscal year's sales. Adjusted earnings of $0.43 to $0.49 per share might seem inconsequential, but it still represents a profit.\nDon't panic\nIt's easy to see CrowdStrike's after-hours drop as a sign that investors are losing confidence in cloud stocks. But it's still important to draw distinctions between different companies.\nZoom has had to deal with a huge slowdown in its growth, largely because of the extremely fast expansion it experienced during the pandemic. That's left some investors wondering where future growth at Zoom is going to come from.\nFor CrowdStrike, on the other hand, steadily rising demand for cybersecurity services isn't going to end even if the pandemic fades. As businesses adopt the latest technology, they'll increasingly need thetop-end protection CrowdStrike can provide.\nIt's therefore far too early to declare that the strong run for all cloud stocks is over. A single day's drop for CrowdStrike might end up being a buying opportunity for those who believe in its long-term promise.","news_type":1,"symbols_score_info":{"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":2686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818298002,"gmtCreate":1630410618406,"gmtModify":1633678281050,"author":{"id":"4093085897774300","authorId":"4093085897774300","name":"Razil","avatar":"https://static.tigerbbs.com/4b03a1629db4257c2b29ac77f1dbd1ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093085897774300","authorIdStr":"4093085897774300"},"themes":[],"title":"","htmlText":"Looking good!","listText":"Looking good!","text":"Looking good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818298002","repostId":"1122646285","repostType":4,"isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818291400,"gmtCreate":1630410580100,"gmtModify":1633678281273,"author":{"id":"4093085897774300","authorId":"4093085897774300","name":"Razil","avatar":"https://static.tigerbbs.com/4b03a1629db4257c2b29ac77f1dbd1ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093085897774300","authorIdStr":"4093085897774300"},"themes":[],"title":"","htmlText":"Looking good!","listText":"Looking good!","text":"Looking good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818291400","repostId":"1122646285","repostType":4,"isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}