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2021-04-02

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3 Top Cloud Computing Stocks to Buy Right Now<blockquote>立即购买的3只顶级云计算股票</blockquote>

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Sure, many of them ","content":"After an epic run in 2020, many cloud computing stocks were bludgeoned in March. Sure, many of them were long overdue for a breather, but that doesn't change a simple fact: Cloud-based services are the future and willcontinue growing at a rapid pacefor years to come. For investors with a long-term mindset (at least a few years, but the more, the better), this recent sell-off is but a buying opportunity.<blockquote>在经历了2020年史诗般的上涨之后，许多云计算股票在3月份遭受重创。当然，他们中的许多人早就应该喘口气了，但这并不能改变一个简单的事实：基于云的服务是未来，并将在未来几年继续快速增长。对于具有长期心态（至少几年，但越多越好）的投资者来说，最近的抛售只是一个买入机会。</blockquote>To that end,Bandwidth(NASDAQ: BAND),LiveRamp Holdings(NYSE: RAMP), andsalesforce.com(NYSE: CRM)are great buys right now. Here's why.<blockquote>为此，带宽（纳斯达克：乐队），LiveRamp控股（纽约证券交易所代码：RAMP），以及salesforce.com（纽约证券交易所股票代码：CRM）现在是很好的选择。原因如下。</blockquote>Bandwidth: The future of communications is the cloud<blockquote>带宽：通信的未来是云</blockquote>The 2010s were all about mobility. Mobile networks and smartphones making use of them turned into basic staples. But something interesting happened during the pandemic last year: While mobility was more important than ever during lockdowns and social distancing, cloud-based communications also gained serious traction among consumers and businesses alike.<blockquote>2010年代充满了流动性。移动网络和利用它们的智能手机变成了基本的必需品。但去年疫情期间发生了一些有趣的事情：虽然在封锁和社交距离期间，移动性比以往任何时候都更加重要，但基于云的通信也在消费者和企业中获得了巨大的吸引力。</blockquote><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Communications(NASDAQ: ZM)has of course become the name synonymous with this movement. A lesser-known name here is Bandwidth, which counts Zoom among its customers along with other big tech names, includingMicrosoft(NASDAQ: MSFT),Alphabet(NASDAQ: GOOGL)(NASDAQ: GOOG), andCisco Systems. Bandwidth helps companies embed voice, messaging, and emergency call features into their software services. Suffice to say, it had a pretty good year in 2020. Total sales grew 48% to $343 million -- including an 82% year-over-year increase to $113 million during the fourth quarter alone.<blockquote><a href=\"https://laohu8.com/S/ZM\">Zoom</a>通讯（纳斯达克：ZM）当然已经成为这场运动的代名词。这里一个鲜为人知的名字是Bandwidth，它的客户包括Zoom以及其他大型科技公司，包括微软（纳斯达克：MSFT），Alphabet（纳斯达克：GOOGL）（纳斯达克：GOOG），以及思科系统.Bandwidth帮助公司将语音、消息和紧急看涨期权功能嵌入到其软件服务中。可以说，2020年是相当不错的一年。总销售额增长48%，达到3.43亿美元，其中仅第四季度就同比增长82%，达到1.13亿美元。</blockquote>Granted, $17.5 million of this Q4 revenue was attributable to Voxbone, the corporate contact center and enterprise-grade voice and messaging software company Bandwidth acquired on Nov. 1. Excluding Voxbone's contribution, Bandwidth grew by \"only\" 54% from the year prior. Nevertheless, adding Voxbone's software outfit to its own is highly complementary and will build on the company's ability to attract new customers looking to give their operations a shot of modern cloud-based communications.<blockquote>诚然，第四季度收入中有1750万美元来自Voxbone，这是一家企业联络中心和企业级语音和消息软件公司Bandwidth于11月1日收购的。排除Voxbone的贡献，带宽比上一年“仅”增长了54%。尽管如此，将Voxbone的软件设备添加到自己的软件设备中具有高度的互补性，并将增强该公司吸引希望为其运营提供现代基于云的通信的新客户的能力。</blockquote>The economy is starting to gradually reopen, but that doesn't mean the need for Bandwidth's cloud-based subscription service is going away. Management forecasts that revenue will increase another 35% in 2021. The modern consumer wants flexible ways to stay in touch on their terms, and businesses are scrambling to meet those needs. As corporate budgets start to thaw this year, I expect Bandwidth will pick up plenty of new interest in its platform. And at just six times expected 2021 sales and on the cusp of generating positivefree cash flow(free cash flow was -$10.1 million last year), this looks like an affordable growing cloud computing stock right now.<blockquote>经济开始逐渐重新开放，但这并不意味着对Bandwidth基于云的订阅服务的需求正在消失。管理层预测，2021年收入将再增长35%。现代消费者希望以灵活的方式按照他们的方式保持联系，而企业正在努力满足这些需求。随着今年企业预算开始解冻，我预计Bandwidth将对其平台产生大量新的兴趣。由于2021年销售额仅为预期销售额的六倍，并且即将产生正自由现金流（去年自由现金流为-1010万美元），这看起来像是一只负担得起的不断增长的云计算股票。</blockquote>LiveRamp Holdings: Growth despite a fast-shifting digital advertising industry<blockquote>LiveRamp Holdings：尽管数字广告行业快速变化，但仍实现增长</blockquote>LiveRamp is another affordable cloud computing stock after tumbling more than 40% from its all-time highs. Shares trade for under eight times trailing-12-month revenue, and though it's facing challenges this year as it closes down some of its legacy digital advertising business, the company is still forecasting 10% growth during its fiscal 2021 fourth quarter (the three months ended March 31) and an initial outlook for 10% to 15% growth in fiscal 2022 (the 12-month stretch ending in March 2022).<blockquote>LiveRamp是另一只价格实惠的云计算股票，从历史高点下跌了40%以上。股价交易价格不到过去12个月收入的八倍，尽管今年因关闭部分传统数字广告业务而面临挑战，但该公司仍预计2021财年第四季度（三个月）将增长10%截至3月31日）以及2022财年（截至2022年3月的12个月）增长10%至15%的初步前景。</blockquote>LiveRamp operates a platform for marketers to access anonymized consumer data. AsApple(NASDAQ: AAPL)and Googleclose down cookies-- device and website activity tracking advertisers use to target specific ads to consumers -- parts of the software industry are grappling with how to monetize their creations.LiveRamp ATSis a cloud-based exchange that allows individuals to control their privacy settings but also allows publishers and marketers to exchange data. In a shifting digital marketing industry that is starting to give some much needed attention to personal digital information rights, LiveRamp offers a compelling solution for software developers looking for new ways to make money, too.<blockquote>LiveRamp运营着一个平台，供营销人员访问匿名消费者数据。作为苹果（纳斯达克：AAPL）和谷歌关闭cookies（广告商用来向消费者投放特定广告的设备和网站活动跟踪），软件行业的部分部门正在努力解决如何将其创作货币化的问题。LiveRamp ATS是一个基于云的交易所，允许个人控制他们的隐私设置，但也允许出版商和营销人员交换数据。在一个不断变化的数字营销行业中，开始对个人数字信息权利给予一些急需的关注，LiveRamp也为寻找新的赚钱方式的软件开发人员提供了一个令人信服的解决方案。</blockquote>The only problem is the expected slowdown in LiveRamp's growth in the next year, but the big pullback has now accounted for that issue. This cloud company is also in exceptional financial shape. It had $663 million in cash and equivalents and no debt at the end of 2020, and it used some of that liquidity to purchase smaller peer DataFleets to strengthen its ad platform. Like Bandwidth, this small cloud company is also nearing breakeven. Free cash flow was only -$6.3 million over the last trailing 12 months, although it operated at a free cash flow profit margin of 12% during its last reported quarter.<blockquote>唯一的问题是LiveRamp明年的增长预计将放缓，但大幅回调现在已经解决了这个问题。这家云公司的财务状况也非常出色。截至2020年底，该公司拥有6.63亿美元现金及等价物，没有债务，并利用部分流动性购买了规模较小的同行数据车队，以加强其广告平台。和带宽一样，这家小型云公司也接近盈亏平衡。尽管该公司在上一季度的自由现金流利润率为12%，但过去12个月的自由现金流仅为-630万美元。</blockquote>Contending with Apple and Google's activity-tracking changes will be a serious challenge. LiveRamp is nevertheless in good shape and could pick up lots of new business in the next few years as publishers look for a trusted partner to navigate the new digital marketing landscape. The recent sell-off looks like a good opportunity to buy more.<blockquote>应对苹果和谷歌的活动跟踪变化将是一个严峻的挑战。尽管如此，LiveRamp状况良好，随着出版商寻找值得信赖的合作伙伴来驾驭新的数字营销格局，未来几年可能会获得大量新业务。最近的抛售看起来是买入更多的好机会。</blockquote><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>: The pioneer of the cloud on sale<blockquote><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>：云的先锋在售</blockquote>Salesforce was an early pioneer of software services delivered on the cloud, and the company is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest enterprise software providers around. The company expects to haul in over $25 billion in revenue this year, implying a 21% year-over-year increase, and has an ambitious goal to reach$50 billion by calendar year 2025. If Salesforce can pull it off, I say shares going for nine times trailing 12-month sales and 47 times trailing 12-month free cash flow is a value.<blockquote>Salesforce是云上交付软件服务的早期先驱，该公司现在<a href=\"https://laohu8.com/S/AONE.U\">一</a>最大的企业软件提供商。该公司预计今年的收入将超过250亿美元，同比增长21%，并制定了到2025年达到500亿美元的雄心勃勃的目标。如果Salesforce能够实现这一目标，我认为股价达到过去12个月销售额的9倍和过去12个月自由现金流的47倍是有价值的。</blockquote>Critical to Salesforce's ability to make this aggressive goal a reality is a looming showdown with Microsoft. Salesforce is in the process of acquiring remote work and collaboration toolSlack(NYSE: WORK), which goes head-to-head with Microsoft Teams. However, Salesforce CEO Marc Benioff has said Slack will help his company build the\"operating system for the future of work.\"Clearly, this scrappy cloud computing outfit has its eye not just on growing rapidly, but also on catching up to Microsoft, <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest organizations on the planet.<blockquote>Salesforce能否实现这一雄心勃勃的目标，关键是即将与微软摊牌。Salesforce正在收购远程工作和协作工具懈怠（纽约证券交易所股票代码：WORK），与微软团队正面交锋。然而，Salesforce首席执行官Marc Benioff表示，Slack将帮助他的公司构建“未来工作的操作系统”。显然，这家斗志昂扬的云计算公司不仅着眼于快速增长，还着眼于追赶微软，<a href=\"https://laohu8.com/S/AONE\">一</a>地球上最大的组织。</blockquote>Overly optimistic? Perhaps. But Salesforce has a long track record of delivering on its outlandish-sounding goals. And along the way, it's turned a steady stream of acquisitions into a highly profitable cloud computing platform fueling digital transformation -- updates to more modern IT infrastructure like the cloud -- for businesses around the globe. Tech researcherGartnerexpects digital transformation spending to tally into the trillions of dollars within the next few years. Salesforce's outlook doesn't look so crazy when viewing it through this lens.<blockquote>过于乐观？也许。但Salesforce在实现其听起来古怪的目标方面有着悠久的记录。在此过程中，它将源源不断的收购转变为高利润的云计算平台，为全球企业推动数字化转型——更新云等更现代的IT基础设施。技术研究员Gartner预计未来几年内数字化转型支出将达到数万亿美元。从这个角度来看，Salesforce的前景看起来并没有那么疯狂。</blockquote>Salesforce stock has also been in a downward slide since the announcement of the Slack acquisition. Shares are down 27% as of this writing from the all-time highs notched last autumn. But the decline won't last forever if the company continues its pace of 20%-plus revenue growth. Shares are worth scooping up right now.<blockquote>自宣布收购Slack以来，Salesforce股价也一直在下滑。截至撰写本文时，股价较去年秋天创下的历史高点下跌了27%。但如果该公司继续保持20%以上的收入增长速度，这种下滑不会永远持续下去。现在值得买入股票。</blockquote>","source":"lsy1603171495471","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>3 Top Cloud Computing Stocks to Buy Right Now<blockquote>立即购买的3只顶级云计算股票</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\">\n3 Top Cloud Computing Stocks to Buy Right Now<blockquote>立即购买的3只顶级云计算股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nNasdaq2021-04-02 08:48\n\n</h4>\n</header>\n<article>\nAfter an epic run in 2020, many cloud computing stocks were bludgeoned in March. Sure, many of them were long overdue for a breather, but that doesn't change a simple fact: Cloud-based services are the future and willcontinue growing at a rapid pacefor years to come. For investors with a long-term mindset (at least a few years, but the more, the better), this recent sell-off is but a buying opportunity.<blockquote>在经历了2020年史诗般的上涨之后，许多云计算股票在3月份遭受重创。当然，他们中的许多人早就应该喘口气了，但这并不能改变一个简单的事实：基于云的服务是未来，并将在未来几年继续快速增长。对于具有长期心态（至少几年，但越多越好）的投资者来说，最近的抛售只是一个买入机会。</blockquote>To that end,Bandwidth(NASDAQ: BAND),LiveRamp Holdings(NYSE: RAMP), andsalesforce.com(NYSE: CRM)are great buys right now. Here's why.<blockquote>为此，带宽（纳斯达克：乐队），LiveRamp控股（纽约证券交易所代码：RAMP），以及salesforce.com（纽约证券交易所股票代码：CRM）现在是很好的选择。原因如下。</blockquote>Bandwidth: The future of communications is the cloud<blockquote>带宽：通信的未来是云</blockquote>The 2010s were all about mobility. Mobile networks and smartphones making use of them turned into basic staples. But something interesting happened during the pandemic last year: While mobility was more important than ever during lockdowns and social distancing, cloud-based communications also gained serious traction among consumers and businesses alike.<blockquote>2010年代充满了流动性。移动网络和利用它们的智能手机变成了基本的必需品。但去年疫情期间发生了一些有趣的事情：虽然在封锁和社交距离期间，移动性比以往任何时候都更加重要，但基于云的通信也在消费者和企业中获得了巨大的吸引力。</blockquote><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Communications(NASDAQ: ZM)has of course become the name synonymous with this movement. A lesser-known name here is Bandwidth, which counts Zoom among its customers along with other big tech names, includingMicrosoft(NASDAQ: MSFT),Alphabet(NASDAQ: GOOGL)(NASDAQ: GOOG), andCisco Systems. Bandwidth helps companies embed voice, messaging, and emergency call features into their software services. Suffice to say, it had a pretty good year in 2020. Total sales grew 48% to $343 million -- including an 82% year-over-year increase to $113 million during the fourth quarter alone.<blockquote><a href=\"https://laohu8.com/S/ZM\">Zoom</a>通讯（纳斯达克：ZM）当然已经成为这场运动的代名词。这里一个鲜为人知的名字是Bandwidth，它的客户包括Zoom以及其他大型科技公司，包括微软（纳斯达克：MSFT），Alphabet（纳斯达克：GOOGL）（纳斯达克：GOOG），以及思科系统.Bandwidth帮助公司将语音、消息和紧急看涨期权功能嵌入到其软件服务中。可以说，2020年是相当不错的一年。总销售额增长48%，达到3.43亿美元，其中仅第四季度就同比增长82%，达到1.13亿美元。</blockquote>Granted, $17.5 million of this Q4 revenue was attributable to Voxbone, the corporate contact center and enterprise-grade voice and messaging software company Bandwidth acquired on Nov. 1. Excluding Voxbone's contribution, Bandwidth grew by \"only\" 54% from the year prior. Nevertheless, adding Voxbone's software outfit to its own is highly complementary and will build on the company's ability to attract new customers looking to give their operations a shot of modern cloud-based communications.<blockquote>诚然，第四季度收入中有1750万美元来自Voxbone，这是一家企业联络中心和企业级语音和消息软件公司Bandwidth于11月1日收购的。排除Voxbone的贡献，带宽比上一年“仅”增长了54%。尽管如此，将Voxbone的软件设备添加到自己的软件设备中具有高度的互补性，并将增强该公司吸引希望为其运营提供现代基于云的通信的新客户的能力。</blockquote>The economy is starting to gradually reopen, but that doesn't mean the need for Bandwidth's cloud-based subscription service is going away. Management forecasts that revenue will increase another 35% in 2021. The modern consumer wants flexible ways to stay in touch on their terms, and businesses are scrambling to meet those needs. As corporate budgets start to thaw this year, I expect Bandwidth will pick up plenty of new interest in its platform. And at just six times expected 2021 sales and on the cusp of generating positivefree cash flow(free cash flow was -$10.1 million last year), this looks like an affordable growing cloud computing stock right now.<blockquote>经济开始逐渐重新开放，但这并不意味着对Bandwidth基于云的订阅服务的需求正在消失。管理层预测，2021年收入将再增长35%。现代消费者希望以灵活的方式按照他们的方式保持联系，而企业正在努力满足这些需求。随着今年企业预算开始解冻，我预计Bandwidth将对其平台产生大量新的兴趣。由于2021年销售额仅为预期销售额的六倍，并且即将产生正自由现金流（去年自由现金流为-1010万美元），这看起来像是一只负担得起的不断增长的云计算股票。</blockquote>LiveRamp Holdings: Growth despite a fast-shifting digital advertising industry<blockquote>LiveRamp Holdings：尽管数字广告行业快速变化，但仍实现增长</blockquote>LiveRamp is another affordable cloud computing stock after tumbling more than 40% from its all-time highs. Shares trade for under eight times trailing-12-month revenue, and though it's facing challenges this year as it closes down some of its legacy digital advertising business, the company is still forecasting 10% growth during its fiscal 2021 fourth quarter (the three months ended March 31) and an initial outlook for 10% to 15% growth in fiscal 2022 (the 12-month stretch ending in March 2022).<blockquote>LiveRamp是另一只价格实惠的云计算股票，从历史高点下跌了40%以上。股价交易价格不到过去12个月收入的八倍，尽管今年因关闭部分传统数字广告业务而面临挑战，但该公司仍预计2021财年第四季度（三个月）将增长10%截至3月31日）以及2022财年（截至2022年3月的12个月）增长10%至15%的初步前景。</blockquote>LiveRamp operates a platform for marketers to access anonymized consumer data. AsApple(NASDAQ: AAPL)and Googleclose down cookies-- device and website activity tracking advertisers use to target specific ads to consumers -- parts of the software industry are grappling with how to monetize their creations.LiveRamp ATSis a cloud-based exchange that allows individuals to control their privacy settings but also allows publishers and marketers to exchange data. In a shifting digital marketing industry that is starting to give some much needed attention to personal digital information rights, LiveRamp offers a compelling solution for software developers looking for new ways to make money, too.<blockquote>LiveRamp运营着一个平台，供营销人员访问匿名消费者数据。作为苹果（纳斯达克：AAPL）和谷歌关闭cookies（广告商用来向消费者投放特定广告的设备和网站活动跟踪），软件行业的部分部门正在努力解决如何将其创作货币化的问题。LiveRamp ATS是一个基于云的交易所，允许个人控制他们的隐私设置，但也允许出版商和营销人员交换数据。在一个不断变化的数字营销行业中，开始对个人数字信息权利给予一些急需的关注，LiveRamp也为寻找新的赚钱方式的软件开发人员提供了一个令人信服的解决方案。</blockquote>The only problem is the expected slowdown in LiveRamp's growth in the next year, but the big pullback has now accounted for that issue. This cloud company is also in exceptional financial shape. It had $663 million in cash and equivalents and no debt at the end of 2020, and it used some of that liquidity to purchase smaller peer DataFleets to strengthen its ad platform. Like Bandwidth, this small cloud company is also nearing breakeven. Free cash flow was only -$6.3 million over the last trailing 12 months, although it operated at a free cash flow profit margin of 12% during its last reported quarter.<blockquote>唯一的问题是LiveRamp明年的增长预计将放缓，但大幅回调现在已经解决了这个问题。这家云公司的财务状况也非常出色。截至2020年底，该公司拥有6.63亿美元现金及等价物，没有债务，并利用部分流动性购买了规模较小的同行数据车队，以加强其广告平台。和带宽一样，这家小型云公司也接近盈亏平衡。尽管该公司在上一季度的自由现金流利润率为12%，但过去12个月的自由现金流仅为-630万美元。</blockquote>Contending with Apple and Google's activity-tracking changes will be a serious challenge. LiveRamp is nevertheless in good shape and could pick up lots of new business in the next few years as publishers look for a trusted partner to navigate the new digital marketing landscape. The recent sell-off looks like a good opportunity to buy more.<blockquote>应对苹果和谷歌的活动跟踪变化将是一个严峻的挑战。尽管如此，LiveRamp状况良好，随着出版商寻找值得信赖的合作伙伴来驾驭新的数字营销格局，未来几年可能会获得大量新业务。最近的抛售看起来是买入更多的好机会。</blockquote><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>: The pioneer of the cloud on sale<blockquote><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>：云的先锋在售</blockquote>Salesforce was an early pioneer of software services delivered on the cloud, and the company is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest enterprise software providers around. The company expects to haul in over $25 billion in revenue this year, implying a 21% year-over-year increase, and has an ambitious goal to reach$50 billion by calendar year 2025. If Salesforce can pull it off, I say shares going for nine times trailing 12-month sales and 47 times trailing 12-month free cash flow is a value.<blockquote>Salesforce是云上交付软件服务的早期先驱，该公司现在<a href=\"https://laohu8.com/S/AONE.U\">一</a>最大的企业软件提供商。该公司预计今年的收入将超过250亿美元，同比增长21%，并制定了到2025年达到500亿美元的雄心勃勃的目标。如果Salesforce能够实现这一目标，我认为股价达到过去12个月销售额的9倍和过去12个月自由现金流的47倍是有价值的。</blockquote>Critical to Salesforce's ability to make this aggressive goal a reality is a looming showdown with Microsoft. Salesforce is in the process of acquiring remote work and collaboration toolSlack(NYSE: WORK), which goes head-to-head with Microsoft Teams. However, Salesforce CEO Marc Benioff has said Slack will help his company build the\"operating system for the future of work.\"Clearly, this scrappy cloud computing outfit has its eye not just on growing rapidly, but also on catching up to Microsoft, <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest organizations on the planet.<blockquote>Salesforce能否实现这一雄心勃勃的目标，关键是即将与微软摊牌。Salesforce正在收购远程工作和协作工具懈怠（纽约证券交易所股票代码：WORK），与微软团队正面交锋。然而，Salesforce首席执行官Marc Benioff表示，Slack将帮助他的公司构建“未来工作的操作系统”。显然，这家斗志昂扬的云计算公司不仅着眼于快速增长，还着眼于追赶微软，<a href=\"https://laohu8.com/S/AONE\">一</a>地球上最大的组织。</blockquote>Overly optimistic? Perhaps. But Salesforce has a long track record of delivering on its outlandish-sounding goals. And along the way, it's turned a steady stream of acquisitions into a highly profitable cloud computing platform fueling digital transformation -- updates to more modern IT infrastructure like the cloud -- for businesses around the globe. Tech researcherGartnerexpects digital transformation spending to tally into the trillions of dollars within the next few years. Salesforce's outlook doesn't look so crazy when viewing it through this lens.<blockquote>过于乐观？也许。但Salesforce在实现其听起来古怪的目标方面有着悠久的记录。在此过程中，它将源源不断的收购转变为高利润的云计算平台，为全球企业推动数字化转型——更新云等更现代的IT基础设施。技术研究员Gartner预计未来几年内数字化转型支出将达到数万亿美元。从这个角度来看，Salesforce的前景看起来并没有那么疯狂。</blockquote>Salesforce stock has also been in a downward slide since the announcement of the Slack acquisition. Shares are down 27% as of this writing from the all-time highs notched last autumn. But the decline won't last forever if the company continues its pace of 20%-plus revenue growth. Shares are worth scooping up right now.<blockquote>自宣布收购Slack以来，Salesforce股价也一直在下滑。截至撰写本文时，股价较去年秋天创下的历史高点下跌了27%。但如果该公司继续保持20%以上的收入增长速度，这种下滑不会永远持续下去。现在值得买入股票。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.nasdaq.com/articles/3-top-cloud-computing-stocks-to-buy-right-now-2021-04-01\">Nasdaq</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","RAMP":"LiveRamp Holdings, Inc.","BAND":"Bandwidth Inc."},"source_url":"https://www.nasdaq.com/articles/3-top-cloud-computing-stocks-to-buy-right-now-2021-04-01","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180551009","content_text":"After an epic run in 2020, many cloud computing stocks were bludgeoned in March. Sure, many of them were long overdue for a breather, but that doesn't change a simple fact: Cloud-based services are the future and willcontinue growing at a rapid pacefor years to come. For investors with a long-term mindset (at least a few years, but the more, the better), this recent sell-off is but a buying opportunity.To that end,Bandwidth(NASDAQ: BAND),LiveRamp Holdings(NYSE: RAMP), andsalesforce.com(NYSE: CRM)are great buys right now. Here's why.Bandwidth: The future of communications is the cloudThe 2010s were all about mobility. Mobile networks and smartphones making use of them turned into basic staples. But something interesting happened during the pandemic last year: While mobility was more important than ever during lockdowns and social distancing, cloud-based communications also gained serious traction among consumers and businesses alike.Zoom Communications(NASDAQ: ZM)has of course become the name synonymous with this movement. A lesser-known name here is Bandwidth, which counts Zoom among its customers along with other big tech names, includingMicrosoft(NASDAQ: MSFT),Alphabet(NASDAQ: GOOGL)(NASDAQ: GOOG), andCisco Systems. Bandwidth helps companies embed voice, messaging, and emergency call features into their software services. Suffice to say, it had a pretty good year in 2020. Total sales grew 48% to $343 million -- including an 82% year-over-year increase to $113 million during the fourth quarter alone.Granted, $17.5 million of this Q4 revenue was attributable to Voxbone, the corporate contact center and enterprise-grade voice and messaging software company Bandwidth acquired on Nov. 1. Excluding Voxbone's contribution, Bandwidth grew by \"only\" 54% from the year prior. Nevertheless, adding Voxbone's software outfit to its own is highly complementary and will build on the company's ability to attract new customers looking to give their operations a shot of modern cloud-based communications.The economy is starting to gradually reopen, but that doesn't mean the need for Bandwidth's cloud-based subscription service is going away. Management forecasts that revenue will increase another 35% in 2021. The modern consumer wants flexible ways to stay in touch on their terms, and businesses are scrambling to meet those needs. As corporate budgets start to thaw this year, I expect Bandwidth will pick up plenty of new interest in its platform. And at just six times expected 2021 sales and on the cusp of generating positivefree cash flow(free cash flow was -$10.1 million last year), this looks like an affordable growing cloud computing stock right now.LiveRamp Holdings: Growth despite a fast-shifting digital advertising industryLiveRamp is another affordable cloud computing stock after tumbling more than 40% from its all-time highs. Shares trade for under eight times trailing-12-month revenue, and though it's facing challenges this year as it closes down some of its legacy digital advertising business, the company is still forecasting 10% growth during its fiscal 2021 fourth quarter (the three months ended March 31) and an initial outlook for 10% to 15% growth in fiscal 2022 (the 12-month stretch ending in March 2022).LiveRamp operates a platform for marketers to access anonymized consumer data. AsApple(NASDAQ: AAPL)and Googleclose down cookies-- device and website activity tracking advertisers use to target specific ads to consumers -- parts of the software industry are grappling with how to monetize their creations.LiveRamp ATSis a cloud-based exchange that allows individuals to control their privacy settings but also allows publishers and marketers to exchange data. In a shifting digital marketing industry that is starting to give some much needed attention to personal digital information rights, LiveRamp offers a compelling solution for software developers looking for new ways to make money, too.The only problem is the expected slowdown in LiveRamp's growth in the next year, but the big pullback has now accounted for that issue. This cloud company is also in exceptional financial shape. It had $663 million in cash and equivalents and no debt at the end of 2020, and it used some of that liquidity to purchase smaller peer DataFleets to strengthen its ad platform. Like Bandwidth, this small cloud company is also nearing breakeven. Free cash flow was only -$6.3 million over the last trailing 12 months, although it operated at a free cash flow profit margin of 12% during its last reported quarter.Contending with Apple and Google's activity-tracking changes will be a serious challenge. LiveRamp is nevertheless in good shape and could pick up lots of new business in the next few years as publishers look for a trusted partner to navigate the new digital marketing landscape. The recent sell-off looks like a good opportunity to buy more.Salesforce: The pioneer of the cloud on saleSalesforce was an early pioneer of software services delivered on the cloud, and the company is now one of the largest enterprise software providers around. The company expects to haul in over $25 billion in revenue this year, implying a 21% year-over-year increase, and has an ambitious goal to reach$50 billion by calendar year 2025. If Salesforce can pull it off, I say shares going for nine times trailing 12-month sales and 47 times trailing 12-month free cash flow is a value.Critical to Salesforce's ability to make this aggressive goal a reality is a looming showdown with Microsoft. Salesforce is in the process of acquiring remote work and collaboration toolSlack(NYSE: WORK), which goes head-to-head with Microsoft Teams. However, Salesforce CEO Marc Benioff has said Slack will help his company build the\"operating system for the future of work.\"Clearly, this scrappy cloud computing outfit has its eye not just on growing rapidly, but also on catching up to Microsoft, one of the largest organizations on the planet.Overly optimistic? Perhaps. But Salesforce has a long track record of delivering on its outlandish-sounding goals. And along the way, it's turned a steady stream of acquisitions into a highly profitable cloud computing platform fueling digital transformation -- updates to more modern IT infrastructure like the cloud -- for businesses around the globe. Tech researcherGartnerexpects digital transformation spending to tally into the trillions of dollars within the next few years. Salesforce's outlook doesn't look so crazy when viewing it through this lens.Salesforce stock has also been in a downward slide since the announcement of the Slack acquisition. Shares are down 27% as of this writing from the all-time highs notched last autumn. But the decline won't last forever if the company continues its pace of 20%-plus revenue growth. Shares are worth scooping up right now.","news_type":1,"symbols_score_info":{"CRM":0.9,"RAMP":0.9,"BAND":0.9}},"isVote":1,"tweetType":1,"viewCount":536,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/340907954"}