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2021-10-21
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Investing in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云:考虑Cloudflare和Digital Ocean</blockquote>
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Investors might look cl","content":"<p>Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。投资者可能会密切关注Cloudflare和Digital Ocean。</blockquote></p><p> Cloud-software growth stocks have been a bright spot in an uncertain market.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。</blockquote></p><p> Two in particular -- Cloudflare and DigitalOcean -- continue to attract buyers and could be in for even more upside.</p><p><blockquote>尤其是Cloudflare和DigitalOcean这两个公司继续吸引买家,并且可能会有更大的上涨空间。</blockquote></p><p> Given secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,</p><p><blockquote>鉴于企业将工作负载转移到云以及对边缘计算需求不断增加等长期增长趋势,云计算可能是未来十年科技行业最赚钱的领域之一,</blockquote></p><p> There’s a lot for investors to like about Cloudflare and DigitalOcean. Let’s take a deeper look at what makes them stand out.</p><p><blockquote>投资者喜欢Cloudflare和DigitalOcean的很多地方。让我们更深入地了解是什么让它们脱颖而出。</blockquote></p><p> <b>Cloudflare</b></p><p><blockquote><b>Cloudflare</b></blockquote></p><p> After a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space, has essentially gone parabolic.</p><p><blockquote>经过9月下旬的下跌后,Cloudflare的股价(可能只是云软件领域的市场领导者)基本上已经呈抛物线状。</blockquote></p><p> The San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.</p><p><blockquote>这家总部位于旧金山的公司是一家全球云服务提供商,提供可以加强网络安全和提高互联网应用程序性能的产品,从2016财年到2020财年,其收入的复合年增长率为50%。</blockquote></p><p> What really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.</p><p><blockquote>真正帮助Cloudflare在拥挤的软件增长领域脱颖而出的是该公司如何使用边缘计算。</blockquote></p><p> Cloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.</p><p><blockquote>Cloudflare将其定义为“一种网络理念,专注于使计算尽可能靠近数据源,以减少延迟和带宽使用。</blockquote></p><p> \"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”</p><p><blockquote>“简单来说,边缘计算意味着在云中运行更少的进程,并将这些进程移动到本地,例如在用户的计算机、[物联网]设备或边缘服务器上。”</blockquote></p><p> Companies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.</p><p><blockquote>公司无需添加任何新硬件或更新代码即可利用Cloudflare的产品和服务。这意味着这是立即提高互联网应用程序性能的最便捷方法之一。</blockquote></p><p> Websites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.</p><p><blockquote>由Cloudflare提供支持的网站的所有web流量都通过该公司的智能全球网络发送。该公司声称平均每天阻止870亿次网络威胁。</blockquote></p><p> About a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.</p><p><blockquote>大约五分之一(19%)的财富1000强企业目前正在使用Cloudflare来支持他们的互联网请求。</blockquote></p><p> While the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.</p><p><blockquote>虽然该公司仍在努力实现盈利,但最近的价格走势告诉投资者,机构投资者正在买入股票。</blockquote></p><p> The stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after it unveiled a collaboration with Microsoft and other search-engine providers to provide more timely and relevant search results.</p><p><blockquote>该股今年上涨了一倍多,本月上涨了60%。Cloudflare周一上涨7.8%,此前该公司宣布与微软和其他搜索引擎提供商合作,提供更及时、更相关的搜索结果。</blockquote></p><p> After the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.</p><p><blockquote>反弹后,有兴趣增加对顶级云软件公司之一的投资的投资者应密切关注Cloudflare的回调或整合。</blockquote></p><p> <b>DigitalOcean</b></p><p><blockquote><b>数字海洋</b></blockquote></p><p> Digital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.</p><p><blockquote>Digital Ocean是另一只自4月份首次公开亮相以来股价上涨了一倍多的云软件股票。</blockquote></p><p> The New York company has a rapidly growing customer base in a niche area of the cloud industry.</p><p><blockquote>这家纽约公司在云行业的利基领域拥有快速增长的客户群。</blockquote></p><p> Unlike massive cloud platform providers like Amazon Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.</p><p><blockquote>与Amazon Web Services和微软Azure等大型云平台提供商不同,DigitalOcean专注于为中小型企业提供基础设施和平台工具,这是市场上服务不足的领域。</blockquote></p><p> These smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.</p><p><blockquote>这些较小的公司不一定需要较大供应商提供的所有昂贵而复杂的花哨功能。</blockquote></p><p> Digital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices, which are a huge draw for almost any business today.</p><p><blockquote>相反,Digital Ocean以合理透明的价格提供简化的基于云的产品,包括droplets、数据库和应用平台,这对当今几乎所有企业都具有巨大的吸引力。</blockquote></p><p> In Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s net dollar retention rate more than doubled (up 113%) during the second quarter.</p><p><blockquote>第二季度,DigitalOcean的客户总数超过60万,同比增长9%。鉴于该公司第二季度的净美元保留率增加了一倍多(增长113%),公司仍坚持使用Digital Ocean的产品。</blockquote></p><p> Also worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.</p><p><blockquote>另外值得注意的是:DigitalOcean的收入增长正在加速,而净亏损正在收窄。</blockquote></p><p> With annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.</p><p><blockquote>随着过去四个季度的年度经常性收入增长25%或更多,并且最近提高了全年指引,投资者最好研究和审查DigitalOcean。</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>Investing in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云:考虑Cloudflare和Digital Ocean</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\">\nInvesting in the Cloud: Consider Cloudflare and Digital Ocean<blockquote>投资云:考虑Cloudflare和Digital Ocean</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-21 12:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。投资者可能会密切关注Cloudflare和Digital Ocean。</blockquote></p><p> Cloud-software growth stocks have been a bright spot in an uncertain market.</p><p><blockquote>云软件成长型股票一直是不确定市场中的一个亮点。</blockquote></p><p> Two in particular -- Cloudflare and DigitalOcean -- continue to attract buyers and could be in for even more upside.</p><p><blockquote>尤其是Cloudflare和DigitalOcean这两个公司继续吸引买家,并且可能会有更大的上涨空间。</blockquote></p><p> Given secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,</p><p><blockquote>鉴于企业将工作负载转移到云以及对边缘计算需求不断增加等长期增长趋势,云计算可能是未来十年科技行业最赚钱的领域之一,</blockquote></p><p> There’s a lot for investors to like about Cloudflare and DigitalOcean. Let’s take a deeper look at what makes them stand out.</p><p><blockquote>投资者喜欢Cloudflare和DigitalOcean的很多地方。让我们更深入地了解是什么让它们脱颖而出。</blockquote></p><p> <b>Cloudflare</b></p><p><blockquote><b>Cloudflare</b></blockquote></p><p> After a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space, has essentially gone parabolic.</p><p><blockquote>经过9月下旬的下跌后,Cloudflare的股价(可能只是云软件领域的市场领导者)基本上已经呈抛物线状。</blockquote></p><p> The San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.</p><p><blockquote>这家总部位于旧金山的公司是一家全球云服务提供商,提供可以加强网络安全和提高互联网应用程序性能的产品,从2016财年到2020财年,其收入的复合年增长率为50%。</blockquote></p><p> What really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.</p><p><blockquote>真正帮助Cloudflare在拥挤的软件增长领域脱颖而出的是该公司如何使用边缘计算。</blockquote></p><p> Cloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.</p><p><blockquote>Cloudflare将其定义为“一种网络理念,专注于使计算尽可能靠近数据源,以减少延迟和带宽使用。</blockquote></p><p> \"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”</p><p><blockquote>“简单来说,边缘计算意味着在云中运行更少的进程,并将这些进程移动到本地,例如在用户的计算机、[物联网]设备或边缘服务器上。”</blockquote></p><p> Companies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.</p><p><blockquote>公司无需添加任何新硬件或更新代码即可利用Cloudflare的产品和服务。这意味着这是立即提高互联网应用程序性能的最便捷方法之一。</blockquote></p><p> Websites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.</p><p><blockquote>由Cloudflare提供支持的网站的所有web流量都通过该公司的智能全球网络发送。该公司声称平均每天阻止870亿次网络威胁。</blockquote></p><p> About a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.</p><p><blockquote>大约五分之一(19%)的财富1000强企业目前正在使用Cloudflare来支持他们的互联网请求。</blockquote></p><p> While the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.</p><p><blockquote>虽然该公司仍在努力实现盈利,但最近的价格走势告诉投资者,机构投资者正在买入股票。</blockquote></p><p> The stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after it unveiled a collaboration with Microsoft and other search-engine providers to provide more timely and relevant search results.</p><p><blockquote>该股今年上涨了一倍多,本月上涨了60%。Cloudflare周一上涨7.8%,此前该公司宣布与微软和其他搜索引擎提供商合作,提供更及时、更相关的搜索结果。</blockquote></p><p> After the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.</p><p><blockquote>反弹后,有兴趣增加对顶级云软件公司之一的投资的投资者应密切关注Cloudflare的回调或整合。</blockquote></p><p> <b>DigitalOcean</b></p><p><blockquote><b>数字海洋</b></blockquote></p><p> Digital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.</p><p><blockquote>Digital Ocean是另一只自4月份首次公开亮相以来股价上涨了一倍多的云软件股票。</blockquote></p><p> The New York company has a rapidly growing customer base in a niche area of the cloud industry.</p><p><blockquote>这家纽约公司在云行业的利基领域拥有快速增长的客户群。</blockquote></p><p> Unlike massive cloud platform providers like Amazon Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.</p><p><blockquote>与Amazon Web Services和微软Azure等大型云平台提供商不同,DigitalOcean专注于为中小型企业提供基础设施和平台工具,这是市场上服务不足的领域。</blockquote></p><p> These smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.</p><p><blockquote>这些较小的公司不一定需要较大供应商提供的所有昂贵而复杂的花哨功能。</blockquote></p><p> Digital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices, which are a huge draw for almost any business today.</p><p><blockquote>相反,Digital Ocean以合理透明的价格提供简化的基于云的产品,包括droplets、数据库和应用平台,这对当今几乎所有企业都具有巨大的吸引力。</blockquote></p><p> In Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s net dollar retention rate more than doubled (up 113%) during the second quarter.</p><p><blockquote>第二季度,DigitalOcean的客户总数超过60万,同比增长9%。鉴于该公司第二季度的净美元保留率增加了一倍多(增长113%),公司仍坚持使用Digital Ocean的产品。</blockquote></p><p> Also worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.</p><p><blockquote>另外值得注意的是:DigitalOcean的收入增长正在加速,而净亏损正在收窄。</blockquote></p><p> With annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.</p><p><blockquote>随着过去四个季度的年度经常性收入增长25%或更多,并且最近提高了全年指引,投资者最好研究和审查DigitalOcean。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/investing-in-the-cloud-consider-cloudflare-digitalocean\">TheStreet</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":{"NET":"Cloudflare, Inc.","DOCN":"DigitalOcean Holdings, Inc."},"source_url":"https://www.thestreet.com/investing/investing-in-the-cloud-consider-cloudflare-digitalocean","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182684267","content_text":"Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.\nCloud-software growth stocks have been a bright spot in an uncertain market.\nTwo in particular -- Cloudflare and DigitalOcean -- continue to attract buyers and could be in for even more upside.\nGiven secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,\nThere’s a lot for investors to like about Cloudflare and DigitalOcean. Let’s take a deeper look at what makes them stand out.\nCloudflare\nAfter a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space, has essentially gone parabolic.\nThe San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.\nWhat really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.\nCloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.\n\"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”\nCompanies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.\nWebsites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.\nAbout a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.\nWhile the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.\nThe stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after it unveiled a collaboration with Microsoft and other search-engine providers to provide more timely and relevant search results.\nAfter the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.\nDigitalOcean\nDigital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.\nThe New York company has a rapidly growing customer base in a niche area of the cloud industry.\nUnlike massive cloud platform providers like Amazon Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.\nThese smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.\nDigital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices, which are a huge draw for almost any business today.\nIn Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s net dollar retention rate more than doubled (up 113%) during the second quarter.\nAlso worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.\nWith annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.","news_type":1,"symbols_score_info":{"DOCN":0.9,"NET":0.9}},"isVote":1,"tweetType":1,"viewCount":304,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/853859596"}
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