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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]
Lucid Stock is Tanking. The Reason Has Nothing to Do With EV Manufacturing.<blockquote>Lucid股票正在下跌。原因与电动汽车制造无关。</blockquote>
Investors in Lucid are set to have one of the difficult days that often happen among start-up electr
Lucid Stock is Tanking. The Reason Has Nothing to Do With EV Manufacturing.<blockquote>Lucid股票正在下跌。原因与电动汽车制造无关。</blockquote>
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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>云股热潮结束了吗？</blockquote>
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Razil
Razil
·
2021-08-31
Looking good!
非常抱歉，此主贴已删除
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Razil
Razil
·
2021-08-31
Looking good!
非常抱歉，此主贴已删除
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href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>Let’s go","listText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>Let’s go","text":"$Upstart Holdings, Inc.(UPST)$Let’s go","images":[{"img":"https://static.tigerbbs.com/59afc3a1abf46c84c4eff278036c4d4e","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880119630","isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":816550688,"gmtCreate":1630508557344,"gmtModify":1632475447355,"author":{"id":"4093085897774300","authorId":"4093085897774300","name":"Razil","avatar":"https://static.tigerbbs.com/4b03a1629db4257c2b29ac77f1dbd1ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093085897774300","authorIdStr":"4093085897774300"},"themes":[],"htmlText":"[Serious] ","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,"repost":{"id":"1166477679","kind":"news","pubTimestamp":1630506475,"share":"https://www.laohu8.com/m/news/1166477679?lang=zh_CN&edition=full","pubTime":"2021-09-01 22:27","market":"us","language":"en","title":"Lucid Stock is Tanking. The Reason Has Nothing to Do With EV Manufacturing.<blockquote>Lucid股票正在下跌。原因与电动汽车制造无关。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166477679","media":"Marketwatch","summary":"Investors in Lucid are set to have one of the difficult days that often happen among start-up electr","content":"<p>Investors in Lucid are set to have one of the difficult days that often happen among start-up electric-vehicle companies. The share were down 16% in early trading, while the S&P 500 was up 0.2% and the Dow Jones Industrial Average was flat..</p><p><blockquote>Lucid的投资者将经历初创电动汽车公司中经常发生的艰难日子之一。该股早盘下跌16%，而标准普尔500指数上涨0.2%，道琼斯工业平均指数持平..</blockquote></p><p> Life can be tough for investors in these companies.So many things can move the stock price significantly. Many of them have nothing to do with corporate fundamentals.</p><p><blockquote>对于这些公司的投资者来说，生活可能会很艰难。很多事情都可以显着影响股价。其中很多与企业基本面无关。</blockquote></p><p> The issue Wednesday is the expiration of a stock-selling prohibition for investors inLucid’s PIPE, or private investment in public equity. The PIPE lockup expired Wednesday.</p><p><blockquote>周三的问题是Lucid PIPE（即公共股权私人投资）投资者的股票销售禁令到期。管道锁定于周三到期。</blockquote></p><p> Lucid became a publicly traded company, and raised more than $4 billion, by merging with a special-purpose acquisition company, or SPAC. PIPEs are a common feature of SPAC mergers. The Lucid PIPE raised about $2.5 billion of the total $4.4 billion the company received.</p><p><blockquote>Lucid成为一家上市公司，并通过与一家特殊目的收购公司(SPAC)合并筹集了超过40亿美元。管道是SPAC合并的共同特征。Lucid PIPE筹集了该公司收到的44亿美元总额中的约25亿美元。</blockquote></p><p> The quality of the PIPE investors–they can be large institutions–often improves investors’ perceptions about a SPAC merger. Lucid’s PIPE investors included accounts managed by BlackRock(BLK), Fidelity Management & Research,Franklin Templeton,Neuberger Berman, Wellington Management, and others.</p><p><blockquote>PIPE投资者的质量（他们可以是大型机构）通常会改善投资者对SPAC合并的看法。Lucid的PIPE投资者包括贝莱德(BLK)、富达管理与研究、富兰克林邓普顿、路博迈、惠灵顿管理等管理的账户。</blockquote></p><p> PIPE investors own about 10% of the stock, based on recent filings. The PIPE stock was sold at about $15 a share, so those investors are sitting on nice gains. Lucid stock was at $16.84 in early trading.</p><p><blockquote>根据最近提交的文件，PIPE投资者拥有该股约10%的股份。PIPE股票的售价约为每股15美元，因此这些投资者将获得可观的收益。Lucid股价早盘报16.84美元。</blockquote></p><p> Anytime a large block of stock becomes available to sell, shares can be weak. Investors, and traders, look to get out ahead of any selling by large shareholders. It can create a situation, where the fear of selling creates actual selling.</p><p><blockquote>每当大量股票可供出售时，股价就会疲软。投资者和交易员希望在大股东抛售之前退出。它会造成一种情况，即对销售的恐惧会导致实际销售。</blockquote></p><p> None of the PIPE shareholders have to sell, of course. They simply can sell now. Lucid wasn’t immediately available to comment on the PIPE, investors’ plans, or the lockup expiration.</p><p><blockquote>当然，PIPE股东都不必出售。他们现在可以卖了。Lucid没有立即就PIPE、投资者的计划或禁售期到期发表评论。</blockquote></p><p> Coming into Wednesday, Lucid stock was down about 7% over the past three months. The S&P has gained about 8% over the same span.</p><p><blockquote>截至周三，Lucid股价在过去三个月内下跌了约7%。同期，标准普尔指数上涨了约8%。</blockquote></p><p> Other EV stocks have been weak too. The semiconductor shortage, which is constraining global auto production, together with a downbeat forecast from General Motors(GM) regarding its second-half 2021earnings, seem to have taken some of the wind out of the sails of the sector.</p><p><blockquote>其他电动汽车股票也表现疲软。限制全球汽车生产的半导体短缺，加上通用汽车(GM)对其2021年下半年盈利的悲观预测，似乎让该行业失去了一些动力。</blockquote></p><p> Lucid plans to start making and delivering its first EV, the Lucid Air, later in 2021.</p><p><blockquote>Lucid计划于2021年晚些时候开始制造和交付其首款电动汽车Lucid Air。</blockquote></p><p></p>","source":"market_watch","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>Lucid Stock is Tanking. The Reason Has Nothing to Do With EV Manufacturing.<blockquote>Lucid股票正在下跌。原因与电动汽车制造无关。</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\">\nLucid Stock is Tanking. The Reason Has Nothing to Do With EV Manufacturing.<blockquote>Lucid股票正在下跌。原因与电动汽车制造无关。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-09-01 22:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Investors in Lucid are set to have one of the difficult days that often happen among start-up electric-vehicle companies. The share were down 16% in early trading, while the S&P 500 was up 0.2% and the Dow Jones Industrial Average was flat..</p><p><blockquote>Lucid的投资者将经历初创电动汽车公司中经常发生的艰难日子之一。该股早盘下跌16%，而标准普尔500指数上涨0.2%，道琼斯工业平均指数持平..</blockquote></p><p> Life can be tough for investors in these companies.So many things can move the stock price significantly. Many of them have nothing to do with corporate fundamentals.</p><p><blockquote>对于这些公司的投资者来说，生活可能会很艰难。很多事情都可以显着影响股价。其中很多与企业基本面无关。</blockquote></p><p> The issue Wednesday is the expiration of a stock-selling prohibition for investors inLucid’s PIPE, or private investment in public equity. The PIPE lockup expired Wednesday.</p><p><blockquote>周三的问题是Lucid PIPE（即公共股权私人投资）投资者的股票销售禁令到期。管道锁定于周三到期。</blockquote></p><p> Lucid became a publicly traded company, and raised more than $4 billion, by merging with a special-purpose acquisition company, or SPAC. PIPEs are a common feature of SPAC mergers. The Lucid PIPE raised about $2.5 billion of the total $4.4 billion the company received.</p><p><blockquote>Lucid成为一家上市公司，并通过与一家特殊目的收购公司(SPAC)合并筹集了超过40亿美元。管道是SPAC合并的共同特征。Lucid PIPE筹集了该公司收到的44亿美元总额中的约25亿美元。</blockquote></p><p> The quality of the PIPE investors–they can be large institutions–often improves investors’ perceptions about a SPAC merger. Lucid’s PIPE investors included accounts managed by BlackRock(BLK), Fidelity Management & Research,Franklin Templeton,Neuberger Berman, Wellington Management, and others.</p><p><blockquote>PIPE投资者的质量（他们可以是大型机构）通常会改善投资者对SPAC合并的看法。Lucid的PIPE投资者包括贝莱德(BLK)、富达管理与研究、富兰克林邓普顿、路博迈、惠灵顿管理等管理的账户。</blockquote></p><p> PIPE investors own about 10% of the stock, based on recent filings. The PIPE stock was sold at about $15 a share, so those investors are sitting on nice gains. Lucid stock was at $16.84 in early trading.</p><p><blockquote>根据最近提交的文件，PIPE投资者拥有该股约10%的股份。PIPE股票的售价约为每股15美元，因此这些投资者将获得可观的收益。Lucid股价早盘报16.84美元。</blockquote></p><p> Anytime a large block of stock becomes available to sell, shares can be weak. Investors, and traders, look to get out ahead of any selling by large shareholders. It can create a situation, where the fear of selling creates actual selling.</p><p><blockquote>每当大量股票可供出售时，股价就会疲软。投资者和交易员希望在大股东抛售之前退出。它会造成一种情况，即对销售的恐惧会导致实际销售。</blockquote></p><p> None of the PIPE shareholders have to sell, of course. They simply can sell now. Lucid wasn’t immediately available to comment on the PIPE, investors’ plans, or the lockup expiration.</p><p><blockquote>当然，PIPE股东都不必出售。他们现在可以卖了。Lucid没有立即就PIPE、投资者的计划或禁售期到期发表评论。</blockquote></p><p> Coming into Wednesday, Lucid stock was down about 7% over the past three months. The S&P has gained about 8% over the same span.</p><p><blockquote>截至周三，Lucid股价在过去三个月内下跌了约7%。同期，标准普尔指数上涨了约8%。</blockquote></p><p> Other EV stocks have been weak too. The semiconductor shortage, which is constraining global auto production, together with a downbeat forecast from General Motors(GM) regarding its second-half 2021earnings, seem to have taken some of the wind out of the sails of the sector.</p><p><blockquote>其他电动汽车股票也表现疲软。限制全球汽车生产的半导体短缺，加上通用汽车(GM)对其2021年下半年盈利的悲观预测，似乎让该行业失去了一些动力。</blockquote></p><p> Lucid plans to start making and delivering its first EV, the Lucid Air, later in 2021.</p><p><blockquote>Lucid计划于2021年晚些时候开始制造和交付其首款电动汽车Lucid Air。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/lucid-stock-falls-pipe-sales-lockup-51630504671?mod=newsviewer_click\">Marketwatch</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":{"LCID":"Lucid Group Inc"},"source_url":"https://www.marketwatch.com/articles/lucid-stock-falls-pipe-sales-lockup-51630504671?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1166477679","content_text":"Investors in Lucid are set to have one of the difficult days that often happen among start-up electric-vehicle companies. The share were down 16% in early trading, while the S&P 500 was up 0.2% and the Dow Jones Industrial Average was flat..\nLife can be tough for investors in these companies.So many things can move the stock price significantly. Many of them have nothing to do with corporate fundamentals.\nThe issue Wednesday is the expiration of a stock-selling prohibition for investors inLucid’s PIPE, or private investment in public equity. The PIPE lockup expired Wednesday.\nLucid became a publicly traded company, and raised more than $4 billion, by merging with a special-purpose acquisition company, or SPAC. PIPEs are a common feature of SPAC mergers. The Lucid PIPE raised about $2.5 billion of the total $4.4 billion the company received.\nThe quality of the PIPE investors–they can be large institutions–often improves investors’ perceptions about a SPAC merger. Lucid’s PIPE investors included accounts managed by BlackRock(BLK), Fidelity Management & Research,Franklin Templeton,Neuberger Berman, Wellington Management, and others.\nPIPE investors own about 10% of the stock, based on recent filings. The PIPE stock was sold at about $15 a share, so those investors are sitting on nice gains. Lucid stock was at $16.84 in early trading.\nAnytime a large block of stock becomes available to sell, shares can be weak. Investors, and traders, look to get out ahead of any selling by large shareholders. It can create a situation, where the fear of selling creates actual selling.\nNone of the PIPE shareholders have to sell, of course. They simply can sell now. Lucid wasn’t immediately available to comment on the PIPE, investors’ plans, or the lockup expiration.\nComing into Wednesday, Lucid stock was down about 7% over the past three months. The S&P has gained about 8% over the same span.\nOther EV stocks have been weak too. The semiconductor shortage, which is constraining global auto production, together with a downbeat forecast from General Motors(GM) regarding its second-half 2021earnings, seem to have taken some of the wind out of the sails of the sector.\nLucid plans to start making and delivering its first EV, the Lucid Air, later in 2021.","news_type":1,"symbols_score_info":{"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":1413,"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":[],"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.laohu8.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":2817,"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":[],"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.laohu8.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>在取得艰难的成绩之后<a href=\"https://laohu8.com/S/ZM\">Zoom</a>周一的视频，另一家大型软件即服务提供商在周二盘后陷入困境。<b>钥匙<a href=\"https://laohu8.com/S/PCOM\">点数</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>华尔街以平静的基调结束了8月份，主要市场基准小幅走低。尽管如此，本月的涨幅还是很大的，因为<b>道琼斯工业平均指数</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>(NASDAQINDEX：^IXIC)8月份以4%的涨幅领先。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了一些大幅下跌。周二晚间表现不佳的股票中最值得注意的是<b>众击控股</b>（纳斯达克：CRWD）。在表现不佳之后<b>Zoom Video通信公司</b>（纳斯达克：ZM）继周一令人失望之后，今天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了。</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的股价在常规交易中下跌了近2%，但在尾盘交易中进一步下跌，截至下午6点前又下跌了4.5%。美国东部时间今天。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，他们在过去一周的大部分时间里一直在抬高股价。</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%至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。调整后毛利率稳定在令人印象深刻的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内新增了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预计未来也不会出现任何有意义的放缓。该公司提高了全年收入指引，目前收入指引集中在14亿美元大关，较上一财年销售额增长约60%。调整后每股收益0.43美元至0.49美元似乎无关紧要，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盘后下跌视为投资者对云股票失去信心的迹象。但区分不同公司仍然很重要。</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，这主要是因为它在大流行期间经历了极快的扩张。这让一些投资者想知道Zoom未来的增长将来自哪里。</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，对网络安全服务的需求稳步增长也不会结束。随着企业采用最新技术，他们将越来越需要CrowdStrike可以提供的高端保护。</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走势已经结束还为时过早。对于那些相信CrowdStrike长期前景的人来说，CrowdStrike一天的下跌最终可能会成为一个买入机会。</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>在取得艰难的成绩之后<a href=\"https://laohu8.com/S/ZM\">Zoom</a>周一的视频，另一家大型软件即服务提供商在周二盘后陷入困境。<b>钥匙<a href=\"https://laohu8.com/S/PCOM\">点数</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>华尔街以平静的基调结束了8月份，主要市场基准小幅走低。尽管如此，本月的涨幅还是很大的，因为<b>道琼斯工业平均指数</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>(NASDAQINDEX：^IXIC)8月份以4%的涨幅领先。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了一些大幅下跌。周二晚间表现不佳的股票中最值得注意的是<b>众击控股</b>（纳斯达克：CRWD）。在表现不佳之后<b>Zoom Video通信公司</b>（纳斯达克：ZM）继周一令人失望之后，今天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了。</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的股价在常规交易中下跌了近2%，但在尾盘交易中进一步下跌，截至下午6点前又下跌了4.5%。美国东部时间今天。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，他们在过去一周的大部分时间里一直在抬高股价。</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%至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。调整后毛利率稳定在令人印象深刻的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内新增了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预计未来也不会出现任何有意义的放缓。该公司提高了全年收入指引，目前收入指引集中在14亿美元大关，较上一财年销售额增长约60%。调整后每股收益0.43美元至0.49美元似乎无关紧要，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盘后下跌视为投资者对云股票失去信心的迹象。但区分不同公司仍然很重要。</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，这主要是因为它在大流行期间经历了极快的扩张。这让一些投资者想知道Zoom未来的增长将来自哪里。</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，对网络安全服务的需求稳步增长也不会结束。随着企业采用最新技术，他们将越来越需要CrowdStrike可以提供的高端保护。</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走势已经结束还为时过早。对于那些相信CrowdStrike长期前景的人来说，CrowdStrike一天的下跌最终可能会成为一个买入机会。</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. 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