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2021-08-18

3 Software-As-Service Leaders Set For Strong Earnings As Q2 Season Winds Down<blockquote>随着第二季度接近尾声，3家软件即服务领导者将实现强劲盈利</blockquote>

Wall Street’s second quarter earnings season has all but wound down, but results in the coming weeks

3 Software-As-Service Leaders Set For Strong Earnings As Q2 Season Winds Down<blockquote>随着第二季度接近尾声，3家软件即服务领导者将实现强劲盈利</blockquote>

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CrowdStrike Holdings<blockquote>1.CrowdStrike控股</blockquote> <ul> <li>Earnings Date:&nbsp;Tuesday, Aug. 31</li> <li>EPS Growth Estimate:&nbsp;+166.6% Y-o-Y</li> <li>Revenue Growth Estimate:&nbsp;+62.4% Y-o-Y</li> <li>Year-To-Date Performance:&nbsp;+9.9%</li> <li>Market Cap:&nbsp;$52.5 Billion</li> </ul> <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a>—which has beaten Wall Street’s sales estimates in every quarter since going public in June 2019—is scheduled to report its latest financial results after the U.S. market closes on Tuesday, Aug. 31.<blockquote><ul><li>盈利日期：8月31日星期二</li><li>每股收益增长预测：同比+166.6%</li><li>收入增长预测：同比+62.4%</li><li>年初至今表现：+9.9%</li><li>市值：525亿美元</li></ul><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike控股公司。</a>自2019年6月上市以来，该公司每个季度的销售都超出了华尔街的预期，计划于8月31日星期二美国股市收盘后公布最新财务业绩。</blockquote> Consensus expectations call for the cloud-based cybersecurity specialist, whose technology is used to detect and prevent security breaches, to post earnings per share (EPS) of $0.08 for the second quarter, improving roughly 167% from EPS of $0.03 in the year-ago period.<blockquote>看涨期权普遍预期这家基于云的网络安全专家（其技术用于检测和防止安全漏洞）第二季度每股收益(EPS)为0.08美元，较去年同期的每股收益0.03美元增长约167%。</blockquote> Meanwhile, revenue is forecast to&nbsp;jump&nbsp;around 62% year-over-year to an all-time high of $323.3 million, reflecting the ongoing surge in demand for its Falcon cybersecurity platform.<blockquote>与此同时，收入预计将同比增长约62%，达到3.233亿美元的历史新高，反映出对其Falcon网络安全平台的需求持续激增。</blockquote> Beyond the top-and-bottom line numbers, investors will keep an eye on growth in CrowdStrike’s total subscription customers. The endpoint security leader—which counts nearly half of the Fortune 100 companies as clients—said it had a total of 11,420 customers as of the end of its last quarter, up 82% year-over-year.<blockquote>除了顶线和底线数据之外，投资者还将关注CrowdStrike订阅客户总数的增长。这家终端安全领导者拥有财富100强公司中近一半的客户，该公司表示，截至上季度末，该公司共有11,420名客户，同比增长82%。</blockquote> Market players will also pay close attention to the cyber company’s outlook for the rest of the year as it looks to be one of the main beneficiaries of the ongoing increase in cybersecurity spending amid the rampant surge in cyberattacks.<blockquote>市场参与者还将密切关注这家网络公司今年剩余时间的前景，因为在网络攻击猖獗的情况下，它似乎是网络安全支出持续增加的主要受益者之一。</blockquote> <img src=\"https://static.tigerbbs.com/76abfcac8addb6807b144474d91d4403\" tg-width=\"1918\" tg-height=\"776\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">CRWD Daily Stock Chart<blockquote>CRWD每日股票图表</blockquote> Shares of the Sunnyvale, California-based company, which soared 324% in 2020 thanks to a growing wave of enterprise cybersecurity spending during the COVID pandemic, have seen their ascent slow this year, climbing just 9.9% in 2021.<blockquote>由于新冠疫情期间企业网络安全支出不断增长，这家总部位于加利福尼亚州桑尼维尔的公司的股价在2020年飙升了324%，但今年上涨缓慢，2021年仅上涨了9.9%。</blockquote> CRWD stock ended Tuesday’s session at $232.64, earning the company a valuation of $52.5 billion. At current levels, shares remain about 14.5% below their all-time high of $272.63 reached on July 23.<blockquote>CRWD股票周二收于232.64美元，该公司估值达到525亿美元。按目前水平计算，该股仍比7月23日触及的历史高点272.63美元低约14.5%。</blockquote> 2. Okta<blockquote>2.Okta</blockquote> <ul> <li>Earnings Date:&nbsp;Wednesday, Sept. 1</li> <li>EPS Growth Estimate:&nbsp;-600% Y-o-Y</li> <li>Revenue Growth Estimate:&nbsp;+48% Y-o-Y</li> <li>Year-To-Date Performance:&nbsp;-9.3%</li> <li>Market Cap:&nbsp;$35.3 Billion</li> </ul> <a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a>, which beat expectations for earnings and revenue for its&nbsp;last quarter&nbsp;in late May, but provided weak guidance and announced the departure of its chief financial officer, is slated to next report financial results after the closing bell on Wednesday, Sept. 1.<blockquote><ul><li>盈利日期：9月1日星期三</li><li>每股收益增长预测：-600%Y-o-Y</li><li>收入增长预测：同比+48%</li><li>年初至今表现：-9.3%</li><li>市值：353亿美元</li></ul><a href=\"https://laohu8.com/S/OKTA\">奥克塔公司。</a>该公司5月底最后一个季度的盈利和收入超出预期，但提供的指引较弱，并宣布首席财务官离职，预计将于9月1日星期三收盘后公布下一次财务业绩。</blockquote> Consensus calls for a loss per share of $0.35 for the second quarter, compared to earnings of $0.07 per share in the year-ago period, due mostly to the impact of its recent $6.5 billion acquisition of Auth0, which provides an identity management platform for application builders.<blockquote>评级第二季度每股亏损0.35美元，而去年同期每股收益为0.07美元，这主要是由于其最近以65亿美元收购Auth0的影响，Auth0为应用程序提供身份管理平台构建者。</blockquote> Revenue is forecast to jump 48% year-over-year to an all-time high of $296.7 million, thanks to strong demand from large enterprises for its cloud-based identity and access management software.<blockquote>由于大型企业对其基于云的身份和访问管理软件的强劲需求，收入预计将同比增长48%，达到2.967亿美元的历史新高。</blockquote> As such, investors will focus on Okta’s subscription software revenue, which grew 38% in the last quarter to $240 million, amid the shift to remote work during the ongoing health crisis.<blockquote>因此，投资者将关注Okta的订阅软件收入，在持续的健康危机期间转向远程工作的情况下，该收入上季度增长了38%，达到2.4亿美元。</blockquote> In addition to EPS and revenue, market participants will scrutinize the company’s update regarding its outlook for the months ahead. The identity-and-access management specialist projected a loss in a range of $1.13 to $1.16 per share for fiscal 2022 in the last quarter. It forecast full-year revenue of $1.22 billion at its midpoint of guidance, representing growth of 46% year-over-year.<blockquote>除了每股收益和收入之外，市场参与者还将密切关注该公司有关未来几个月前景的更新。这家身份和访问管理专家预计2022财年最后一个季度每股亏损在1.13美元至1.16美元之间。该公司预计全年收入为12.2亿美元，处于指导中点，同比增长46%。</blockquote> <img src=\"https://static.tigerbbs.com/0d1b65b965099b13f82a5bea7e6c7c86\" tg-width=\"1917\" tg-height=\"778\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">OKTA Daily Chart<blockquote>OKTA日线图</blockquote> OKTA stock closed at $230.56 last night, roughly 22% below its record peak of $294.00 touched in mid-February. At current levels, the San Francisco, California-based cybersecurity company has a market cap of $35.3 billion.<blockquote>OKTA股价昨晚收于230.56美元，比2月中旬触及的294.00美元的历史峰值低约22%。按照目前的水平，这家总部位于加利福尼亚州旧金山的网络安全公司的市值为353亿美元。</blockquote> After seeing its stock surge 120% in 2020 thanks to robust demand for its cybersecurity platform, Okta shares are down nearly 9% year-to-date as investor sentiment cooled on high-growth tech shares which rallied throughout the COVID-19 pandemic.<blockquote>由于对其网络安全平台的强劲需求，Okta股价在2020年飙升了120%，但由于投资者对在COVID-19大流行期间上涨的高增长科技股的情绪降温，Okta股价今年迄今已下跌近9%。</blockquote> 3. DocuSign<blockquote>3.DocuSign</blockquote> <ul> <li>Earnings Date:&nbsp;Thursday, Sept. 2</li> <li>EPS Growth Estimate:&nbsp;+135.3% Y-o-Y</li> <li>Revenue Growth Estimate:&nbsp;+42.8% Y-o-Y</li> <li>Year-To-Date Performance:&nbsp;+28.5%</li> <li>Market Cap:&nbsp;$55.6 Billion</li> </ul> <a href=\"https://laohu8.com/S/DOCU\">Docusign</a>—which shattered profit and sales records in the&nbsp;last quarter&nbsp;because of soaring demand for its e-signature platform—is projected to report financial results for its fiscal second quarter on Thursday, Sept. 2 after the close.<blockquote><ul><li>盈利日期：9月2日，星期四</li><li>每股收益增长预测：同比+135.3%</li><li>收入增长预测：同比+42.8%</li><li>年初至今表现：+28.5%</li><li>市值：556亿美元</li></ul><a href=\"https://laohu8.com/S/DOCU\">Docusign</a>由于对其电子签名平台的需求飙升，该公司上季度打破了利润和销售记录，预计将于9月2日星期四收盘后公布第二财季的财务业绩。</blockquote> Consensus estimates call for the software-as-a-service company to post earnings per share of $0.40, improving 135% from EPS of $0.17 in the year-ago period.<blockquote>市场普遍预计这家软件即服务公司的看涨期权每股收益为0.40美元，比去年同期的每股收益0.17美元增长135%。</blockquote> Revenue is expected to jump about 43% year-over-year to a record $488.7 million, thanks to strong demand for its Agreement Cloud e-signature platform amid the shift to remote work.<blockquote>由于向远程工作的转变对其协议云电子签名平台的强劲需求，收入预计将同比增长约43%，达到创纪录的4.887亿美元。</blockquote> In addition to the top- and bottom-line numbers, market players will also focus on DocuSign’s update regarding its enterprise customer additions to see if it can maintain its torrid pace of growth. The company announced in its Q1 earnings report that clients with annual contract values of greater than $300,000 grew roughly 30% from the year-ago period to 673.<blockquote>除了顶线和底线数据外，市场参与者还将关注DocuSign有关其企业客户新增的更新，看看它是否能够保持其快速的增长速度。该公司在第一季度收益报告中宣布，年度合同价值超过30万美元的客户较去年同期增长约30%，达到673家。</blockquote> Investors will also concentrate on comments from DocuSign’s management regarding the outlook for the current quarter and beyond, as the existing operating environment has created a perfect backdrop for the e-signature giant to thrive.<blockquote>投资者还将关注DocuSign管理层对本季度及以后前景的评论，因为现有的运营环境为这家电子签名巨头的蓬勃发展创造了完美的背景。</blockquote> <img src=\"https://static.tigerbbs.com/6bc1c086396d493822ad571c16ffb83d\" tg-width=\"1918\" tg-height=\"771\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DOCU Daily Chart<blockquote>DOCU日线图</blockquote> DOCU stock, which reached a record high of $314.49 on Aug. 10, ended at $285.58 yesterday, earning the San Francisco, California-based tech company a valuation of $55.6 billion.<blockquote>DOCU股票于8月10日创下314.49美元的历史新高，昨天收于285.58美元，使这家总部位于加利福尼亚州旧金山的科技公司估值达到556亿美元。</blockquote> DocuSign shares have been a big winner amid the pandemic, rising 200% in 2020, as the shift to the work-from-home environment led to more companies signing contracts electronically over the internet. Year-to-date, DOCU has gained another 28.5%, easily outperforming the broader market.<blockquote>DocuSign股价在疫情期间成为大赢家，2020年上涨了200%，因为向在家工作环境的转变导致更多公司通过互联网以电子方式签署合同。今年迄今为止，DOCU又上涨了28.5%，轻松跑赢大盘。</blockquote>","source":"lsy1594375853987","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 Software-As-Service Leaders Set For Strong Earnings As Q2 Season Winds Down<blockquote>随着第二季度接近尾声，3家软件即服务领导者将实现强劲盈利</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 Software-As-Service Leaders Set For Strong Earnings As Q2 Season Winds Down<blockquote>随着第二季度接近尾声，3家软件即服务领导者将实现强劲盈利</blockquote>\n</h2>\n<h4 class=\"meta\">\n\ninvesting.com2021-08-18 17:50\n\n</h4>\n</header>\n<article>\nWall Street’s second quarter earnings season has all but wound down, but results in the coming weeks are due from a variety of cloud-computing Software-as-a-Service (SaaS) companies.<blockquote>华尔街第二季度财报季几乎已经结束，但未来几周，各种云计算软件即服务(SaaS)公司将公布业绩。</blockquote> The sector sold off sharply earlier this year amid valuation concerns, before it regained its footing, with the&nbsp;<a href=\"https://laohu8.com/S/SKYY\">First Trust ISE Cloud Computing Index Fund</a> rising to its highest level on record earlier this month.<blockquote>今年早些时候，由于估值担忧，该行业大幅抛售，随后又重新站稳脚跟，<a href=\"https://laohu8.com/S/SKYY\">First Trust ISE云计算指数基金</a>本月早些时候升至有记录以来的最高水平。</blockquote> <img src=\"https://static.tigerbbs.com/cf0f0639dae1a8b40725746fb1452a04\" tg-width=\"1917\" tg-height=\"778\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">SKYY ETF Daily Chart<blockquote>SKYY ETF日线图</blockquote> Below we highlight three SaaS leaders well worth considering ahead of their upcoming quarterly earnings reports.<blockquote>下面我们重点介绍三位SaaS领导者，在他们即将发布的季度收益报告之前非常值得考虑。</blockquote> 1. CrowdStrike Holdings<blockquote>1.CrowdStrike控股</blockquote> <ul> <li>Earnings Date:&nbsp;Tuesday, Aug. 31</li> <li>EPS Growth Estimate:&nbsp;+166.6% Y-o-Y</li> <li>Revenue Growth Estimate:&nbsp;+62.4% Y-o-Y</li> <li>Year-To-Date Performance:&nbsp;+9.9%</li> <li>Market Cap:&nbsp;$52.5 Billion</li> </ul> <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a>—which has beaten Wall Street’s sales estimates in every quarter since going public in June 2019—is scheduled to report its latest financial results after the U.S. market closes on Tuesday, Aug. 31.<blockquote><ul><li>盈利日期：8月31日星期二</li><li>每股收益增长预测：同比+166.6%</li><li>收入增长预测：同比+62.4%</li><li>年初至今表现：+9.9%</li><li>市值：525亿美元</li></ul><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike控股公司。</a>自2019年6月上市以来，该公司每个季度的销售都超出了华尔街的预期，计划于8月31日星期二美国股市收盘后公布最新财务业绩。</blockquote> Consensus expectations call for the cloud-based cybersecurity specialist, whose technology is used to detect and prevent security breaches, to post earnings per share (EPS) of $0.08 for the second quarter, improving roughly 167% from EPS of $0.03 in the year-ago period.<blockquote>看涨期权普遍预期这家基于云的网络安全专家（其技术用于检测和防止安全漏洞）第二季度每股收益(EPS)为0.08美元，较去年同期的每股收益0.03美元增长约167%。</blockquote> Meanwhile, revenue is forecast to&nbsp;jump&nbsp;around 62% year-over-year to an all-time high of $323.3 million, reflecting the ongoing surge in demand for its Falcon cybersecurity platform.<blockquote>与此同时，收入预计将同比增长约62%，达到3.233亿美元的历史新高，反映出对其Falcon网络安全平台的需求持续激增。</blockquote> Beyond the top-and-bottom line numbers, investors will keep an eye on growth in CrowdStrike’s total subscription customers. The endpoint security leader—which counts nearly half of the Fortune 100 companies as clients—said it had a total of 11,420 customers as of the end of its last quarter, up 82% year-over-year.<blockquote>除了顶线和底线数据之外，投资者还将关注CrowdStrike订阅客户总数的增长。这家终端安全领导者拥有财富100强公司中近一半的客户，该公司表示，截至上季度末，该公司共有11,420名客户，同比增长82%。</blockquote> Market players will also pay close attention to the cyber company’s outlook for the rest of the year as it looks to be one of the main beneficiaries of the ongoing increase in cybersecurity spending amid the rampant surge in cyberattacks.<blockquote>市场参与者还将密切关注这家网络公司今年剩余时间的前景，因为在网络攻击猖獗的情况下，它似乎是网络安全支出持续增加的主要受益者之一。</blockquote> <img src=\"https://static.tigerbbs.com/76abfcac8addb6807b144474d91d4403\" tg-width=\"1918\" tg-height=\"776\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">CRWD Daily Stock Chart<blockquote>CRWD每日股票图表</blockquote> Shares of the Sunnyvale, California-based company, which soared 324% in 2020 thanks to a growing wave of enterprise cybersecurity spending during the COVID pandemic, have seen their ascent slow this year, climbing just 9.9% in 2021.<blockquote>由于新冠疫情期间企业网络安全支出不断增长，这家总部位于加利福尼亚州桑尼维尔的公司的股价在2020年飙升了324%，但今年上涨缓慢，2021年仅上涨了9.9%。</blockquote> CRWD stock ended Tuesday’s session at $232.64, earning the company a valuation of $52.5 billion. At current levels, shares remain about 14.5% below their all-time high of $272.63 reached on July 23.<blockquote>CRWD股票周二收于232.64美元，该公司估值达到525亿美元。按目前水平计算，该股仍比7月23日触及的历史高点272.63美元低约14.5%。</blockquote> 2. Okta<blockquote>2.Okta</blockquote> <ul> <li>Earnings Date:&nbsp;Wednesday, Sept. 1</li> <li>EPS Growth Estimate:&nbsp;-600% Y-o-Y</li> <li>Revenue Growth Estimate:&nbsp;+48% Y-o-Y</li> <li>Year-To-Date Performance:&nbsp;-9.3%</li> <li>Market Cap:&nbsp;$35.3 Billion</li> </ul> <a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a>, which beat expectations for earnings and revenue for its&nbsp;last quarter&nbsp;in late May, but provided weak guidance and announced the departure of its chief financial officer, is slated to next report financial results after the closing bell on Wednesday, Sept. 1.<blockquote><ul><li>盈利日期：9月1日星期三</li><li>每股收益增长预测：-600%Y-o-Y</li><li>收入增长预测：同比+48%</li><li>年初至今表现：-9.3%</li><li>市值：353亿美元</li></ul><a href=\"https://laohu8.com/S/OKTA\">奥克塔公司。</a>该公司5月底最后一个季度的盈利和收入超出预期，但提供的指引较弱，并宣布首席财务官离职，预计将于9月1日星期三收盘后公布下一次财务业绩。</blockquote> Consensus calls for a loss per share of $0.35 for the second quarter, compared to earnings of $0.07 per share in the year-ago period, due mostly to the impact of its recent $6.5 billion acquisition of Auth0, which provides an identity management platform for application builders.<blockquote>评级第二季度每股亏损0.35美元，而去年同期每股收益为0.07美元，这主要是由于其最近以65亿美元收购Auth0的影响，Auth0为应用程序提供身份管理平台构建者。</blockquote> Revenue is forecast to jump 48% year-over-year to an all-time high of $296.7 million, thanks to strong demand from large enterprises for its cloud-based identity and access management software.<blockquote>由于大型企业对其基于云的身份和访问管理软件的强劲需求，收入预计将同比增长48%，达到2.967亿美元的历史新高。</blockquote> As such, investors will focus on Okta’s subscription software revenue, which grew 38% in the last quarter to $240 million, amid the shift to remote work during the ongoing health crisis.<blockquote>因此，投资者将关注Okta的订阅软件收入，在持续的健康危机期间转向远程工作的情况下，该收入上季度增长了38%，达到2.4亿美元。</blockquote> In addition to EPS and revenue, market participants will scrutinize the company’s update regarding its outlook for the months ahead. The identity-and-access management specialist projected a loss in a range of $1.13 to $1.16 per share for fiscal 2022 in the last quarter. It forecast full-year revenue of $1.22 billion at its midpoint of guidance, representing growth of 46% year-over-year.<blockquote>除了每股收益和收入之外，市场参与者还将密切关注该公司有关未来几个月前景的更新。这家身份和访问管理专家预计2022财年最后一个季度每股亏损在1.13美元至1.16美元之间。该公司预计全年收入为12.2亿美元，处于指导中点，同比增长46%。</blockquote> <img src=\"https://static.tigerbbs.com/0d1b65b965099b13f82a5bea7e6c7c86\" tg-width=\"1917\" tg-height=\"778\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">OKTA Daily Chart<blockquote>OKTA日线图</blockquote> OKTA stock closed at $230.56 last night, roughly 22% below its record peak of $294.00 touched in mid-February. At current levels, the San Francisco, California-based cybersecurity company has a market cap of $35.3 billion.<blockquote>OKTA股价昨晚收于230.56美元，比2月中旬触及的294.00美元的历史峰值低约22%。按照目前的水平，这家总部位于加利福尼亚州旧金山的网络安全公司的市值为353亿美元。</blockquote> After seeing its stock surge 120% in 2020 thanks to robust demand for its cybersecurity platform, Okta shares are down nearly 9% year-to-date as investor sentiment cooled on high-growth tech shares which rallied throughout the COVID-19 pandemic.<blockquote>由于对其网络安全平台的强劲需求，Okta股价在2020年飙升了120%，但由于投资者对在COVID-19大流行期间上涨的高增长科技股的情绪降温，Okta股价今年迄今已下跌近9%。</blockquote> 3. DocuSign<blockquote>3.DocuSign</blockquote> <ul> <li>Earnings Date:&nbsp;Thursday, Sept. 2</li> <li>EPS Growth Estimate:&nbsp;+135.3% Y-o-Y</li> <li>Revenue Growth Estimate:&nbsp;+42.8% Y-o-Y</li> <li>Year-To-Date Performance:&nbsp;+28.5%</li> <li>Market Cap:&nbsp;$55.6 Billion</li> </ul> <a href=\"https://laohu8.com/S/DOCU\">Docusign</a>—which shattered profit and sales records in the&nbsp;last quarter&nbsp;because of soaring demand for its e-signature platform—is projected to report financial results for its fiscal second quarter on Thursday, Sept. 2 after the close.<blockquote><ul><li>盈利日期：9月2日，星期四</li><li>每股收益增长预测：同比+135.3%</li><li>收入增长预测：同比+42.8%</li><li>年初至今表现：+28.5%</li><li>市值：556亿美元</li></ul><a href=\"https://laohu8.com/S/DOCU\">Docusign</a>由于对其电子签名平台的需求飙升，该公司上季度打破了利润和销售记录，预计将于9月2日星期四收盘后公布第二财季的财务业绩。</blockquote> Consensus estimates call for the software-as-a-service company to post earnings per share of $0.40, improving 135% from EPS of $0.17 in the year-ago period.<blockquote>市场普遍预计这家软件即服务公司的看涨期权每股收益为0.40美元，比去年同期的每股收益0.17美元增长135%。</blockquote> Revenue is expected to jump about 43% year-over-year to a record $488.7 million, thanks to strong demand for its Agreement Cloud e-signature platform amid the shift to remote work.<blockquote>由于向远程工作的转变对其协议云电子签名平台的强劲需求，收入预计将同比增长约43%，达到创纪录的4.887亿美元。</blockquote> In addition to the top- and bottom-line numbers, market players will also focus on DocuSign’s update regarding its enterprise customer additions to see if it can maintain its torrid pace of growth. The company announced in its Q1 earnings report that clients with annual contract values of greater than $300,000 grew roughly 30% from the year-ago period to 673.<blockquote>除了顶线和底线数据外，市场参与者还将关注DocuSign有关其企业客户新增的更新，看看它是否能够保持其快速的增长速度。该公司在第一季度收益报告中宣布，年度合同价值超过30万美元的客户较去年同期增长约30%，达到673家。</blockquote> Investors will also concentrate on comments from DocuSign’s management regarding the outlook for the current quarter and beyond, as the existing operating environment has created a perfect backdrop for the e-signature giant to thrive.<blockquote>投资者还将关注DocuSign管理层对本季度及以后前景的评论，因为现有的运营环境为这家电子签名巨头的蓬勃发展创造了完美的背景。</blockquote> <img src=\"https://static.tigerbbs.com/6bc1c086396d493822ad571c16ffb83d\" tg-width=\"1918\" tg-height=\"771\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DOCU Daily Chart<blockquote>DOCU日线图</blockquote> DOCU stock, which reached a record high of $314.49 on Aug. 10, ended at $285.58 yesterday, earning the San Francisco, California-based tech company a valuation of $55.6 billion.<blockquote>DOCU股票于8月10日创下314.49美元的历史新高，昨天收于285.58美元，使这家总部位于加利福尼亚州旧金山的科技公司估值达到556亿美元。</blockquote> DocuSign shares have been a big winner amid the pandemic, rising 200% in 2020, as the shift to the work-from-home environment led to more companies signing contracts electronically over the internet. Year-to-date, DOCU has gained another 28.5%, easily outperforming the broader market.<blockquote>DocuSign股价在疫情期间成为大赢家，2020年上涨了200%，因为向在家工作环境的转变导致更多公司通过互联网以电子方式签署合同。今年迄今为止，DOCU又上涨了28.5%，轻松跑赢大盘。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.investing.com/analysis/3-softwareasservice-leaders-set-for-strong-earnings-as-q2-season-winds-down-200599181\">investing.com</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":{"CRWD":"CrowdStrike Holdings, Inc.","SKYY":"First Trust Cloud Computing ETF","DOCU":"Docusign","OKTA":"Okta Inc."},"source_url":"https://www.investing.com/analysis/3-softwareasservice-leaders-set-for-strong-earnings-as-q2-season-winds-down-200599181","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114089066","content_text":"Wall Street’s second quarter earnings season has all but wound down, but results in the coming weeks are due from a variety of cloud-computing Software-as-a-Service (SaaS) companies.\nThe sector sold off sharply earlier this year amid valuation concerns, before it regained its footing, with the First Trust ISE Cloud Computing Index Fund rising to its highest level on record earlier this month.\nSKYY ETF Daily Chart\nBelow we highlight three SaaS leaders well worth considering ahead of their upcoming quarterly earnings reports.\n1. CrowdStrike Holdings\n\nEarnings Date: Tuesday, Aug. 31\nEPS Growth Estimate: +166.6% Y-o-Y\nRevenue Growth Estimate: +62.4% Y-o-Y\nYear-To-Date Performance: +9.9%\nMarket Cap: $52.5 Billion\n\nCrowdStrike Holdings, Inc.—which has beaten Wall Street’s sales estimates in every quarter since going public in June 2019—is scheduled to report its latest financial results after the U.S. market closes on Tuesday, Aug. 31.\nConsensus expectations call for the cloud-based cybersecurity specialist, whose technology is used to detect and prevent security breaches, to post earnings per share (EPS) of $0.08 for the second quarter, improving roughly 167% from EPS of $0.03 in the year-ago period.\nMeanwhile, revenue is forecast to jump around 62% year-over-year to an all-time high of $323.3 million, reflecting the ongoing surge in demand for its Falcon cybersecurity platform.\nBeyond the top-and-bottom line numbers, investors will keep an eye on growth in CrowdStrike’s total subscription customers. The endpoint security leader—which counts nearly half of the Fortune 100 companies as clients—said it had a total of 11,420 customers as of the end of its last quarter, up 82% year-over-year.\nMarket players will also pay close attention to the cyber company’s outlook for the rest of the year as it looks to be one of the main beneficiaries of the ongoing increase in cybersecurity spending amid the rampant surge in cyberattacks.\nCRWD Daily Stock Chart\nShares of the Sunnyvale, California-based company, which soared 324% in 2020 thanks to a growing wave of enterprise cybersecurity spending during the COVID pandemic, have seen their ascent slow this year, climbing just 9.9% in 2021.\nCRWD stock ended Tuesday’s session at $232.64, earning the company a valuation of $52.5 billion. At current levels, shares remain about 14.5% below their all-time high of $272.63 reached on July 23.\n2. Okta\n\nEarnings Date: Wednesday, Sept. 1\nEPS Growth Estimate: -600% Y-o-Y\nRevenue Growth Estimate: +48% Y-o-Y\nYear-To-Date Performance: -9.3%\nMarket Cap: $35.3 Billion\n\nOkta Inc., which beat expectations for earnings and revenue for its last quarter in late May, but provided weak guidance and announced the departure of its chief financial officer, is slated to next report financial results after the closing bell on Wednesday, Sept. 1.\nConsensus calls for a loss per share of $0.35 for the second quarter, compared to earnings of $0.07 per share in the year-ago period, due mostly to the impact of its recent $6.5 billion acquisition of Auth0, which provides an identity management platform for application builders.\nRevenue is forecast to jump 48% year-over-year to an all-time high of $296.7 million, thanks to strong demand from large enterprises for its cloud-based identity and access management software.\nAs such, investors will focus on Okta’s subscription software revenue, which grew 38% in the last quarter to $240 million, amid the shift to remote work during the ongoing health crisis.\nIn addition to EPS and revenue, market participants will scrutinize the company’s update regarding its outlook for the months ahead. The identity-and-access management specialist projected a loss in a range of $1.13 to $1.16 per share for fiscal 2022 in the last quarter. It forecast full-year revenue of $1.22 billion at its midpoint of guidance, representing growth of 46% year-over-year.\nOKTA Daily Chart\nOKTA stock closed at $230.56 last night, roughly 22% below its record peak of $294.00 touched in mid-February. At current levels, the San Francisco, California-based cybersecurity company has a market cap of $35.3 billion.\nAfter seeing its stock surge 120% in 2020 thanks to robust demand for its cybersecurity platform, Okta shares are down nearly 9% year-to-date as investor sentiment cooled on high-growth tech shares which rallied throughout the COVID-19 pandemic.\n3. DocuSign\n\nEarnings Date: Thursday, Sept. 2\nEPS Growth Estimate: +135.3% Y-o-Y\nRevenue Growth Estimate: +42.8% Y-o-Y\nYear-To-Date Performance: +28.5%\nMarket Cap: $55.6 Billion\n\nDocusign—which shattered profit and sales records in the last quarter because of soaring demand for its e-signature platform—is projected to report financial results for its fiscal second quarter on Thursday, Sept. 2 after the close.\nConsensus estimates call for the software-as-a-service company to post earnings per share of $0.40, improving 135% from EPS of $0.17 in the year-ago period.\nRevenue is expected to jump about 43% year-over-year to a record $488.7 million, thanks to strong demand for its Agreement Cloud e-signature platform amid the shift to remote work.\nIn addition to the top- and bottom-line numbers, market players will also focus on DocuSign’s update regarding its enterprise customer additions to see if it can maintain its torrid pace of growth. The company announced in its Q1 earnings report that clients with annual contract values of greater than $300,000 grew roughly 30% from the year-ago period to 673.\nInvestors will also concentrate on comments from DocuSign’s management regarding the outlook for the current quarter and beyond, as the existing operating environment has created a perfect backdrop for the e-signature giant to thrive.\nDOCU Daily Chart\nDOCU stock, which reached a record high of $314.49 on Aug. 10, ended at $285.58 yesterday, earning the San Francisco, California-based tech company a valuation of $55.6 billion.\nDocuSign shares have been a big winner amid the pandemic, rising 200% in 2020, as the shift to the work-from-home environment led to more companies signing contracts electronically over the internet. Year-to-date, DOCU has gained another 28.5%, easily outperforming the broader market.","news_type":1,"symbols_score_info":{"SKYY":0.9,"CRWD":0.9,"DOCU":0.9,"OKTA":0.9}},"isVote":1,"tweetType":1,"viewCount":1543,"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":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}