Cloudflare（NYSE：NET）股票躍升了6％

Cloudflare（NYSE：NET）股票在周五早上躍升了6％以上，並以穩定的Q1 2025結果提高。

Cloudflare (NYSE:NET) stock price rose more than 6% Friday morning, as the cloud services provider beat Q1 earnings estimates and customer growth remained strong.

週五早上，CloudFlare（NYSE：NET）上漲了6％以上，因為Cloud Services提供商擊敗了第一季度的收益估算和客戶增長穩定。

Cloudflare Revenue, Earnings Beat Estimates

Cloudflare收入，收益率估算

Cloudflare reported revenue of $479.1 million, up 27% year-over-year and ahead of the $469.65 million estimate. This marked one of the strongest quarters for Cloudflare, and shares extended their 80.41% gain over the past year.

Cloudflare報告的收入為4.791億美元，同比增長27％，估計為4.665億美元。這標誌著Cloudflare最強大的季度之一，股票在過去一年中延長了80.41％的收益。

Net income reached $58.4 million, or EPS of $0.16. Operating profit hit $56 million, reflecting an 11.7% margin.

淨收入達到5840萬美元，每股收益為0.16美元。營業利潤達到了5600萬美元，反映了11.7％的利潤。

"We are pleased to report a strong start to the year with Q1 revenue exceeding expectations and adjusted EPS in line with guidance,” said Matthew Prince, CEO of Cloudflare. “We continue to see strong demand for Cloudflare's products and services as organizations increasingly rely on us to secure their applications and networks.”

Cloudflare首席執行官Matthew Prince表示：“我們很高興地報告了一年的強勁開端，第一季度的收入超出了預期，並根據指導調整了EPS。” “隨著組織越來越依靠我們來保護其應用程序和網絡，我們繼續看到對Cloudflare產品和服務的強烈需求。”

Key Highlights:

關鍵亮點：

Customer numbers continue to scale, with 3,527 customers spending over $100,000 annually. This represents a 23% increase year-over-year.

客戶數量繼續擴展，每年有3,527個客戶的支出超過100,000美元。這代表同比增長23％。

Management also highlighted the signing of the largest contract in company history, a deal exceeding $100 million.

管理層還強調了公司歷史上最大的合同的簽署，交易超過1億美元。

Dollar-based net retention rate held steady at 111%, indicating stable spending among existing clients, though it remained flat compared to the prior quarter.

基於美元的淨保留率保持穩定為111％，表明現有客戶的支出穩定，儘管與上一季度相比保持平穩。

Remaining performance obligations (RPO), an indicator of future revenue, rose 39% year-over-year to $1.864 billion.

剩餘的績效義務（RPO）是未來收入的指標，同比增長39％，達到18.64億美元。

"We are executing well and remain focused on driving sustainable long-term growth despite the challenging macroeconomic environment," said Prince.

普林斯說：“儘管宏偉的宏觀經濟環境充滿挑戰，但我們仍在執行良好，並繼續專注於推動可持續的長期增長。”

Gross margin stood at 77.1%, above the company’s long-term target range of 75% to 77%, but decreased by 240 basis points from a year earlier.

毛利率為77.1％，高於公司的長期目標範圍75％至77％，但比去年同期下降了240個基點。

Executives flagged macroeconomic volatility and longer sales cycles as challenges but maintained confidence in sustaining growth.

高管將宏觀經濟波動率標記為挑戰，但對維持增長保持了信心。

Cash and equivalents totaled $1.9 billion, providing ample liquidity for operations and expansion.

現金和同等價值總計19億美元，為運營和擴張提供了充足的流動性。

Despite pressures from evolving internet trends and AI, demand for its cybersecurity and network services remains robust.

儘管不斷發展的互聯網趨勢和AI的壓力，但對其網絡安全和網絡服務的需求仍然強大。

Cloudflare Inc. Q1 2025 Earnings Summary:

Cloudflare Inc. Q1 2025收益摘要：

EPS: $0.16 (beat by $0.01)Revenue: $479.1M (beat by $9.45M)

EPS：0.16美元（收入為0.01美元）：4.791億美元（擊敗$ 945萬）

Key Takeaways:

關鍵要點：

Customer numbers continue to scale, with 3,527 customers spending over $100,000 annually. This represents a 23% increase year-over-year.

客戶數量繼續擴展，每年有3,527個客戶的支出超過100,000美元。這代表同比增長23％。

Management also highlighted the signing of the largest contract in company history, a deal exceeding $100 million.

管理層還強調了公司歷史上最大的合同的簽署，交易超過1億美元。

Dollar-based net retention rate held steady at 111%, indicating stable spending among existing clients, though it remained flat compared to the prior quarter.

基於美元的淨保留率保持穩定為111％，表明現有客戶的支出穩定，儘管與上一季度相比保持平穩。

Remaining performance obligations (RPO), an indicator of future revenue, rose 39% year-over-year to $1.864 billion.

剩餘的績效義務（RPO）是未來收入的指標，同比增長39％，達到18.64億美元。

"We are executing well and remain focused on driving sustainable long-term growth despite the challenging macroeconomic environment," said Prince.

普林斯說：“儘管宏偉的宏觀經濟環境充滿挑戰，但我們仍在執行良好，並繼續專注於推動可持續的長期增長。”

Gross margin stood at 77.1%, above the company’s long-term target range of 75% to 77%, but decreased by 240 basis points from a year earlier.

毛利率為77.1％，高於公司的長期目標範圍75％至77％，但比去年同期下降了240個基點。

Executives flagged macroeconomic volatility and longer sales cycles as challenges but maintained confidence in sustaining growth.

高管將宏觀經濟波動率標記為挑戰，但對維持增長保持了信心。

Cash and equivalents totaled $1.9 billion, providing ample liquidity for operations and expansion.

現金和同等價值總計19億美元，為運營和擴張提供了充足的流動性。

Despite pressures from evolving internet trends and AI, demand for its cybersecurity and network services remains robust.

儘管不斷發展的互聯網趨勢和AI的壓力，但對其網絡安全和網絡服務的需求仍然強大。

"We are pleased to report a strong start to the year with Q1 revenue exceeding expectations and adjusted EPS in line with guidance,” said Matthew Prince, CEO of Cloudflare. "We continue to see strong demand for Cloudflare's products and services as organizations increasingly rely on us to secure their applications and networks."

Cloudflare首席執行官Matthew Prince表示：“我們很高興地報告了一年的強勁開端，第一季度的收入超出了預期，並根據指導調整了EPS。” “隨著組織越來越依靠我們來保護其應用程序和網絡，我們繼續看到對Cloudflare產品和服務的強烈需求。”

For Q2 2025, Cloudflare expects revenue in the range of $500 million to $501 million, signaling a 25% growth year-over-year. Full-year guidance was also raised to between $2.090 billion and $2.094 billion, again targeting a 25% growth rate.

對於2025年第一季度，CloudFlare預計收入在5億至5.01億美元之間，跡象均在同比增長25％。全年指導也提高到了20.9億至209.4億美元之間，再次以25％的增長率為目標。

Cloudflare's stock has shown massive returns for investors over multiple time frames. Year to date, the shares are up 22.88%, sharply contrasting with the S&P 500's 3.71% decline.

Cloudflare的股票在多個時間範圍內顯示了投資者的巨大回報。迄今為止，股票上漲了22.88％，與標準普爾500指數下降的3.71％形成鮮明對比。

Looking at the past year, shares of NET have surged 80.41%, compared to the index's 8.62% gain.

從過去的一年中，NET的股票飆升了80.41％，而指數的增長率為8.62％。

Over three years, the stock

三年來，股票