Cloudflare（NYSE：NET）股票跃升了6％

Cloudflare（NYSE：NET）股票在周五早上跃升了6％以上，并以稳定的Q1 2025结果提高。

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.

周五早上，CloudFlare（NYSE：NET）上涨了6％以上，因为Cloud Services提供商击败了第一季度的收益估算和客户增长稳定。

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报告的收入为4.791亿美元，同比增长27％，估计为4.665亿美元。这标志着Cloudflare最强大的季度之一，股票在过去一年中延长了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.

净收入达到5840万美元，每股收益为0.16美元。营业利润达到了5600万美元，反映了11.7％的利润。

"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首席执行官Matthew Prince表示：“我们很高兴地报告了一年的强劲开端，第一季度的收入超出了预期，并根据指导调整了EPS。” “随着组织越来越依靠我们来保护其应用程序和网络，我们继续看到对Cloudflare产品和服务的强烈需求。”

Key Highlights:

关键亮点：

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

客户数量继续扩展，每年有3,527个客户的支出超过100,000美元。这代表同比增长23％。

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

管理层还强调了公司历史上最大的合同的签署，交易超过1亿美元。

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

基于美元的净保留率保持稳定为111％，表明现有客户的支出稳定，尽管与上一季度相比保持平稳。

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

剩余的绩效义务（RPO）是未来收入的指标，同比增长39％，达到18.64亿美元。

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

普林斯说：“尽管宏伟的宏观经济环境充满挑战，但我们仍在执行良好，并继续专注于推动可持续的长期增长。”

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.

毛利率为77.1％，高于公司的长期目标范围75％至77％，但比去年同期下降了240个基点。

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

高管将宏观经济波动率标记为挑战，但对维持增长保持了信心。

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

现金和同等价值总计19亿美元，为运营和扩张提供了充足的流动性。

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

尽管不断发展的互联网趋势和AI的压力，但对其网络安全和网络服务的需求仍然强大。

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（收入为0.01美元）：4.791亿美元（击败$ 945万）

Key Takeaways:

关键要点：

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

客户数量继续扩展，每年有3,527个客户的支出超过100,000美元。这代表同比增长23％。

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

管理层还强调了公司历史上最大的合同的签署，交易超过1亿美元。

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

基于美元的净保留率保持稳定为111％，表明现有客户的支出稳定，尽管与上一季度相比保持平稳。

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

剩余的绩效义务（RPO）是未来收入的指标，同比增长39％，达到18.64亿美元。

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

普林斯说：“尽管宏伟的宏观经济环境充满挑战，但我们仍在执行良好，并继续专注于推动可持续的长期增长。”

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.

毛利率为77.1％，高于公司的长期目标范围75％至77％，但比去年同期下降了240个基点。

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

高管将宏观经济波动率标记为挑战，但对维持增长保持了信心。

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

现金和同等价值总计19亿美元，为运营和扩张提供了充足的流动性。

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

尽管不断发展的互联网趋势和AI的压力，但对其网络安全和网络服务的需求仍然强大。

"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首席执行官Matthew Prince表示：“我们很高兴地报告了一年的强劲开端，第一季度的收入超出了预期，并根据指导调整了EPS。” “随着组织越来越依靠我们来保护其应用程序和网络，我们继续看到对Cloudflare产品和服务的强烈需求。”

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.

对于2025年第一季度，CloudFlare预计收入在5亿至5.01亿美元之间，迹象均在同比增长25％。全年指导也提高到了20.9亿至209.4亿美元之间，再次以25％的增长率为目标。

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的股票在多个时间范围内显示了投资者的巨大回报。迄今为止，股票上涨了22.88％，与标准普尔500指数下降的3.71％形成鲜明对比。

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

从过去的一年中，NET的股票飙升了80.41％，而指数的增长率为8.62％。

Over three years, the stock

三年来，股票