Software Stocks Atlassian, Twilio, Cloudflare ទទួលយកការណែនាំ

Investors pummeled software stocks Atlassian (ក្រុម), Twilio (TWLO) និង Cloudflare (ណេត។) Friday for issuing weak guidance.

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TEAM stock plunged 29% to close at 123.73 on the ផ្សារភាគហ៊ុនថ្ងៃនេះ. TWLO stock plummeted 34.6% to close at 42.74. Meanwhile, Cloudflare stock fell 18.4% to 41.09.

Atlassian reported fiscal first-quarter earnings of 36 cents, down 3% from a year earlier, missing Wall Street estimates for 38-cent profit. Revenue rose 31% to $807.4 million, edging by views of $806.4 million.

Billings, a sales growth metric, came in at $798 million, up 27%. But that missed forecasts of $830 million.

The Australia-based company said it expects December quarter revenue of $845 million at the midpoint of its outlook, below views for $879 million.

“We are surprised by the magnitude of the slowdown in consolidated growth and cloud growth more particularly,” BMO Capital Markets analyst Keith Bachman said in a note to clients.

Software Stocks Transition To The Cloud

“Management lowered fiscal 2023 cloud revenue guidance from 50% year-over-year to a range of 40% to 45%, driven by a more pronounced decrease in the rate of free-to-paid conversions,” Bachman went on to say. “(They also cited) a slowing in the rate of paid user growth from existing customers as customers slow down hiring.”

Atlassian said it expects December quarter revenue of $845 million at the midpoint of its outlook. That’s up 23% but below analyst estimates of $879 million.

ត្រូវបានបង្កើតឡើងនៅទីក្រុងស៊ីដនីក្នុងឆ្នាំ 2002 ក្រុមហ៊ុន Atlassian លក់ការគ្រប់គ្រងគម្រោង និងកម្មវិធីសហការសម្រាប់អ្នកបង្កើតកម្មវិធី និងក្រុមវិស្វកម្មព័ត៌មានវិទ្យា។

ក្រុមហ៊ុនផលិតកម្មវិធីកំពុងផ្លាស់ប្តូរទៅជាគំរូអាជីវកម្ម cloud-computing ។ Atlassian កំពុងបញ្ឈប់ការលក់កម្មវិធីក្នុងបរិវេណដែលប្រើនៅក្នុងមជ្ឈមណ្ឌលទិន្នន័យរបស់អតិថិជនសាជីវកម្ម។

TWLO Stock: Crypto, Consumer Weakness

Meanwhile, San Francisco-based Twilio reported a smaller-than expected loss of 27 cents a share compared with estimates for a 36-cent loss. Revenue rose 33% to $983 million, topping estimates of $972 million.

But Twilio forecast December quarter revenue in a range of $995 million to $1 billion, up 18.5% at the midpoint of guidance, missing forecasts of $1.07 billion.

“The macro continues to worsen and is the core driver of the step down. Weakness continued in crypto, consumer-on-demand, social and more recently spread to e-commerce and retail,” Jefferies analyst Samad Samana said in a note.

Twilio’s communications tools enable app developers to embed voice, text messaging and video into their products. In addition, Twilio’s software makes it easier for cloud-based applications to communicate.

Software Stocks Headwind

Also, Cloudflare reported a 6-cent profit, topping estimates for zero earnings. Revenue rose 47% to $253.9 million, edging by estimates of $250.6 million.

San Francisco-based Cloudflare said it expects December quarter revenue of $274 million, up 42%, at the midpoint of its outlook, just above forecasts of $273.7 million.

“Q3 upside delivered the most modest beat versus prior quarter,” Cowen analyst Shaul Eyal said in a note. “Q4 guidance reflects potential headwinds including macro deceleration, elongating sales-cycles and currency exchange rate headwinds.”

Cloudflare Stock: New Chief Revenue Officer

Cloudflare announced that Chris Meritt, the company’s chief revenue officer, will be stepping down. Further, he will be replaced by former Twilio executive Marc Boroditsky.

“Management acknowledged the weak macro conditions are starting to have an impact on revenue,” Wells Fargo analyst Andrew Nowinski said in a note. “(It) noted sales cycles are taking longer to close at the high-end of the market, which is what nearly all other companies in the space are reporting. However, given the valuation, expectations are certainly higher for Cloudflare.”

បានចាប់ផ្តើមក្នុងឆ្នាំ 2009 Cloudflare បង្កើនល្បឿន និងផ្តល់នូវសុវត្ថិភាពសម្រាប់កម្មវិធីគេហទំព័រដែលដំណើរការតាមរយៈបណ្តាញសកលដ៏ឆ្លាតវៃរបស់វា។ លើសពីនេះ ក្រុមហ៊ុនប្រកួតប្រជែងទាំងទីផ្សារសាជីវកម្ម និងអ្នកប្រើប្រាស់។

September-quarter earnings reports for all three software stocks came in after the market close Thursday.

សូមអនុវត្តតាម Reinhardt Krause នៅលើ Twitter @reinhardtk_tech សម្រាប់ការធ្វើបច្ចុប្បន្នភាពលើប្រព័ន្ធឥតខ្សែ 5G ភាពវៃឆ្លាតសិប្បនិម្មិតសុវត្ថិភាពតាមអ៊ីនធឺណិតនិងពពកកុំព្យូទ័រ។

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