Cloudflare's 4Q 2021 earnings report

Just took a look at Cloudflare's (NET) 4Q 2021 earnings report. Cloudflare is in an area that covers several hot spots, including content delivery networks, i.e. CDNs, cloud computing, and cybersecurity. For the Cloudflare quarterly report, here is a summary: 1) Revenue of $194 million (then expected 4Q revenue in the range of $184 to $185 million), up 52% year-over-year ($172 million in 2021, up 51% year-over-year). 2) The number of customers continues to grow rapidly, with the total number of customers has reached 1416 (1260 in the previous quarter). 3) Non-GAAP gross margin was 79.2% vs. 78.1% in the same quarter last year (vs. 79.2% in 3Q vs. 77.3% in the same quarter last year.) Non-GAAP net income has started to turn around, meaning it has started to be profitable. 4) Revenue is expected to be in the range of $205 to $206 million in 4Q. That works out to about 6% YoY growth.

Cloudflare had good results this time, beating its previous guidance. Revenues are still growing at a high rate, gross margins are gradually improving, and it is starting to be profitable. Its business is driving in the fast lane.

Cloudflare is in the CDN is a small branch of cloud computing. As you know this quarter Google cloud computing had a year-on-year growth of 44.6%. Microsoft's year-on-year growth in cloud computing this quarter was 46%. Amazon cloud computing year-on-year growth of 40%. Amazon's quarterly cloud revenue is already $17.8 billion. 194 million of Cloudflare's revenue, equivalent to one percent of Amazon. So, if Cloudflare's growth rate can not always exceed these big guys of cloud computing, investors really might as well invest directly in Amazon, Microsoft, and Google big guys well. If I have to choose, I will choose to invest directly in Amazon, Microsoft, and Google.

Comments

FB stock forecast 2022: Facebook’s latest earnings report analysis

Today I will interpret its just-announced financial report for the second quarter of 2021. combined with the digital advertising industry's general development direction and competitive landscape. First, let’s summarize Facebook’s latest earnings report. I think Facebook’s second-quarter earnings report is very, very good. We can see how good it is from year-on-year and quarter-on-quarter. Revenue in the second quarter increased by 56% year-on-year, while it increased by 48% year-on-year in the first quarter. Operating profit in the second quarter increased by 107% year-on-year, while the first quarter increased by 93% year-on-year. Net profit increased by 101% in the second quarter, compared with a year-on-year growth of 94% in the first quarter. Earnings per share in the second quarter increased by 101% year-on-year, while the first quarter increased by 93% year-on-year. The operating margin in the second quarter was 43%, compared to 32% in the same period last year. The perform...

AMZN stock forecast 2025： Amazon's main advantages

On July 6, after the US stock market opened, Amazon broke through $3,600, a record high. Amazon has been oscillating between 3000-3500 US dollars in the past year, and the stock price finally broke through. Amazon is a stock that has a high valuation from PE but is seriously undervalued by the market from the perspective of its development prospects. It is one of my favorite technology stocks. Amazon's main advantages are: 1. Amazon's current GMV is only half that of Alibaba. Looking at the current penetration rate of e-commerce in China and the future penetration rate of e-commerce in the United States, we will find that Amazon e-commerce has huge growth potential in the United States. Amazon e-commerce is far from saturated in the United States. 2. Cloud computing has unlimited potential. As the industry leader, Amazon's cloud computing can maintain a growth rate of 20%-30% for many years in the future. 3. The international ...

PDD stock forecast 2025: 2021 Q1 financial report analysis

PDD released the financial report for the first quarter of 2021. According to the financial report, as of March 31, 2021, Pinduoduo's annual active buyers reached 823.8 million, a net increase of 195.7 million over the same period of the previous year, leading China's other domestic e-commerce platforms for the second consecutive quarter. In terms of revenue, Pinduoduo’s revenue in the first quarter was 22.167 billion yuan, a year-on-year increase of 239% from 6.541 billion yuan in the same period last year. Under non-general accounting standards, the platform’s net loss attributable to ordinary shareholders in the first quarter was RMB 1,890.3 billion, compared with a net loss of RMB 3.169 billion in the same period last year, and the net loss was significantly narrowed. PDD officially enters a new era of 800 million users The financial report shows that as of March 31, 2021, the number of active buyers on the Pinduoduo platform reached 823.8 m...

Bitcoin will eventually lose its king status! Replaced by Ethereum

Considering many factors such as real use, user base, technological iteration speed, etc., Ethereum is likely to replace Bitcoin as the mainstream cryptocurrency. In terms of market trends, the key difference between the current cryptocurrency market and the 2017-2018 bull market is the participation of institutional investors. However, with the recent slowdown in the participation of institutional investors, the inflow of cryptocurrency ETFs has decreased, alternative currencies have emerged one after another, and the market has once again been dominated by retail investors. This shift from institutions to retail investors is increasing the possibility of a market crash. The current high volatility in the market will continue until cryptocurrencies have potential real economic uses independent of prices. Etherfang has huge potential The Ethereum system supports smart contracts and provides developers with a way to create new applications. ...

INTC stock forecast 2025: Intel's acquisition of SiFive

SiFive, a chip design start-up company based on the RISC-V instruction set architecture, has received an acquisition intention from investor Intel. A person familiar with the matter, who asked not to be named, said that Intel has offered to buy SiFive for more than $2 billion. RISC-V with x86 and Arm As we all know, Intel dominates the industry leader in x86 architecture chip technology, while SiFive focuses on open-source RISC-V technology and employs several founding members of the RISC-V architecture. For a long time, the field of CPU instruction set architecture has been dominated by x86 and Arm. Since RISC-V was born at the University of California, Berkeley in 2010, it has gradually formed a certain competitive landscape with Arm after more than ten years of development. With the gradual refinement of the application field, the model of one chip making the world has become a thing of the past. Facing the hot AI and Internet of Things market, RISC-V i...

ASML stock forecast 2025: is it time to buy now?

Hello everyone, recently, because the market has a lot of fears about rising interest rates and shrinking the balance sheet, the Nasdaq as a whole has fallen a lot, and each support has basically been broken one after another. The general price has also broken, so there is no good signal to increase positions in the short term. It may be safer to hold cash first and wait until the decline begins to slow down a little or see a really cost-effective price before considering adding positions. However, the long-term bull market in the future will not end because of this year's interest rate hike, and cash will only become more and more worthless in the long run. In the short-term continuous decline of the stock market, we must put our minds in a positive state. At the same time, we must properly organize our thoughts and positions, prepare bullets, and use this time to do our homework for the stocks we are interested in. In this way, when a good price appears in the future, you will be...

The signal that the stock market has peaked?

the stock market Although I know how to judge when the bear market is over and when I should buy at the bottom, I still don't know how to judge the selling at the top. I'm afraid I don't know when to leave the market after buying stocks in the future. If you have also tried to avoid the crash, stock market crash, and even bear market, or always hold stocks at these times. These four tricks are based on my experience in the stock market for more than 10 years. They help me hold cash early before many market declines, so I suggest that you must see the end. It is likely to help you invest in stocks. Raise to another level. Because knowing how to go is more important than knowing how to buy, and knowing how to go is an important factor in determining how much you can earn or lose. The first trick, everyone needs to learn to identify the Distribution Day. As the name implies, the shipping day is a day of huge selling pressure. On that day, it may be that large account...

Teladoc stock forecast 2025: Is it time to buy TDOC?

TDOC's performance exceeded expectations. Why did the performance decline after the announcement? Teladoc (TDOC) reported quarterly earnings of US$0.13 per share, which exceeded the consensus estimate of a loss of US$0.57 per share. In the same period last year, it had a loss of US$0.4 per share. The earnings of this financial report far exceeded expectations. In the last quarter, people expected this telemedicine service company to lose 0.25 US dollars per share, but the actual loss per share was 0.27 US dollars, which was not as good as expected at the time. In the past four quarters, TDOC exceeded expectations twice. The management stated that the company's current momentum in various channels and regions should not be underestimated in the conference call. It has raised its annual revenue guidance to 20 million U.S. dollars, which is expected to be between 1.97 billion and 2.02 billion U.S. dollars. In the first quarter, the comp...

NIO stock forecast 2025: 2021 Q1 report analysis

April 30, NIO announced the first quarter of the 2021 financial report. Revenue reached 7.98 billion yuan, a year-on-year increase of 481.8%, and a month-on-month increase of 20.2%; gross profit was 1.5548 billion yuan, a month-on-month increase of 36.2%, and last year was -167.5 million yuan; a net loss of 350 million yuan was significantly narrowed year-on-year and month-on-month. Various indicators show that NIO's performance in the first quarter of this year is very impressive. Gross profit margin exceeds 20% for the first time NIO’s Q1 car sales were 7.40058 billion yuan, a year-on-year increase of 489.8% and a month-on-month increase of 20.0%. The gross profit margin of automobile sales was 21.2%, exceeding 20% for the first time, a significant increase from -7.4% in Q1 of 2020 and 17.2% in Q4 of 2020. In addition, Weilai's Q1 comprehensive gross profit margin in 2021 will also reach 19.5%. The founder, chairman, and CEO of NIO sai...

NVDA Stock Forecast and Analysis: 3 opportunities and 2 risks

What are the 3 opportunities and 2 risks for NVIDIA? How to invest in NVIDIA stock? NVIDIA(NVDA) stock buy or sell？ NVIDIA Stock Forecast and Analysis 2021 First, because in the third quarter of 2020, NVIDIA's revenue and profit have set record highs. Among them, revenue was 4.73 billion U.S. dollars, an increase of 57% year-on-year, and analysts expected it to be 4.41 billion U.S. dollars. NVIDIA's revenue Earnings per share were 2.91 US dollars, analysts expected to be 2.57 US dollars. It can be seen that both revenue and profit have exceeded analysts’ expectations. NVIDIA expects its fourth-quarter revenue to be US$4.8 billion, in line with analysts’ expectations of US$4.42 billion. Second, the current market value of NVIDIA is much higher than the combined market value of Intel and AMD. From the beginning of the year to now, NVIDIA has risen by 123%, AMD has risen by 87%, Intel has fallen by 24%, TSMC has risen by 64%, and the Nasdaq has risen by 33%. It can be seen that bo...

FinanceLinkway

Search This Blog