Cloudflare (Seite 6)

[Newandfresch]

Guter Artikel

Cloudflare: Das sieht immer besser aus
https://www.lynxbroker.de/boerse/boerse-kurse/aktien/cloudfl…

[jameslabrie]

Überall Gemetzel nur kasikornbank und bangkokbank steigt lol

[Newandfresch]

Einschätzung der Q4 2021 Zahlen

Umsatzwachstum yoy im Q4: 54% (gut)
Non-GAAP Gross margin: 79,2% (sehr gut)
Non-GAAP operating margin: +1,2% (positiv)
Rule of 40: 58 (sehr gut)
magic number / marketing Effizienz: 1,1 (stark)
Amortisation in Monaten: 11 Monate (stark)
Net cash provided by operating activities: +40.617 (sehr gut)
DBNRR: 125 (sehr gut)
Paying Customers y-y growth: +26% (gut, leichte Verlangsamung)
Paying Customers (> $100,000 Annualized Revenue) y-y growth: +71% (stark)
https://cloudflare.net/files/doc_financials/2021/q4/Q4-21-Su…

Ausblick auf Q1 2022 und Gesamtjahr 2022:
For the first quarter of fiscal 2022, we expect:
Total revenue of $205.0 to $206.0 million
Non-GAAP income from operations of $0.5 to $1.5 million
Non-GAAP net income per share of $0.00 to $0.01, utilizing weighted average common shares outstanding of approximately 348 million

For the full year fiscal 2022, we expect:
Total revenue of $927.0 to $931.0 million
Non-GAAP income from operations of $10.0 to $14.0 million
Non-GAAP net income per share of $0.03 to $0.04, utilizing weighted average common shares outstanding of approximately 352 million

Cloudflare ist teuer aber aus meiner Sicht hat Qualität auch seinen Preis.
Nur meine Meinung!

[EbiAn]

Antwort auf Beitrag Nr.: 70.803.362 von David123123123 am 10.02.22 22:37:24

Wartet mal ab, die Firma ist noch sehr jung hier. Mit etwas Zeit, werden wir Investoren uns richtig freuen.

[David123123123]

Leider keine +20%

Aber insgesamt Recht gut
Cloudflare Announces Fourth Quarter and Fiscal Year 2021 Financial Results
02/10/2022
Fourth quarter revenue totaled $193.6 million, representing an increase of 54% year-over-year; fiscal year 2021 revenue totaled $656.4 million, representing an increase of 52% year-over-year
Record dollar-based net retention of 125%, representing an increase of 600 basis points year-over-year, driven by continued strength from large enterprise customers
Achieved record operating cash flow and positive free cash flow for the fourth quarter; operating cash flow was $40.6 million, or 21% of total revenue, and free cash flow was $8.6 million, or 4% of total revenue

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Cloudflare Announces Fourth Quarter and Fiscal Year 2021 Financial Results
02/10/2022
Fourth quarter revenue totaled $193.6 million, representing an increase of 54% year-over-year; fiscal year 2021 revenue totaled $656.4 million, representing an increase of 52% year-over-year
Record dollar-based net retention of 125%, representing an increase of 600 basis points year-over-year, driven by continued strength from large enterprise customers
Achieved record operating cash flow and positive free cash flow for the fourth quarter; operating cash flow was $40.6 million, or 21% of total revenue, and free cash flow was $8.6 million, or 4% of total revenue
SAN FRANCISCO--(BUSINESS WIRE)-- Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced financial results for its fourth quarter and fiscal year ended December 31, 2021.

“We had a most excellent 2021, capping off the year with fourth quarter revenue growth up 54% year-over-year. The full year represented a 52% year-over-year increase in revenue growth and a 71% year-over-year increase in large customer growth. It was also the fifth straight year we achieved 50 percent, or greater, compounded growth,” said Matthew Prince, co-founder & CEO of Cloudflare. “Our continued success is fueled by a culture of relentless innovation on top of a highly scalable platform. That’s why we’re uniquely positioned to extend our network, introduce new Zero Trust capabilities, and grow our total addressable market. We’ve never been more motivated to take on this huge opportunity as corporate networks transition to the cloud, and developers line-up to build on our edge.”

Fourth Quarter Fiscal 2021 Financial Highlights

Revenue: Total revenue of $193.6 million representing an increase of 54% year-over-year.
Gross Profit: GAAP gross profit was $151.1 million or 78.0% gross margin, compared to $96.9 million or 76.9%, in the fourth quarter of 2020. Non-GAAP gross profit was $153.3 million or 79.2% gross margin, compared to $98.3 million, or 78.1%, in the fourth quarter of 2020.
Operating Income (Loss): GAAP loss from operations was $41.1 million, or 21.2% of total revenue, compared to $24.7 million, or 19.6% of total revenue, in the fourth quarter of 2020. Non-GAAP income from operations was $2.2 million, or 1.2% of total revenue, compared to a loss from operations of $5.5 million, or 4.3% of total revenue, in the fourth quarter of 2020.
Net Income (Loss): GAAP net loss was $77.5 million, compared to $34.0 million in the fourth quarter of 2020. GAAP net loss per basic and diluted share was $0.24 compared to $0.11 in the fourth quarter of 2020. Non-GAAP net income was $0.1 million, compared to non-GAAP net loss of $7.4 million in the fourth quarter of 2020. Non-GAAP net income per diluted share was $0.00, compared to non-GAAP net loss per share of $0.02 in the fourth quarter of 2020.
Cash Flow: Net cash flow from operating activities was $40.6 million, compared to negative $8.8 million for the fourth quarter of 2020. Free cash flow was $8.6 million, or 4% of total revenue, compared to negative $23.5 million, or 19% of total revenue, in the fourth quarter of 2020.
Cash, cash equivalents, and available-for-sale securities were $1,821.8 million as of December 31, 2021.
Full Year 2021 Financial Highlights

Revenue: Total revenue of $656.4 million representing an increase of 52% year-over-year.
Gross Profit: GAAP gross profit was $509.3 million or 77.6% gross margin, compared to $330.0 million, or 76.6%, in fiscal 2020. Non-GAAP gross profit was $515.9 million, or 78.6% gross margin, compared to $334.6 million, or 77.6%, in fiscal 2020.
Operating Loss: GAAP loss from operations was $127.7 million, or 19.5% of total revenue, compared to $106.8 million or 24.8% of total revenue, in fiscal 2020. Non-GAAP loss from operations was $7.0 million, or 1.1% of total revenue, compared to $33.9 million, or 7.9% of total revenue, in fiscal 2020.
Net Loss: GAAP net loss was $260.3 million compared to $119.4 million for fiscal 2020. GAAP net loss per share was $0.83, compared to $0.40 for fiscal 2020. Non-GAAP net loss was $15.1 million compared to $35.1 million for fiscal 2020. Non-GAAP net loss per share was $0.05, compared to $0.12 for fiscal 2020.
Cash Flow: Net cash flow from operating activities was $64.6 million, compared to negative $17.1 million for fiscal 2020. Free cash flow was negative $43.1 million, or 7% of total revenue, compared to negative $92.1 million, or 21% of total revenue, for fiscal 2020.
The section titled “Non-GAAP Financial Information” below describes our usage of non-GAAP financial measures. Reconciliations between historical GAAP and non-GAAP information are contained at the end of this press release following the accompanying financial data.

Financial Outlook

The following forward-looking statements regarding our financial outlook are subject to substantial uncertainty as a result of the ongoing COVID-19 pandemic, reflect our estimates as of February 10, 2022 regarding the impact of the pandemic on our operations, and are highly dependent on numerous factors that we may not be able to predict or control, including, among others: the duration, spread, and severity of the pandemic; actions taken by governments and businesses in response to the pandemic and the resulting impact on our customers, vendors, and partners; the timing of administering COVID-19 vaccines around the world and the long-term efficacy of these vaccines; the impact of the pandemic on global and regional economies and economic activity generally; our ability to continue operating in impacted areas; and customer demand and spending patterns.

For the first quarter of fiscal 2022, we expect:

Total revenue of $205.0 to $206.0 million
Non-GAAP income from operations of $0.5 to $1.5 million
Non-GAAP net income per share of $0.00 to $0.01, utilizing weighted average common shares outstanding of approximately 348 million
For the full year fiscal 2022, we expect:

Total revenue of $927.0 to $931.0 million
Non-GAAP income from operations of $10.0 to $14.0 million
Non-GAAP net income per share of $0.03 to $0.04, utilizing weighted average common shares outstanding of approximately 352 million

[EbiAn]

Zitat von Blume71: Heute Abend nach 22°° Uhr wissen wir vermutlich mehr. Ich pers. rechne mit guten bis sehr guten Zahlen; und einem Kursprung um die 10% Plus. Ähnlich den Unternehmen, die gestern Abend berichtet haben. Twilio, Walt Disney etc.......... Die Stimmung an den amerikinischen Börsen ist im Moment gut. M.p.M.

Das hoffe ich natürlich

[Blume71]

Heute werden die Cloudflare Quartalszahlen veröffentlicht.

Heute Abend nach 22°° Uhr wissen wir vermutlich mehr. Ich pers. rechne mit guten bis sehr guten Zahlen; und einem Kursprung um die 10% Plus. Ähnlich den Unternehmen, die gestern Abend berichtet haben. Twilio, Walt Disney etc.......... Die Stimmung an den amerikinischen Börsen ist im Moment gut. M.p.M.

[Newandfresch]

Financial Outlook Q4 2021

Financial Outlook

The following forward-looking statements regarding our financial outlook are subject to substantial uncertainty as a result of the ongoing COVID-19 pandemic, reflect our estimates as of November 4, 2021 regarding the impact of the pandemic on our operations, and are highly dependent on numerous factors that we may not be able to predict or control, including, among others: the duration, spread, and severity of the pandemic; actions taken by governments and businesses in response to the pandemic and the resulting impact on our customers, vendors, and partners; the timing of administering COVID-19 vaccines around the world and the long-term efficiency of these vaccines; the impact of the pandemic on global and regional economies and economic activity generally; our ability to continue operating in impacted areas; and customer demand and spending patterns.

For the fourth quarter of fiscal 2021, we expect:

Total revenue of $184.0 to $185.0 million
Non-GAAP income (loss) from operations of $(1.0) to $0.0 million
Non-GAAP net income (loss) per share of $(0.01) to $0.00, utilizing weighted average common shares outstanding of approximately 320 million for a net loss per share, and approximately 345 million for a net income per share
For the full year fiscal 2021, we expect:

Total revenue of $647.0 to $648.0 million
Non-GAAP loss from operations of $10.5 to $9.5 million
Non-GAAP net loss per share of $0.06 to $0.05, utilizing weighted average common shares outstanding of approximately 312 million

https://cloudflare.net/news/news-details/2021/Cloudflare-Ann…

[David123123123]

Danke für den Beitrag :)

Das stimmt, Cloudflare sollte keine Liquidität Probleme bekommen.
Und das sie ihre Kunden auch langfristig binden und vor allem an diesen Umsatz steigern ist definitiv positiv.
Langfristig macht man hier nichts falsch - was erwartet ihr für den kommenden Quartalsbericht in 10 tagen?

[Newandfresch]

Antwort auf Beitrag Nr.: 70.654.330 von jameslabrie am 26.01.22 23:46:56

An welchen Indikatoren machst Du die Baisse fest? Hörensagen?
Vielleicht werden einige auch zurückblicken und sich ärgern?
Nur meine Meinung.

Zitat von jameslabrie: Die tech Baisse steht am Anfang.hier werden noch viele weinen