09/02/2024, 01:50 PM UTC
Cloudflare的销售生产力增长正在帮助其更快赢得10万美元以上的年度经常性收入交易Cloudflare's Sales Productivity Growth Is Helping It Win $100K+ ARR Deals Faster
1、Cloudflare的2024财年第二季度财报显示,收入增长30%,盈利增长180%,这得益于10万美元以上年度经常性收入客户增长30%和销售生产力双位数扩张。2、公司管理层提高了2024财年的指导目标,预计非GAAP营业利润率为12%。3、尽管存在客户留存率下降和竞争加剧等风险,该股票仍维持“买入”评级,目标价为105美元。1. Cloudflare's Q2 FY24 earnings showed a 30% revenue growth and a 180% increase in earnings, driven by a 30% growth in $100K+ ARR customers and double-digit sales productivity expansion. 2. The company's management raised its FY24 guidance, expecting a non-GAAP operating margin of 12%. 3. Despite risks like declining retention rates and tougher comps, the stock remains a 'buy' with a price target of $105.
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