FMP
May 8, 2022 10:09 PM - Davit Kirakosyan
Cloudflare, Inc. (NYSE:NET) shares lost more than 15% on Friday, despite the company’s reported strong Q1 results, with EPS of $0.01 coming in above the consensus estimate of $0.00. Revenue increased 54% year-over-year to $212.2 million, beating the consensus estimate of $205.65 million. The company exhibited strong operating leverage and saw operating margins improve by 700 bps to 2.3%, with gross margins up 110bps.
According to Oppenheimer analysts, the company does a great job in selling a single product and then using its insights to upsell other services. There are hundreds of new products launched each year and ten or so major ones, all leveraging the same infrastructure/platform. The company is uniquely bundling in four key services that have large TAMs: networking, security, cloud compute and platform.
The company expects Q2/22 EPS in the range of ($0.01)-$0.00, compared to the consensus of $0.00, and revenue in the range of $226.5-227.5 million, compared to the consensus of $217.9 million.
For the full 2022-year, the company expects EPS in the range of $0.03-$0.04, compared to the consensus of $0.03, and revenue of $955-959 million, compared to the consensus of $932.7 million.
Sep 11, 2023 1:38 PM - Rajnish Katharotiya
Price to Earnings is one of the key metrics use to value companies using multiples. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earni...
Sep 11, 2023 1:49 PM - Rajnish Katharotiya
Price-to-Earnings ratio is a relative valuation tool. It is used by investors to find great companies at low prices. In this post, we will build a Python script to calculate Price Earnings Ratio for comparable companies. Photo by Skitterphoto on Pexels Price Earnings Ratio and Comparable Compa...
Oct 17, 2023 3:09 PM - Davit Kirakosyan
Shares of VMware (NYSE:VMW) witnessed a sharp drop of 12% intra-day today due to rising concerns about China's review of the company's significant sale deal to Broadcom. Consequently, Broadcom's shares also saw a dip of around 4%. Even though there aren’t any apparent problems with the proposed solu...