1. 标的：NET.US (例 2330.TW 台积电)
2. 分类：讨论
3. 分析/正文：
CloudFlare press release (NYSE:NET): Q1 Non-GAAP EPS of $0.08 beats by $0.05.
Revenue of $290.2M (+36.8% Y/Y) misses by $0.6M.
Shares -16%.
For the second quarter of fiscal 2023, we expect:
Total revenue of $305.0 to $306.0 million vs. $319.97M consensus
Non-GAAP income from operations of $14.0 to $15.0 million
Non-GAAP net income per share of $0.07 to $0.08 vs. $0.03 consensus,
utilizing weighted average common shares outstanding of approximately 345
million
For the full year fiscal 2023, we expect:
Total revenue of $1,280.0 to $1,284.0 million vs. $1.33B consensus
Non-GAAP income from operations of $73.0 to $77.0 million
Non-GAAP net income per share of $0.34 to $0.35 $0.16 consensus, utilizing
weighted average common shares outstanding of approximately 345 million