Zscaler(ZS)公布最新的
2023Q1財報後,股價漲了一些,以近期我有看過最新財報的資安股當中(ZS、CRWD、S),應該是以ZS的財報數字最為漂亮。
ZS
管理層看到的大環境,跟其他公司所看到的,並沒有兩樣。大概也是說宏觀經濟環境持續不明朗,客戶加強審視支出,令銷售周期延長。
From our perspective, the global macro environment remains uncertain and customers continue to scrutinize large deals. We're seeing deals getting larger as customers are trying to consolidate more and accelerate their security transformation around our Zero Trust Exchange. Customers are expanding their commitments with us, from a targeted use case to a much broader platform centric approach. While good for our business, larger deals take longer to close as customers introduce more checks and reviews. In addition, in select instances, we enabled new strategic customers to ramp into larger subscription commitments.
姑勿論問題比較多的S。光與CRWD來比較,ZS給出的數字甚至還要更為穩健。
CRWD其實大部分數字也都還算漂亮,就未來訂單部分稍弱,像RPO環比跌2%,net new ARR更是環比跌21%,波動幅度有點大。
ZS在營收和盈利部分。。。
。。。