跟CRWD關係密切的ZS剛發布了最新財報,應聲跌了18%之多,讓我好奇到底發生了什麼事。把財報電話會議紀錄看了一遍,管理層沒有說什麼太特別的話,除了提到「客戶對大型交易持續進行審查」之外,大抵都是些老生常談,說自己表現很好云云。在這樣的情況下,我就只能回到財報本身,讓數據說話了。
Our Q4 results exceeded our guidance on growth and profitability, even with ongoing customer scrutiny of large deals. Revenue was $593 million, up 30% year over year and up 7% sequentially. From a geographic perspective, Americas represented 55% of revenue, EMEA was 30%, and APJ was 15%.