not so fast. the SaaS companies are still growing. not they become so cheap hard to ignore
AppLovin Beats But Dips: Is Clawdbot the New SaaS Valuation Killer?
Cloudflare reported Q4 revenue of $614.5M (+33.6% YoY) and non-GAAP EPS of $0.28, sending shares +17% after hours. Non-GAAP net income jumped to $106.8M, while free cash flow nearly doubled to $99.4M (16.2% margin).
Cisco raised its full-year revenue guidance, but projected weaker Q3 gross margins, down to as low as 65.5%. Shares fell more than 7% after hours.
AppLovin reported Q4 revenue of $1.658 billion, up 66% YoY, with net income rising 84% to $1.102 billion. Adjusted EBITDA increased 82% year over year.
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