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- ivyteo6911ivyteo6911
  ·2022-11-26
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  财报前瞻 | Snowflake长期增长势头不改，但短期增速或放缓
  Monness Crespi Hardt分析师Brian White表示，目前Snowflake利润率已经出现下降，加上较高的估值、竞争激烈以及全球经济持续疲软，该公司近期将不得不面对多个问题。
  财报前瞻 | Snowflake长期增长势头不改，但短期增速或放缓
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08:50","market":"us","language":"zh","title":"财报前瞻 | Snowflake长期增长势头不改，但短期增速或放缓","url":"https://stock-news.laohu8.com/highlight/detail?id=2286349537","media":"智通财经网","summary":"Monness Crespi Hardt分析师Brian White表示，目前Snowflake利润率已经出现下降，加上较高的估值、竞争激烈以及全球经济持续疲软，该公司近期将不得不面对多个问题。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>将于美东时间11月30日美股盘后(北京时间12月1日早间)公布第三季度业绩。虽然这家数据仓库公司继续从向云计算的长期推进中获益，但投行Monness  Crespi Hardt分析师Brian White表示，有人开始担心Snowflake的增长正在放缓，并予以该股“中性”评级。</p><p>White指出，目前Snowflake利润率已经出现下降，加上较高的估值、竞争激烈以及全球经济持续疲软，该公司近期将不得不面对多个问题。</p><p>White在报告中写道：“除了短期指引带来的任何上行空间之外，我们认为该公司的增长轨迹已经岌岌可危。”他补充道，大型科技公司“令人头疼”的盈利报告显示，“未来经济将迎来更具挑战性的时期”。</p><p>White还表示，Snowflake在云计算领域的最大竞争对手<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)AWS和<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)Azure为公共云和整个软件领域描绘了一幅“黯淡的图景”，“尤其是”对Snowflake这样依赖基于使用的营收模式的公司。</p><p>因此，White预计Snowflake第三季度将达到5.735亿美元，同比增长71%。但对该公司2023财年第四季度的表现表示担忧，White指出，预计Snowflake第四季度将达到6.637亿美元，同比增长73%，相比之下，华尔街普遍预期为5.859亿美元。</p><p>White解释道：“在我们看来，华尔街对(第四季度)的预测似乎非常保守，即使是在经济环境走弱的情况下。”</p><p>截至目前，Snowflake预计其2023财年的产品营收为19.05亿美元至19.15亿美元，产品毛利率为75%，营业利润率为2%，调整后自由现金流利润率为17%。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻 | Snowflake长期增长势头不改，但短期增速或放缓</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻 | Snowflake长期增长势头不改，但短期增速或放缓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 08:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/837719.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snowflake将于美东时间11月30日美股盘后(北京时间12月1日早间)公布第三季度业绩。虽然这家数据仓库公司继续从向云计算的长期推进中获益，但投行Monness  Crespi Hardt分析师Brian White表示，有人开始担心Snowflake的增长正在放缓，并予以该股“中性”评级。White指出，目前Snowflake利润率已经出现下降，加上较高的估值、竞争激烈以及全球经济持续疲软...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/837719.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/30f535b280c5fc57a2528c0f3477d416","relate_stocks":{"SNOW":"Snowflake"},"source_url":"http://www.zhitongcaijing.com/content/detail/837719.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2286349537","content_text":"Snowflake将于美东时间11月30日美股盘后(北京时间12月1日早间)公布第三季度业绩。虽然这家数据仓库公司继续从向云计算的长期推进中获益，但投行Monness  Crespi Hardt分析师Brian White表示，有人开始担心Snowflake的增长正在放缓，并予以该股“中性”评级。White指出，目前Snowflake利润率已经出现下降，加上较高的估值、竞争激烈以及全球经济持续疲软，该公司近期将不得不面对多个问题。White在报告中写道：“除了短期指引带来的任何上行空间之外，我们认为该公司的增长轨迹已经岌岌可危。”他补充道，大型科技公司“令人头疼”的盈利报告显示，“未来经济将迎来更具挑战性的时期”。White还表示，Snowflake在云计算领域的最大竞争对手亚马逊(AMZN.US)AWS和微软(MSFT.US)Azure为公共云和整个软件领域描绘了一幅“黯淡的图景”，“尤其是”对Snowflake这样依赖基于使用的营收模式的公司。因此，White预计Snowflake第三季度将达到5.735亿美元，同比增长71%。但对该公司2023财年第四季度的表现表示担忧，White指出，预计Snowflake第四季度将达到6.637亿美元，同比增长73%，相比之下，华尔街普遍预期为5.859亿美元。White解释道：“在我们看来，华尔街对(第四季度)的预测似乎非常保守，即使是在经济环境走弱的情况下。”截至目前，Snowflake预计其2023财年的产品营收为19.05亿美元至19.15亿美元，产品毛利率为75%，营业利润率为2%，调整后自由现金流利润率为17%。","news_type":1,"symbols_score_info":{"SNOW":1}},"isVote":1,"tweetType":1,"viewCount":2412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}