Snowflake 'One Of The Most Compelling Stories In Software' Ahead Of Earnings: Analyst
Snowflake 'One Of The Most Compelling Stories In Software' Ahead Of Earnings: Analyst
"We believe PANW will easily surpass the sandbagged Q1 ARR guide (implies NNARR is -50% Y/Y at the mid-point) and meet or exceed CRPO expectations as well. If those two metrics are ahead, FY25 ARR guidance is raised, and FY25 Total RPO guidance is maintained and/or raised, all of which we expect, we believe shares will react positively," the analyst said.As the software industry nears a crossroads, one industry analyst expressed confidence in a few big names ahead of third-quarter earnings season.
隨着軟件行業接近一個十字路口，一位行業分析師在第三季度業績期前對一些知名企業充滿信心。
The Software Analyst: D.A. Davidson analyst Gil Luria reiterated Buy ratings for Palo Alto Networks Inc (NASDAQ:PANW), Couchbase Inc (NASDAQ:BASE) and Snowflake Inc (NYSE:SNOW) in a note published Monday.
軟件分析師：D.A. Davidson的分析師Gil Luria於週一發佈的報告中重申了對palo alto networks的買入評級，以及對Couchbase Inc（納斯達克：BASE）和snowflake Inc（紐交所：SNOW）的買入評級。
Cybersecurity and Infrastructure Takeaways: For Palo Alto Networks, Luria anticipates strong sales performance aided by improving firewall demand and the aftermath of the Crowdstrike Holdings Inc (NASDAQ:CRWD) outage.
網絡安全和製造行業的重點：對於palo alto networks，Luria預計，憑藉日益增長的防火牆需求和crowdstrike holdings Inc（納斯達克：CRWD）故障後的影響，銷售表現將強勁。
"We believe PANW will easily surpass the sandbagged Q1 ARR guide (implies NNARR is -50% Y/Y at the mid-point) and meet or exceed CRPO expectations as well. If those two metrics are ahead, FY25 ARR guidance is raised, and FY25 Total RPO guidance is maintained and/or raised, all of which we expect, we believe shares will react positively," the analyst said.
「我們相信PANW將輕鬆超過低估的Q1 ARR指引（指中點的NNARR同比下降50%），並達到或超過CRPO預期。如果這兩個指標有超出，FY25 ARR指引提高，FY25總RPO指引保持不變或提高，所有這一切我們預計都會發生，我們認爲股價會作出積極反應，」分析師說。
Palo Alto Networks reports earnings on Wednesday.
palo alto networks將於週三公佈業績。
Meanwhile, Luria is also optimistic about Couchbase, citing dynamics that caused a second-quarter earnings miss as factors that will not recur.
與此同時，Luria對Couchbase也持樂觀態度，指出導致第二季度業績失利的動態不會再發生。
"We thus expect a beat and raise and a rebound in the shares as expectations are low," the analyst said. Couchbase's next earnings report is Dec. 3.
「因此，我們預計會有超出預期和提高指引，股價會反彈，因爲預期較低，」分析師說。Couchbase的下一個業績將於12月3日發佈。
Compute Takeaways: Snowflake also reports earnings on Wednesday. Luria believes the Bozeman, Montana-based company is "well positioned" heading into the report, remaining "one of the most compelling stories in software."
計算重點：snowflake也將在週三公佈業績。Luria認爲，這家位於蒙大拿州博茲曼的公司在報告發布前「定位良好」，依然是「軟件領域最有吸引力的故事之一。」
The analyst is optimistic about the company's artificial intelligence and machine learning initiatives and its appeal among developers. Snowflake meets both of D.A. Davidson's software benchmarks of price to free cash flow multiples and strong growth.
分析師對公司的人工智能和機器學習計劃以及其在開發者中的吸引力持樂觀態度。snowflake符合D.A. Davidson設定的自由現金流倍數和強勁增長的兩個軟件基準。
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Photo: John Schnobrich via Unsplash
照片來源：John Schnobrich via Unsplash
譯文內容由第三人軟體翻譯。
