Huab software yog 'sib ntaus rau ib rab riam hauv av nkos,' thiab Phab ntsa Street yog souring ntawm ib qho sector uas tau yeej.

Ib qho kev ua yeeb yam ntawm cov nyiaj tau los ntawm cov npe huab-software lub lim tiam no tau ua rau muaj kev cuam tshuam me ntsis hauv lawv cov khoom lag luam tag nrho, tom qab kev poob qis hauv lub hlis tsis ntev los no. Cov ntawv ceeb toom no tsis tau hloov tag nrho cov khoom siv los ntawm huab-software muab rau xyoo no, txawm li cas los xij: Tus Thawj Saib Xyuas Cov Ntaub Ntawv, cov thawj coj saib xyuas cov txheej txheem digital, raug khi rau cov nyiaj ntsuab thiab ncua cov ntawv cog lus vim tias tsis muaj kev lag luam macroeconomic.

Lopez hais rau MarketWatch tias "Tom qab kev khiav nrawm, huab software tau nyob rau hauv kev caij tsheb tsis zoo thaum cov tuam txhab rov ntsuam xyuas qhov tseem ceeb ntxiv," Lopez hais rau MarketWatch. "Qhov tseeb, nws zoo li ntau dua, thaum cov tuam txhab tos kom pom qhov cuam tshuam ntawm kev lag luam poob qis."

Hauv tsab ntawv Zscaler rau hnub Friday, MoffettNathanson tus kws tshuaj ntsuam xyuas Sterling Auty tau hais tias ua rau CIOs ceev faj ntau dua hauv lawv cov txheej txheem kuaj xyuas ua ntej lawv cog lus rau cov ntawv cog lus loj, ntau xyoo.

"Qhov no yog me ntsis ntawm ob-edged ntaj, raws li qhov kev sib cog lus loj zuj zus tuaj nyob rau lub sijhawm thaum, vim yog macro, cov neeg siv khoom thiab cov kev cia siab muaj lub iav tsom rau kev yuav khoom IT tshiab, uas yog elongating kev muag khoom mus," Auty hais.

Nyeem: Cov nyiaj tau los qhia tias huab thiab kev ruaj ntseg software tsis tiv thaiv kev lag luam poob qis

Qhov kev txhawj xeeb loj ntawm cov neeg muag khoom huab-software yog kev ruaj ntseg ntawm cov lag luam me- mus rau nruab nrab-qhov loj me, raws li ntau tus pom Microsoft Corp.
MSFT,
+ 0.13%
noj ntau feem los ntawm cov me me players. Ntawm qhov kawg ntawm qhov spectrum, cov tuam txhab hluas tseem tab tom sim sib tw nrog Microsoft rau cov tuam txhab loj, thiab cov neeg muag khoom tau pom cov kev sib cog lus no tau siv sij hawm ntev dua los kaw thiab ua rau muaj kev mob siab rau kev loj hlob.

Nws yog ib qho nyuaj rau cov neeg muag khoom huab-software kom snag deals nyob rau hauv ib tug nqi-conscious ib puag ncig, raws li ob peb post-nyiaj tau hu xov tooj. Tau ntau xyoo dhau los, cov tuam txhab huab huab - thiab cov tuam txhab qub txeeg qub teg uas tau tsiv mus rau huab - tau tsim lawv cov qauv ntawm "platform," lossis qhov tseem ceeb yog qhov ecosystem. Los ntawm kev ntxiv cov kev pabcuam tshiab, lossis cov qauv, rau lub platform, cov tuam txhab txhawb cov neeg siv khoom ntxiv cov qauv, lossis kev ua haujlwm, rau lawv lub platform customized.

Kev ruaj ntseg yog ib qho outlier, tab sis tam sim no nws ntsib tib yam teeb meem

Cov lag luam tau ceev faj ntau dua ntawm kev siv nyiaj, thiab ntawm cov kev pabcuam huab, CIOs ntsuas cybersecurity yog qhov tseem ceeb tshaj plaws, uas qhia txog kev ua haujlwm ntawm cov khoom lag luam. Xyoo rau hnub tim, ETFMG Prime Cyber ​​​​Security ETF 
HACK,
-1.37%
tau poob 23.7%, thiab Thawj Trust Nasdaq Cybersecurity ETF
CIBR,
-1.90%
 poob 21.9%. Tom qab lub Kaum Ib Hlis Ntuj uas pib phem, iShares Expanded Tech-Software Sector ETF
IGV,
-1.11%
tau poob 31.6% rau lub xyoo, thaum lub Ntiaj Teb X Cloud Computing ETF
CLOU,
-0.87%
tau poob 35.9%, Thawj Trust Cloud Computing ETF
SKYY,
-0.91%
tau poob 39.3% thiab WisdomTree Cloud Computing Fund
WCLD,
-0.95%
tau poob 49.6%. Lub caij no, S&P 500
SPX,
-0.12%
poob 14.6% thiab Nasdaq Composite Index
COMP,
+ 1.87%
yog tawm mus 26.7%.

Cybersecurity tuam txhab Zscaler Inc
ZS,
-10.73%
Cov txiaj ntsig hnub Thursday tau qhia tias cov haujlwm ntawd tuaj yeem ntsib teeb meem ntau dua li qhov xav tau, txawm li cas los xij. Guggenheim kws tshuaj ntsuam John DiFucci tau sau tseg lub lim tiam hauv Zscaler sau npe, "Tsis muaj leej twg ntaus Macro."

DiFucci tau xav tias Zscaler yog qhov zoo tshaj plaws nyob rau lub lim tiam no hauv huab-software qhov chaw tab sis tau lees paub hauv daim ntawv, "Peb ua yuam kev."

Nws tau sau tias "Muaj tseeb yog qhov teeb meem macro uas cuam tshuam rau feem ntau hauv Software, thiab thaum kev lag luam ruaj ntseg zoo li cuam tshuam me ntsis thaum xub thawj, lawv tsis ua lawm," nws sau. "Cov lus nug yog, ntev npaum li cas yuav qhov muag muag macro backdrop txuas ntxiv mus?"

Qhov teeb meem tshwm sim feem ntau hauv kev sau nqi - ib qho kev muag khoom suav nrog ntau siv los ntawm cov tuam txhab software uas sib txuas cov nyiaj tau los nrog cov nyiaj tau los ncua rau cov kev pabcuam cog lus tseem tsis tau xa.

Piv txwv li, Zscaler tau coj mus rau cov nqi ntawm $ 1.93 billion rau $ 1.94 billion rau lub xyoo, thaum cov kws tshuaj ntsuam tau kwv yees $ 1.93 billion, qhov chaw mob loj rau cov tub ua lag luam. Nyob rau hauv ib xyoos ib zaug, Zscaler cov nuj nqis yeej ib txwm dhau ntawm Wall Street qhov kev pom zoo rov qab mus rau 2018, nrog qhov qis tshaj plaws yog 2.6% ntaus hauv 2019, thiab xyoo tas los yog 3.7% ntaus, raws li cov ntaub ntawv FactSet. Lub lim tiam dhau los no, Zscaler shares poob 7% thiab poob 59.9% rau xyoo.

Kuj nyeem: Zscaler Tshuag poob 10% ntawm kev coj noj coj ua, raws li nws siv sijhawm ntev dua los kaw kev sib tham

Zscaler daim ntawv tshaj tawm nyiaj tau los zoo ib yam li CrowdStrike Holdings Inc.'s
CRWD,
-0.06%
Hnub Tuesday, thaum lub tuam txhab cybersecurity tau hais subscription kev loj hlob tau qeeb vim kev yuav khoom ntev dua los ntawm cov neeg siv khoom. Shares ntawm CrowdStrike poob 15% hnub tom qab, rau lawv hnub thib ob uas phem tshaj plaws. Lub lim tiam dhau los no lawv tau poob 11.5% thiab tawm 39.4% rau xyoo.

Saib kuj: CrowdStrike Tshuag lub taub hau rau hnub phem tshaj puas tau raws li qeeb subscriptions sai sib cav txog kev lag luam kev siv nyiaj

Salesforce Inc.
crms,
-1.66%
Kev sib koom tau raug kev txom nyem tom qab cov neeg siv khoom-kev sib raug zoo-kev tswj hwm software loj tau muab qhov kev kwv yees tsis tshua muaj uas poob qis ntawm qhov kev cia siab rau hnub Wednesday thiab tau tshaj tawm tias tus thawj coj ua haujlwm Bret Taylor tau tawm hauv lub tuam txhab. Lub lim tiam dhau los no, Salesforce shares poob 4.7%, thiab lawv poob 43.1% rau xyoo.

Tam sim no nyeem: Salesforce co-CEO Bret Taylor tawm mus, Tshuag poob tom qab qis dua qhov kev cia siab

Meanwhile, Snowflake Inc
DAUS,
-2.79%
Cov txiaj ntsig tau txais tos nrog kev tshuaj xyuas sib xyaw ntawm Wall Street. Lub lim tiam dhau los no tus nqi sib koom tau nce 3.5%, thaum tawm 55.8% rau xyoo.

Nyeem: Snowflake stock shrugs tawm kev taw qhia nco thaum sib cav txog seb qhov kev loj hlob txhawb 'kev ntseeg siab' lossis kev txhawj xeeb

txawm Palo Alto tes hauj lwm Inc.
PAWG,
-3.20%,
uas tau ncaws tawm cybersecurity nyiaj tau los lub caij nrog lub suab nrov, hais tias nws yuav tsum tau ua kom muaj zog ntxiv nrog cov neeg siv khoom kom kaw cov kev sib cog lus sai dua. Lub lim tiam dhau los no sib koom tau xaus, thiab lawv tsuas yog qis dua 7% rau xyoo.

Nyeem: Palo Alto Networks yog ib qho ntawm 2022 qhov zoo tshaj plaws software stocks tom qab lwm qhov sib tw-thiab-nce lub quarter

Huab-software outliers uas ntaus nws tawm ntawm lub tiaj ua si lub lim tiam dhau los no

Shares ntawm Hnub Ua Haujlwm Inc.
HNUB NO,
+ 0.89%
tau nce 17% hnub Wednesday tom qab lub tuam txhab human-resources cloud-software company hiked its outlook and launched a share-buyback program. Lub lim tiam dhau los no, kev sib koom tau nce 14.8% thiab poob 37.4% rau xyoo.

Nyeem: Hnub ua haujlwm cov khoom lag luam nce 8.5% tom qab tsa qhov kev pom zoo thiab sib koom-yuav rov qab txoj kev npaj

Identity-security tuam txhab Okta Inc.
OKTA,
-3.49%
surprised investor los ntawm forecasting ib tug profit rau lub quarter thib plaub thiab tuav profitability los ntawm xyoo tom ntej, thiab kev sib koom tau nce 25% hnub tom qab. Okta shares tau nce 29.9% rau lub lim tiam tab sis yog 71% qis rau xyoo.

Nyeem: Okta CEO cog lus tias yuav tau txais txiaj ntsig rau xyoo tom ntej - 'Qhov teeb meem yeej tsis yog peb tsis muaj cov neeg muag khoom txawj ntse'

UiPath Inc.
TXAUS,
+ 12.46%
Kev sib koom tau nce me ntsis ntxiv ntawm lawv qhov kev poob qis ntau xyoo dhau los - tam sim no nqis 66.3% - tom qab "software robot" tus kws kho mob cov txiaj ntsig peb lub hlis twg thiab qhov kev pom zoo tshaj plaws ntawm Wall Street kwv yees. Lub lim tiam dhau los no UiPath cov khoom lag luam tau nce 17%.

Nyeem: UiPath Tshuag pops raws li cov txiaj ntsig sab saum toj Street saib

Rau lub lim tiam, HACK tau nce 1.8%, CIBR tau nce siab 0.7%, IGV nce 2%, CLOU tau nce 4.7%, SKYY tau nce 2.7% thiab WCLD tau nce 4.1%, thaum S&P 500 tau nce 1.1% thiab Nasdaq tau nce 2.1%.