Software Stocks Atlassian, Twilio, Cloudflare Coj Kev Sib Tw Ntawm Kev Taw Qhia

Cov tub ua lag luam pummeled software stocks Atlassian (TEAM), Twilio (TWLO) thiab Cloudflare (NET) Hnub Friday rau kev tshaj tawm cov lus qhia tsis muaj zog.

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TEAM Tshuag plunged 29% mus kaw ntawm 123.73 ntawm lub Tshuag lag luam hnub no. TWLO Tshuag poob 34.6% mus rau 42.74. Lub caij no, Cloudflare Tshuag poob 18.4% rau 41.09.

Atlassian tau tshaj tawm cov nyiaj khwv tau los hauv peb lub hlis twg ntawm 36 xees, nqis 3% los ntawm ib xyoo dhau los, uas ploj lawm Wall Street kwv yees rau 38-xees cov nyiaj tau los. Cov nyiaj tau los tau nce 31% rau $ 807.4 lab, nce los ntawm kev pom ntawm $ 806.4 lab.

Billings, kev muag khoom loj hlob tuaj ntawm $ 798 lab, nce 27%. Tab sis qhov ntawd plam kev kwv yees ntawm $ 830 lab.

Lub tuam txhab Australia-raws li tau hais tias nws cia siab tias lub Kaum Ob Hlis cov nyiaj tau los ntawm $ 845 lab nyob rau nruab nrab ntawm nws qhov kev xav, hauv qab kev pom rau $ 879 lab.

"Peb xav tsis thoob los ntawm qhov loj ntawm qhov kev poob qis hauv kev sib sau ua ke thiab kev loj hlob huab cua tshwj xeeb," BMO Capital Markets kws tshuaj ntsuam Keith Bachman tau hais hauv tsab ntawv rau cov neeg siv khoom.

Software Stocks Hloov mus rau Huab

"Kev tswj hwm txo qis nyiaj txiag xyoo 2023 huab cua kev taw qhia los ntawm 50% xyoo dhau ib xyoo mus rau thaj tsam ntawm 40% mus rau 45%, uas tau tsav los ntawm kev txo qis hauv tus nqi ntawm kev hloov pauv dawb-rau-them," Bachman hais ntxiv. "(Lawv kuj hais txog) qhov qeeb ntawm tus nqi ntawm cov neeg siv kev loj hlob ntawm cov neeg siv khoom uas twb muaj lawm vim cov neeg siv khoom qeeb ntiav."

Atlassian tau hais tias nws cia siab tias lub Kaum Ob Hlis cov nyiaj tau los ntawm $ 845 lab nyob rau nruab nrab ntawm nws qhov kev pom. Qhov ntawd tau nce 23% tab sis qis dua qhov kev kwv yees kwv yees ntawm $ 879 lab.

Founded hauv Sydney hauv 2002, Atlassian muag kev tswj xyuas qhov project thiab kev sib koom tes software rau software tsim tawm thiab cov ntaub ntawv thev naus laus zis engineering pab pawg.

Tus tsim software tab tom hloov mus rau huab-xws li kev lag luam qauv. Atlassian tab tom phasing tawm kev muag khoom ntawm qhov chaw software siv nyob rau hauv cov ntaub ntawv chaw ntawm cov neeg siv khoom lag luam.

TWLO Tshuag: Crypto, Consumer Weakness

Lub caij no, Twilio-based San Francisco tau tshaj tawm qhov tsawg dua qhov kev xav tau poob ntawm 27 xees ib feem piv nrog kev kwv yees rau 36-xees poob. Cov nyiaj tau los tau nce 33% rau $ 983 lab, topping kwv yees ntawm $ 972 lab.

Tab sis Twilio kwv yees lub Kaum Ob Hlis cov nyiaj tau los nyob rau hauv thaj tsam ntawm $ 995 lab mus rau $ 1 billion, nce 18.5% ntawm qhov nruab nrab ntawm kev taw qhia, ploj kev kwv yees ntawm $ 1.07 billion.

"Lub macro txuas ntxiv zuj zus thiab yog tus tsav tsheb tseem ceeb ntawm kev nqis tes ua. Tsis muaj zog txuas ntxiv hauv crypto, cov neeg siv khoom xav tau, kev sib raug zoo thiab tsis ntev los no tau kis mus rau e-lag luam thiab khw muag khoom, "Jefferies tus kws tshuaj ntsuam Samad Samana tau hais hauv tsab ntawv.

Twilio cov cuab yeej kev sib txuas lus ua rau cov neeg tsim khoom siv los tsim lub suab, xa ntawv thiab video rau hauv lawv cov khoom. Tsis tas li ntawd, Twilio's software ua rau nws yooj yim dua rau cov ntawv thov huab cua sib txuas lus.

Software Stocks Headwind

Tsis tas li ntawd, Cloudflare tau tshaj tawm txog 6-xees cov nyiaj tau los, saum toj kawg nkaus kev kwv yees rau xoom cov nyiaj tau los. Cov nyiaj tau los tau nce 47% rau $ 253.9 lab, nce los ntawm kev kwv yees ntawm $ 250.6 lab.

San Francisco-based Cloudflare tau hais tias nws cia siab tias lub Kaum Ob Hlis cov nyiaj tau los ntawm $ 274 lab, nce 42%, ntawm qhov nruab nrab ntawm nws qhov kev xav, tsuas yog siab dua qhov kwv yees ntawm $ 273.7 lab.

"Q3 upside xa qhov kev sib tw qis tshaj plaws piv rau lub quarter dhau los," Cowen tus kws tshuaj ntsuam Shaul Eyal tau hais hauv tsab ntawv. "Q4 kev taw qhia qhia txog qhov muaj peev xwm headwinds suav nrog macro deceleration, elongating muag-kuj thiab txiaj pauv pauv tus nqi headwinds."

Cloudflare Tshuag: Tus Thawj Saib Xyuas Nyiaj Tau Los Tshiab

Cloudflare tshaj tawm tias Chris Meritt, tus thawj coj ntawm lub tuam txhab nyiaj tau los, yuav tsum tso tseg. Tsis tas li ntawd, nws yuav raug hloov los ntawm Twilio tus thawj coj Marc Boroditsky.

"Kev tswj hwm lees paub qhov tsis muaj zog macro yog pib muaj kev cuam tshuam rau cov nyiaj tau los," Wells Fargo tus kws tshuaj ntsuam Andrew Nowinski tau hais hauv tsab ntawv. "(Nws) sau tseg tias kev muag khoom tau siv sijhawm ntev dua los kaw ntawm qhov kawg ntawm kev ua lag luam, uas yog qhov yuav luag txhua lub tuam txhab hauv qhov chaw tau tshaj tawm. Txawm li cas los xij, muab qhov ntsuas, qhov kev cia siab yog siab dua rau Cloudflare. "

Pib xyoo 2009, Cloudflare tau nrawm dua thiab muab kev nyab xeeb rau kev siv lub vev xaib hla dhau nws lub ntiaj teb ntse network. Tsis tas li ntawd, lub tuam txhab sib tw hauv kev lag luam thiab cov neeg siv khoom lag luam.

Lub Cuaj Hlis-Lub Peb Hlis cov nyiaj tau los tshaj tawm rau tag nrho peb cov khoom lag luam software tuaj tom qab kev lag luam kaw hnub Thursday.

Ua raws li Reinhardt Krause hauv Twitter @reinhardtk_tech rau cov kev hloov tshiab ntawm 5G wireless, kev txawj ntse tsim, cybersecurity thiab huab xam.

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