Xav tias koj muaj lub lim tiam phem? Salesforce, huab tuam txhab uas muag muaj qee yam ntawm lawv lub lis piam phem tshaj puas tau

Nws yog lub lim tiam phem tshaj plaws rau Ntiaj Teb X Cloud Computing ETF
CLOU,
-3.76%,
uas ua tiav 11.3%. Lub caij no, Thawj Trust Cloud Computing ETF
SKYY,
-2.98%
tswj kom tau qhab nia tsuas yog nws thib peb lub lim tiam tsis zoo ntawm cov ntaub ntawv nrog 10.9% poob.

Tab sis WisdomTree Cloud Computing Fund
WCLD,
-5.69%
tswj kom tsis txhob nws lub lim tiam phem tshaj plaws los ntawm 2 lub hauv paus ntsiab lus thaum nws kaw 14.74% Hnub Friday, tsuas yog luv luv ntawm 14.76% poob rau lub lim tiam xaus Lub Peb Hlis 13, 2020, raws li FactSet cov ntaub ntawv.

Kev sib tw rau hauv qab rau huab-software tau koom nrog Atlassian Inc.
TEAM,
-28.96%
thiab Twilio
TWG,
-34.61%

Atlassian shares poob 38.4% lub lim tiam no, ntaus tawm lawv cov qub qub ntawm 20.4% rau lub lim tiam xaus Lub Ib Hlis 7, 2022. Hnub Thursday, Atlassian execs tau hais tias cov neeg siv khoom tau hloov mus rau kev them nyiaj subscriptions los ntawm freemium versions ntawm qeeb qeeb. Twilio ntes a ob-ntsis downgrade los ntawm B. ntawm A. Securities analyst Michael Funk ua ntej lub tuam txhab kwv yees qhov kev xav tsis zoo.

Cov kev poob qis no tau dhau mus rau cov npe huab software loj tshaj plaws rau hnub Friday, txawm tias feem ntau tseem tsis tau tshaj tawm cov nyiaj tau los rau lub caij no. Rau lub lim tiam, Salesforce Inc.
crms,
-4.48%
shares poob 14.9% rau lawv lub limtiam phem tshaj txij li thaum ib tug xaus lub Yim Hli 19, 2011, thiab Service Now Inc.
TAM SIM NO,
-6.18%
shares poob 14.6% rau lub lim tiam.

Hnub Ua Haujlwm Inc.
HNUB NO,
-5.41%
shares poob 15.9% nyob rau lub lim tiam rau lawv qhov phem tshaj puas tau, thiab Okta Inc.
OKTA,
-10.23%
shares poob 21.2% nyob rau lub lim tiam rau lawv qhov phem thib ob puas tau, lawv qhov phem tshaj yog lub lim tiam xaus lub Cuaj Hlis 2 tshaj uas shares poob 30.9%.

Cov Paj daus Inc.
DAUS,
-12.07%
shares poob 17.2% nyob rau lub lim tiam, thiab MongoDB Inc.
MDB,
-7.53%
shares poob 22.1% nyob rau lub lim tiam, raws li FactSet cov ntaub ntawv.

Meanwhile, shares ntawm cybersecurity tuam txhab Cloudflare Inc.
NET,
-18.42%
shares nkag lawv lub lim tiam phem tshaj puas tau nrog 25.8% poob, tom qab cov nyiaj khwv tau los lig hnub Thursday, hnyav rau lwm lub npe hauv qhov chaw zoo li Zscaler Inc.
ZS,
-7.68%,
uas ua tiav lub lim tiam rau nws qhov phem thib ob puas tau ntawm 21.4% Tshuag nqi poob, thiab CrowdStrike Holdings Inc.
CRWD,
-9.87%,
uas kuj pom lawv cov Tshuag muaj lawv qhov thib ob phem tshaj puas tau nrog 22.1% poob.

Fortinet Inc.
NTSE,
+ 2.55%
ncaws tawm qhov kev poob qis rau hnub Thursday, tom qab kev kwv yees cov nuj nqis plaub lub hlis twg lig hnub Wednesday uas tsis pom zoo rau cov kws tshuaj ntsuam kev cia siab, xa cov nyiaj poob qis 18.7% rau hnub Friday.

Nyeem: Kev ruaj ntseg-software stocks raug kev txom nyem los ntawm qhov kev kwv yees tsis txaus ntseeg

Cybersecurity stocks tshwj xeeb tau mus rau lawv lub lim tiam phem tshaj plaws hauv 2½ xyoo, nrog ETFMG Prime Cyber ​​​​Security ETF
HACK,
-2.34%
nqis 9.6%, nws qhov phem tshaj txij li 9.9% poob lub lim tiam xaus Lub Peb Hlis 13, 2020. Thawj Kev Ntseeg Nasdaq Cybersecurity ETF
CIBR,
-1.69%
tau nqis 9.8%, nws lub lim tiam tsis zoo txij li thaum ntxov 2020.

Cov tuam txhab xws li Atlassian thiab Twilio tau pom tias yog thawj koom ruam muaj zog mus rau hauv kev lag luam poob qis, vim huab software tuaj yeem pab txo cov nqi los ntawm cov software qub qub nrog rau tsim kev ua tau zoo hauv cov koom haum. Raymond James tus kws tshuaj ntsuam Adam Tindle, hauv kev nthuav dav cov kev nyeem-dhau ntawm Atlassian tsab ntawv ceeb toom, tau piav qhia tias qhov kev xav ntawd tam sim no hloov pauv li cas ntawm Wall Street.

Atlassian cov txiaj ntsig "qhia tawm txawm tias muaj ntau hom kev sib txawv, tus nqi qis, pom kev loj hlob qauv (kev hloov pauv huab) tsis tiv thaiv qhov kev ua phem phem no thiab kev sib koom yog de-rating raws li," Tindle tau hais hauv daim ntawv.

Cowen tus kws tshuaj ntsuam xyuas Derrick Wood, uas muaj kev lag luam ua kev ntsuam xyuas ntawm Atlassian, qhia txog lub tuam txhab tsis nco txog kev sau nqi li "tsis tshua muaj," thiab tseem tau taw qhia lwm qhov tsis muaj zog.

Raws li kev tso tawm thiab ntiav cov neeg ua haujlwm khov kho tau ua si thoob plaws hauv kev lag luam thev naus laus zis, Wood tau hais tias tsawg dua cov neeg siv khoom loj tab tom loj hlob lawv lub peev xwm vim tias tsawg dua cov neeg tsim khoom raug ntiav.

"Peb pom Atlassian txaus siab rau qhov muaj txiaj ntsig zoo nrog rau cov khoom lag luam uas tsis muaj nqi, tab sis lub tuam txhab tau dhau los ua tus qauv ntau xyoo hloov mus rau huab thiab hloov pauv hauv cov qauv nqi; Lub sijhawm no tau muaj ntau tus neeg sib tw loj heev nkag mus rau hauv kev ua lag luam nrog cov neeg siv khoom-qib software pob, "Cowen tus kws tshuaj ntsuam tau hais.

Tom qab ntawd dua, Atlassian pom qhov teeb meem yog lub sijhawm, xws li ntiav cov txuj ci los ntawm lub pas dej loj, tshwj xeeb tshaj yog nrog kev tso tawm los ntawm cov tuam txhab xws li Elon Musk-tus tswv Twitter.

Scott Farquhar, tus thawj coj ntawm Atlassian tau hais tias "Muaj ntau tus neeg zoo kawg hauv kev ua lag luam uas tsuas tuaj yeem tuaj hauv khw ib xyoo caum thiab tuaj yeem muaj sijhawm los xaiv cov neeg ua haujlwm tam sim no," said Scott Farquhar, Atlassian co-tus thawj coj thiab tus tsim ntawm lub rooj sib tham hu. nrog cov kws tshuaj ntsuam. "Thiab yog li ntawd, peb tau xav txog ntau npaum li cas peb ntiav thiab qhov twg peb ntiav."

Farquhar tau hais tias "Tab sis peb qhov kev paub dhau los uas peb tuaj yeem tawm tau muaj zog heev ntawm lwm sab los ntawm kev xaiv cov neeg ua haujlwm uas lwm tus neeg tso tawm," Farquhar tau hais.

Ntawm ntau yam huab-xws li ETFs xyoo rau hnub tim, CIBR yog qhov zoo tshaj plaws nrog 28% poob, thiab WCLD ua qhov phem tshaj plaws nrog 55% poob, piv nrog 21% poob ntawm S&P 500 index.
SPX,
+ 1.36%
thiab 33% poob hauv Nasdaq Composite Index.
COMP,
-0.44%