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'Investor Anxiety' On Software Stocks Prevails, But This Analyst Sees Hope In A Few Stocks, With Questions Around Others -- Like Palantir
'Investor Anxiety' On Software Stocks Prevails, But This Analyst Sees Hope In A Few Stocks, With Questions Around Others -- Like Palantir
On average, software companies beat Q2 revenue estimates by 2% and profitability expectations by 5%, RBC analyst Matthew Hedberg said.
Q3 was guided lower for both revenue and profitability while stocks moved on average 2.1% higher the day following earnings.
While his attention shifted quickly to off-quarter software, he came out of the on-quarter cycle feeling okay about the durability of software and, to a greater extent, the ability to protect margins.
Thematically, he saw better-than-expected results from Ad-tech and Design-based software, somewhat expected solid results from Security, while Application software was weaker.
He came out of on-quarter earnings feeling better about trends from Dynatrace, Inc (NYSE: DT), HubSpot, Inc (NYSE: HUBS), Informatica Inc (NYSE: INFA), Microsoft Corp (NASDAQ: MSFT), ServiceNow, Inc (NYSE: NOW), PTC Inc (NASDAQ: PTC), PowerSchool Holdings, Inc (NYSE: PWSC), Xometry, Inc (NASDAQ: XMTR) and ZoomInfo Technologies Inc (NASDAQ: ZI) and have incremental questions about Fastly, Inc (NYSE: FSLY), Olo Inc (NYSE: OLO), Palantir Technologies Inc (NYSE: PLTR) and Twilio Inc (NYSE: TWLO).
MSFT results/guidance was better than expected, specifically on enterprise and Azure, but it did raise a cautionary note on SMB trends, he said. Hyper-scale results were better than expected.
NOW's Q2 cRPO guide was light of expectations but could set up a better scenario vs. what seemed like a high bar coming out of Q1, he said.
There were mixed messages on firewalls as Check Point Software Technologies Ltd (NASDAQ: CHKP) had inline results/guidance while Fortinet, Inc (NASDAQ: FTNT) noted mixed results.
He noted mixed mid-cap security results as Varonis Systems, Inc (NASDAQ: VRNS) and Qualys, Inc (NASDAQ: QLYS) reported beat-and-maintain quarters, while Rapid7, Inc (NASDAQ: RPD) noted mixed guidance due to a slowdown in VM spend.
Within observability, DT cut estimates while Datadog, Inc (NASDAQ: DDOG) talked about a slowdown in consumption as he also saw a downturn in consumption from FSLY and TWLO.
Front-office spending seems more resilient than expected, highlighted by HUBS and ZI, he noted.
Design-based names Altair Engineering Inc (NASDAQ: ALTR), ANSYS, Inc (NASDAQ: ANSS), Bentley Systems, Inc (NASDAQ: BSY), and PTC displayed resiliency with no macro pressure.
Cloudflare, Inc (NYSE: NET), HUBS, DDOG, and SolarWinds Corp (NYSE: SWI) noted good small-biz trends, which was different from MSFT and N-able, Inc (NYSE: NABL).
M&A continues with Ping Identity Holding Corp (NYSE: PING) going private; within his coverage, he thinks M&A will remain a relevant topic.
On average, software companies beat Q2 revenue estimates by 2% and profitability expectations by 5%, RBC analyst Matthew Hedberg said.
平均而言，软件公司第二季度营收超出预期2%，盈利预期超出5%。红细胞分析师Matthew Hedberg说。
Q3 was guided lower for both revenue and profitability while stocks moved on average 2.1% higher the day following earnings.
第三季度营收和盈利能力双双走低，而股市在财报公布后的第二天平均上涨2.1%。
While his attention shifted quickly to off-quarter software, he came out of the on-quarter cycle feeling okay about the durability of software and, to a greater extent, the ability to protect margins.
虽然他的注意力很快转移到了季度外的软件上，但在季度周期结束后，他对软件的耐用性以及在更大程度上保护利润率的能力感到满意。
Thematically, he saw better-than-expected results from Ad-tech and Design-based software, somewhat expected solid results from Security, while Application software was weaker.
在主题上，他看到广告技术和基于设计的软件的结果好于预期，安全软件的结果有些可靠，而应用程序软件的结果较弱。
He came out of on-quarter earnings feeling better about trends from Dynatrace, Inc (NYSE: DT), HubSpot, Inc (NYSE: HUBS), Informatica Inc (NYSE: INFA), Microsoft Corp (NASDAQ: MSFT), ServiceNow, Inc (NYSE: NOW), PTC Inc (NASDAQ: PTC), PowerSchool Holdings, Inc (NYSE: PWSC), Xometry, Inc (NASDAQ: XMTR) and ZoomInfo Technologies Inc (NASDAQ: ZI) and have incremental questions about Fastly, Inc (NYSE: FSLY), Olo Inc (NYSE: OLO), Palantir Technologies Inc (NYSE: PLTR) and Twilio Inc (NYSE: TWLO).
他从季度收益中脱颖而出，对来自DyNatrace，Inc.(纽约证券交易所代码：DT)，HubSpot，Inc.(纽约证券交易所代码：Hubs)，Informatica公司(纽约证券交易所代码：INFA)，微软(纳斯达克：MSFT)，ServiceNow，Inc.(纽约证券交易所代码：NOW)，PTC Inc.(纳斯达克：PTC)，PowerSchool控股公司(纽约证券交易所代码：PWSC)，Xometry，Inc.(纳斯达克：xmtr)和ZoomInfo科技有限公司(纳斯达克：ZI)，并有更多的问题Fastly公司(纽约证券交易所代码：FSLY)，OLO公司(纽约证券交易所代码：OLO)，Palantir Technologies Inc.(纽约证券交易所股票代码：PLTR)和Twilio Inc.(纽约证券交易所代码：TWLO)。
MSFT results/guidance was better than expected, specifically on enterprise and Azure, but it did raise a cautionary note on SMB trends, he said. Hyper-scale results were better than expected.
他说，微软的结果/指导好于预期，特别是在企业和Azure方面，但它确实对中小企业的趋势提出了警告。超大规模的结果好于预期。
NOW's Q2 cRPO guide was light of expectations but could set up a better scenario vs. what seemed like a high bar coming out of Q1, he said.
他说，现在第二季度的cRPO指南没有什么预期，但可以设定一个更好的情景，而不是第一季度看起来很高的门槛。
There were mixed messages on firewalls as Check Point Software Technologies Ltd (NASDAQ: CHKP) had inline results/guidance while Fortinet, Inc (NASDAQ: FTNT) noted mixed results.
防火墙上的信息褒贬不一，因为Check Point软件技术有限公司(纳斯达克：chkp)有内联结果/指导，而Fortinet公司纳斯达克(Sequoia Capital：FTNT)注意到好坏参半。
He noted mixed mid-cap security results as Varonis Systems, Inc (NASDAQ: VRNS) and Qualys, Inc (NASDAQ: QLYS) reported beat-and-maintain quarters, while Rapid7, Inc (NASDAQ: RPD) noted mixed guidance due to a slowdown in VM spend.
他指出，中型股的安全结果喜忧参半瓦罗尼斯系统公司(纳斯达克：vrns)和Qualys公司(纳斯达克：QLYS)报告了节拍和维护季度，而Rapid7，Inc.纳斯达克(Sequoia Capital：RPD)注意到，由于VM支出放缓，指引喜忧参半。
Within observability, DT cut estimates while Datadog, Inc (NASDAQ: DDOG) talked about a slowdown in consumption as he also saw a downturn in consumption from FSLY and TWLO.
在可观察性范围内，DT下调了估计，而Datadog公司纳斯达克(Sequoia Capital：DDOG)谈到消费放缓，因为他也看到了FSLY和TWLO的消费下滑。
Front-office spending seems more resilient than expected, highlighted by HUBS and ZI, he noted.
他指出，前台支出似乎比预期更具弹性，Hubs和Zi强调了这一点。
Design-based names Altair Engineering Inc (NASDAQ: ALTR), ANSYS, Inc (NASDAQ: ANSS), Bentley Systems, Inc (NASDAQ: BSY), and PTC displayed resiliency with no macro pressure.
基于设计的名称牛郎星工程公司(纳斯达克：ALTR)，Ansys，Inc.(纳斯达克：ANSS)，宾利系统公司(纳斯达克股票代码：BSY)，PTC表现出韧性，没有宏观压力。
Cloudflare, Inc (NYSE: NET), HUBS, DDOG, and SolarWinds Corp (NYSE: SWI) noted good small-biz trends, which was different from MSFT and N-able, Inc (NYSE: NABL).
CloudFlare公司(纽约证券交易所股票代码：NET)、Hubs、DDOG和SolarWinds公司(纽约证券交易所股票代码：SWI)注意到良好的小企业趋势，这与MSFT和N-Able，Inc.(纽约证券交易所股票代码：NABL)。
M&A continues with Ping Identity Holding Corp (NYSE: PING) going private; within his coverage, he thinks M&A will remain a relevant topic.
并购仍在继续Ping Identity Holding Corp(纽约证券交易所股票代码：PING)私有化；在他的报道中，他认为并购仍将是一个相关的话题。
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在澳大利亚，moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供，该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构（AFSL No. 224663）。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件，这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大，通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供，并受加拿大投资监管机构（CIRO）监管。
在马来西亚，moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供，该公司受马来西亚证券监督委员会（SC）监管(牌照号码︰eCMSL/A0397/2024) ，持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国，moomoo上的投资产品和服务由Moomoo Financial Inc.提供，一家受美国证券交易委员会（SEC）监管的持牌主体。 Moomoo Financial Inc.是金融业监管局（FINRA）和证券投资者保护公司（SIPC）的成员。
在新加坡，moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供，该公司受新加坡金融管理局（MAS）监管(牌照号码︰CMS101000) ，持有资本市场服务牌照 (CMS) ，持有财务顾问豁免（Exempt Financial Adviser）资质。本内容未经新加坡金融管理局的审查。
在澳大利亚，moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供，该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构（AFSL No. 224663）。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件，这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大，通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供，并受加拿大投资监管机构（CIRO）监管。
在马来西亚，moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供，该公司受马来西亚证券监督委员会（SC）监管(牌照号码︰eCMSL/A0397/2024) ，持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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