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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，軟件公司第二季度營收超出預期2%，盈利預期超出5%。紅細胞分析師Matthew Hedberg説。
Q3 was guided lower for both revenue and profitability while stocks moved on average 2.1% higher the day following earnings.
第三季度營收和盈利能力雙雙走低，而股市在財報公佈後的第二天平均上漲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.
雖然他的注意力很快轉移到了季度外的軟件上，但在季度週期結束後，他對軟件的耐用性以及在更大程度上保護利潤率的能力感到滿意。
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.
在主題上，他看到廣告技術和基於設計的軟件的結果好於預期，安全軟件的結果有些可靠，而應用程序軟件的結果較弱。
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).
他從季度收益中脱穎而出，對來自DyNatrace，Inc.(紐約證券交易所代碼：DT)，HubSpot，Inc.(紐約證券交易所代碼：Hubs)，Informatica公司(紐約證券交易所代碼：INFA)，微軟(納斯達克：MSFT)，ServiceNow，Inc.(紐約證券交易所代碼：NOW)，PTC Inc.(納斯達克：PTC)，PowerSchool控股公司(紐約證券交易所代碼：PWSC)，Xometry，Inc.(納斯達克：xmtr)和ZoomInfo科技有限公司(納斯達克：ZI)，並有更多的問題Fastly公司(紐約證券交易所代碼：FSLY)，OLO公司(紐約證券交易所代碼：OLO)，Palantir Technologies Inc.(紐約證券交易所股票代碼：PLTR)和Twilio Inc.(紐約證券交易所代碼：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.
他説，微軟的結果/指導好於預期，特別是在企業和Azure方面，但它確實對中小企業的趨勢提出了警告。超大規模的結果好於預期。
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.
他説，現在第二季度的cRPO指南沒有什麼預期，但可以設定一個更好的情景，而不是第一季度看起來很高的門檻。
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.
防火牆上的信息褒貶不一，因為Check Point軟件技術有限公司(納斯達克：chkp)有內聯結果/指導，而Fortinet公司納斯達克(Sequoia Capital：FTNT)注意到好壞參半。
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，中型股的安全結果喜憂參半瓦羅尼斯系統公司(納斯達克：vrns)和Qualys公司(納斯達克：QLYS)報告了節拍和維護季度，而Rapid7，Inc.納斯達克(Sequoia Capital：RPD)注意到，由於VM支出放緩，指引喜憂參半。
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.
在可觀察性範圍內，DT下調了估計，而Datadog公司納斯達克(Sequoia Capital：DDOG)談到消費放緩，因為他也看到了FSLY和TWLO的消費下滑。
Front-office spending seems more resilient than expected, highlighted by HUBS and ZI, he noted.
他指出，前臺支出似乎比預期更具彈性，Hubs和Zi強調了這一點。
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.
基於設計的名稱牛郎星工程公司(納斯達克：ALTR)，Ansys，Inc.(納斯達克：ANSS)，賓利系統公司(納斯達克股票代碼：BSY)，PTC表現出韌性，沒有宏觀壓力。
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(紐約證券交易所股票代碼：NET)、Hubs、DDOG和SolarWinds公司(紐約證券交易所股票代碼：SWI)注意到良好的小企業趨勢，這與MSFT和N-Able，Inc.(紐約證券交易所股票代碼：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.
併購仍在繼續Ping Identity Holding Corp(紐約證券交易所股票代碼：PING)私有化；在他的報道中，他認為併購仍將是一個相關的話題。
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在加拿大，透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供，並受加拿大投資監管機構（CIRO）監管。
在馬來西亞，moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供，該公司受馬來西亞證券監督委員會（SC）監管(牌照號碼︰eCMSL/A0397/2024) ，持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
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., 是關聯公司。
風險及免責聲明
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國，moomoo上的投資產品和服務由Moomoo Financial Inc.提供，一家受美國證券交易委員會（SEC）監管的持牌主體。 Moomoo Financial Inc.是金融業監管局（FINRA）和證券投資者保護公司（SIPC）的成員。
在新加坡，moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供，該公司受新加坡金融管理局（MAS）監管(牌照號碼︰CMS101000) ，持有資本市場服務牌照 (CMS) ，持有財務顧問豁免（Exempt Financial Adviser）資質。本內容未經新加坡金融管理局的審查。
在澳大利亞，moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供，該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構（AFSL No. 224663）。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件，這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大，透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供，並受加拿大投資監管機構（CIRO）監管。
在馬來西亞，moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供，該公司受馬來西亞證券監督委員會（SC）監管(牌照號碼︰eCMSL/A0397/2024) ，持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
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., 是關聯公司。
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