NTAP业绩超预期并上调指引，但股价仍下跌约10%，原因是市场相对更偏好HPE。
逐段跳播
关于NetApp的消息。那么，让我们看看这些数字。第一季度每股收益为2.58美元，远好于市场预期的2.12美元。本季度综合毛利率为70.6%，比市场预期高出一个百分点。净利润为20.3亿美元，市场预期为18.3亿美元。因此，在重要指标上存在明显差距。
news about NetApp. So, let's look at these numbers. First- quarter EPS came in at $2.58, much better than the market's expected $2.12. Consolidated gross margin for the quarter was 70.6 percent, one percentage point higher than market expectations. And net income is $2.03 billion. The market was expecting $1.83 billion. So, there are clear gaps in important metrics here.
当我们看他们对本季度的预测时，他们预计收入在20.3亿至21.8亿美元之间，而市场预期为18.5亿美元。也就是说，至少会与当前季度持平，可能远好于此，并远高于市场预测。本季度每股收益为2.54至2.64美元，市场预期为2.16美元。这与我们当前季度的数据相当一致。
When we look at their forecast for the current quarter, they are projecting revenue of $2.03 to $2.18 billion. The market estimate was $1.85 billion. That is, it will at least be on par with the current quarter , perhaps much better than that and much higher than the market forecast. EPS for the current quarter is $ 2.54 to $2.64. The market estimate was $2.16. This is fairly consistent with our current quarterly data.
财年收入预计在79.8亿至82.3亿美元之间，高于此前预测的73.3亿至75.8亿美元。他们预计财年每股收益为9.73至10.03美元，高于此前8.70至9美元的区间。此外，他们的毛利率预计为68.1%至69.1%，略低于财年预期的69.3%。NetApp仍保持3.5%的涨幅。
Revenue for the fiscal year is forecast to be between $7.98 and $8.23 billion. This is higher than the previous forecast of $7.33 to $7.58 billion. They are projecting fiscal year EPS of $9.73 to $10.03, higher than the previous range of $8.70 to $9. Additionally, their gross margin is estimated to be 68.1 to 69.1 percent. This is slightly lower than the 69.3 percent expected for the fiscal year. NetApp still maintains a 3.5 percent gain.
是的，他们给出的实际数字与他们的预测不同之处在于，整个情况相当积极。由于利润率好于预期，净利润和毛利率大幅提升，每股收益也随之增加。仅从这些数字就能理解。这也是一只股票。
Yes, what is different about the actual numbers they give is not their predictions. I mean , the whole thing is quite positive. EPS also increased due to better-than-expected margins, a major boost in net income, and gross margins. You can understand it just by looking at these numbers. It is also a stock.
尽管毛利率略有滞后，他们的全年每股收益预测却有所上调。因此，我认为分析师会认为这是一个保守的指引，同时也是一个强劲的指引。既然他们给出了70.6%的毛利率和68%的中值指引，这里还有提升空间。
你知道，如果他们继续第一季度的情况，全年每股收益率都会相当不错。
Their full- year EPS forecast has increased despite a slight lag in gross margin. So, I think analysts will see this as a conservative guide and a strong guide at the same time. Since they gave us a margin of 70.6% and a midpoint guide of 68%, there is room for improvement here. You know, if they continue what they did in the first quarter, the EPS rate will be pretty good throughout the year.
是的，当然。我的意思是，除了保持这些涨幅之外，你知道，我们现在只上涨了大约1%。在继续讨论Five Below之前，让我们看看NetApp的另一个重要指标。他们的全闪存阵列净收入，这是这家公司的一个重要指标，达到了创纪录的13亿美元，同比增长47%，他们的公有云收入也达到了创纪录水平。
Yes, of course. I mean, besides maintaining these gains , you know, we're only up about one percent now. Before moving on to the Five Below, let's take a look at another important metric from NetApp. Their all- flash array net income. This is an important metric for this company. Reached a record of $1.3 billion. This is up 47% from the previous year and their public cloud revenue also reached record levels.
我认为再次并排比较很重要。NetApp自这些数字公布以来已经大幅下跌。因此，市场更偏好HP的报告而非NetApp的报告。
I think it's important to compare side by side again. NetApp has now dropped quite significantly since these numbers came in. Therefore, the market is preferring the HP report over the NetApp report.
而NetApp则完全转向相反方向，下跌近10%。
, and NetApp has taken a complete turn in the opposite direction, down nearly 10%.
这个频道对 $NTAP 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。