NTAP基本面强劲并上调了指引，但来自投入成本的利润率压力是股价的负面催化剂。
逐段跳播
NetApp公布的每股收益为2.58美元，超过约2.13美元的预期。如果你看看NetApp的一些收入数据，是的，收入为20.3亿美元。同比增长30%。全闪存阵列创造了13.1亿美元的收入。
同比增长47%，使其成为NetApp的主要增长动力。混合云收入达到18.2亿。增长了30%，而公有云收入同比增长约28%。
NetApp announced earnings of $2.58 per share , exceeding estimates of around $2.13. And if you look at some of NetApp's revenue figures, yes, $2.03 billion in revenue. That was a 30% year-on-year increase. All Flash storage arrays generated $1.31 billion in revenue. That was a 47% year-over- year increase, making it the primary growth driver for NetApp. Hybrid cloud revenues reached 1.82 billion. That was a 30% increase, and public cloud revenues rose by about 28% year-over-year.
在这里，我认为你可以看到未来NetApp成本上升带来的痛点。投入成本已开始对利润率产生轻微影响。因此，预期有点令人失望。毛利率约为67%，略低于当前市场预期，但他们提高了对公司未来的预期。
2027财年全年收入已大幅提高至79.7亿至82.25亿美元之间。这比他们之前的预测高出约6.5亿。所以，好的预测，好的数字，好的增长率，但有一个小警告将导致股价下跌，那就是利润率。
Here I think you can see the pain point due to the rising costs on "NetApp" in the future. Input costs have started to have a slight impact on profit margins. Therefore, the expectations were a little disappointing. Gross profit margins were around 67%, slightly lower than current market expectations, but they raised expectations for the company in the future. Full fiscal year 2027 revenues have been significantly increased to between 7.97 and 8.225 billion. That was about 650 million higher than their previous forecast. So, good forecasts, good numbers, good growth rates, but there is one small caveat that will cause the stock to fall, and that is the margins.
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。