<h2>要点</h2>
<ul>
<li>4.01 亿美元的营收超出管理预期高达 7.5 百万美元。</li>
<li>非通用会计净收入为 5700 万美元，远远超出预期范围。</li>
<li>由于强劲表现，Cloudflare 更新了 2024 年第三季度和全年财务展望。</li>
</ul>
<p><strong>Cloudflare</strong>(NET 3.94%)，一家专注于安全、性能和可靠性的云服务领先提供商，于 8 月 1 日公布了 2024 年第二季度的财务业绩。公司报告的营收为 4.01 亿美元，比管理指导范围的 3.935 亿美元至 3.945 亿美元高出 1.8% 至 1.9%。非通用会计运营收入达到 5700 万美元，大大超出了预期范围的 3500 万美元至 3600 万美元。非通用每股净收入为 0.20 美元，超过了 0.14 美元的预测。总体而言，本季度以强劲的营收增长和利润显著改善为特点。</p>
<h2>公司概况</h2>
<p>Cloudflare, Inc. 提供一系列广泛的基于云的服务，增强互联网应用程序的安全性、性能和可靠性。该公司提供的产品包括 Web 应用程序防火墙（WAF）、DDoS 防护、无服务器计算和零信任安全解决方案。</p>
<p>Cloudflare 一直致力于增强其服务套件。这包括大量投资于网络基础设施以处理不断增加的数据流量，并推出像 Workers AI 和 GPU 部署这样的创新产品。其战略强调客户获取和扩张，取得了显著成功，大客户对营收贡献显著。</p>
<h2>季度亮点</h2>
<p>2024 年第二季度，Cloudflare 在各个领域继续取得优异成绩。从财务角度来看，公司报告的通用会计毛利为 3.12 亿美元，较 2023 年第二季度的 75.6% 提高至 77.8%。非通用会计毛利为 3.166 亿美元，较去年同期的 77.7% 提高至 79.0%。</p>
<p>通用会计的运营亏损降至 3,470 万美元，大幅改善自 2023 年第二季度的 5,620 万美元。非通用会计运营收入大幅增加，从去年的 2,030 万美元增至 5700 万美元。这种强劲的运营效率也体现在其非通用净收入 6950 万美元，是一年前 3370 万美元的两倍多。</p>
<p>Cloudflare 的经营性现金流为 7,480 万美元，比 2023 年第二季度的 6,450 万美元增长 16%。自由现金流也显著增加，从一年前的 2,000 万美元增至 3,830 万美元，为未来在客户获取和扩张方面的投资提供了更好的流动性。</p>
<p>在业务方面，Cloudflare 继续扩大其客户群和创新。公司完成了包括 Workers AI 在内的重要人工智能基础设施项目，并在全球 150 多个城市推出了 GPU。这些进步增强了其服务提供，并满足了对人工智能和机器学习能力不断增长的需求。</p>
<p>客户获取策略证明有效，大客户增长明显。公司实现了 30% 的年度营收增长，这得益于与现有客户的新合同和扩张。营销和品牌意识工作也取得了积极成果，有助于提高销售生产力和来自 Cloudflare 产品升级和扩张的收入。</p>
<h2>展望</h2>
<p>展望 2024 年第三季度，Cloudflare 制定了乐观的指导方针。预计营收将在 4.23 亿美元至 4.24 亿美元之间。预计非通用会计运营收入将在 5,000 万美元至 5,100 万美元之间。预计非通用每股净收入将达到 0.18 美元。</p>
<p>对于 2024 财政年度，Cloudflare 已更新其指导方针，预计营收将在 16.57 亿美元至 16.59 亿美元之间。预计非通用会计运营收入将在 1.96 亿美元至 1.98 亿美元之间，非通用每股净收入预计在 0.70 美元至 0.71 美元之间。投资者应密切关注 Cloudflare 在创新、客户获取和应对宏观经济不确定性方面的持续关注。</p>

<p>CloudFlare，一家领先的云服务提供商，在 2024 年第二季度超出了收入预期，并在盈利能力方面取得了显著改善。该公司报告称，收入同比增长 30%，非通用会计净收入达到 5700 万美元。CloudFlare 强劲的财务表现得益于客户获取策略和人工智能基础设施的创新进展。展望未来，该公司为 2024 年第三季度制定了乐观的指引，并更新了全年收入预测。投资者应密切关注 CloudFlare 在创新和客户获取方面的重点</p>

<h2>Key Points</h2>
<ul>
<li>Revenue of $401.0 million exceeded management's expectations by up to $7.5 million.</li>
<li>Non-GAAP income from operations was $57.0 million, significantly above the forecasted range.</li>
<li>Cloudflare updated its financial outlook for Q3 and full year 2024 due to robust performance.</li>
</ul>
<div class="lb-trans"><h2>要点</h2>
<ul>
<li>4.01 亿美元的营收超出管理预期高达 7.5 百万美元。</li>
<li>非通用会计净收入为 5700 万美元，远远超出预期范围。</li>
<li>由于强劲表现，Cloudflare 更新了 2024 年第三季度和全年财务展望。</li>
</ul>
</div><p><strong>Cloudflare</strong>(NET 3.94%), a leading provider of cloud-based services focused on security, performance, and reliability, released its financial results for Q2 2024 on August 1. The company reported revenue of $401.0 million, which was 1.8% to 1.9% above its management's guidance range of $393.5 million to $394.5 million. Non-GAAP income from operations reached $57.0 million, vastly exceeding the expected range of $35.0 million to $36.0 million. The non-GAAP net income per share was $0.20, surpassing the forecast of $0.14. Overall, this quarter was marked by strong revenue growth and substantial improvements in profitability.</p>
<table>
<thead>
<tr>
<th>Metric</th>
<th>Q2 2024</th>
<th>Management's Guidance (Q2)</th>
<th>Q2 2023</th>
<th>% Change YoY</th>
</tr>
</thead>
<tbody>
<tr>
<td>Revenue</td>
<td>$401.0 million</td>
<td>$393.5 - $394.5 million</td>
<td>$308.5 million</td>
<td>+30%</td>
</tr>
<tr>
<td>GAAP Gross Profit</td>
<td>$312.0 million</td>
<td>-</td>
<td>$233.3 million</td>
<td>+34%</td>
</tr>
<tr>
<td>Non-GAAP Gross Profit</td>
<td>$316.6 million</td>
<td>-</td>
<td>$239.7 million</td>
<td>+32%</td>
</tr>
<tr>
<td>GAAP Loss from Operations</td>
<td>$(34.7) million</td>
<td>-</td>
<td>$(56.2) million</td>
<td>Improved by $21.5 million</td>
</tr>
<tr>
<td>Non-GAAP Income from Operations</td>
<td>$57.0 million</td>
<td>$35.0 - $36.0 million</td>
<td>$20.3 million</td>
<td>+180%</td>
</tr>
<tr>
<td>GAAP Net Loss</td>
<td>$(15.1) million</td>
<td>-</td>
<td>$(94.5) million</td>
<td>Improved by $79.4 million</td>
</tr>
<tr>
<td>Non-GAAP Net Income</td>
<td>$69.5 million</td>
<td>-</td>
<td>$33.7 million</td>
<td>+106%</td>
</tr>
<tr>
<td>Operating Cash Flow</td>
<td>$74.8 million</td>
<td>-</td>
<td>$64.5 million</td>
<td>+16%</td>
</tr>
<tr>
<td>Free Cash Flow</td>
<td>$38.3 million</td>
<td>-</td>
<td>$20.0 million</td>
<td>+92%</td>
</tr>
<tr>
<td>Source: Expectations based on management's guidance, as provided in May 2, 2024 earnings report.</td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
</tbody>
</table>
<div class="lb-trans"><p><strong>Cloudflare</strong>(NET 3.94%)，一家专注于安全、性能和可靠性的云服务领先提供商，于 8 月 1 日公布了 2024 年第二季度的财务业绩。公司报告的营收为 4.01 亿美元，比管理指导范围的 3.935 亿美元至 3.945 亿美元高出 1.8% 至 1.9%。非通用会计运营收入达到 5700 万美元，大大超出了预期范围的 3500 万美元至 3600 万美元。非通用每股净收入为 0.20 美元，超过了 0.14 美元的预测。总体而言，本季度以强劲的营收增长和利润显著改善为特点。</p>
</div><h2>Company Overview</h2>
<div class="lb-trans"><h2>公司概况</h2>
</div><p>Cloudflare, Inc. delivers a broad range of cloud-based services that enhance security, performance, and reliability of internet applications. The company offers products such as Web Application Firewall (WAF), DDoS protection, serverless computing, and Zero Trust security solutions.</p>
<div class="lb-trans"><p>Cloudflare, Inc. 提供一系列广泛的基于云的服务，增强互联网应用程序的安全性、性能和可靠性。该公司提供的产品包括 Web 应用程序防火墙（WAF）、DDoS 防护、无服务器计算和零信任安全解决方案。</p>
</div><p>Cloudflare has been focused on enhancing its suite of services. This includes substantial investments in network infrastructure to handle increasing data traffic, and the introduction of innovative products like Workers AI and deployment of GPUs. Its strategy emphasizes customer acquisition and expansion, achieving notable success with large customers who contribute significantly to revenue.</p>
<div class="lb-trans"><p>Cloudflare 一直致力于增强其服务套件。这包括大量投资于网络基础设施以处理不断增加的数据流量，并推出像 Workers AI 和 GPU 部署这样的创新产品。其战略强调客户获取和扩张，取得了显著成功，大客户对营收贡献显著。</p>
</div><h2>Quarter Highlights</h2>
<div class="lb-trans"><h2>季度亮点</h2>
</div><p>During Q2 2024, Cloudflare continued to excel in various areas. From a financial perspective, the company reported a GAAP gross profit of $312.0 million, reflecting a 77.8% margin, up from 75.6% in Q2 2023. The non-GAAP gross profit was $316.6 million, showing a margin of 79.0% compared to 77.7% the previous year.</p>
<div class="lb-trans"><p>2024 年第二季度，Cloudflare 在各个领域继续取得优异成绩。从财务角度来看，公司报告的通用会计毛利为 3.12 亿美元，较 2023 年第二季度的 75.6% 提高至 77.8%。非通用会计毛利为 3.166 亿美元，较去年同期的 77.7% 提高至 79.0%。</p>
</div><p>The GAAP loss from operations was reduced to $34.7 million, significantly improved from $56.2 million in Q2 2023. Non-GAAP income from operations saw a substantial increase, reaching $57.0 million from the previous year’s $20.3 million. This robust operational efficiency was also evident in its non-GAAP net income of $69.5 million, more than double the $33.7 million reported a year earlier.</p>
<div class="lb-trans"><p>通用会计的运营亏损降至 3,470 万美元，大幅改善自 2023 年第二季度的 5,620 万美元。非通用会计运营收入大幅增加，从去年的 2,030 万美元增至 5700 万美元。这种强劲的运营效率也体现在其非通用净收入 6950 万美元，是一年前 3370 万美元的两倍多。</p>
</div><p>Cloudflare's cash flow from operations was $74.8 million, rising 16% from $64.5 million in Q2 2023. Free cash flow also saw a notable increase, up 92% to $38.3 million from $20.0 million a year earlier. This improved liquidity positions Cloudflare well for future investments in customer acquisition and expansion.</p>
<div class="lb-trans"><p>Cloudflare 的经营性现金流为 7,480 万美元，比 2023 年第二季度的 6,450 万美元增长 16%。自由现金流也显著增加，从一年前的 2,000 万美元增至 3,830 万美元，为未来在客户获取和扩张方面的投资提供了更好的流动性。</p>
</div><p>On the business front, Cloudflare continued to expand its customer base and innovate. The company completed significant AI infrastructure projects including Workers AI and rolled out GPUs across over 150 cities globally. These advancements enhance its service offerings and cater to the growing demands for AI and machine learning capabilities.</p>
<div class="lb-trans"><p>在业务方面，Cloudflare 继续扩大其客户群和创新。公司完成了包括 Workers AI 在内的重要人工智能基础设施项目，并在全球 150 多个城市推出了 GPU。这些进步增强了其服务提供，并满足了对人工智能和机器学习能力不断增长的需求。</p>
</div><p>Customer acquisition strategies proved effective, with notable growth in large customers. The company saw a 30% year-over-year revenue increase, driven by new contracts and expansions with existing clients. Marketing and brand awareness efforts also yielded positive results, contributing to higher sales productivity and revenue from upgrades and expansions of Cloudflare products.</p>
<div class="lb-trans"><p>客户获取策略证明有效，大客户增长明显。公司实现了 30% 的年度营收增长，这得益于与现有客户的新合同和扩张。营销和品牌意识工作也取得了积极成果，有助于提高销售生产力和来自 Cloudflare 产品升级和扩张的收入。</p>
</div><h2>Looking Ahead</h2>
<div class="lb-trans"><h2>展望</h2>
</div><p>Looking forward to Q3 2024, Cloudflare has set optimistic guidance. The revenue is expected to range between $423.0 million and $424.0 million. Non-GAAP income from operations is expected to be between $50.0 million and $51.0 million. The non-GAAP net income per share is anticipated to reach $0.18.</p>
<div class="lb-trans"><p>展望 2024 年第三季度，Cloudflare 制定了乐观的指导方针。预计营收将在 4.23 亿美元至 4.24 亿美元之间。预计非通用会计运营收入将在 5,000 万美元至 5,100 万美元之间。预计非通用每股净收入将达到 0.18 美元。</p>
</div><p>For the full fiscal year 2024, Cloudflare has updated its guidance to expect revenues between $1,657.0 million and $1,659.0 million. Non-GAAP income from operations is projected to be between $196.0 million and $198.0 million, and non-GAAP net income per share is forecasted to be between $0.70 and $0.71. Investors should monitor Cloudflare's continued focus on innovation, customer acquisition, and the ability to navigate macroeconomic uncertainties.</p>
<div class="lb-trans"><p>对于 2024 财政年度，Cloudflare 已更新其指导方针，预计营收将在 16.57 亿美元至 16.59 亿美元之间。预计非通用会计运营收入将在 1.96 亿美元至 1.98 亿美元之间，非通用每股净收入预计在 0.70 美元至 0.71 美元之间。投资者应密切关注 Cloudflare 在创新、客户获取和应对宏观经济不确定性方面的持续关注。</p>
</div>

Cloudflare 发布了令人印象深刻的第二季度营收