$DDOG · Schwab Network · 2026-11-04
DDOG 业绩超预期（每股收益81美分，预期64美分；营收12亿美元，预期11.5亿美元，同比增长35%），并上调2026财年每股收益和营收指引，但本季度指引大致符合预期（每股收益69至71美分，预期64美分；营收中值11.95亿美元，预期12亿美元）。该股2026年已上涨62%、较上月高点低26%，说话者将盘前下跌称为“利好出尽”事件，认为预期和此前的涨幅已提前反映。
逐段跳播
好，我们转到 Data Dog。这些股票现在在盘前遭受重创，下跌了两位数。是的，你就看营收和利润这两条线。这是超预期了，对吧？盈利大约为81美分，预期为64美分。营收为12亿美元。
这高于接近11.5亿美元的预期。他们预计营收同比增长35%。经营现金流约为2.9亿美元。
All right, and let's cross over to data dog. Those shares getting hit hard right now in the pre-market down double digits. Yeah, you just look at the uh you know top and bottom lines.
It was a beat, right? Earnings came in at about uh what 81 cents versus 64 cents anticipated. Revenue came in at 1.2 billion. That was above the uh near 1.15 billion. Uh they expected revenue grew 35% on a year-over-year basis. Operating cash flow came in about $290 million.
他们运营并监控这些分析。他们有面向软件开发人员和信息技术部门的平台。还与 Amazon Web Services 签了一份大合同。
Uh they operate and monitor those analytics. Uh they've got that platform for software developers and information technology departments. got a big contract with Amazon Web Services.
而且如果你看第四季度，这可能就是门槛很高的地方，对吧？这只股票2026年迄今上涨了约62%。所以门槛很高，尽管我们看到从上个月刚创下的近期历史高点回落了大约26%。
Um, and if you look at Q4 and this where uh this is maybe where the bar was high, right? The stock was up about 62% uh in uh 2026 so far. So, the bar was high even though we saw basically about a 26% pullback from those recent all-time highs that we saw just last month.
但当前季度每股收益预计为69到71美分，市场普遍预期为64美分。营收中值约为11.95亿美元，市场普遍预期约为12亿美元。所以基本上符合预期，当门槛很高而你给出的当前季度指引只是符合预期时，这可能就是为什么我们看到这里的抛售，再加上今早科技股的转向。
But current quarter EPS is expected to be 69 to 71 cents versus consensus of 64. revenue uh midpoint of about 1.195 billion consensus of about 1.2 billion. So basically in line when the bar is high and you come in with inline guidance for a current quarter that maybe is why we're seeing uh that selloff here along with the turnaround uh in tech this morning
2026财年每股收益预期他们上调了，他们还将营收指引中值上调至45.2亿美元，此前为46亿美元。所以，这个季度相当不错。
uh fiscal year 2026 EPS view they raised that they raised their revenue guidance also to 4.52 uh billion from 4 for six billion at the midpoint there. So, pretty good quarter.
但我认为这是一个“利好出尽”类型的事件，因为预期和股价此前的上涨可能已经反映在股价中了。
Uh but I think this is a sell the news type of event with the expectations and the move higher in the shares uh already maybe built into uh the stock.
这个频道对 $DDOG 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。