CloudFlare Stock Analysis: 1Q Financial Results Explained + DCF Valuation. скачать в хорошем качестве

CloudFlare Stock Analysis: 1Q Financial Results Explained + DCF Valuation.

In this video Jordan Lambert, CFA from https://www.convequity.com/ makes a quantitative analysis on CloudFlare (NET) after the 1st quarter earnings report. He comments the latest financial report, which came out worse than expected and he made a point of the recent drop of the stock price. Later, he pointed out both the strong and weak points of $NET and expressed what we can. expect in the near future. Later he opens the DCF model and shows how he got to his price target. Later he shares his opinion on how the increase in cost of capital is affecting NET and how wether he thinks the possible change in the long-term guidance is something we can expect for the whole market. CloudFlare DCF Model made by Jordan Lambert, CFA: https://docs.google.com/spreadsheets/... Watch the first CloudFlare Fundamental Analysis made by Jordan Lambert, CFA:    • CloudFlare 1Q Preview: How They Are Better...   Check out the first video of the serie where Jordan Lambert, CFA explains the current trends in the cybersecurity sector:    • Cybersecurity Stocks Trends Breakdown for ...   Why the SVB Fallout strengthens the previous cybersecurity sector thesis:    • Silicon Valley Bank Fallout Explained and ...   Cybersecurity Playlist:    • CYBERSECURITY STOCK ANALYSIS   Convequity's Website: https://www.convequity.com/ Convequity's Substack: https://convequity.substack.com/ Convequity's Twitter:   / convequity   YouTube:    / @convequity9130   00:00 Intro 01:10 Disclaimer 01:15 CloudFlare Stock Chart 02:15 Revenue Growth 03:50 Dollar Based Net Retention Chart Explained 05:10 1Q23 Financial Highlights 10:05 Change in Go to Market Strategy Explained 14:00 Operating Model Breakdown 17:20 EBIT, Non-GAAP EBIT and FCF Margins Explained 19:10 EV/Sales, EV/ Gross Profit and Long Term Guidance 22:20 EV/ Gross Profit and Revenue Growth 23:55 DCF Model 31:05 Is this a trend in the whole cybersecurity sector? 33:35 How the High Cost of Capital is Affecting CloudFlare Negatively 41:30 Outro #cloudflare #cybersecurity #stockanalysis