Cloud Monitoring Stocks Beat Q1 Revenue Estimates by 2.7%

Earnings
โดย StockStory·Read original
Summary · why it matters

The four cloud monitoring stocks tracked by StockStory reported a strong first quarter, with aggregate revenues beating analysts' consensus estimates by 2.7% and next-quarter revenue guidance coming in 1.8% above expectations. PagerDuty posted flat revenues of $121 million, exceeding estimates by 1.2% but delivering the weakest performance against analyst estimates, slowest revenue growth, and weakest full-year guidance update of the group. Datadog led the pack with revenues of $1.01 billion, up 32.2% year on year and beating estimates by 4.9%, while also recording the biggest analyst estimate beat, highest guidance raise, and fastest revenue growth among its peers. Nutanix reported revenues of $703.1 million, up 10% year on year and exceeding estimates by 2.4%, though it delivered the weakest guidance update in the group. Dynatrace posted revenues of $531.7 million, up 19.4% year on year and beating estimates by 2.1%, with an impressive beat on billings estimates but next-quarter EPS guidance slightly missing expectations. Share prices of the group have risen 20% on average since the latest earnings results.

Impact on stocks 4

Cloud & Digital Infrastructure± Mixed · 4 stocks
Datadog Inc
DDOG
▲ PositiveCapitalrelevance

Beat Q1 revenue estimates by 4.9%, highest guidance raise, fastest revenue growth in group.

Dynatrace Holdings LLC
DT
▲ PositiveCapitalrelevance

Beat Q1 revenue estimates by 2.1% and billings estimates, though EPS guidance slightly missed.

Nutanix Inc
NTNX
▲ PositiveCapitalrelevance

Beat Q1 revenue estimates by 2.4%, but delivered weakest guidance update in group.

Pagerduty Inc
PD
▼ NegativeCapitalrelevance

Flat revenues, weakest performance against estimates, slowest growth, weakest full-year guidance.

Theme Impact 1

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