Content delivery stocks beat Q1 revenue estimates but shares fall 6% on average

Earnings
โดย StockStory·Read original
Summary · why it matters

The four content delivery network stocks tracked by StockStory reported a strong first quarter, with aggregate revenue beating analyst consensus by 1.8% while next-quarter revenue guidance was in line. Akamai Technologies posted revenue of $1.07 billion, up 5.8% year on year and in line with expectations, but its EPS guidance missed, making it the weakest performer on estimates, guidance, and growth. F5 delivered the biggest beat, with revenue of $811.7 million up 11% year on year and full-year EPS guidance above expectations, sending its stock up 25.4%. Fastly grew revenue 19.8% to $173 million and exceeded EPS guidance, yet its shares fell 43.6%, while Cloudflare posted the fastest revenue growth at 33.5% to $639.8 million but had the weakest full-year guidance update, and its stock dropped 12.8%. On average, share prices across the group are down 6% since reporting.

Impact on stocks 4

Cloud & Digital Infrastructure± Mixed · 4 stocks
Akamai Technologies Inc
AKAM
▼ NegativeCapitalrelevance

EPS guidance missed, making it the weakest performer on estimates, guidance, and growth.

F5 Networks Inc
FFIV
▲ PositiveCapitalrelevance

Delivered the biggest beat with revenue up 11% and full-year EPS guidance above expectations, stock up 25.4%.

Cloudflare Inc
NET
▼ NegativeCapitalrelevance

Fastest revenue growth but weakest full-year guidance update, stock dropped 12.8%.

Theme Impact 1

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