Nainital的碎片哥:回复@linan: 我觉得akam 有点能看趋势但是


回复@linan: 我觉得akam 有点能看趋势但是无法看清楚没个季度的意思 8万台服务器全球分布是护城河 需求铁定增长 符合时代特征和潮流隐形冠军@柴迷//@linan:回复@linan:Akamai beats estimates on cloud computing demand, shares rise

Wed Oct 24, 2012 5:15pm EDT

(Reuters) - Akamai Technologies Inc (AKAM.O) beat Wall Street expectations as the internet content delivery company reported higher revenue in its cloud computing and media delivery segments.

Shares of the company, which helps firms deliver content faster by avoiding congestion on the Web, were up 5.5 percent in after-market trade.

Akamai has been benefiting from a strong demand for online videos and companies spending more on internet initiatives to cut costs.

"Even though IT spending globally is under a lot of pressure, it is not showing up in our results because one of the things the CIOs are doing is to move businesses to the cloud," Chief Executive Paul Sagan told Reuters.

Cloud services revenue was up 22 percent and media or content delivery was up 23 percent, Sagan said. Total revenue rose 22 percent to $345 million.

Net income rose to $42.3 million, or 27 cents per share, in the third quarter, from $48.2 million, or 23 cents per share, a year earlier.

Excluding items, the company earned 43 cents per share.

Analysts on average had expected earnings of 41 cents on revenue of $338.2 million, according to Thomson Reuters I/B/E/S.

"If you hold constant for currency, the business outside of North America was up 30 percent year-over-year which I think was a big surprise given the economic uncertainty particularly in EMEA," Sagan said.

Shares of the Cambridge, Massachusetts- based company were trading at $38.69 in after-market trade. They closed at $36.11 on Wednesday on the Nasdaq.

(Reporting by Neha Alawadhi in Bangalore; Editing by Saumyadeb Chakrabarty) http://www.reuters.com/article/2012/10/24/us-akamaitechnologies-results-idUSBRE89N1MS20121024 @Boracay的碎片哥
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网页链接 quarter revenue of $345 million, up 23 percent year over yearGAAP net income of $48 million, up 14 percent year over year; or $0.27 per diluted share, up 17 percent year over yearNormalized net...

全部评论

柴迷 2012-10-25 12:25

GFW 改变了不少商业法则,很生气。

柴迷 2012-10-25 12:00

是的。传统型有部分你可以象犹太人那样重回耶路撒冷寻找家园,依据的就是经济周期的循环。
而所有科技企业和大部分公司其实都是不可能再回到原来的家园了。所以我们因为心理的问题(这是个很有意思的话题,我看过几本心理学的书),往往回归到某公司曾经的辉煌去探讨价值。特别是3年以内的公司。你看多年以后了,谁也不会说四川长虹是价值股,被低估了吧?这就是思维定势。但心理结构和投资不匹配,屁股下象放个火盆,也不是很爽的。

Nainital的碎片哥 2012-10-25 11:55

比谁更流氓呀。不然为毛不可以做全球杀毒。美国的所有IT公司都是扁平的全球化的。中国式的都是垂直的值做GFW内的。这是明显特征。GFW红利

Nainital的碎片哥 2012-10-25 11:54

完全两个故事。科技股很少有死后重生。一般就是脉冲式的。现金对公司的意义也和传统不一样。科技股是发展型的。传统公司更多体现为周期性。不同的模型。

老喻 2012-10-25 11:54

360的后台,是不是也决定了其进军搜索的机会?

Nainital的碎片哥 2012-10-25 11:51

大家知道谁买的呀。不就是可以关掉google的吗哈哈

老喻 2012-10-25 11:49

当年敢买百度的人相当有政治觉悟。

柴迷 2012-10-25 11:46

科技公司的股票抱着游戏的态度就好了,大家对未来都是有确定,有期望,要增长的S曲线中那段腰身,及时退出就好。传统思维不好玩科技股的,所以我都不敢玩。哈哈。但我可以看科技公司的经营。

Nainital的碎片哥 2012-10-25 11:45

这个国内是GFW下的公司 性质完全不同。GFW下的世界就是比谁流氓。你看好。比如前几天google被封。哈哈难道百度这一刻会不涨吗
没道理的。谁在国内领先就是谁流氓。不流氓的饭否就被干掉了。

老喻 2012-10-25 11:41

老兄,中国的类似企业有机会吗?似乎情形有所不同?

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