Cloudflare 股价暴跌 20% 以上，裁员 1,100 人，盖过了第一季度盈利预期

Cloudflare shares plunged more than 20% Friday after the company’s better than expected Q1 results were overshadowed by plans to cut about 1,100 employees as part of a broader shift toward an AI first operating model.

该公司公布第一季度营收 6.398 亿美元，同比增长 34%。 Cloudflare posted a GAAP net loss of $22.9 million, or $0.07 per share, while non GAAP net income rose to $94 million, or $0.25 per diluted share.

Cloudflare 表示，此次重组旨在加速其向所谓的代理人工智能优先运营模式的转变。 The company expects to reduce its current workforce by about 1,100 people and incur $140 million to $150 million in charges, mostly in the second quarter.

尽管盈利超出预期，但这一消息仍令投资者感到不安。 Analysts had expected about $622 million in revenue and $0.23 in adjusted earnings per share, while Cloudflare reported $639.8 million in revenue and $0.25 in adjusted EPS.

Cloudflare also issued Q2 guidance for revenue of $664 million to $665 million, with non GAAP income from operations of $90 million to $91 million.该公司预计 2026 年全年收入为 28.05 亿美元至 28.13 亿美元，非 GAAP 每股收益为 1.19 美元至 1.20 美元。

CEO Matthew Prince said AI is driving a fundamental replatforming of the internet and described it as the biggest tailwind in Cloudflare’s history.该公司表示，人工智能和代理现在是其员工队伍的核心部分，改变了 Cloudflare 内部的运营方式。

尽管如此，市场仍关注削减的规模和时机。截至发稿时，Cloudflare 股价下跌约 22.6%，至 198.85 美元，此前周五交易时段一度跌至 192.60 美元。