- 增長: 👍👍👍👍👍👍👍
- 估值: 👍👍👍👍👍
- 競爭力: 👍👍👍👍👍👍
- 7👍為最高
- 估計1年內股價升幅: 45% to 70%
- 業務簡介: 雲端網絡安全解決方案
- ZS交出很好的22年度首季(7月份年結)季績，營業額按年增62%至2.3億美元(我原本預期為增57%至2.23億美元)，亦較management guidance 高出8.7%。經營利潤率雖稍為回落，但自由現金流顯著改善。更重要的是，管理層開出的 guidance很進取: 2Q的營業額指引為2.42 億美元，以”稍低”的 guidance beat 6%計算，第2季的營業額將達2.57億美元，按年增長再加速至63%。
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