-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：NET公司公佈了強勁的2026財年第一季業績，營收達6.398億美元（年增34%），超出市場預期1720萬美元；非GAAP每股收益為0.25美元，較上年同期的0.16美元增長56%，超出預期0.02美元。由於對人工智慧工作負載的基礎設施投資，非GAAP毛利率年比從77.1%下降至72.8%，但營運槓桿仍強勁，毛利率為11.4%，僅下降30個基點。管理層宣布了一項以人工智慧為先的重大轉型計劃，計劃裁員約1100人，預計重組費用為1.4億至1.5億美元。 NET預計2026年第二季營收為6.64億美元至6.65億美元（約成長30%），非GAAP每股收益為0.27美元；全年業績指引為營收28.05億美元至28.13億美元（約成長29%），低於華爾街先前預測的27.97億美元（每股收益為1.1.90.01.每股 1.每股1.自由現金流飆升59%至8,410萬美元（佔營收的13%），反映出強勁的基本面；同時，公司資產負債表依然穩健，持有41.6億美元的現金及證券。
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