-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：NET公司公布了强劲的2026财年第一季度业绩，营收达6.398亿美元（同比增长34%），超出市场预期1720万美元；非GAAP每股收益为0.25美元，较上年同期的0.16美元增长56%，超出预期0.02美元。由于对人工智能工作负载的基础设施投资，非GAAP毛利率同比从77.1%下降至72.8%，但运营杠杆依然强劲，毛利率为11.4%，仅下降30个基点。管理层宣布了一项以人工智能为先的重大转型计划，计划裁员约1100人，预计重组费用为1.4亿至1.5亿美元。 NET预计2026年第二季度营收为6.64亿美元至6.65亿美元（约增长30%），非GAAP每股收益为0.27美元；全年业绩指引为营收28.05亿美元至28.13亿美元（约增长29%），低于华尔街此前预测的27.97亿美元（已计入业绩超预期部分），全年每股收益为1.19美元至1.20美元。自由现金流飙升59%至8410万美元（占营收的13%），反映出强劲的基本面；同时，公司资产负债表依然稳健，持有41.6亿美元的现金及证券。
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