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Cloudera (CLDR) to Report Q4 Earnings: What's in Store?

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Cloudera is set to report fourth-quarter fiscal 2019 results on Mar 13.

In the third quarter, Cloudera reported a loss of 3 cents per share that was narrower than the Zacks Consensus Estimate of a loss of 11 cents and the year-ago quarter’s loss of 17 cents.

Revenues of $118 million beat the consensus mark of $114 million and increased 25% on a year-over-year basis.

For fourth-quarter fiscal 2019, revenues are expected between $119 million and $122 million, up 17% year over year. Non-GAAP net loss is anticipated to be 12-10 cents per share.

The Zacks Consensus Estimate for revenues is pegged at $121.2 million, up 17.2% year over year. The consensus mark for the bottom line is at a loss of 11 cents, unchanged over the past 30 days.

Let’s see how things are shaping up for this announcement.

Factors to Watch Out

Cloudera’s portfolio strength, go-to-market business model and sales force reorganization are helping it expand customer base.
 

At the end of the last reported quarter, the company had 601 customers with annual recurring revenues (ARR) of more than $100,000. The company also had 74 customers exceeding $1 million of ARR. Moreover, Cloudera acquired 63 new customers that reflected solid demand for its hybrid-cloud solutions.

Notably, the company completed the Hortonworks deal during the to-be-reported quarter. The merger provides Cloudera the scale, resources and talent to innovate at faster rate. Moreover, the deal improves Cloudera’s competitiveness in the hybrid and multi-cloud market, currently dominated by Amazon (AMZN - Free Report) , Microsoft (MSFT - Free Report) and Google.

Further, Cloudera’s investments in machine learning, analytics and cloud are providing it a competitive edge. We expect the company to sustain the momentum in the to-be-reported quarter.

What Our Model Says

According to the Zacks model, a company with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) has a good chance of beating estimates if it also has a positive Earnings ESP. The Sell-rated stocks (Zacks Rank #4 or #5) are best avoided.

Cloudera has a Zacks Rank #3 and an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks With Favorable Combination

Here are a couple of stocks you may also want to consider as our model shows that these have the right combination of elements to post an earnings beat.

Tencent Holding (TCEHY - Free Report) has an Earnings ESP of +3.57% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Maxwell Technologies has an Earnings ESP of +23.81% and a Zacks Rank #3.

 

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