Cloudflare: Disruptive Offering And Go-To-Market [Seeking Alpha]
Cloudflare, Inc. Class A (NET)
Last cloudflare, inc. class a earnings: 2/13 04:15 pm
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Source: Seeking Alpha
SummaryCloudflare is a long-term disruptive growth story in a massive $47 billion network infrastructure market. It is disrupting the network hardware giants such as Cisco, Juniper, and Palo Alto Networks.The solid cloud offering focusing on reliability, security, and performance has been working well with the efficient go-to-market to create a recipe for disruption.Number of clients with $100,000 in billings has increased by ~4x over the last three years and has been a growth driver. Cloudflare's 3-year CAGR is at a staggering 51%.OverviewFounded in 2009 as a company well-known for its CDN/Content Delivery Network offering, Cloudflare (NYSE:NETCatalystIn our view, the combination of self-serve go-to-market and easy-to-use offering, glued together with the attractive pricing structure, has become the key growth factor for the company. The motivation for investing in a self-serve go-to-market approach is mainly strategic. By allowing as many developers/users as it can to sign up for th
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NET
News
- Global websites back online as Cloudflare issues a dashboard fix [MSNBC.com]MSNBC.com
- Cloudflare Down—New Outage Takes Internet Down, Again [Forbes]Forbes
- Cloudflare just had another big outage. [Verge, The]Verge, The
- Cloudflare (NET) Valuation Check as Barclays' Bullish Coverage Highlights Growth Prospects in Cloud, AI and Cybersecurity [Yahoo! Finance]Yahoo! Finance
- Cloudflare, Inc. (NET): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
NET
Earnings
- 10/30/25 - Beat
NET
Sec Filings
- 12/3/25 - Form 144
- 12/2/25 - Form 4
- 12/2/25 - Form 4
- NET's page on the SEC website