Thesis

Leading disruptive technology company Cloudflare, Inc. (NET) remains a highly volatile play. There's little doubt that Cloudflare has grown rapidly over the past two years. However, it has also come at the expense of significant OpEx, resulting in an operating...

Cloudflare (NET) is on a mission to "build a better internet", the company plans to do this through its vast network of data centers globally. Its stock price has been butchered by 74% from its all-time highs, due to the high inflation and rising interest rate environment...

Trending News

Cloudflare's stock prices have been relatively unpredictable over the past few years. While some investors may have thought that the company was a safe bet, it has often surprised investors with sudden changes in stock prices. This unpredictability makes it difficult to know...

Cloudflare, Inc. (NET)

Piper Sandler Technology and Consumer Growth Frontiers Conference

September 13, 2022, 02:30 PM ET

Company Participants

Thomas Seifert - CFO

Conference Call Participants

James Fish - Piper...

Today I will be completing an in-depth analysis on Cloudflare (NET). Within I will delve into the enormous opportunity the company has in front of it, provide a succinct overview of the company's technology, and peek under the hood to see how the company is performing. In...

Cloudflare (NYSE:NET) has blocked the controversial online forum Kiwi Farms, which has been described as a "stalking and harassment" chat group.

NET CEO Matthew Prince wrote in a blog post that his company has taken steps to...