Deep Dive: Cloudflare Part 2 With Joe Furmanski
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Show Notes
This week we brought back Joe Furmanski from NZS Capital to discuss the ins and outs of Cloudflare's business. This is a complicated asset, and Joe's explanations helped clear up some of the confusion I had. If you want to listen to part 1, click here. Here are some questions we asked him:
They claim they are the first global supercomputer. What makes them able to achieve this? Why isn’t AWS or Azure considered this? Does this allow them to add on all these other features?
Application Security vs. Application Performance
What does a software-based network mean?
Why is Zero Trust Services so meaningful?
Calls out Zscaler directly in the Investor Day Presentation. Why is Cloudflare’s solution better?
Area 1 acquisition
Should every software application have Zero Trust?
How do they get to the 1 million developer adoption milestone?
Extending Cloudflare for SaaS to end customers. How does this work?
Web development and serverless applications
R2. What is the significance of zero egress fees?
Benefits of adding on the SQL database
Value of the free tier
Why is revenue growing so quickly?
When should investors expect operating leverage to kick in?
Is the moat in the bundle?
Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.