Updates: Cloudflare - The Three S-Curves (Pt.1) - How Will NET Navigate API Security Market Dynamics?
Summary
* It has been a while since we conducted a deep dive on Cloudflare. This has turned into a 15k word report that we're going to break down in four parts.
* As Matthew Prince has been referring to Cloudflare's journey in Act 1, 2, and 3, we're going to use the same framework for analyzing their business.
* Hence, this Part 1 will cover Act 1 - their mature application performance & security business - which is being influenced by industry dynamics related to API security.
* Part 2 wil