Updates: Cloudflare - The Three S-Curves (Pt.2) - NET's SASE Strengths In CASB, SD-WAN, & Beyond
Summary
* In Part 2 we discuss Act 2, Cloudflare's entrance in enterprise networking and network security, and point out their strengths and weaknesses within SASE.
* Part 3 will cover Act 3, Cloudflare's edge compute offering and we will review the competition.
* In Part 4 we'll discuss the latest quarterly results and provide our valuation analysis.
Act 2
Act 2, the 2nd S-Curve, is Cloudflare's (NET) SASE and broader enterprise network and network security, and is the area of the busine
