Cloudflare
Area 1 – Cloudflare’s Secret Weapon For SASE Success
Summary
* In April 2022, Cloudflare acquired next-gen email security startup, Area 1 Security.
* Area 1 has a truly cutting-edge technology stack geared toward offensive/preemptive security – similar in philosophy to shift-left but for combating email-based attacks.
* Combined with NET’s talent, culture, and global network, Area
Updates - Cloudflare 4Q22
Summary
* The NET thesis recap >>> further thoughts on them becoming the first viable alternative to the hyperscalers amid the growing usage of multiclouds environments.
* We take a look at the 4Q22 ER and discuss its enterprise traction and cybersecurity challenges.
* Additionally, we discuss NET benefitting from AI