Updates - Cloudflare 3Q22
Summary
* Despite an overall positive 3Q22, the deceleration in QoQ growth has concerned investors who thought Cloudflare was shielded from a possible recession.
* The dual focus of cybersecurity and the enterprise segment has to a large degree helped Cloudflare maintain high growth amid economic challenges.
* In the near-term, the cybersecurity + enterprise formula will likely continue to be the main catalyst for Cloudflare’s growth.
* When economic conditions improve, Cloudflare’s Workers