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 trends, the Palantir Partnership, and the potential of its Area 1 acquisition for the email security and Zero Trust market.
* Lastly, we review the valuation considerations and