Cloudflare – Effects of the AI Explosion & Updated Competitive Positioning Across CDN, Security & Compute

  • Public Equity
  • TMT
  • North America


Former divisional leader at Cloudflare Inc


  • Updated CDN (content delivery network) competitive landscape – pricing, product and win rates
  • Compute opportunity with AI and how this segment’s contribution is trending
  • Competitive dynamics across Cloudflare (NYSE: NET), AWS (NASDAQ: AMZN) and GCP (NASDAQ: GOOGL) in cloud computing, plus market share outlook
  • Profitability update and 2023 expectations


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