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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