QuantLayer Podcast podcast

Content Delivery Networks, DDOS Protection and Bot Fighting: CloudFlare as a Web Performance and Security Company

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We go over the CloudFlare IPO prospectus, which calls itself a “Web Performance and Security Company.” We discuss their mission statement, their stated competitive advantages, risks they may face and a quick overview of their financials.

Topics:

  • The Web Performance and Security Company
  • Cloudflare's mission
  • Companies putting mission statements int their prospectuses
  • How would an early stage startup use Cloudflare versus a Fortune 500
  • On "Our Industry" section
  • On "Why We Win" section
  • Disruptive Business Model
  • Ease of Use
  • Efficient Go-to-Market Model
  • Product Innovation and Velocity
  • Integrated, Global Offering
  • Trust and Neutrality
  • On "Growth Strategy" section
  • List of concerns that the company and the company's lawyers have
  • Talking about the section title, "Key Business Metrics and Non-GAAP Financial Measures

Links:

Cloudfare.com - https://www.cloudflare.com/
Cloudflare IPO Prospectus - https://www.sec.gov/Archives/edgar/data/1477333/000119312519244325/d735023d424b4.htm
Yogababble | No Mercy / No Malice - https://www.profgalloway.com/yogababble
Google prospectus - https://www.sec.gov/Archives/edgar/data/1288776/000119312504143377/d424b4.htm

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