Added to YB: 2025-05-15
Pitch date: 2025-05-13
NET [neutral]
Cloudflare, Inc.
+29.41%
current return
Author Info
Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.
Company Info
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.
Market Cap
$68.7B
Pitch Price
$152.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.5K
P/E
-660.07
EV/Sales
33.87
Sector
IT Services
Category
growth
Cloudflare's Q1: Enterprise Momentum
NET (earnings update): Record Q1 with large customers now 69% of rev. $130M/5yr Workers deal signals potential in $56bn+ cloud dev market. Sales productivity up double digits YoY with faster deal cycles. 27% rev growth, 111% DBNR, 29% RPO growth. Guidance still 25% YoY but indicators point to future upgrades. Rule of 40 strong.
Read full article (9 min)