Weekly Update Feb 5-9
Let’s get right into it!
Cloudflare
Cloudflare reported earnings yesterday and you know the drill — numbers first and then the earnings call:
YoY Revenue
55%
50%
52%
53%
51%
54%
54%
47%
42%
37%
32%
32%
32%
29% (guide)
QoQ Revenue
15%
10%
10%
10%
13%
12%
10%
8%
6%
6%
9%
8%
3% (guide)
Seq. Rev Dollars
14.5
11.7
12.2
14.3
19.9
21.3
18.5
22.3
19.4
20.8
15.5
18.3
27.1
26.9
11.5 (guide)
YoY Rev Dollars (mi…
