FORM 10-Q __________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________ For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-39039 __ ...

Cloudflare, Inc. (NYSE:NET) Jefferies Software Conference Call Summary Company Overview - **Company**: Cloudflare, Inc. - **Industry**: Internet security and performance services - **Participants**: Matthew Prince (Co-Founder and CEO), Brent Thill (Jefferies) Key Points Company Vision and Strategy - Cloudflare aims to create a more efficient, reliable, secure, and private internet, reflecting on the original design flaws of the internet [3] - The company is focused on enhancing online activities, ensuring that services are faster and more secure, which is expected to keep the team busy for years to come [3] Economic Outlook - The mood at recent conferences, particularly in Europe, is pessimistic, with expectations of a challenging economic environment ahead [6] - Cloudflare experienced its hardest quarter in Q1 2022 since the onset of COVID-19, indicating potential pipeline issues for companies with longer sales cycles [6][7] Market Positioning - Cloudflare is positioned as a "must-have" service for companies, especially in light of increasing cyber threats and the growing importance of internet services [9] - The company is seen as a low-cost leader with high ROI, which is advantageous in a difficult economic climate [9] Supply Chain and Hardware Issues - Current supply chain challenges are causing hardware vendors to charge more and extend delivery times, which may drive customers towards Cloudflare's services [11][12] - Cloudflare's ability to adapt quickly to market changes is highlighted as a competitive advantage [7] Financial Strategy - Cloudflare is focused on maintaining high growth rates (over 40%) while aiming for breakeven cash flow, indicating a commitment to reinvest in the business rather than prioritize short-term margins [14] - The company emphasizes transparency and adaptability in its operations, preparing for potential economic hardships [14][16] M&A Activity - Cloudflare has a cautious approach to mergers and acquisitions, preferring to maintain its culture and technology integrity [19] - The recent acquisition of Area 1 is seen as a strategic fit, enhancing Cloudflare's email security offerings and threat intelligence capabilities [20][21] Go-to-Market Strategy - Cloudflare has significantly increased its presence in the Fortune 1000, growing from 10% to approximately 26% [24] - The company focuses on investing behind demand rather than ahead of it, ensuring that sales and product development align with customer needs [25][26] Future Aspirations - Cloudflare aims to be the connective fabric between various cloud providers rather than competing directly with them, positioning itself as a critical infrastructure component for internet services [28][29][30] Conclusion - Cloudflare is navigating a challenging economic landscape while maintaining a strong market position and commitment to innovation, with a focus on long-term growth and customer-centric strategies [9][14][16]

As of March 31, 2022 Investor Presentation Safe Harbor This presentation and the accompanying oral commentary have been prepared by Cloudflare, Inc. ("Cloudflare") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise, or representation by the presenter or Cloudflare or any officer, director, employee, agent, or advisor of Cloudflare. This presentation does not purport to be all-inclusive or to contain a ...

Cloudflare, Inc. (NYSE:NET) Q1 2022 Earnings Conference Call May 5, 2022 5:00 PM ET Company Participants Jayson Noland - Head, IR Matthew Prince - Co-Founder, Chairman & CEO Thomas Seifert - CFO Conference Call Participants Joel Fishbein - Truist Securities Brent Thill - Jefferies James Fish - Piper Sandler & Co. Philip Winslow - Cr??dit Suisse Adam Borg - Stifel, Nicolaus & Company Amit Daryanani - Evercore ISI James Breen - William Blair & Company Alexander Henderson - Needham & Company Operator Ladies an ...

Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________ FORM 10-Q __________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-39039 _ ...

Cloudflare, Inc. (NYSE:NET) Morgan Stanley 2022 Technology, Media, and Telecom Conference March 9, 2022 4:15 PM ET Company Participants Thomas Seifert - CFO Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us this afternoon. My name is Keith Weiss. I run the U.S. software equity research effort here at Morgan Stanley. And I'm very pleased to have with us this afternoon Thomas Seifert, CFO of Cloudflare. Excellent. Before we get started, I do h ...

Table of contents Cloudflare, Inc. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________ FORM 10-K __________________________________________________ (Mark One)☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-39039 (Ex ...

December 31, 2021 Investor Presentation Safe Harbor This presentation and the accompanying oral commentary have been prepared by Cloudflare, Inc. ("Cloudflare") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise, or representation by the presenter or Cloudflare or any officer, director, employee, agent, or advisor of Cloudflare. This presentation does not purport to be all-inclusive or to contain all ...

Cloudflare, Inc. (NYSE:NET) Q4 2021 Earnings Conference Call February 10, 2022 5:00 PM ET Company Participants Jayson Noland - Investor Relations Matthew Prince - Co-Founder and Chief Executive Officer Michelle Zatlyn - Co-Founder, President and Chief Operating Officer Thomas Seifert - Chief Financial Officer Conference Call Participants Phil Winslow - Credit Suisse Matt Hedberg - RBC Capital Markets James Fish - Piper Sandler Keith Weiss - Morgan Stanley Shaul Eyal - Cowen & Company Sterling Auty - JPMorga ...

September 30, 2021 Investor Presentation Safe Harbor This presentation and the accompanying oral commentary have been prepared by Cloudflare, Inc. ("Cloudflare") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise, or representation by the presenter or Cloudflare or any officer, director, employee, agent, or advisor of Cloudflare. This presentation does not purport to be all-inclusive or to contain all ...