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 _ ...

Financial Data and Key Metrics Changes - Cloudflare reported accelerating revenue growth to the mid-50s percentage range in the most recent quarter, with a net dollar expansion rate further increasing and over 70% growth in the large customer cohort [2][4]. Business Line Data and Key Metrics Changes - The company has seen significant traction with its Zero Trust solutions and infrastructure networking as a service products, indicating strong growth potential in these areas [7][12]. - The application services segment still has substantial growth runway due to the ongoing market expansion and the potential to disrupt a large amount of installed on-premise infrastructure [14]. Market Data and Key Metrics Changes - Cloudflare's revenue exposure in regions affected by the Ukraine crisis is negligible, with the company actively onboarding Ukrainian government sites to its network as part of a moral and ethical initiative [9][10]. Company Strategy and Development Direction - Cloudflare's strategy focuses on continuous innovation and expanding its total addressable market (TAM), which has grown from $38 billion to approximately $88 billion through various product offerings [5][32]. - The company is also enhancing its partner channel to capitalize on new market opportunities, particularly with its network services and Cloudflare Teams offerings [30][31]. Management's Comments on Operating Environment and Future Outlook - Management emphasized that the growth seen in 2021 is primarily due to organic growth and innovation rather than being solely a COVID-19 beneficiary [3][4]. - The company is focused on expanding its Zero Trust solutions and believes that significant growth is still to come from this product line [7][8]. Other Important Information - Cloudflare is participating in a Critical Infrastructure Defense Project to protect essential services, offering free enterprise-grade services to affected customers [10][11]. - The company is prioritizing adoption and use cases for its Workers product, aiming to establish itself as a prominent edge computing platform [32][36]. Q&A Session Summary Question: What is the durability of Cloudflare's growth moving forward? - Management clarified that the growth is not solely due to COVID-19 but is a result of ongoing innovation and market expansion efforts [2][3]. Question: How is Cloudflare addressing the Ukraine crisis? - Management stated that the company's revenue exposure in that region is negligible, and they are providing free services to Ukrainian government sites as part of their ethical commitment [9][10]. Question: What is the growth potential for Cloudflare's application services? - Management believes there is a significant runway for growth in the application services segment due to market expansion and the potential to replace on-premise infrastructure [14]. Question: How does Cloudflare plan to utilize its excess gross margin? - Management indicated that they use excess gross margin strategically to make disruptive moves in the market rather than simply discounting products [46][47].

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 ...

Cloudflare, Inc. (NYSE:NET) Q3 2021 Earnings Conference Call November 4, 2021 5:00 PM ET Company Participants Jayson Noland - Head of Investor Relations Matthew Prince - Co-Founder & Chief Executive Officer Thomas Seifert - Chief Financial Officer Conference Call Participants Matt Hedberg - RBC Capital Markets Brent Thill - Jefferies Jim Fish - Piper Sandler Shaul Eyal - Cowen Tim Horan - Oppenheimer Jonathan Ruykhaver - Baird Alex Henderson - Needham Jim Breen - William Blair Gregg Moskowitz - Mizuho Opera ...

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 September 30, 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: 001-390 ...