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Cloudflare, Inc. (NET) Presents At Goldman Sachs Communacopia + Technology Conference (Transcript)
CloudflareCloudflare(US:NET) Seeking Alphaยท2025-09-09 22:29

Group 1 - The company is experiencing accelerated growth this year compared to the previous year, driven by multiple independent vectors [1][2] - There is significant strength in the largest customer cohort, particularly those with annual contract values (ACV) exceeding $1 million and $5 million, which are growing the fastest [2] - The entire product portfolio is showing strength, indicating broad-based demand across offerings [3]