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Will the Traction in SASE and Zero Trust Keep Driving Cloudflare?
ZACKSยท 2025-06-18 16:46
Key Takeaways NET signed its longest SASE contract and saw a 27% YoY rise in paying customers in Q1 2025. Cloudflare added 30 new $100K customers, raising the total to 3,527 by the end of Q1. Partnerships with TD SYNNEX and firms like Microsoft expand NET's Zero Trust platform reach.Cloudflare (NET) signed its longest secure access service edge (SASE) contract in the first quarter of 2025 and has been gaining traction constantly as enterprises modernize and simplify their network security and connectivity ...
Cloudflare(NET) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:02
Cloudflare (NET) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Phil Winslow - Vice President of Strategic Finance, Treasury, & Investor RelationsMatthew Prince - Co-Founder & CEOThomas Seifert - CFOMatthew Hedberg - Managing Director, Software ResearchJoel Fishbein - Managing DirectorMark Murphy - Executive DirectorShaul Eyal - Managing Director - Equity ResearchAdam Borg - Managing Director - Equity Research Conference Call Participants Andrew Nowinski - AnalystKeith Weiss - Equity An ...
Cloudflare(NET) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:00
Cloudflare (NET) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon. My name is Aaron, and I will be your conference operator for today. At this time, I would like to welcome everyone to the Cloudflare Q1 twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. And after the speakers' remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number one on your ...