Cloudflare Inc (NYSE:NET)
$ 74.19 0.57 (0.77%) Market Cap: 25.21 Bil Enterprise Value: 24.93 Bil PE Ratio: 0 PB Ratio: 31.61 GF Score: 83/100

Cloudflare Inc at Jefferies CyberSecurity Conference (Virtual) Transcript

Dec 10, 2020 / 05:50PM GMT
Release Date Price: $84.05 (+8.72%)
Brent John Thill
Jefferies LLC, Research Division - Equity Analyst

Welcome, everyone, to the Jefferies CyberSecurity Summit. This is Brent Thill. I run the software team. I'm joined by my partner, Cyber Joe or Joe Gallo. We appreciate your time. We have both Thomas and Jayson from Cloudflare with us. Obviously, an incredible year for the company. Great to see the momentum, gentlemen. Thomas runs all the finance functions. Jayson's in IR and does a number of other things for the company and made the right move from the sell side to a company. So congratulations on that move, too.

Questions & Answers

Brent John Thill
Jefferies LLC, Research Division - Equity Analyst

Maybe just to kick off, gentlemen, I mean, accelerating growth in Q3, architecturally in the right spot. You've got -- obviously, you don't want to bet on the pandemic to help the business. But kind of everywhere you look, the wins seem like they're at your back. Give us a sense of kind of what you're seeing from your perspective at a high level in the momentum of the business. And as you

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