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
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Cloudflare Inc at Piper Sandler Global Growth Frontiers Conference Transcript

Sep 13, 2022 / 06:30PM GMT
Release Date Price: $59.85 (-10.59%)
James Edward Fish
Piper Sandler & Co., Research Division - VP & Senior Research Analyst

Well, I guess we'll get started here, people trickling in. Well, for those on the webcast, we have Tom Seifert, CFO of Cloudflare here. There'll be -- keep in mind, everything about the safe harbor, everybody, just for safe -- Jayson here as well. So thanks for joining us, Thomas. Appreciate your time.

Thomas Josef Seifert
Cloudflare, Inc. - CFO

Thanks for having us.

Questions & Answers

James Edward Fish
Piper Sandler & Co., Research Division - VP & Senior Research Analyst

So Thomas, after last quarter, something you and I have talked a lot about, as well as Matt, you kind of emphasized around these waves or acts, Waves 1, 2 and 3. Is there a way -- I know you don't want to get into the specific products, but Cloudflare does a lot of this bundling and so forth. But is there a way to think about the bookings trends between kind of these Wave 1 versus Wave 2 versus Wave 3 products? Just given kind of

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