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 Goldman Sachs Communacopia + Technology Conference Transcript

Sep 06, 2023 / 08:05PM GMT
Release Date Price: $63.99 (-2.02%)
Gabriela Borges
Goldman Sachs Group, Inc., Research Division - Analyst

All right. Good afternoon, and thank you for joining us at the Cloudflare session at the GS Communacopia & Technology Conference. I'm Gabriela Borges. I cover the emerging software vector here at Goldman. And I'm delighted to have on stage with me Thomas Seifert, CFO of Cloudflare. Thank you for your time.

Thomas Josef Seifert
Cloudflare, Inc. - CFO

Well, thanks for having me. Pleasure being here.

Questions & Answers

Gabriela Borges
Goldman Sachs Group, Inc., Research Division - Analyst

So Thomas, you said very consistently on joining Cloudflare. And looking at the architecture and continuing to be positively amazed by the amount of technology and the amount of functionality that the architecture can support.

So I want to frame this question has a little bit of an R&D priorities question, which is there is so much TAM in the Wave 1, Wave 2 and Wave 3 products that the company can go after you'll have a reputation

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