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 Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 06, 2024 / 10:50PM GMT
Release Date Price: $97.49 (+1.58%)
Hamza Fodderwala
Morgan Stanley, Research Division - Equity Analyst

All right. Well, good afternoon, everybody. Thank you for joining us. I'm Hamza Fodderwala, cybersecurity analyst at Morgan Stanley. And this afternoon, we have the pleasure of having Thomas Seifert, CFO of Cloudflare. Thomas, thank you for joining us.

Thomas Josef Seifert
Cloudflare, Inc. - CFO

Thanks for having us. Hello, everybody.

Questions & Answers

Hamza Fodderwala
Morgan Stanley, Research Division - Equity Analyst

I'll give you a minute to drink your water, while I read this very important disclosure. So for important disclosures, please see the Morgan Stanley Research Disclosure website at www.morganstanley.com/research disclosures. With that, Thomas, thanks again for joining us. I wanted to talk about fatigue. Yes, I certainly and you certainly seemed fatigue, but I think we can get a second wind here. Well, one, actually, on that topic, are you seeing any spending fatigue? Clearly, our Q4 results would contradict that, but I'm

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