As a long time Cloudflare user, I wish them luck on this! They've been a great service to use.
I usually don't buy stocks individually, especially around the IPO but once it settles down, I might buy some of these.
Cloudflare S-1
51–60 of 366 posts
Re: Cloudflare S-1
#52This is perfect timing considering they made headlines all of last week for banning that one site from their platform. But Google Trends seems to reveal that the banning incident was only 1/4 of the search volume they got for their big service outage on July 2nd: https://trends.google.com/trends/explore?date=today%203-m&ge... I wonder how the IPO news will compare in terms of global search volume
If you think they banned sites for PR cover against the moral high ground before they went public, just wait till you see them once they are public!
Re: Cloudflare S-1
#53"we may maintain relationships with customers that others find hostile, offensive, or inappropriate" these dudes would be neutral in the face of Sauron.
Re: Cloudflare S-1
#54> We have applied to list the Class A common stock on the New York Stock Exchange under the symbol “NET.” Pardon?
Looks like CFR and CLD are already taken, to be fair
Re: Cloudflare S-1
#55Earlier quoted context omitted.
So far the CEO has twice bowed to public pressure and unilaterally removed completely legal websites from the service because he perceived hosting them made Cloudflare's brand look bad. As a publicly traded company the company is now actually accountable (rather than just in his head) to a slice of public opinion and to keep the brand as profitable as possible. That means not providing services for anything controver…
> completely legal websites Are you referring to The Daily Stormer and 8chan?
Not parent, but probably. If they weren't legal, there wouldn't be an issue: Cloudflare complying with the law to block illegal websites would be a non-story.
Re: Cloudflare S-1
#56The free tier of Cloudflare has been really amazing for small to medium websites. It gives you a basically unlimited CDN, SSL, HTTP/2, DDos protection and fast DNS servers with almost 0 effort... for free ... Thus increasing the stability and speed of many web properties that otherwise wouldn't pay for it. I'm afraid this could easily change once the company is public and is under the pressures that come along with i…
They list it as a key element of their business model:
> Free customer base—Free customers are an important part of our business. These customers sign up for our service through our self-serve portal and are typically individual developers, early stage startups, hobbyists, and other users. Our free customers create scale, serve as efficient brand marketing, and help us attract developers, customers, and potential employees. These free customers expose us to diverse traffic, threats, and problems, often allowing us to see potential security, performance, and reliability issues at the earliest stage. This knowledge allows us to improve our products and deliver more effective solutions to our paid customers. In addition, the added scale and diversity of this traffic makes us valuable to a diverse set of global ISPs, improving the breadth and economic terms of our interconnections, bandwidth costs, and co-location expenses. Finally, the enthusiastic engagement of our free customer base represents a “virtual quality assurance” function that allows us to maintain a high rate of product innovation, while ensuring products are extensively tested in real world environments before they are deployed to enterprise customers.
(page 80)
Re: Cloudflare S-1
#57The free tier of Cloudflare has been really amazing for small to medium websites. It gives you a basically unlimited CDN, SSL, HTTP/2, DDos protection and fast DNS servers with almost 0 effort... for free ... Thus increasing the stability and speed of many web properties that otherwise wouldn't pay for it. I'm afraid this could easily change once the company is public and is under the pressures that come along with i…
Cloudflare is getting too big so I'm all for anything that could possibly make it smaller
Re: Cloudflare S-1
#58Finally an IPO I want to buy into. Technical fundamentals matter. Edit: I mean that in the software/service way, not the economical way, in case there was any confusion.
I'm sure it's just in my head, but it feels like the first tech IPO in several years where there actually seems to be a viable business model.
It's quite refreshing, right?
Re: Cloudflare S-1
#59Finally an IPO I want to buy into. Technical fundamentals matter. Edit: I mean that in the software/service way, not the economical way, in case there was any confusion.
I'm sure it's just in my head, but it feels like the first tech IPO in several years where there actually seems to be a viable business model.
This is a sure sign that:
* You won't get allocated any shares
* Trading will start at a ridiculously high valuation, maybe 10x sales or more
Re: Cloudflare S-1
#60Finally an IPO I want to buy into. Technical fundamentals matter. Edit: I mean that in the software/service way, not the economical way, in case there was any confusion.
I'm sure it's just in my head, but it feels like the first tech IPO in several years where there actually seems to be a viable business model.
Zoom stands out in this category too. Random blog on Medium, but the points all stand:
https://medium.com/@alexfclayton/zoom-ipo-s-1-breakdown-1192...
Growing >100% YoY, profitable, generating cashflow, NPS above 70, just an all around solid business.