Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
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Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#2Not bad financials. Healthy margins, relatively small (in my mind) losses and revenue growing well. At this rate they should be profitable in a year? 2 maybe?
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#3Down 6% after hours, for reasons that I don't understand.
Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream someday. They work on hard/interesting/real technology, that's gotta be worth something.
I predict that one day, we'll see a C somewhere in "FAANGM".
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#4Down 6% after hours, for reasons that I don't understand. Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream somed…
CAMFANG?
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#5Down 6% after hours, for reasons that I don't understand. Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream somed…
> Down 6% after hours, for reasons that I don't understand.
Not trying to be snarky, but this is how I feel about pretty much all AH movement after earnings, for any company. Do you usually not feel this way?
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#6Down 6% after hours, for reasons that I don't understand. Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream somed…
The stock has had a 25% run up to earnings in the past month. It's a classic buy the rumor sell the news.
Here's your opportunity to buy the dip.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#7Down 6% after hours, for reasons that I don't understand. Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream somed…
> Down 6% after hours, for reasons that I don't understand.
I think the street was hoping for a rosier outlook on profitability next quarter.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#8Down 6% after hours, for reasons that I don't understand. Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream somed…
Revenue is $125m this quarter, about 50% over last year. P/S is around 60, which might be too high to many people and therefore the correction.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#9Down 6% after hours, for reasons that I don't understand. Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream somed…
My feeling is that the price had risen expecting a more stellar result or bullish guidance. When the street didn't get that they took their profits and ran.
You can watch the same thing happen to CRM and ZM now in the days leading up to their next earnings call.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#10Down 6% after hours, for reasons that I don't understand. Personally, I'm more-sure that Cloudflare will be around in 25 years than I am that Facebook will be around in 25 years. Their customers are real-valuable customers paying for a real-valuable service, and that's not going away anytime soon. Meanwhile, their serverless stuff is very cool and unique. I think their durable objects are going to go mainstream somed…
The stock has had a 25% run up to earnings in the past month. It's a classic buy the rumor sell the news. Here's your opportunity to buy the dip.
and if it was up you would have said "new information that the market was not able to price in" or "the forward guidance was good" or just congratulate the leadership