Solid results with exceptional margins and a healthy FY21 outlook. I wonder if markets just have unrealistic expectations (from the craziness of GME/AMC and cannbis stocks) or people are just taking profits on a ~400% run up since IPO.
Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
11–20 of 141 posts
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#12Down 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…
I don’t get why people still say FAANG, even. Netflix is doing great and has some great tech, but these days it seems like they’re way more of a TV megastudio with a really great engineering dept than a tech giant like Apple, Amazon, Facebook and Google.
Sure, they’re no slouches, but it feels like any acronym that includes Netflix needs to also include Microsoft for sure. In fact, by the time you get to Netflix I feel like you’d have to have included Salesforce, Tesla, maybe even Twitter, and probably half a dozen names that aren’t coming to me right now.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#13Down 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…
Three. Day. Rule.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#14Down 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…
Cloudflare seems like a promising stock, but the dual-class shares really put me off. It doesn't even look like Class B is even traded; at least for, say, Google, you can buy their Class B stock.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#15Down 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…
I don’t get why people still say FAANG, even. Netflix is doing great and has some great tech, but these days it seems like they’re way more of a TV megastudio with a really great engineering dept than a tech giant like Apple, Amazon, Facebook and Google. Sure, they’re no slouches, but it feels like any acronym that includes Netflix needs to also include Microsoft for sure. In fact, by the time you get to Netflix I fe…
Most times I see faang it's in the context of tech jobs, and Netflix is notorious for its wages - just my perspective as an outsider in Australia...
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#16Down 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…
cloudflare has been talked about on WSB and /r/stocks for months. it's probably pumped a good bit already and this was a reality check.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#17Down 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…
>I predict that one day, we'll see a C somewhere in "FAANGM".
Honestly, this is such a stupid game. The original acronym was FANG. It included Netflix which at the time it was coined was orders of magnitude smaller than Apple, the acronym didn't include Apple, and now it has about 10 different deriviations which does and does not include Netflix (whose core business has been invaded by not only Apple and Amazon but also Disney and HBO), but does include Microsoft - which isn't whilst very successful, isn't dominant anywhere.
The whole value of FANG was that it spelt out the word fang - beyond that, it was completely devoid of meaningful value. It works in the same way that a big red button Jim Cramers' desk works. It doesn't.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#18Down 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…
I don’t get why people still say FAANG, even. Netflix is doing great and has some great tech, but these days it seems like they’re way more of a TV megastudio with a really great engineering dept than a tech giant like Apple, Amazon, Facebook and Google. Sure, they’re no slouches, but it feels like any acronym that includes Netflix needs to also include Microsoft for sure. In fact, by the time you get to Netflix I fe…
[deleted]
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#19Down 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…
>I predict that one day, we'll see a C somewhere in "FAANGM". Honestly, this is such a stupid game. The original acronym was FANG. It included Netflix which at the time it was coined was orders of magnitude smaller than Apple, the acronym didn't include Apple, and now it has about 10 different deriviations which does and does not include Netflix (whose core business has been invaded by not only Apple and Amazon but a…
FAANG was originally about companies that paid massive engineering salaries, which is why Netflix was included and Microsoft wasn't.
Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results
#20I mean this absolutely no thesis and it's money I can lose but been invest in companies that have solid, quality documentation.
As one of them cloudflare's done me a solid so far.