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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

#111

Post by comp_throw7 »

nostrademons wrote: post #42
catmanjan wrote: post #15

Earlier quoted context omitted.

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...

Much of that's historical reputation, though. Netflix actually underpays compares to some of its peers in the valley now. As of early 2020 my perception (somewhat based on levels.fyi data, as well as personal & friends' salary data) is that the ordering is roughly FaceBook > Snap > AirBnB > Google > Lyft > Stripe > Uber > Netflix > Microsoft > Apple > Amazon > (old-line tech like IBM, Oracle, HP, Juniper, Cisco). Thi…

I think if you compare based on sign-on offers offered to candidates with comparable experience, rather than compensation with multiple years of differential stock movement factored in, you get an ordering more like:

Snap > Netflix > Pinterest > (Airbnb, Uber, Lyft) > Facebook > Google > Amazon > Apple > Microsoft. Stripe isn't publicly traded, but if we took for granted their RSU valuation without any discount, it'd be up there with Netflix.

Lack of refreshers may knock Netflix down one or two spots, I suppose, but they do have a practice of giving substantial raises for performance, so maybe not.

After all, the interesting thing to a prospective candidate isn't how much money the engineers working at those companies are making now, it's what sort of offer(s) they can expect.

(Also, all cash comp > 50%+ RSU, imo, even if you bake in an implicit growth factor to equity. The volatility should probably carry a significant penalty.)

Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results

#112

Post by risyachka »

tidepod12 wrote: post #54
dcolkitt wrote: post #49

Earlier quoted context omitted.

Does Cloudflare have any defensible moat? If Google or Microsoft decided to muscle Cloudflare out of business tomorrow, what’s to stop them? In comparison, we already know that Google can’t take out Facebook.

The major Cloudflare products (namely the CDN, WAF, DDoS protection, DNS management, and even serverless workers) are already replicated in AWS, GCP, and Azure. AFAIK the main thing that draws people to Cloudflare instead is "it's easier to use than bloated AWS/etc." And while that might be a completely valid value proposition, I'm not sure if it's a long term winner, especially as more and more companies migrate to…

It makes sense to use AWS/GCP offerings if you are already using many of their other services. Also it means you have a ton of cash to burn.

There are hundreds of thousands of companies that choose not to pay ridiculous price of AWS or not to use Amazon and Google at all - they use smaller providers, many of them manage their infrastructure themselves.

For them there is 0 reason to us CDN, DDoD protection etc from Google or Amazon. Cloudflare is one of the best choices for them. It makes sense even for AWS/Google clients that don't want to be changed millions for bandwidth like its gold or something.

Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results

#113

Post by risyachka »

nickysielicki wrote: post #3

Down 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 like many other companies is pretty volatile. 6% is nothing for them. It happens from time to time without any reason.

Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results

#114

Post by 0xy »

de6u99er wrote: post #55

My issue with Cloudflare is, that they don't do any content checks. I remember a friend of a friend who knows someone who participated in various Anonymous missions, that CloudFlare is protecting islamic terrorist forums, and recently I learned fom another friend of a friend that they are also protecting QAnon's and Trump's online forum where rrcent insurrection was allegedly planned and coordinated. There's tons if…

This is a feature for me. I'm glad Cloudflare is hosting them, because the actual owners are MORE accessible to law enforcement.

Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results

#115

Post by avvb6ktj »

Uehreka wrote: post #12
nickysielicki wrote: post #3

Down 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…

Well, people say FAANG mostly due to the high valuations and exponential growth. Another popular acronym is FANGMAN: Facebook; Apple; Netflix; Google; Microsoft; Amazon; Nvidia.

Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results

#116

Post by avvb6ktj »

ternaryoperator wrote: post #72
tidepod12 wrote: post #54

Earlier quoted context omitted.

The major Cloudflare products (namely the CDN, WAF, DDoS protection, DNS management, and even serverless workers) are already replicated in AWS, GCP, and Azure. AFAIK the main thing that draws people to Cloudflare instead is "it's easier to use than bloated AWS/etc." And while that might be a completely valid value proposition, I'm not sure if it's a long term winner, especially as more and more companies migrate to…

I don't dispute the point you're making, but Dropbox for my purposes is way ahead of OneDrive. In particular, OneDrive offers only "eventual sync," whereas in Dropbox, you change a file and it's quickly replicated on other systems. Also, OneDrive has a fixed ceiling of ~ 200K files per OneDrive. Dropbox allows you way more than that. So, while I see your point that eventually OneDrive could displace Dropbox entirely,…

But are you in the majority? Timmy is happy with Google Drive, OneDrive, DropBox or iCloud. He will pick whichever is cheaper and android/office 365/apple environment may weight in each specific case, what's drop box edge? The tech savvy may already go with a personal ftp server, aws, rsync, and other custom solutions.

I would like to see data, but from my pov, dropbox is only losing market.

Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results

#117

Post by danielheath »

mike_d wrote: post #108
danielheath wrote: post #81

Earlier quoted context omitted.

The thing that draws me to Cloudflare over AWS is AWS bandwidth charges. CF charge $20/mo for a basic business plan; fronting our domain with CF reduced our AWS egress bill by over $2500/mo.

Cloudflare is the "unlimited storage" of the CDN world. They are giving away investors money today with the hopes that down the road they can... something something. In 3-8 years activist investors are going to realize that Cloudflare is the man-in-the-middle data collection point for a percentage of the internet and that a merger with $adnetwork would produce a money printing machine. A handful of "good guys" in eng…

They’re cheap because they have to buy tons of ingress for their ddos protection product, and bandwidth is sold symmetrically at those volumes, so the egress is functionally free to them.

Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results

#118

Post by TheRealNGenius »

RcouF1uZ4gsC wrote: post #73
nostrademons wrote: post #37

Earlier quoted context omitted.

I'm fond of "MAGA" for "Microsoft, Apple, Google, Amazon". That's the 4 largest tech companies on the market, and they're the ones really making America great again.

If you throw in Facebook, you can make it F MAGA

I chuckled

Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results

#119

Post by katbyte »

ternaryoperator wrote: post #72
tidepod12 wrote: post #54

Earlier quoted context omitted.

The major Cloudflare products (namely the CDN, WAF, DDoS protection, DNS management, and even serverless workers) are already replicated in AWS, GCP, and Azure. AFAIK the main thing that draws people to Cloudflare instead is "it's easier to use than bloated AWS/etc." And while that might be a completely valid value proposition, I'm not sure if it's a long term winner, especially as more and more companies migrate to…

I don't dispute the point you're making, but Dropbox for my purposes is way ahead of OneDrive. In particular, OneDrive offers only "eventual sync," whereas in Dropbox, you change a file and it's quickly replicated on other systems. Also, OneDrive has a fixed ceiling of ~ 200K files per OneDrive. Dropbox allows you way more than that. So, while I see your point that eventually OneDrive could displace Dropbox entirely,…

I'd head onedrive was bad a 200k file limit?! I have 800k in google drive right now and no issues.

Re: Cloudflare Announces Fourth Quarter and Fiscal Year 2020 Financial Results

#120

Post by stemlord »

byhemechi wrote: post #46

Cloudflare is one of those things that if I'm asked about it I'll sound more positive than astroturfing. Their API's a re great, I've had to contact support once and my experience was good and their rates are certainly reasonable for the scale of projects I've used them on.

Lets not forget Cloudflare practices deplatforming based on political bias.
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