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Cloudflare S-1

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Re: Cloudflare S-1

#341
post #247

Earlier quoted context omitted.

>We estimate that we operate within 100 milliseconds of 98% of the Internet-connected population in the developed world, Am I missing something here? For Reference; A one way New York to Hong Kong connection takes roughly 110ms.

Do you have reference for the 110ms ny-hk? I’m doing research on latency and wish to assess that information.

As a measure of fiber distance, it’s roughly 75 o/w from LA to HK via AAG and the balance lies between LA and NY. That’s before any delays created by layer 2,3 and up.

Re: Cloudflare S-1

#342

Earlier quoted context omitted.

Essentially you write a script in any language that: 1) checks what's your current IP (an easy way is to do a GET request to http://icanhazip.com/ , available thanks to Red Hat engineer Major Hayden) 2) checks what was the last IP you sent to Cloudflare (saved in a text file on your disk or something like data) 3) if they are different, send a PUT request to the Cloudflare API with the new IP: https://api.cloudflare.…

I've checked icanhazip.com and it's not returning the same ip as the one from ipconfig. What does it mean? Note I know nothing how networks work and that I'm in a corporate network

Your corporate network is using network address translation (NAT) to map an external address, shown on icanhazip.com, to a local network address, shown in ipconfig. You likely share this external address with many other users and mapping services to it will be challenging without having access to the routing/forwarding configuration.

https://en.wikipedia.org/wiki/Network_address_translation

Re: Cloudflare S-1

#343

Earlier quoted context omitted.

I've checked icanhazip.com and it's not returning the same ip as the one from ipconfig. What does it mean? Note I know nothing how networks work and that I'm in a corporate network

Your corporate network is using network address translation (NAT) to map an external address, shown on icanhazip.com, to a local network address, shown in ipconfig. You likely share this external address with many other users and mapping services to it will be challenging without having access to the routing/forwarding configuration. https://en.wikipedia.org/wiki/Network_address_translation

Okay, thank you for this information.

Re: Cloudflare S-1

#344
post #83

> Today, our network spans 193 cities in over 90 countries and interconnects with over 8,000 networks globally, including major ISPs, public cloud providers, SaaS services, and enterprises. We estimate that we operate within 100 milliseconds of 98% of the Internet-connected population in the developed world, and 93% of the Internet-connected population globally (for context, the blink of an eye is 300-400 millisecond…

I agree with all of that, but the other important thing (at least to me as an investor) is their 51% growth over two years (with 77% gross margin). You can have the best product, but if you're not actually growing and profitable then as much as I like the company or the product I'll put my investment dollars elsewhere.

They're growing but not profitable. It's easy to grow by giving valuable stuff away below cost. It's not so easy to grow if you're making positive margin.

Given CloudFlare's size and age, why are they losing money?

Re: Cloudflare S-1

#345
Finally an S1 I can buy and not have the distinct feeling of the last guy in the pyramid scheme. Should easily be profitable.

Re: Cloudflare S-1

#347
post #36

Earlier quoted context omitted.

Interestingly, in Norway citizens' tax forms are public, so you can see what anyone's salary etc is

Not surprising that this is the case in Sweden and Norway, but not in the US, Australia, etc. Aside from the fact that obviously billionaires and corporations don't want the public seeing how they avoid tax, sometimes I suspect that the culture of keeping our salaries secret was deliberately created by the 1% to keep wages low.

Not surprising that this is the case in tiny homogeneous affluent countries, but not in large, diverse ones. Sure.

Re: Cloudflare S-1

#348

Earlier quoted context omitted.

The Free Speech Clause of the First Amendment prohibits only governmental, not private, abridgment of speech. [1] A CDN is hardly the Internet Police. [1] https://www.supremecourt.gov/opinions/18pdf/17-1702_h315.pdf

Irrelevant. The Supreme Court is wrong in its decision in that case, and that interpretation of the First Amendment is equally incorrect.

The supreme court is by definition correct, at least in a legal sense. Their interpretation literally is the law.

Re: Cloudflare S-1

#349

Earlier quoted context omitted.

Not surprising that this is the case in Sweden and Norway, but not in the US, Australia, etc. Aside from the fact that obviously billionaires and corporations don't want the public seeing how they avoid tax, sometimes I suspect that the culture of keeping our salaries secret was deliberately created by the 1% to keep wages low.

Not surprising that this is the case in tiny homogeneous affluent countries, but not in large, diverse ones. Sure.

Norway isn't nearly as homogeneous as it used to be - it's really quite multi-cultural these days.

Re: Cloudflare S-1

#350

Earlier quoted context omitted.

Most of the additional 2018 loss is attributable to the major increases in General & administrative and stock-based compensation expenses. The interesting thing is that net loss in the first half of 2019 is 13% higher than in the first half of 2018 but revenue increased by 48%, judging from the filing's data https://wallmine.com/doc/edgar/0001477333/000119312519222176... Disclaimer: working on wallmine's filings prod…

As long as they lose money, they can grow revenue. When are they ever going to want to stop growing revenue? > stock-based compensation expenses that reads as "in order to retain employees and be competitive in the market"

Definitely. The reasoning is that it's common for Operating expenses to increase significantly ahead of an IPO.
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