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Cloudflare S-1

sec.gov

41–50 of 366 posts

Re: Cloudflare S-1

#41
post #32

It’s odd to have these IPOs in the middle of August, in the middle of a super volatile market. I can’t help thinking that there must be a sense of urgency, based on the perception that this is the last opportunity before a bear market and much more modest (realistic?) valuations.

Or last resort because private money has dried up.

Re: Cloudflare S-1

#42
post #28
post #21

Earlier quoted context omitted.

This comment is on every S1 thread. And every time someone mentions that it is essentially standard copy for all S1s, because you can never guarantee anything on the market.

Except something that is not the same for all S1's, is the history of losses. For a business to really give a positive, something needs to change, otherwise they stay negative. Edit: > and we expect we will continue to incur net losses for the foreseeable future That is not a common statement.

Search google for `site:sec.gov and we expect we will continue to incur net losses for the foreseeable future` - a nearly identical phrase is a frequent occurrence

Re: Cloudflare S-1

#43
Activities of our paying and free customers or the content of their websites or other Internet properties, as well as our response to those activities, could cause us to experience significant adverse political, business, and reputational consequences with customers, employees, suppliers, government entities, and others.

... We also received negative publicity in connection with the use of our network by 8chan, a forum website that served as inspiration for the recent attacks in El Paso, Texas and Christchurch, New Zealand. We are aware of some potential customers that have indicated their decision to not subscribe to our products was impacted, at least in part, by the actions of certain of our paying and free customers. We may also experience other adverse political, business and reputational consequences with prospective and current customers, employees, suppliers, and others related to the activities of our paying and free customers, especially if such hostile, offensive, or inappropriate use is high profile.

Re: Cloudflare S-1

#45
Probably a good one to hop into for a quick gain due to hype and usage, but long-term the price will fall.

Will continue to monitor, but looking like it will be the standard 7/11 IPO strategy - get in and immediately start the sell off if price drops 7% day-to-day or 11% consecutively, then short to price where losses are matched.

Re: Cloudflare S-1

#46
post #38

I adore, and extensively use, Cloudflare's free services for a couple of hobby projects. I hope they don't substantially change them post-IPO.

But tinbucket , I’m pretty sure you just loudly proclaimed you would be happy to pay at least $5/month!

I'd happily pay $5/month if it covered all of my hobby projects.

I'm not interesting in paying to run just a single project.

Re: Cloudflare S-1

#47
post #13

> We have a history of net losses and may not be able to achieve or sustain profitability in the future. I never got this... Why go public if you literally say you won't make money? Who would buy stock in something that will not return a positive? Are they starving for money and hope some public trading gets them a boost? Edit: It seems to be following the same pattern as the other tech IPOs recently, just to cash ou…

this is a normal sentence in every S-1 you care to name. EXTREMELY SERIOUS WARNING (printed on a separate page, in red letters on a yellow background): Unless you are as smart as Johann Karl Friedrich Gauss, savvy as a half blind Calcutta bootblack, tough as General William Tecumseh Sherman, rich as the Queen of England, emotionally resilient as a Red Sox fan, and as generally able to take care of yourself as the ave…

Cryptonomicon, Neal Stephenson.

You have quite the fitting user name.

Re: Cloudflare S-1

#48

I mentioned it in the We S-1 thread, but it really weirds me out that the S-1 is the first chance the public has a chance to see a company’s financial status.

why would the public have a chance to see the financial status of a privately held company? alternatively, would you like to share your financial status with the rest of us?

I don’t want to post my own company since it can be traced to me IRL, but yeah, all tax returns are public in Sweden, personal and companies alike.

Here is Spotify’s financials from its inception to today:

https://www.allabolag.se/5567037485/spotify-ab

You can find the same data for all companies.

Re: Cloudflare S-1

#49

Another unicorn strikes. Is it just me, or have all of these companies decided to do IPOs around the same time? I mean uber, lyft, we work, and now cloudflare. I wonder who's on the menu tommorow

Don't even compare Uber Lyft WE with Cloudflare..
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