Description
Cloudflare: Disrupting The SASE Market With Speed, Simplicity, & Cost Efficiency!
Cloudflare, a company recognized for its web infrastructure and security solutions, presented its Q2 2025 financial results, showcasing strategic strides in technological and organizational growth while simultaneously underscoring certain challenges and prospects. Financial and Operational Overview: Cloudflare reported a revenue of $512.3 million for the quarter, achieving a year-over-year growth of 28%, a notable increase from the 26.5% growth observed in the previous quarter. This surge pushed the annual run rate revenue to over $2 billion. The company’s gross margin was reported at 76.3%, aligning with their long-term target and highlighting operational efficiency within the set industry standards.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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