Cloudflare offered a solid earnings report, yet the valuation is extraordinarily high, thus, the company really needed to report a blowout to justify the valuation (which did not happen). It’s good to see Cloudflare report steady growth, however, and its key metrics supporting sustained growth as we patiently wait for Cloudflare to lead in AI inference at the edge. There is a quiet strength in Cloudflare’s fundamentals and key metrics. For example, Cloudflare passed a $2B run rate for the...
