A Flare Across the Clouds : Cloudflare's Earnings Report
Tom Tunguz
FEBRUARY 13, 2023
For fiscal 2022, large customers represented 61% of total revenue compared to 54% of total revenue in 2021 and 46% in 2020… Overall NDR fell, but enterprise spending remains steady. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.
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