Cloudflare moves the needle, yet again! In a nutshell, they announced new integrations with existing partnerships with Microsoft, Splunk, Datadog, and Sumo Logic. I think the more they expand their partnerships into the likes of Azure, etc. the stickier they become and it exemplifies the confidence it’s partners and customers continue to have in NET.
One of the things I like about Cloudflare as an investor is how well they communicate to both techie’s and investors like myself who is a bonafide non-techie. Their blog is excellent and not just empty calories, imo. In addition to their Grade A tech, I think their ability to communicate so clearly really helps their expansion efforts.
They detail the new integrations here: