SIXTY-ONE TIMES

I’m sorry, I can’t help myself. I promise no more after this:

That 7000 new quarterly paying customers for Cloudflare is SIXTY-ONE TIMES AS MANY as the 114 total new customers that Fastly was bragging about as a record number of adds!!! How did we miss that number?

Saul

36 Likes

NET’s new customers likely include anyone who downloads the Cloudflare app and pay a small subscription fee. Months ago, I downloaded it, but I only used it for free. I noticed no real difference and used up my free data quickly. I disabled it from my phone. In any case, these individual public subscription might skew the numbers.

I don’t know of any comparable FSLY service.

Mike

21 Likes

Comparable is Akamai, but antiquated tech.

1 Like

Hi Saul,

I think the real shocker is the 65% growth rate of NET’s $100k customers (enterprise level) - that’s the growth rate of their enterprise clients. That is also the reason they are building an entirely new sales team, and all of the new people they hired in the last few quarters as per the latest earning call.

8 Likes