The reason I said Cloudflare now is that unlike Zscaler prior to their issues is that Cloudflare has never (yet) succeeded with top-down sales…at least not meaningfully when looked at as a portion of their revenue.
That’s why I harp on how speculative Cloudflare is as an investment. They seem to have a decent legacy business going, but none of their awesome innovative products they seem to pump out once a week…none have really moved the needle much (yet).
Bear