Adam Borg's questions to Cloudflare Inc (NET) leadership • Q2 2025
Question
Adam Borg from Stifel asked for an update on the competitive positioning of Cloudflare One (SASE) and for commentary on the current macroeconomic environment based on Cloudflare's network data.
Answer
Co-Founder & CEO Matthew Prince highlighted that Cloudflare's rapid innovation is driving its competitive success in SASE, leading to win-backs from first-generation vendors based on superior performance, ease of deployment, and ROI. He noted that awareness, once a challenge, is improving. Regarding the macro environment, Prince described it as 'disjointed' but stated that customers continue to see value in Cloudflare's offerings, allowing the company to perform well despite uncertainty.