Andrew Nowinski's questions to Cloudflare Inc (NET) leadership • Q2 2025
Question
Andrew Nowinski from Wells Fargo asked about the performance of Cloudflare's 'Act One' products (WAF, DDoS) and the company's progress toward its $5 billion ARR target for fiscal year 2028.
Answer
Co-Founder & CEO Matthew Prince attributed the strength of 'Act One' products to Cloudflare's unique architecture, where every server runs every service, providing a significant cost and performance advantage over competitors' 'scrubbing center' models. CFO Thomas Seifert confirmed the company is tracking well towards its long-term ARR goal, citing momentum with large customers, pool of funds deals, and improved go-to-market execution as key drivers.