James Fish's questions to Cloudflare Inc (NET) leadership • Q2 2025
Question
James Fish of Piper Sandler inquired about the adoption of the broader Workers platform for workloads moving from hyperscalers and asked about trends in the federal sector, particularly regarding FedRAMP.
Answer
Co-Founder & CEO Matthew Prince explained that the strategy for Workers is often to land with a single, critical function, which then demonstrates the platform's value and leads to larger workload migrations from hyperscalers, with the potential for nine-figure deals. On the federal front, Prince confirmed that FedRAMP certification is a priority and the company is on track to meet all requirements by the end of the year, which will unlock significant opportunities in the federal government.