2024 Q1 Investor Presentation

Cloudflare
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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4
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Slide inventory

35
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Setup
02
other
Open slide detailBeat · Setup
03
Includes a mix of static company metrics and time-series financial/customer data.summarize
Open slide detailBeat · Setup
04
The slide uses a three-column layout for social impact pillars and a right-hand sidebar for environmental/corporate recognition.summarize
Open slide detailBeat · Setup
05
front_matter
Open slide detailBeat · Setup
06
Uses a historical 1977 ARPANET map as a visual metaphor for the original, simpler internet architecture.establish_context
Open slide detailBeat · WhyLoop · Golden Circle
07
compare_options
Open slide detailBeat · WhyLoop · Golden Circle
08
Uses a funnel-like diagram to show the convergence of legacy vendors into a centralized cloud-based stack.present_framework
Open slide detailBeat · WhyLoop · Golden Circle
09
The slide uses a hierarchical structure to map Cloudflare's service offerings.present_framework
Open slide detailBeat · WhyLoop · Golden Circle
10
The slide uses four circular metrics to convey scale.summarize
Open slide detailBeat · Evidence & Proof
11
summarize
Open slide detailBeat · Evidence & Proof
12
Includes network capacity, city/country reach, customer counts, and performance latency metrics.establish_context
Open slide detailBeat · Evidence & Proof
13
The slide uses a dual-loop flywheel diagram to represent business growth dynamics.present_framework
Open slide detailBeat · Evidence & Proof
14
summarize
Open slide detailBeat · Evidence & Proof
15
summarize
Open slide detailBeat · Evidence & Proof
16
compare_options
Open slide detailBeat · Evidence & Proof
17
The chart illustrates the expansion of TAM through the addition of new service categories (Zero Trust, Network, Developer Services) over time.size_opportunity
Open slide detailBeat · Evidence & Proof
18
The slide uses an inverted funnel diagram to represent the 'Cloudflare Model'.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
19
The slide uses a visual progression (staircase/growth curve) to represent strategic pillars.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
20
transition
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
21
Includes a disclaimer note at the bottom regarding data definitions and sources.summarize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
22
The slide highlights a 46% CAGR over the 2018-2023 period and 30% growth between Q1 2023 and Q1 2024.summarize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
23
Includes CAGR metrics for both customer segments.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
24
The slide highlights the stability of DNR and provides context on its composition and drivers.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
25
quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
26
The chart illustrates operating leverage by showing the reduction in operating expense categories (COGS, S&M, R&D, G&A) as a percentage of revenue over time.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
27
The slide combines narrative financial updates with two charts: a bar chart for cash balance and a combo chart for operating cash flow and margin.summarize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
28
Includes forward-looking statement disclaimer at the bottom.summarize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
29
The slide uses a bridge-like visual to connect current performance to future targets.summarize
30
summarize
32
The table details adjustments for stock-based compensation, amortization of intangible assets, and acquisition-related expenses across various operating line itanalyze_data
33
The table covers five quarters from Q1 2023 to Q1 2024.analyze_data
34
Includes y-y growth and % of revenue metrics for specific customer segments.summarize
35
summarize