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Great quarter for a great company. I want to hear about R2 on the earnings call. It's such an important part of their future, IMHO.
by MattyMc 5y ago
Great quarter for a great company.
I want to hear about R2 on the earnings call. It's such an important part of their future, IMHO.
- jgalt212 5y agoAt R2's pricing level, I'm not sure it's gonna be a cash cow for them.
- adventured 5y agoIt's all about hoovering in new customers into their expanding ecosystem of offerings that do have margin. That's the whole point of Cloudflare bothering with R2 and its pricing scheme. They're punching companies like AWS where it can still hurt somewhat (eg transfer).
- StratusBen 5y agoCompletely agree. Relevant market sizing analysis we did on this you might find interesting: https://www.vantage.sh/blog/the-opportunity-for-cloudflare-r2 https://www.vantage.sh/blog/the-opportunity-for-cloudflare-r...