Cloudflare's Q3 2024 earnings call reveals a company at a crossroads, boasting strong growth but facing questions about its sales strategy and ambitious goals. Will their gamble on large customer deals pay off?
Record Revenue but Questions Linger: [00:00:00] Did Cloudflare's impressive growth tell the whole story? Hints of uncertainty lurk beneath the surface.
Sales Shake-Up: Genius Move or Growing Pains? [00:03:01] A major shift in sales strategy has some analysts raising eyebrows. Will this gamble pay off or backfire?
All In on AI: Cloudflare's Multi-Million Dollar Bet: [00:11:08] A massive deal and a bold vision – is Cloudflare poised to dominate the AI platform wars?
Playing the Long Game: Short-Term Pain for Long-Term Gain? [00:10:12] Cloudflare's unconventional approach has some wondering: is this brilliant foresight or a recipe for disaster?