Cloudflare Inc Q3 2021 Earnings Call Summary

The following is excerpted from the question-and-answer section of the transcript.

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : Congrats on the results here. I guess Matthew or Thomas, success in large customers was again super impressive. Now I think, clearly, this is a reflection of your products and vision. But can you talk about other aspects that could be positively impacting some of these large deals like direct rep productivity, maybe it's partners influencing deals? And I know everybody wants to know about the competitive landscape as you move up into the larger enterprise here.

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : That's super helpful. And then I have to ask about R2. Obviously, that was a really exciting announcement this quarter. I know it's going to take time to impact the model. But perhaps you could talk a little bit more -- double-click on really how this positions you guys as really an edge cloud provider, even more so now with R2?

Question: Trevor James Walsh - JMP Securities LLC, Research Division - Analyst : This is Trevor Walsh on for Pat. Matthew, I wanted to just see -- you had mentioned in your prepared remarks around a lot of the wins, talked about Zero Trust over the quarter as kind of the driving force. And I just wanted to see if you could provide some further REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. NOVEMBER 04, 2021 / 9:00PM, NET.N - Q3 2021 Cloudflare Inc Earnings Call details around whether those were coming in via RFPs or RFIs just generally for -- as part of a larger kind of ecosystem of Zero Trust vendors or players? Or just kind of -- or was it really more Cloudflare or any competitively centric that way and how that kind of -- how those played out?

Question: Trevor James Walsh - JMP Securities LLC, Research Division - Analyst : Awesome. Great. And maybe one quick one for maybe Thomas best to handle. I also noticed that you guys expanded the proprietary network again this quarter. I was wondering if any of the supply chain issues kind of made that process a little bit more challenging, so we say, given some of the constraints there?