Cloudflare Inc Q4 2020 Earnings Call Summary - Thomson StreetEvents

Cloudflare Inc Q4 2020 Earnings Call Summary

Cloudflare Inc Q4 2020 Earnings Call Summary - Thomson StreetEvents
Cloudflare Inc Q4 2020 Earnings Call Summary
Published Feb 11, 2021
20 pages (11479 words) — Published Feb 11, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of NET.N earnings conference call or presentation 11-Feb-21 10:00pm GMT

  
Brief Excerpt:

...A. Overview: Revenue $125.9m. 1. Up 50% YoverY. a. b. 2020, bit over $430m. i. Up 50% YoverY. 2. Paying customer count grew to over 111,000. Up 10% QoverQ. a. b. Strongest quarterly growth in several years. 3. Large customers, those who spend over $100,000 per year, continues to be strongest growth area, adding 92 new customers in 4Q and bringing total large customer count to 828. Revenue from these large customers increased sequentially to 49%, up from 3Q20's 47% as sales team continues to close larger enterprise accounts. a....

  
Report Type:

Brief

Source:
Thomson StreetEvents
Company:
Cloudflare Inc
Ticker
NET.N
Time
10:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : Congrats on the quarter and really the year. I wanted to ask about the SolarWinds or SUNBURST breach. Kind of curious if you saw it impact pipeline. Perhaps could it lead to more free Teams conversion? Just sort of curious on that aspect. I'd have to imagine you guys are in a pretty good spot to help a lot of your customers and potential future customers with those sorts of issues.

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : That's great. And then Thomas mentioned in the script that it sounds like in 6 months, you're going to be migrating away from Baidu to JD.com. Sort of curious on the thought process there. And I think you also mentioned that there could be a slight headwind. Just sort of wondering, is there any more clarification on what that might mean and really what the rationale is ultimately, at the end of the day, on that decision?

Table Of Contents

Cloudflare Inc Q1 2021 Earnings Call Summary – 2021-05-06 – US$ 54.00 – Edited Brief of NET.N earnings conference call or presentation 6-May-21 9:00pm GMT

Cloudflare Inc Q1 2021 Earnings Call Transcript – 2021-05-06 – US$ 54.00 – Edited Transcript of NET.N earnings conference call or presentation 6-May-21 9:00pm GMT

Cloudflare Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript – 2021-03-02 – US$ 54.00 – Edited Transcript of NET.N presentation 2-Mar-21 10:00pm GMT

Cloudflare Inc Investor Day (Virtual) Transcript – 2021-02-12 – US$ 54.00 – Edited Transcript of NET.N corporate analyst meeting</ 12-Feb-21 8:00pm GMT

Cloudflare Inc Q4 2020 Earnings Call Transcript – 2021-02-11 – US$ 54.00 – Edited Transcript of NET.N earnings conference call or presentation 11-Feb-21 10:00pm GMT

Cloudflare Inc at Jefferies CyberSecurity Conference (Virtual) Transcript – 2020-12-10 – US$ 54.00 – Edited Transcript of NET.N presentation 10-Dec-20 5:50pm GMT

Cloudflare Inc at Credit Suisse Technology Conference (Virtual) Transcript – 2020-12-03 – US$ 54.00 – Edited Transcript of NET.N presentation 3-Dec-20 5:10pm GMT

Cloudflare Inc at Wells Fargo TMT Conference (Virtual) Transcript – 2020-12-01 – US$ 54.00 – Edited Transcript of NET.N presentation 1-Dec-20 8:20pm GMT

Cloudflare Inc Q3 2020 Earnings Call Transcript – 2020-11-05 – US$ 54.00 – Edited Transcript of NET.N earnings conference call or presentation 5-Nov-20 10:00pm GMT

Cloudflare Inc at Jefferies Software Virtual Conference Transcript – 2020-09-14 – US$ 54.00 – Edited Transcript of NET.N presentation 14-Sep-20 5:30pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Cloudflare Inc Q4 2020 Earnings Call Summary" Feb 11, 2021. Alacra Store. May 24, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2020-Cloudflare-Inc-Earnings-Call-B13588645>
  
APA:
Thomson StreetEvents. (2021). Cloudflare Inc Q4 2020 Earnings Call Summary Feb 11, 2021. New York, NY: Alacra Store. Retrieved May 24, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2020-Cloudflare-Inc-Earnings-Call-B13588645>
  
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