Share price$302.26
1D-5.6%
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Cloudflare, Inc. Class A NET
TECHNOLOGY · SOFTWARE - INFRASTRUCTUREOptions history
Table
| Date | IV |
|---|---|
| 97.61% | |
| 105.20% | |
| 113.16% | |
| 139.49% | |
| 58.73% | |
| 60.11% | |
| 58.51% | |
| 55.76% | |
| 55.33% | |
| 48.06% | |
| 53.64% | |
| 52.16% | |
| 54.20% | |
| 54.30% | |
| 51.51% | |
| 55.74% | |
| 54.07% | |
| 55.31% | |
| 54.37% | |
| 51.93% | |
| 55.23% | |
| 57.99% | |
| 57.14% | |
| 57.48% | |
| 51.16% | |
| 59.39% | |
| 62.45% | |
| 58.94% | |
| 52.94% | |
| 60.44% | |
| 60.62% | |
| 59.91% | |
| 53.74% | |
| 53.60% | |
| 62.47% | |
| 60.04% | |
| 60.73% | |
| 59.82% | |
| 57.33% | |
| 62.16% | |
| 61.48% | |
| 59.33% | |
| 57.56% | |
| 52.99% | |
| 54.30% | |
| 54.11% | |
| 53.26% | |
| 53.87% | |
| 54.61% | |
| 58.21% | |
| 59.39% | |
| 64.57% | |
| 65.35% | |
| 73.64% | |
| 75.02% | |
| 77.33% | |
| 77.85% | |
| 82.39% | |
| 85.40% |
Company coverage
Moat
WideOperates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN to "Connectivity Clo…
Physical assets
Moderate330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth since 2021.
Software / hardware
Software80%
Hardware20%
Growth. Workers/R2/D1 developer platform monetization accelerates enterprise adoption as Cloudflare evolves from CDN to full-stack edge compute capturing a $380B TAM. Primary assets. 330+ data centers (120+ countries), 13,000+ interconnections, Work…
- manual · sw-hw
Growth. Workers/R2/D1 developer platform monetization accelerates enterprise adoption as Cloudflare evolves from CDN to full-stack edge compute capturing a $380B TAM. Primary assets. 330+ data centers (120+ countries), 13,000+ in…
- manual · physical-assets
330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth…
- manual · moat
Operates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN…
| Action | Type | Relative size |
|---|---|---|
| BUY | Equity | +10% |
| BUY | Equity | +5% |
| BUY | Equity | +3% |
| BUY | CALL option | +88% |
| SELL | CALL option | +100% |
| BUY | Equity | +8% |
| BUY | Equity | +8% |
| BUY | Equity | +18% |
| BUY | Equity | +18% |
| BUY | Equity | +9% |
| BUY | Equity | +9% |
| BUY | Equity | +17% |
| BUY | Equity | +9% |
| BUY | Equity | +17% |
| BUY | Equity | +18% |
| BUY | Equity | +9% |
| BUY | Equity | +17% |
| BUY | Equity | +17% |
| SELL | CALL option | +37% |
| BUY | Equity | +8% |
| BUY | Equity | +8% |
| SELL | Equity | +80% |
| BUY | CALL option | +42% |
| SELL | CALL option | +55% |
Notes
Full portfolio moat / asset analysis
Operates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN to "Connectivity Cloud" platform increases switching costs. Estimated $380B TAM. Revenue growth 28-30% YoY, reaching $2.5B+.
Full portfolio moat / asset analysis
330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth since 2021.