$Cloudflare, Inc.(NET)$ revenue growth ~30% / year for another 2-3 years (IF not a worsening macro, but let's say), maybe another ~25% for year 4-5, but FOR SURE the growth will slow down little by little year 6 or 7 or 8. That's THE LAW. The key here is how much they could increase profitability to counterbalance after those ~5 years. Hard to say if they'll reach Azure or AWS, unfortunately those SBC that "don't cost the company money" WILL cost the company money when they will need to buy them...So, I will respectfully model a lower margin than AWS even after year 5.
US Stocks Opportunities
Here are a theme that collects the best quality or your most bullish US stocks, Share your thoughts here!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments