cutieee
2023-05-31

$Cloudflare, Inc.(NET)$ 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.

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