CloudFlare 1Q Preview: How They Are Better Than Zscaler At Its Own Game. скачать в хорошем качестве

CloudFlare 1Q Preview: How They Are Better Than Zscaler At Its Own Game.

In this video Jordan Lambert, CFA from https://www.convequity.com/ makes a qualitative analysis on CloudFlare (NET) business model and makes a fundamental stock analysis. He starts by explaining how $NET was born and how it developed in the company it is today. He breaks down all the business segments where it operates points out the addressable market where it has the greater chances to expand. He later talks about the developments in the SASE segment and how it's challenging Zscaler (ZS) at its own game. Later on he explains the latest Gartner Report and shares his own view on why $ZS lost ground against other competitors like Netskope, CloudFlare ($NET) and many others. Later on he addresses the multiples in the cybersecurity sector with a graph of the Enterprise Value/ Gross Profit of all the companies in this field. In the end he shares his views on the phenomenons of remote working, consolidation in the sector and the latest comments of Zscaler's CEO on CNBC. Check out the first video of the serie where Jordan Lambert, CFA explains the current trends in the cybersecurity sector:    • Cybersecurity Stocks Trends Breakdown for ...   Why the SVB Fallout strengthens the previous thesis:    • Silicon Valley Bank Fallout Explained and ...   Cybersecurity Playlist:    • CYBERSECURITY STOCK ANALYSIS   Convequity's Website: convequity.com Convequity's Substack: convequity.substack.com Convequity's Twitter:   / convequity   YouTube:    / @convequity9130   00:00 Intro + DCF Access 01:35 Disclaimer 01:45 CloudFlare Thesis Overview 02:35 CloudFlare Advantage vs Hyperscalers 07:30 Cloud Infrastructure Market Value 08:10 Brief History of CloudFlare 08:55 What is a Content Delivery Network (CDN) ? 09:25 Expansion 10:45 Launch of Workers Platform 11:40 The move in the SASE market 12:40 The launch of Durable Objects 15:55 Introduction of R2 Storage 17:30 CloudFlare’s Market Positioning 19:20 CloudFlare’s Total Addressable Market 20:55 Paradigm Shift in Network Security 23:55 How Cloud and Pandemic Changed Network Security 24:30 How SASE’s need was born 26:35 How SSE and SASE work 30:00 Demand Changes During and After the Pandemic 31:00 Gartner Report Explained 31:35 2022 Gartner Report Explained 32:05 How Zscaler lost its leadership 32:15 Jordan’s Point on Netskope 32:50 How CloudFlare Made it in the Gartner Report 33:05 Why ZS is likely to lose leadership in SSE and SASE 33:40 NET advantage in Secure Web Gate vs ZS 38:50 ZS is losing in the Cloud Access Security Broker field 39:40 Why NET has a better global network than ZS 40:35 Net’s advantage for the SD-WAN solutions 42:00 Is Zscaler delivering more value? 46:30 Is Remote Working here to stay? 48:15 Could CloudFlare engage in M&A? 52:40 CloudFlare’s advantage in SASE 53:10 Why OpenAI chose NET for ChatGPT 53:50 Why Email Security can strengthen NET’s competitiveness 54:25 EV/ Gross Profit in the Cybersecurity Sector 55:35 is CloudFlare reasonably valued? 56:00 Is ZS undervalued compared to NET? 56:35 CloudFlare vs Zscaler in the long term 01:02:30 CloudFlare thesis conclusion #cloudflare #zscaler #stockanalysis