文章核心观点 Cloudflare正在准备在明年推出一项容器服务[1]。Cloudflare正在向开发者服务市场进军[2]。Cloudflare正在开发一个容器平台,以允许客户在其全球网络上运行容器[5]。一旦运行容器成为Cloudflare平台上的一个选项,该公司将成为传统云计算提供商(如AWS)和平台即服务(PaaS)提供商的更强大的竞争对手[6]。 公司概况 1) Cloudflare的全球网络覆盖超过330个城市,使约95%的全球互联网连接人口距离Cloudflare数据中心不超过50毫秒[1] 2) Cloudflare推出了大量功能、产品和服务,利用其网络并解决客户的痛点[1] 3) Cloudflare不是传统的云计算提供商,而是专注于推出使开发者生活更简单的产品[2] 4) Cloudflare Workers允许开发者将代码上传到Cloudflare网络,将代码放置在靠近终端用户的位置[2] 5) Cloudflare推出了其他与Workers集成的产品,包括图像优化和交付服务、人工智能相关产品以及多个数据库和存储解决方案[3] 6) 目前Cloudflare的平台还不支持运行容器化工作负载,这可能阻碍企业客户采用Cloudflare的开发者平台[4] 容器服务计划 1) Cloudflare正在开发一个容器平台,最终将允许客户在其全球网络上运行容器[5] 2) 该容器平台旨在解决运行容器的典型问题,如在何处运行、运行多少个、分配多少资源以及如何在实例之间平衡流量[5] 3) Cloudflare构建自己的容器平台是出于必要,以支持其正在构建的一些产品[5] 4) 一旦容器成为Cloudflare平台的一个选项,该公司将成为传统云计算提供商和PaaS提供商的更强大竞争对手[6]

While Cloudflare's (NYSE: NET ) valuation remains optically high, the company continues to establish itself as best-in-class, both in terms of financial performance and products. Cloudflare's growth is likely to continue decelerating in the next few quarters but should be nearing a Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted return ...

In the latest market close, Cloudflare (NET) reached $82.36, with a -1.26% movement compared to the previous day. This change lagged the S&P 500's daily gain of 0.4%. Elsewhere, the Dow gained 0.62%, while the techheavy Nasdaq added 0.6%. Heading into today, shares of the web security and content delivery company had gained 4.46% over the past month, outpacing the Computer and Technology sector's gain of 0.91% and the S&P 500's gain of 1.71% in that time. The investment community will be closely monitoring ...

Lehi, Utah, Sept. 26, 2024 (GLOBE NEWSWIRE) -- DigiCert, a leading global provider of digital trust, today announced the results of the inaugural DigiCert® Quantum Readiness Awards. Cloudflare (NYSE: NET), the leading connectivity cloud company, won the prestigious honor, while Migros, one of the largest retail companies in Switzerland, and DXC Technology, a leading global technology service provider, were selected as finalists by the judges. The awards ceremony took place during DigiCert's World Quantum Re ...

Cloudflare (NET) shares have plunged 13.6% in the past six months against the S&P 500 index's return of 9.3%. NET shares have also underperformed both the Zacks Internet Software Industry and the Zacks Computer and Technology Sector's return of 2.8% and 10%, respectively. NET's underperformance can be attributed to investors' concerns about near-term prospects amid the company's decelerating sales growth. Softening IT spending amid ongoing macroeconomic uncertainties is hurting Cloudflare's top-line growth. ...

Cloudflare is working on a way to help website owners make money from AI bots scraping their content. Cloudflare (NET -2.44%) already has a dominant presence on the internet. Around 18% of all websites have Cloudflare acting as a middleman, speeding up requests and providing protection from malicious traffic. The company provides these basic services for free, with more advanced services available as part of its subscription plans. While Cloudflare already captures an enormous share of global internet traff ...

Cloudflare (NET) shares have gained 6.1% in the past three months, outperforming the Zacks Internet Software Industry's and the S&P 500 index's return of 5.2% and 3.8%, respectively. NET stock has also outperformed the Zacks Computer and Technology Sector's decline of 1.7% in the same time frame. Cloudflare's outperformance in the past three months reflects investors' confidence in the company's artificial intelligence (AI)-enabled portfolio strength, which is driving its financial performance. Cloudflare r ...

ST. LOUIS, Sept. 23, 2024 /PRNewswire/ -- Centene Corporation (NYSE: CNC), a leading healthcare enterprise committed to helping people live healthier lives, announced today that the California Department of Health Care Services has selected its subsidiary, Health Net Community Solutions (Health Net), to provide managed dental health care services to beneficiaries of Medi-Cal, the State's Medicaid program, in Los Angeles and Sacramento counties. The new 54-month contract is expected to take effect on July 1, ...

The latest trading session saw Cloudflare (NET) ending at $82.45, denoting a -0.46% adjustment from its last day's close. The stock's performance was behind the S&P 500's daily loss of 0.19%. At the same time, the Dow added 0.09%, and the tech-heavy Nasdaq lost 0.36%. Prior to today's trading, shares of the web security and content delivery company had gained 2.73% over the past month. This has outpaced the Computer and Technology sector's loss of 0.09% and the S&P 500's gain of 2.06% in that time. The inve ...

Cloudflare (NET) closed the latest trading day at $78.59, indicating a -0.34% change from the previous session's end. This move lagged the S&P 500's daily gain of 0.54%. At the same time, the Dow added 0.72%, and the tech-heavy Nasdaq gained 0.65%. The the stock of web security and content delivery company has fallen by 4.02% in the past month, lagging the Computer and Technology sector's gain of 3.3% and the S&P 500's gain of 4.86%. Market participants will be closely following the financial results of Clo ...