Cloudflare, Inc. · NYSE:NET
Cloudflare — Investor Day (May 2024)
76 slides from Cloudflare's investor day presentation, May 30, 2024
Slide 1: Cloudflare Connect
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Slide 2: Welcome to Cloudflare Connect
Welcome to Cloudflare Connect Mark Anderson President of Revenue Cloudflare
Slide 3: Customer and partner speakers
WELCOME TO CLOUDFLARE CONNECT Customer and partner speakers William Beer Nan Jordan Hager Victor North East Guo Illisei Financial Services SVP of SVP, Global Technology CISO + CTO Security Lead Engineering ChainFuse Accenture Zendesk Q2 Latha Steve Maripuri Tom George Tannock Parker Portillo CISO +
Slide 4: Conference sponsors
WELCOME TO CLOUDFLARE CONNECT Conference sponsors Premier sponsor Connector sponsors
Slide 5: New Cloudflare leaders
WELCOME TO CLOUDFLARE CONNECT New Cloudflare leaders Tom Evans Stephanie Cohen Chief Partner Officer Chief Strategy Officer Cloudflare Cloudflare
Slide 6: Cloudflare Connect 2025
Cloudflare Connect 2025 March 24-27 The Aria, Las Vegas 6
Slide 7: Keynote agenda
1 Fighting for the open Internet Matthew Prince (Co-founder & CEO, Cloudflare) 2 Cloudflare’s product innovation Nitin Rao (Chief Product Officer, Cloudflare) 3 Building resilience and delivering availability for Uber’s global community Latha Maripuri (CISO + VP of Engineering, Uber) 4 Wrap-up + age
Slide 8: Fighting for the open Internet
Fighting for the open Internet Matthew Prince Co-founder and CEO Cloudflare
Slide 9: The best version of the Internet is open, collaborative, and interconnected
The best version of the Internet is open, collaborative, and interconnected
Slide 10: An open Internet supports innovation
An open Internet supports innovation
Slide 11: An open Internet is more secure
An open Internet is more secure
Slide 12: An open Internet strengthens human rights
An open Internet strengthens human rights
Slide 13: An open Internet enables your business to grow
An open Internet enables your business to grow
Slide 14: This vision for the Internet is at risk
This vision for the Internet is at risk due to global unrest and regulatory shifts
Slide 15: The war in Gaza has caused Internet outages across Palestinian ASNs
The war in Gaza has caused Internet outages across Palestinian ASNs AS56995 AS210974 AS213207 AS60353
Slide 16: The war in Gaza has led to attacks on Palestinian media sites
The war in Gaza has led to attacks on Palestinian media sites DDoS traffic against a Palestinian newspaper
Slide 17: Attacks on Israeli media websites
The war in Gaza has also led to attacks on Israeli media websites DDoS traffic against two Israeli newspapers
Slide 18: Russian air strikes on Ukrainian infrastructure cause Internet outages
Russian air strikes on Ukrainian infrastructure cause Internet outages Internet activity in Karkhiv before and after Russian air strikes in mid-March
Slide 19: Cyber attacks are targeting Ukrainian telecommunications providers
Cyber attacks are targeting Ukrainian telecommunications providers Total and HTTP traffic for the Mandarun telco before and after a cyber attack attack period
Slide 20: Attacks have also caused outages across Russian-occupied territory
Attacks have also caused outages across Russian-occupied territory HTTP requests in occupied Luhansk during a DDoS attack attack period
Slide 21: Pakistan's government shut off mobile Internet on election day
Pakistan’s government shut off mobile Internet on election day Internet traffic in Pakistan during and around the February 8 election
Slide 22: A state-sponsored attacker targeted a leading cloud provider
A state-sponsored attacker targeted a leading cloud provider
Slide 23: Attack groups are pre-positioning for further attacks
Attack groups are pre-positioning for further attacks Volt Typhoon Security Advisory Alert
Slide 24: Outages and attacks imperil people and businesses
Outages and attacks imperil people and businesses But sweeping government control isn’t the answer
Slide 25: Governments are using security as justification for digital sovereignty
Governments are using security as justification for digital sovereignty EUCS – Cloud Services Certification
Slide 26: The UN is proposing major changes to the Internet's multi-stakeholder model
The UN is proposing major changes to the Internet’s multi-stakeholder model
Slide 27: America is blocking apps owned by perceived foreign adversaries
America is blocking apps owned by perceived foreign adversaries
Slide 28: The United States is also claiming authority to limit interconnectivity
The United States is also claiming authority to limit interconnectivity “Reclassification of BIAS… will enable the Commission to exercise authority when necessary to prohibit a BIAS provider from exchanging Internet traffic with edge providers or other third parties that present threats to US nation
Slide 29: The US is aiming to exercise more control over cloud infrastructure and AI
The US is also aiming to exercise more control over cloud infrastructure and AI
Slide 30: Regional efforts to address problematic content have global effects
Regional efforts to address problematic content have global effects on Internet openness
Slide 31: Regional efforts to address problematic content have global effects
Regional efforts to address problematic content have global effects on Internet openness Palais de Justice Paris
Slide 32: The Internet is at an inflection point
The Internet is at an inflection point
Slide 33: The Internet is at an inflection point
The Internet is at an inflection point vs.
Slide 34: Sweeping Internet regulation actually hinders security
Sweeping Internet regulation actually hinders security Openness and collaboration can drive more targeted solutions
Slide 35: Secure by Design pledge
Neon SECURE BY DESIGN PLEDGE
Slide 36: Joint cyber defense collaborative
I ae JOINT CYBER DEFENSE COLLABORATIVE
Slide 37: 19 Cloudflare citations in the latest net neutrality order
19 Cloudflare citations in the latest net neutrality order
Slide 38: Targeted security reporting requirements
Targeted security reporting requirements
Slide 39: 97 political campaigns protected by Cloudflare
97 political campaigns (across 20 parties) protected by Cloudflare
Slide 40: 700,000 daily threats blocked for election websites
700,000 daily threats blocked for election websites
Slide 41: 67 million daily attacks blocked for rights groups and NGOs
67 million daily attacks blocked for rights groups and NGOs
Slide 42: New partnership to funnel our threat intelligence to financial services
New partnership to funnel our threat intelligence to the financial services industry
Slide 43: Every Cloudflare user gets free SSL and WAF protections
Every Cloudflare user gets free SSL and WAF protections
Slide 44: Collaborating with industry partners for multi-layered protection
We’re collaborating with industry partners to offer multi-layered protection
Slide 45: Openness and collaboration make the Internet safer and better
Openness and collaboration make the Internet safer and better — including for your business
Slide 46: ~20% of the web is served by Cloudflare
~20% of the web is served by Cloudflare
Slide 47: Cloudflare spots the latest threats faster than other providers
Cloudflare spots the latest threats faster than other providers HTTP/2 Rapid Reset
Slide 48: Cloudflare powers and protects the emerging world of AI
Cloudflare powers and protects the emerging world of AI
Slide 49: Cloudflare intelligence helps connect and protect your digital business
Cloudflare intelligence helps connect and protect your entire digital business
Slide 50: Join us to help make the Internet safer and more open
Join us to help make the Internet safer and more open
Slide 51: Cloudflare's product innovation
Cloudflare’s product innovation Nitin Rao Chief Product Officer Cloudflare
Slide 52: Network scale and traffic statistics
209B 95% 57M daily threats of world’s HTTP requests blocked Internet users served per within 50 ms second ~20% of the web runs on Cloudflare
Slide 53: The Cloudflare network delivers local capabilities with global scale
The Cloudflare network delivers local capabilities with global scale 320+ cities in 120+ countries, including mainland China ~13,000 networks directly connect to Cloudflare, including ISPs, cloud providers, and large enterprises 280 Tbps of network capacity and growing ~50 ms from ~95% of the world’
Slide 54: Connectivity cloud: Connect & protect, Build
CONNECTIVITY CLOUD Connect & protect Build Applications People Networks On Cloudflare Application security & performance Zero Trust Network services Developer services DDoS Protection Content Delivery Network Zero Trust Network Access Magic Transit Workers Web Application Firewall Domain Name Servic
Slide 55: Connectivity cloud
CONNECTIVITY CLOUD _ CLOUDFLARE Users 3 Public Clouds FWaaS (i & (fio) Legacy B MPLS WAN rs > DNSF & Direct DLP BD Internet Azure . . Access \ ii Enterprise e a vWAN Public Internet Networks 83 \ SD-WAN ZTNA \ LAWS Transit D rh Gateway Broadband \ 4G/5G Branch SaaS Offices Applications
Slide 56: Slide 56
Slide 57: Leveraging Cloudflare's shared intelligence
Leveraging Cloudflare’s shared intelligence “It’s exceptionally powerful to walk into the boardroom and say, ‘These are the attacks we’re experiencing, here’s where they are coming from, and this is how we’re blocking them.’ Each and every one of them could have had serious financial repercussions.”
Slide 58: Slide 58
Slide 59: Current state vs future state
Current state Future state Loss of control + vendor sprawl Cloudflare’s connectivity cloud Applications Akamai • F5 • Fastly • Imperva Content Delivery Web Application Bot ✔ Content Delivery Network Network Firewall Management ✔ Web Application Firewall ✔ DDoS Protection (L7-L3) DDoS API Security DN
Slide 60: Applications, Networks, People
Connect & protect Applications Networks People “By consolidating controls onto Cloudflare, rather than the many control planes of multiple-vendor systems, my teams can focus on driving the business forward.” — Tanner Randolph, CISO
Slide 61: Cloudflare fits in everywhere your organization needs
REGAIN CONTROL OF YOUR DIGITAL LANDSCAPE Cloudflare fits in everywhere your organization needs
Slide 62: Your feedback is invaluable
Your feedback is invaluable
Slide 63: Workers AI is now GA!
RECENT CLOUDFLARE INNOVATION Workers AI is now GA! Run popular models on the Cloudflare network, with GPUs in 150+ cities globally Workers AI comes with a curated set of popular open-source models to help you with image classification, text generation, object detection, and more.
Slide 64: Data Localization Suite
RECENT CLOUDFLARE INNOVATION Data Localization Suite Control where your data is inspected and stored to help comply with regional privacy regulations 19 ● Austria ● Russia ● Brazil ● Saudi Arabia ● Cloudflare Green Energy ● South Africa ● Exclusive of Hong Kong and Macau ● Spain ● Exclusive of Russi
Slide 65: Local Traffic Management
RECENT CLOUDFLARE INNOVATION Local Traffic Management Dynamically control traffic within internal, privately-hosted applications without dedicated hardware Local Traffic Manager (LTM) enables traffic steering between endpoints within a data center: ● Maintain high availability and a resilient infras
Slide 66: Malware Content Scanning
RECENT CLOUDFLARE INNOVATION Malware Content Scanning Scan file uploads while in transit Scan files uploaded to your application in-transit: ● Protect against malware anywhere an attacker can upload files: a job board, contact form, or your new AI chatbot ● Scan — and take action — on malicious file
Slide 67: Magic Cloud Networking
RECENT CLOUDFLARE INNOVATION Magic Cloud Networking Connect and secure public cloud environments Manage multiple cloud providers’ native network capabilities from one unified interface: ● Discover and visualize your end-to-end network from the Cloudflare dashboard ● Build a scalable network through
Slide 68: Infrastructure Access Management
RECENT CLOUDFLARE INNOVATION Infrastructure Access Management Cloudflare acquires BastionZero to add Zero Trust Infrastructure Access Controls for Cloudflare One, the world’s largest secure access service edge (SASE) network Control access to infrastructure via Cloudflare One: ● Zero Trust controls
Slide 69: Cloudflare + CrowdStrike
RECENT CLOUDFLARE INNOVATION Cloudflare + CrowdStrike Integrated security across endpoints, networks, and applications Create device-aware Improve visibility, Zero Trust access detection, and response policies Cloudflare Zero Trust + Cloudflare Zero Trust + CrowdStrike Endpoint Security CrowdStrike
Slide 70: Help build a better Internet
Help build a better Internet
Slide 71: Wrap-up + agenda
Wrap-up + agenda Mark Anderson President of Revenue Cloudflare
Slide 72: Main session agenda
WRAP-UP AND AGENDA Main session agenda 10:30 - 11:15 11:35 - 12:20 12:20 - 1:15 1:15 - 1:45 2:00 - 2:30 2:45 - 3:45 3:45 - 5:00 Hall 1: Hall 1: Hall 1: Improving cyber Fireside chat: How Insulating your org resilience Cloudflare stopped from phishing (with Workday) a sophisticated threats that go at
Slide 73: Investor Day agenda (invite only)
WRAP-UP AND AGENDA Investor Day agenda (invite only) ● Location: Hall 2 ● Content: ● Programming: 10:15 - 12:15 ● Lunch: 12:15 - 1:15
Slide 74: Visit our solutions demo area
WRAP-UP AND AGENDA Visit our solutions demo area ● Try out Cloudflare products ● Get advice from a range of Cloudflare experts
Slide 75: Curated networking with fellow attendees
WRAP-UP AND AGENDA Curated networking with fellow attendees Use the Braindate app to: Find session times here: ● Sign up for topic-specific 1:1s or small-group networking sessions with fellow attendees ● Meet with breakout speakers after their session ● Post a topic of your own that you’d like to me
Slide 76: Cloudflare Connect
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