Cloudflare, Inc. · NYSE:NET
Cloudflare — Investor Day (May 2022)
75 slides from Cloudflare's investor day presentation, May 12, 2022
Slide 1: Welcome to Connect 2022
Welcome to Connect 2022 Matthew Prince Co-founder and CEO Cloudflare
Slide 2: Safe Harbor
Safe Harbor This presentation and the accompanying oral commentary have been prepared by Cloudflare, Inc. (“Cloudflare”) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise, or representation b
Slide 3: Cloudflare's mission is to help build a better Internet
Cloudflare’s mission is to help build a better Internet.
Slide 4: @ BROADCOM'
@ BROADCOM' Ge) Panasonic Allianz @) ba Broadridge jetBlue | travel product Mahindra Rise 3% PayNet LOREAL 1)) Marketo” a shopify a GARMIN. MARS SonyMusic eco a $ Telefonica @ labcorp vil @Ncr
Slide 5: The Internet was not built for what it has become
The Internet was not built for what it has become. 5
Slide 6: 6
6
Slide 7: From Endless Hardware to a Global Cloud Platform
From Endless Hardware to a Global Cloud Platform BAND-AID BOXES BETTER INTERNET ✘ Costly and complex ✔ Easy-to-use, flexible, and scalable ✘ Web of dependencies ✔ Unified control plane ✘ Specialized hardware ✔ Serverless cloud architecture ✘ On-premise only ✔ Cloud, hybrid, on-premise, and SaaS applic
Slide 8: Evolution of Enterprise Stack
Evolution of Enterprise Stack Hardware / Software (Buy) Yesterday Services / Cloud (Rent) Tomorrow NETWORK APPLICATION STORE/COMPUTE 8
Slide 9: Cloudflare Services
Cloudflare Services Application Services Zero Trust Services DNS Services Zero Trust Network Access SSL/TLS Secure Web Gateway Rate Limiting Cloud Access Security Broker 1 Load Balancing Integrated Cloud Email Security 2 Bot Management Remote Browser Isolation Logs and Analytics Data Loss Prevention
Slide 10: How do we do it all?
How do we do it all?
Slide 11: Architectural Simplicity
Architectural Simplicity
Slide 12: CONNECT 2022
t) CONNECT 2022 Google Google Search I'm Feeling Lucky
Slide 13: CONNECT 2022
t) CONNECT 2022 . ® : os AYES ARLE) The most powerful and useful guide to the Net
Slide 14: CONNECT 2022
t) CONNECT 2022
Slide 15: CONNECT 2022
t) CONNECT 2022
Slide 16: Larry Page and Sergey Brin
CONNECT 2022 Larry Page and Sergey Brin
Slide 17: Cloudflare's humble beginnings
Cloudflare's humble beginnings
Slide 18: Every Cloudflare Server
Every Cloudflare Server CPU Network Capacity Memory SSD Storage
Slide 19: The power of every service everywhere
The power of every service everywhere.
Slide 20: Global Peak Utilization vs Target Utilization
Global Peak Utilization = = Target Utilization 100% 75% 50% 25% 0%
Slide 21: The Cloudflare global network
The Cloudflare global network 270+ cities in 100+ countries, including mainland China 10,500+ networks directly connect To Cloudflare, including ISPs, cloud providers & large enterprises 142 Tbps of network edge capacity & growing Note: Network statistics as of Mar. 31, 2022 = Cloudflare city (Map d
Slide 22: The World's First Global Supercomputer
The World’s First Global Supercomputer
Slide 23: Highlight three things
Highlight three things: 1. What this global computer has allowed us to accomplish 2. Some innovative new products we’ve built on top of it 3. How we’re now exposing its power so you can build applications directly on top of it yourself
Slide 24: The Internet in a War Zone
The Internet in a War Zone
Slide 25: The open Internet is a critical lifeline
The open Internet is a critical lifeline 6 Cities with Cloudflare points of presence in Ukraine & Russia 30+ .ua Government domains under Cloudflare protection, along with numerous Ukrainian financial services & media companies 100% Keyless in region = Cloudflare city (Map data as of May 11, 2022)v
Slide 26: Trends in Ukraine
Trends in Ukraine
Slide 27: We have seen population centers in Ukraine go dark
We have seen population centers in Ukraine go dark Chernihiv Irpin Mariupol Kherson
Slide 28: We observed Ukrainian traffic dip, then recover
We observed Ukrainian traffic dip, then recover
Slide 29: Mobile has made up an increasing proportion of Ukrainian traffic
Mobile has made up an increasing proportion of Ukrainian traffic
Slide 30: .ua domain traffic dropped, then rose again
.ua domain traffic dropped, then rose again — including attack spikes
Slide 31: Bursts of network-layer DDoS attacks have targeted Ukraine
Bursts of network-layer DDoS attacks have targeted Ukraine
Slide 32: Government, media, and financial services are main .ua targets
Government, media, and financial services are main .ua targets
Slide 33: Project Galileo protecting organizations in Ukraine
Cloudflare supports vulnerable groups in the region through Project Galileo We are currently protecting more than 85 organizations in Ukraine, along with 32 organizations in neighboring countries. (Visit cloudflare.com/galileo to learn more and apply)
Slide 34: Trends in Russia
Trends in Russia
Slide 35: The Russian government has throttled and blocked some sites
The Russian government has throttled and blocked some sites
Slide 36: Interest in foreign news from within Russia has increased
Interest in foreign news from within Russia has increased significantly DNS queries from Russia to a major European news media outlet DNS queries from Russia to a major US news media outlet
Slide 37: Since website blocking began, VPN usage in Russia has increased
Since website blocking began, VPN usage in Russia has increased iOS Top 10 — RU GPlay Top 10 — RU May 10, 2022 May 10, 2022 (Recently, Russia has started to block some VPNs)
Slide 38: Global Trends Since the Invasion
Global Trends Since the Invasion
Slide 39: Global network-layer DDoS uptick before conflict, then a dip
Globally, we witnessed a network-layer DDoS uptick in the conflict’s run-up — followed by a dip once the conflict became kinetic
Slide 40: Large global application-layer DDoS uptick starting Feb 27
In contrast, we witnessed a large global application-layer DDoS uptick starting Feb 27
Slide 41: Shields Up
As a result, governments are encouraging cyber readiness “Shields Up”
Slide 42: Critical Infrastructure Defense Project
Critical Infrastructure Defense Project
Slide 43: Key pillars to cyber-readiness
Key pillars to cyber-readiness DDoS Application Secure Endpoint Protection Protection Access Protection
Slide 44: Zero Trust
Zero Trust
Slide 45: The free app is a gateway to Zero Trust
The free app that makes all this possible is a gateway to Zero Trust
Slide 46: Why security leaders consider Zero Trust
Why security leaders consider Zero Trust “We don’t see enough to build the Blind too often right policies.” “We’re stitching together a mix of Way too complex network and security tools.” “The tools we use expose us to Risk too high potential data loss.”
Slide 47: Why Cloudflare is better for Zero Trust than Zscaler
Why Cloudflare is better for Zero Trust than Zscaler Deployment simplicity Uniform and composable for easy setup and operations Network resiliency Trusted connectivity to protect reliably Innovation velocity Future-proof architecture to evolve rapidly Secure Your Future 2022
Slide 48: Why customers choose Cloudflare for Zero Trust
Why customers choose Cloudflare for Zero Trust “We measured an “We implemented a 80% reduction “30 minutes 91% reduction later, we had achieved of time spent resolving IT to our attack surface the first two steps in tickets and security by placing Cloudflare in front our journey to Zero posture for
Slide 49: Cloudflare One is our unified Zero Trust Network as a Service platform
Cloudflare One is our unified Zero Trust Network as a Service platform 10 1 Improve business agility & save on cost 60% Accelerate onboarding 95% Reduce your attack surface 35% Reduce breach costs 80% Reduce IT tickets
Slide 50: Future-proofed for these use cases and beyond
One uniform, composable platform Future-proofed for these use cases Internet Apps and beyond Secure Internet access gateway VPN replacement (ZTNA) SaaS Browser VPNaaSDa security isolation Internet protection (SWG) Self-Hosted Apps Any User Email Data loss SaaS security (CASB) security prevention* Al
Slide 51: The United States Government in partnership with Accenture
The United States Government in partnership with Accenture
Slide 52: Scaling globally, maintaining performance without sacrificing security
Scaling globally, maintaining performance — without sacrificing security
Slide 53: Enhancing context-aware Zero Trust security
Enhancing context-aware Zero Trust security
Slide 54: Simplified security stack, scalable Zero Trust
Simplified security stack, scalable Zero Trust
Slide 55: Cloudflare outpaces legacy vendors
Cloudflare outpaces legacy vendors Analogous Electric Vehicle Zero Trust Pace of Innovation Example Platform Security Platform to Reach Completion Despite entering Vehicle Features Security Features Cisco (9 Years) decades late, Body/Experience Interface/Experience Tesla now leads Drivetrain Inspect
Slide 56: Cloudflare Workers
Cloudflare Workers
Slide 57: The World's First Global Supercomputer
The World’s First Global Supercomputer
Slide 58: Developer platform services: The Cloudflare difference
Developer platform services: The Cloudflare difference Easy to Use, Powerful Developer Enables Developers At Global Scale Platform to Ship Faster
Slide 59: Why Cloudflare is able to scale
Why Cloudflare is able to scale
Slide 60: Developer platform by the numbers
Developer platform by the numbers 3.5M+ 6M Total applications written on our Developer Platform Average Workers requests per second in 2Q’2022 450K+ 430K+ Developers on the development platform since 2017 Deployments in the month of April 2022 Customers building with our Developer Platform
Slide 61: Version control and A/B testing at Sixt
Version control and A/B testing at Sixt
Slide 62: Globally synchronized collaboration at Atlassian
Globally synchronized collaboration at Atlassian
Slide 63: Modern embedded developer platform at Shopify
Modern embedded developer platform at Shopify
Slide 64: Platform Week
2. CONNECT 2022 Platform Week WAN TAY VO NARA, WARNNY NT
Slide 65: blog.cloudflare.com
blog.cloudflare.com
Slide 66: Two announcements I'm particularly excited about
Two announcements I’m particularly excited about…
Slide 67: R2 is now in open beta!
R2 is now in open beta!
Slide 68: Slide 68
Slide 69: Customers pay multiples of Amazon's costs for egress
t) CONNECT 2022 US / Canada— customers pay 80x Amazon's costs Europe — customers pay 80X Amazon's costs South America (Sao Paulo) — customers pay 21X Amazon's costs Japan (Tokyo) — customers pay 17X Amazon's costs Singapore — customers pay 17X Amazon's costs Australia (Sydney) — customers pay 8X Ama
Slide 70: Cloudflare R2 object storage: Zero egress fees
Cloudflare R2 object storage: Zero egress fees Automatic migration from S3-compliant providers
Slide 71: Private beta: D1 SQL database
Private beta: D1 SQL database
Slide 72: Cloudflare's Serverless Offerings
Cloudflare’s Serverless Offerings Cloudflare Workers R2 D1
Slide 73: Compute + Object Storage + SQL Database
Compute + Object Storage + SQL Database
Slide 74: The World's First Global Supercomputer
The World’s First Global Supercomputer
Slide 75: I can't wait to see what you build…
I can’t wait to see what you build…