Cloudflare GA Week - October 2022

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10/07/22 • 34 min

GA Week kicked off with the standard blog post introducing the themes for the week. This innovation week provided an opportunity for Cloudflare to close out on a number of product launches that have occurred over the last year, with some going back to the prior Birthday Week in 2021. The scope was enormous - Cloudflare brought over 20 products and enhancements to general availability over the course of the week. Many of these have a direct revenue component, or represent an add-on to an existing customer bundle.

Previous Episode

Zscaler (ZS) Q4 FY2022 Earnings Report

Zscaler delivered an impressive earnings report to cap off their fiscal year, demonstrating their ability to capitalize on strong demand for their leading Zero Trust solution. Coming into the report, investors were concerned about decelerating billings, worsening operating leverage and the need to provide an out of cycle fiscal year guide. Additionally, competitors like Palo Alto and Cloudflare had been increasingly vocal about customer wins. None of these factors appeared to impact the Q4 report, however, with Zscaler re-accelerating billings growth and highlighting several enormous enterprise and federal customer lands.
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Cloudflare Birthday Week Recap

After promoting 20 products and enhancements to general availability during GA Week, Cloudflare rolled through Birthday Week with even more announcements. The pace of product execution is staggering. As is typical with Birthday Week, we got a view into what to expect next from the Cloudflare product team, along with some interesting new go-to-market programs.