Cloudflare is a loss-making company too, and their losses are growing. From the S-1: "we have incurred net losses of $17.3 million, $10.7 million, and $87.2 million for 2016, 2017, and 2018, respectively"

Disclaimer: working on wallmine's filings product

> stock-based compensation expenses

that reads as "in order to retain employees and be competitive in the market"

Also, with the more widely adopted terms like iaas, it's easy to confuse with the VM or container type of services.

Given CloudFlare's size and age, why are they losing money?

I don't know for sure, but I would guess it's their aggressive expansion efforts. Those might cost more than they've returned so far. If that is the case, and since their GM is so high, they should be profitable once buildout costs start to plateau.

Kind of matches what you are saying. However, a couple of counter-points to consider: 1. Are Cloudfare fees a major portion of your costs and the first to be on the chopping block?

2. Are you OK with the risk that you can withstand cyber-crimes against your property by saving the said amount.

I don't have the numbers yet and I might be wrong but services like Cloudflare are becoming similar to some grocery purchases: Sure you might skimp a bit during a downturn, but you won't do without them

This is what the second result says. Bit weird to focus on this for what seems a fantastic startup to succesfully IPO.

Congratz to the entire team, and the CEO (who sometimes visits here I think)

Am I missing something here? For Reference; A one way New York to Hong Kong connection takes roughly 110ms.

From a real-world perspective, fiber buildouts almost always include newer hardware and better routing, resulting in lower ping times on average.

Additionally, fiber (along with copper) is going to be faster than anyone on satellite internet.

But back to your comment... Given 408 customers probably generated the majority of the $100M GP over the first six months of the CY and they have another 74k and change customers they've landed and have potential expand opportunities with, I'm not so sure there's no revenue there to be had.

Now that being said I think the stock will likely float to ridiculous overvaluation at IPO and all the talking heads will argue how those "band-aid" vendors have staying power through brand loyalty and proven models... But, I personally, think CloudFlare will be around as a leader in this space for a long time, especially if they continue to keep playing their cards as they have.

Those I'd expect to slowly but steadily creep up in billings since Cloudflare introduces new products all the time, they tend to be very easy and desirable for existing customers to adopt, and they tend to be upsells over the base enterprise plan.

100-400ms. Close enough.

For example:

300ms : https://www.newscientist.com/article/dn28728-memory-recall-w...

200ms : https://www.nature.com/news/2000/001130/full/news001130-3.ht...