News for hackers. Stuff that matters.

A comment on Nasdaq Sinks 5% as Investors Retreat from AI Trade After Election. Parent comment

Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by ahtihn on Thursday November 05, 2026 @01:40PM (#50382739)
That analysis completely neglects growth.

Obviously you wouldn't pay 10x revenue if you expect revenue to be flat for the next 10 years.

No wonder that company no longer exists with a CEO that doesn't get that.

[ Parent | on HN ]
Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by bryanlarsen on Thursday November 05, 2026 @01:42PM (#50382769)
Cloudflare's growth is capped to 100% of internet traffic. it's already at 20%.
[ Parent | on HN ]
Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by tristanj on Thursday November 05, 2026 @01:55PM (#50382909)
Internet traffic is projected to grow 25% YoY over the next decade.
[ Parent | on HN ]
Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by bryanlarsen on Thursday November 05, 2026 @02:12PM (#50383107)
Most of that is bot traffic.
[ Parent | on HN ]
Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by nickv on Thursday November 05, 2026 @02:23PM (#50383237)
Sounds like a new business expansion opportunity for Cloudflare.
[ Parent | on HN ]
Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by ahtihn on Thursday November 05, 2026 @01:57PM (#50382933)
What does that even mean? Revenue is measured in dollars not in % of internet traffic. They could "own" 100% of internet traffic and still have growing revenue.
[ Parent | on HN ]
Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by bigfatkitten on Thursday November 05, 2026 @02:29PM (#50383312)
That assumes 100% of Internet can or would be willing to adopt Cloudflare, which has no real basis.

The EU is finally waking up to the fact that putting all its eggs in the U.S. basket is a bad thing. China is enormous, and they're not going to go all in on Cloudflare either for a myriad of reasons. And a bunch of folks just don't like nor want to do business with the company and its CEO.

[ Parent | on HN ]
Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by s-kymon on Thursday November 05, 2026 @01:45PM (#50382793)
you're right on growth being excluded, which is why I said the analysis is imperfect.
[ Parent | on HN ]
Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by grey-area on Thursday November 05, 2026 @02:09PM (#50383070)
Cloudflare is now a mature company, they don't have a huge amount of room for growth, and no, they will never sit in front of the entire internet.
[ Parent | on HN ]