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Oct 20, 2020
10/20
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. >> let's check this on shares with our josh lipton now, shares of cloudflare. it's up 50% in the past month alone. mr. lipton has more for us josh >> kelly, that's right since march, cloudflare's market share has more than tripled to nearly $18 billion this is a company with a long history. it was actually founded back in 2010 today it has more than 1,500 employees and 96,000 paying customers. cloudflare provides software tools that help companies protect their web sites and make them run more quickly and reliably but it's not just companies. cloudflare is playing an important role it this election, too. more than half of u.s. states are using its software to defend their election infrastructure, like voter data information. and the trump and biden campaigns are relying on cloudflare to help defend their web sites against malicious attacks. piper's jim fish doesn't think this is a big money maker for cloudfare but believes it could be a strong marketing tool for the company. he said it's a buy, one of the best in class names to own, he argues others are more ca
. >> let's check this on shares with our josh lipton now, shares of cloudflare. it's up 50% in the past month alone. mr. lipton has more for us josh >> kelly, that's right since march, cloudflare's market share has more than tripled to nearly $18 billion this is a company with a long history. it was actually founded back in 2010 today it has more than 1,500 employees and 96,000 paying customers. cloudflare provides software tools that help companies protect their web sites and make...
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Oct 12, 2020
10/20
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BLOOMBERG
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cloudflare unveiled cloudflare 1, a new platform aiming to keep the remote workforce more secure.ew prince, the ceo, the markets are a funny thing but up more than 20% of the day is quite phenomenal. talk to us about this new network as a service platform. cloudflare 1, we think of the remote network. employees andyour secrets into a capsule and that is where you get all your work. that has faced a series of challenges over the last five years where you had almost four horsemen attacking it. mobile, more people working from the road.c cloud, that data was not stored. software accelerated it more. and covid has is all working remotely. at cloudflare, there was something we realized we could do about this. help empower our customers to have a future proof corporate network and empower what is known as a zero trust model. that is why we have launched the network which spans over 200 cities around the world to deliver this next generation corporate network to all of our customers. caroline: how worried are your customers about the resiliency because so many work from home and will do
cloudflare unveiled cloudflare 1, a new platform aiming to keep the remote workforce more secure.ew prince, the ceo, the markets are a funny thing but up more than 20% of the day is quite phenomenal. talk to us about this new network as a service platform. cloudflare 1, we think of the remote network. employees andyour secrets into a capsule and that is where you get all your work. that has faced a series of challenges over the last five years where you had almost four horsemen attacking it....
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Oct 6, 2020
10/20
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CNBC
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so can this stock keep running we spoke to matthew prince the cofounder and chairman of cloudflare mrprince, welcome back to "mad money. >> thank you for having me on. >> i am thinking of what's happening to the president just when you think we are going back to work and everything is under control and you don't have to worry about a content delivery network or people stealing information, you get a president where i have to worry about whether his calls or zooms are secure we are not out of the woods, are we >> i don't think so. i don't think covid or not we would really would be changing our designing network and thinking about it what we have seen is people accelerating the plans they already have in place. no matter what you need a fast network and reliable network and secure network that's what we are delivering at cloudflare >> you are also not afraid to take on the big voice. even you have been taunting google and amazon to some degree the level of confidence must be very high that your network is better than theirs >> i don't think of ourselves as taunting them. we look at som
so can this stock keep running we spoke to matthew prince the cofounder and chairman of cloudflare mrprince, welcome back to "mad money. >> thank you for having me on. >> i am thinking of what's happening to the president just when you think we are going back to work and everything is under control and you don't have to worry about a content delivery network or people stealing information, you get a president where i have to worry about whether his calls or zooms are secure we...
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Oct 19, 2020
10/20
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CNBC
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the stock splits higher and as much as i love cloudflare story, this is a $58 stock.would be a $44 stock. don't be afraid to ring the register up here number eight is coupa software they got a proven roi if you hire them. they make it easier for corporations to cut cost bizarrely bill.com is more expensive even coupa got much better earnings. obviously you would put this one here and that one there if you really want to make any sense. a hedge fund will short this one and go long that one bill.com is very vulnerable. i want you to stick with coupa now this is another one that's a fair trade we got spopify and big commerce. big commerce just came in public so basically it is copy-cat. so many businesses need to go digital to survive i would rather own shopify it is already turning a profit with that said, we know shopify pulled back in a matter of weeks. that's classic red hot behavior. you don't really know what the bottom is going ton so you have to buy it slowly then there is the newly republic jfrog. it is now at 78. so you got my blessing to buy this one right now
the stock splits higher and as much as i love cloudflare story, this is a $58 stock.would be a $44 stock. don't be afraid to ring the register up here number eight is coupa software they got a proven roi if you hire them. they make it easier for corporations to cut cost bizarrely bill.com is more expensive even coupa got much better earnings. obviously you would put this one here and that one there if you really want to make any sense. a hedge fund will short this one and go long that one...
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Oct 23, 2020
10/20
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CNBC
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this is a content delivery network with a security kicker they make sure all are running smoothly cloudflarerades it more than 30 times sales tesla is 12 times sales. i would not buy more maybe then you can pass, not right here >> number 9 is the trade debt. 141% the last six months and more than double these guys help other businesses managing digital advertisements and especially streaming content. it is on fire for the same as roku it may make it more resilient the next time high fires get hit with a sell-off. data dog, a software for application performance modelling. they make sure all of those clouds stuff works at the time it was trading 44 times sales and since then pulled back nearly 10 bucks. although it is up since the covid index. it is a little over two weeks. they benefit from the age of remote work. let's see what they had to say not yet. seven best performers. boy, boston beer you may have seen it earlier this afternoon the parent company, sam adams, a big clean up so many hard sales of these companies, boston beer did not stop they reported of another magnificent quarter. we
this is a content delivery network with a security kicker they make sure all are running smoothly cloudflarerades it more than 30 times sales tesla is 12 times sales. i would not buy more maybe then you can pass, not right here >> number 9 is the trade debt. 141% the last six months and more than double these guys help other businesses managing digital advertisements and especially streaming content. it is on fire for the same as roku it may make it more resilient the next time high fires...
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Oct 14, 2020
10/20
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cloudflare, 44, i could go down the list but is it now that cut and dry for investors watching this program stimulus or apparently, you know, on a positive track towards stimulus means you buy the re-open stocks and as long as we remain at an impasse or with an inability to do anything before the election, you just continue to buy the stocks from tech, from high growth that have gotten us here in the first place? >> well, yes, unfortunately is the short answer now, let me add to that the other fact which is weighing on the markets is the lack of progress on a vaccine and we had disappointing news from johnson & johnson and eli lilly and the point is that the market is swinging back and forth. scott, it was only 2 1/2 weeks ago we were in an actual correction down 10% from the high that's almost entirely been recovered and it's been -- that's mostly been on the belief that stimulus would come don't lay all your bets on the pelotons of the world nor are you supposed to play them all on the airlines just at the other end of the spectrum. what you are supposed to do, believe that stimulus is go
cloudflare, 44, i could go down the list but is it now that cut and dry for investors watching this program stimulus or apparently, you know, on a positive track towards stimulus means you buy the re-open stocks and as long as we remain at an impasse or with an inability to do anything before the election, you just continue to buy the stocks from tech, from high growth that have gotten us here in the first place? >> well, yes, unfortunately is the short answer now, let me add to that the...