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Sands Capital, an investment management company, released its “Sands Capital Global Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global Growth adopts a flexible approach to identify the most promising growth companies worldwide. Global equities outperformed the MSCI ACWI in the quarter. The portfolio returned 21.7% in the quarter compared to 11.5% for the index. The second quarter results were the fourth best in both absolute and relative terms since its ...

Whales with a lot of money to spend have taken a noticeably bullish stance on Cloudflare.Looking at options history for Cloudflare NET we detected 17 trades.If we consider the specifics of each trade, it is accurate to state that 47% of the investors opened trades with bullish expectations and 35% with bearish.From the overall spotted trades, 3 are puts, for a total amount of $108,140 and 14, calls, for a total amount of $745,674.What's The Price Target?Taking into account the Volume and Open Interest on th ...

Tech giant Cloudflare Inc (NYSE:NET) pulled back and bounced near its earlier all-time high breakout and 20-day moving average. Now the equity is heading into the weekend above open interest (OI) balance at the 190-strike and peak call level, and could run call stack towards the 220-strike by July expiration. In other words, this gives NET a decent chance to hit our targets.  Looking toward the options pits, an unwinding of bearish sentiment could trigger tailwinds. NET's 50-day put/call volume ratio at the ...

编译：Ivy 编辑：Siqi Cloudflare（ $NET ）是全球最大的 CDN 供应商，同时也提供一系列网络安全相关产品，最新市值已 经达到 782 亿美元。Cloudflare 的业务和产品的演化、迭代是和互联网进化过程紧密联系在一起的， 从简单的"云端防火墙"想法到今天线上流量关键基础设施的过程背后是整个互联网爆发、新需求不 断涌现的过程。 当互联网时代经典的"搜索—分发—流量变现"开始被 AI Chatbots 颠覆，Google 选择通过 AI Mode、 AI Overview "自我革命"，Cloudflare 则是试图定义新一代互联网内容经济，提出了 Pay-per-crawl。 "Pay-per-crawl（按爬取付费）"是 Cloudflare 今年 7 月推出的服务，在 Cloudflare 的 CEO Matthew Prince 看来，网站内容创作者被 AI 爬虫爬取内容的无奈只是表象，本质上是互联网的"免费爬取-流 量变现"逻辑正在失效。 虽然" Pay-per-crawl "的商业模式不一定能跑通，但它背后反映的企业家精神很有趣，即使是近 800 亿美金市值的公司，仍然有初 ...

CHONGQING, CHINA - JULY 29: In this photo illustration, a smartphone displays the logo of Cloudflare Inc. (NYSE: NET), a global cloud services and cybersecurity company that provides content delivery network (CDN) and internet security services, in front of a screen showing the company's stock market chart on July 29, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesThis September 2025, Cloudflare (NYSE:NET) celebrated its 6th anniversary as a public entity. What’s remarka ...

Amid a potentially weakening macroeconomy, one fact captures my attention more than any other: this year's market gain has been predominantly driven by momentum-heavy large-cap stocks, where investors have crowded their investments on the hopes of AI-related acceleration. This has created a vast disparityWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many ...

Question-and-Answer SessionSo Thomas, I know from the outside, we can see the metrics this year. And what's really interesting about this year is that you're actually poised to accelerate as we go through the year, probably consistent with what you said a year ago. And so putting some of the sales productivity conversation to the site just for now. What stands out to you about this year? What are your observations on what's driving or what's going better and has more momentum this year versus last year?Thom ...

业务增长动力 - 公司业务增长由多个独立驱动因素共同推动 在多个增长向量共同作用下 上半年业务表现强劲[2] - 大客户群体表现异常强劲 年合同价值超过100万美元和500万美元的客户增长最快[2] - 几乎全部产品组合都显示出强劲增长势头 产品线表现全面向好[3] 财务表现 - 销售效率提升和新增销售能力贡献显著 推动业务加速发展[2] - 公司业务增长势头有望持续加速 符合一年前的预期指引[1]

Cloudflare (NYSE:NET) 2025 Conference September 09, 2025 04:05 PM ET Company ParticipantsThomas Seifert - Chief Financial OfficerGabriela Borges - MD - Software ResearchGabriela BorgesMaybe we could ask you to close that door there, if you don't mind. All right. We are going to go ahead and kick off the Cloudflare session at Day 2, Goldman Sachs MUNICO PM Technology Conference. Thanks, everyone, for joining us. Thank you to Thomas Seifert. It's very good to have you back.Thomas SeifertPleasure being here.Ga ...