USA | Software Cloudflare Equity Research NET Investor Day: Act 4 Feels One Step Closer We attended NET's Analyst day which laid out a compelling vision of Act 4; where NET appears well-positioned to help provide the guardrails of internet monetization for content providers in the future. Rule of 50%+ guidance for CY28 was positive, although the ambiguity of the growth/profit split raises some growth decel fears (we disagree). Pres. Mark Anderson retirement + 20% RIF raises execution risk, although NET has ...