Cloudflare, Inc. (NET): An Analysis of the Connectivity Cloud

The Gemini Brief - Investment Deep Dives · Sep 3, 2025 · 1h 26m

Executive Summary Cloudflare, Inc. has evolved significantly from its origins as a Content Delivery Network (CDN) and Distributed Denial of Service (DDoS) mitigation provider into what it now terms a “connectivity cloud”.1 This strategic transformation has positioned the company at the critical intersection of networking, cybersecurity, and the emerging paradigms of edge computing and serverless […]