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It looks like Cloudflare generates $633mm operating cash flow a year, up 5% for TTM from 2025 [1]. I’m surprised that’s supporting a $95bn market cap.

[1] https://finance.yahoo.com/quote/NET/cash-flow/

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How does that compare to other tech companies?

As an example, Palantir has a similar cash flow / market cap ratio. I didn't check many others.

now that they have most of the internet corralled I don't see why they won't start charging for bandwidth

IT Sovereignty is likely to be a growing trend after the past few years - including issues of Election interference not just by governments but by individual Tech CEOs. I think a lot of particularly Europeans have realized that putting all your eggs in American jurisprudence might -not- be the best way to go.

Cloudflare has a moat but it already smells like sewage.

I'd be very surprised if the internet isn't well on its way to being balkanised by 2036.

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