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Cloudflare Part 2 (NET) with Joe Furmanski

Chit Chat Stocks

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Is the Offering Leverage Kicking In?

The company is currently right around breake even. I think they're ther non gap operating margins around two % in the first quarter. They've talked about the second half of this year beinga free cash flow positive opposia stock base compensation. Their long term model, obviously th they do believe model with those 75, 80 percent gross marges can yield something like a 20% operating marge.

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