Cloudflare Just Fired 1 in 5 Employees, Is It Doomed?
Cloudflare (NET) was thriving, then cut 1 in 5 employees and crashed 24%. What the company actually does, and whether it is really in trouble.
#Crash Analysis
4 posts
Cloudflare -24% Crash: Fundamentals Intact, So Why?
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Cloudflare beat with revenue up 34% and still fell 24.3% in one session. We decompose the 1,100 layoffs, margin compression, and our $225 target.
ServiceNow Aced the Test and Still Crashed -17%, Here's Why
ServiceNow was perfect on revenue, profit and cash flow, but one line about a 'slight slowdown' triggered a 17.75% crash. Markets trade acceleration.
ServiceNow -17% Crash: Why a Total Beat Got Crushed
ServiceNow beat on revenue, EPS, cRPO and FCF and still fell 17.75%. Dissecting the multiple compression: three quarters of cRPO deceleration, and Armis.