A Letter from Matthew Prince and Michelle Zatlyn


To our potential shareholders:
Cloudflare launched on September 27, 2010. Many great startups pivot over time. We have not. We had a plan and have been purposeful in executing it since our earliest days. While we are still in its early innings, that plan remains clear: we are helping to build a better Internet. Understanding the path we’ve taken to date will help you understand how we plan to operate going forward, and to determine whether Cloudflare is the right investment for you.
Cloudflare was formed to take advantage of a paradigm shift: the world was moving from on-premise hardware and software that you buy to services in the cloud that you rent. Paradigm shifts in technology always create significant opportunities, and we built Cloudflare to take advantage of the opportunities that arose as the world shifted to the cloud.
As we watched packaged software turn into SaaS applications, and physical servers migrate to instances in the public cloud, it was clear that it was only a matter of time before the same happened to network appliances. Firewalls, network optimizers, load balancers, and the myriad of other hardware appliances that Continue reading