DCF Analysis for Cloudflare’s $5B ARR Target by 2028
As of FY2024, Cloudflare serves 35% of Fortune 500 companies, reaches ~95% of internet users within ~50ms globally, and operates at a 77% GAAP gross margin with a 42%+ revenue CAGR (FY2019–FY2024). These strong fundamentals set the stage for our discounted cash flow (DCF) analysis, examining whether Cloudflare can feasibly grow to $5 billion in Annual Recurring Revenue (ARR) by 2028. We forecast Cloudflare’s financials over 2025–2028 and discount the cash flows to present value, testing key a...
DCF Analysis for Cloudflare’s $5B ARR Target by 2028
As of FY2024, Cloudflare serves 35% of Fortune 500 companies, reaches ~95% of internet users within ~50ms globally, and operates at a 77% GAAP gross margin with a 42%+ revenue CAGR (FY2019–FY2024). These strong fundamentals set the stage for our discounted cash flow (DCF) analysis, examining whether Cloudflare can feasibly grow to $5 billion in Annual Recurring Revenue (ARR) by 2028. We forecast Cloudflare’s financials over 2025–2028 and discount the cash flows to present value, testing key a...
Oil and Gas
Daily Production Numbers of Top ProducersUnited States of America: 18 - 19 Million Barrels per daySaudia Arabia 10 - 12 Million Barrels per dayRussia 11 - 12 Million Barrels per dayDecreased to 9.7 Million Barrels per day since Russian-Ukraine warOPEC + OPEC+ Countries have coordinated to lower production per day by 2 Million barrels per dayUnited States of America and Canada RelationshipCanadian Oil Exports90% is to the United States4.1% is to Europe3.9% is to ChinaCanada is a major supplier...
Oil and Gas
Daily Production Numbers of Top ProducersUnited States of America: 18 - 19 Million Barrels per daySaudia Arabia 10 - 12 Million Barrels per dayRussia 11 - 12 Million Barrels per dayDecreased to 9.7 Million Barrels per day since Russian-Ukraine warOPEC + OPEC+ Countries have coordinated to lower production per day by 2 Million barrels per dayUnited States of America and Canada RelationshipCanadian Oil Exports90% is to the United States4.1% is to Europe3.9% is to ChinaCanada is a major supplier...
Investing In Uranium
Uranium Initial notesMarch 14, 2021Public perception is big in this space: People are weary/scared of ‘nuclear’Uranium is an important part of baseload energyUranium is cheap on a cash basis and produces no carbonUranium markets Very price dependent and very smallThere is Lots of Uranium on earthMore demand at good prices = Return $ to shareholdersGlobal costs Takes $50-$60 a pound in order to be viableMarket needs to 2x price of uraniumNew reactors are under construction50 in progressSome ol...
Investing In Uranium
Uranium Initial notesMarch 14, 2021Public perception is big in this space: People are weary/scared of ‘nuclear’Uranium is an important part of baseload energyUranium is cheap on a cash basis and produces no carbonUranium markets Very price dependent and very smallThere is Lots of Uranium on earthMore demand at good prices = Return $ to shareholdersGlobal costs Takes $50-$60 a pound in order to be viableMarket needs to 2x price of uraniumNew reactors are under construction50 in progressSome ol...
