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Cloudflare — INVESTOR DAY 2024 - KEYNOTE SLIDES Presentation deck (company IR deck)

Cloudflare (NET) · 0 slides · Filed Oct 21, 2026

Every slide of this earnings presentation, with the text as published. Open the original deck ↗ · All NET deck slides

Slide 1 — CONNECT

May 30, 2024 CONNECT

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Slide 2 — Welcome to

Welcome to Cloudflare Connect Mark Anderson President of Revenue Cloudflare

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Slide 3 — Customer and partner speakers

Customer and partner speakers WELCOME TO CLOUDFLARE CONNECT North East Financial Services Security Lead Accenture William Beer SVP of Engineering Zendesk Nan Guo SVP, Global Technology Q2 Jordan Hager CISO + CTO ChainFuse Victor Illisei CISO + VP of Engineering Uber Latha Maripuri CISO Kayak Tom Parker CEO ChainFuse George Portillo Director, Architecture Telus Steve Tannock CISO Doctolib Cédric Voisin Principal Network Engineer Workday Eric White VP of Information Technology DTLR Nigel Williams-Lucas

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Slide 4 — Conference sponsors

Conference sponsors WELCOME TO CLOUDFLARE CONNECT Premier sponsor Connector sponsors

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Slide 5 — New Cloudflare leaders

Tom Evans Chief Partner Officer Cloudflare Stephanie Cohen Chief Strategy Officer Cloudflare New Cloudflare leaders WELCOME TO CLOUDFLARE CONNECT

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Slide 6 — Cloudflare

6 Cloudflare Connect 2025 March 24-27 The Aria, Las Vegas

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Slide 7 — 1

1 Fighting for the open Internet Matthew Prince (Co-founder & CEO, Cloudflare) 2 Cloudflare’s product innovation Nitin Rao (Chief Product Officer, Cloudflare) 3 Building resilience and delivering availability for Uber’s global community Latha Maripuri (CISO + VP of Engineering, Uber) 4 Wrap-up + agenda Mark Anderson (President of Revenue, Cloudflare)

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Slide 8 — Fighting for the

Fighting for the open Internet Matthew Prince Co-founder and CEO Cloudflare

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Slide 9 — The best version of

The best version of the Internet is open, collaborative, and interconnected

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Slide 10 — An open Internet

An open Internet supports innovation

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Slide 11 — An open Internet

An open Internet is more secure

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Slide 12 — An open Internet

An open Internet strengthens human rights

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Slide 13 — An open Internet

An open Internet enables your business to grow

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Slide 14 — This vision for the Internet

This vision for the Internet is at risk due to global unrest and regulatory shifts

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Slide 15 — The war in Gaza has caused Internet

The war in Gaza has caused Internet outages across Palestinian ASNs AS56995 AS60353 AS213207 AS210974

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Slide 16 — The war in Gaza has led to attacks on

The war in Gaza has led to attacks on Palestinian media sites DDoS traffic against a Palestinian newspaper

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Slide 17 — The war in Gaza has also led to attacks

The war in Gaza has also led to attacks on Israeli media websites DDoS traffic against two Israeli newspapers

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Slide 18 — Russian air strikes on Ukrainian infrastructure cause

Russian air strikes on Ukrainian infrastructure cause Internet outages Internet activity in Karkhiv before and after Russian air strikes in mid-March

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Slide 19 — Cyber attacks are targeting Ukrainian

Cyber attacks are targeting Ukrainian telecommunications providers Total and HTTP traffic for the Mandarun telco before and after a cyber attack attack period

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Slide 20 — Attacks have also caused outages across

Attacks have also caused outages across Russian-occupied territory HTTP requests in occupied Luhansk during a DDoS attack attack period

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Slide 21 — Pakistan’s government shut off mobile Internet on

Pakistan’s government shut off mobile Internet on election day Internet traffic in Pakistan during and around the February 8 election

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Slide 22 — A state-sponsored attacker targeted a leading cloud

A state-sponsored attacker targeted a leading cloud provider

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Slide 23 — Volt Typhoon

Attack groups are pre-positioning for further attacks Volt Typhoon Security Advisory Alert

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Slide 24 — Outages and attacks

Outages and attacks imperil people and businesses But sweeping government control isn’t the answer

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Slide 25 — EUCS – Cloud Services Certification

Governments are using security as justification for digital sovereignty EUCS – Cloud Services Certification

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Slide 26 — The UN is proposing major changes to the Internet’s

The UN is proposing major changes to the Internet’s multi-stakeholder model

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Slide 27 — America is blocking apps owned by perceived

America is blocking apps owned by perceived foreign adversaries

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Slide 28 — The United States is also claiming authority to

The United States is also claiming authority to limit interconnectivity “Reclassification of BIAS… will enable the Commission to exercise authority when necessary to prohibit a BIAS provider from exchanging Internet traffic with edge providers or other third parties that present threats to US national security and law enforcement.”

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Slide 29 — The US is also aiming to exercise more

The US is also aiming to exercise more control over cloud infrastructure and AI

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Slide 30 — Regional efforts to address problematic content

Regional efforts to address problematic content have global effects on Internet openness

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Slide 31 — Regional efforts to address problematic content

Regional efforts to address problematic content have global effects on Internet openness Palais de Justice Paris

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Slide 32 — The Internet is at an inflection point

The Internet is at an inflection point

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Slide 33 — vs.

The Internet is at an inflection point vs.

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Slide 34 — Sweeping Internet

Sweeping Internet regulation actually hinders security Openness and collaboration can drive more targeted solutions

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Slide 35

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Slide 36

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Slide 37 — 19 Cloudflare

19 Cloudflare citations in the latest net neutrality order

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Slide 38 — Targeted security reporting requirements

Targeted security reporting requirements

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Slide 39 — 97 political campaigns

97 political campaigns (across 20 parties) protected by Cloudflare

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Slide 40 — 700,000

700,000 daily threats blocked for election websites

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Slide 41 — 67 million

67 million daily attacks blocked for rights groups and NGOs

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Slide 42 — New partnership

New partnership to funnel our threat intelligence to the financial services industry

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Slide 43 — Every Cloudflare user gets free SSL and

Every Cloudflare user gets free SSL and WAF protections

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Slide 44 — We’re collaborating with industry partners to offer

We’re collaborating with industry partners to offer multi-layered protection

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Slide 45 — Openness and

Openness and collaboration make the Internet safer and better — including for your business

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Slide 46 — ~20%

~20% of the web is served by Cloudflare

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Slide 47 — Cloudflare spots the latest threats faster than

Cloudflare spots the latest threats faster than other providers HTTP/2 Rapid Reset

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Slide 48 — Cloudflare powers and protects the emerging

Cloudflare powers and protects the emerging world of AI

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Slide 49 — Cloudflare intelligence helps connect and protect

Cloudflare intelligence helps connect and protect your entire digital business

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Slide 50 — Join us to help make

Join us to help make the Internet safer and more open

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Slide 51 — Cloudflare’s

Cloudflare’s product innovation Nitin Rao Chief Product Officer Cloudflare

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Slide 52 — 57M

daily threats blocked of world’s Internet users within 50 ms HTTP requests served per second 57M 95% 209B ~20% of the web runs on Cloudflare

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Slide 53 — 320+ cities

Cloudflare backbone (as of Q1 2024) 320+ cities in 120+ countries, including mainland China ~50 ms from ~95% of the world’s Internet-connected population 280 Tbps of network capacity and growing ~13,000 networks directly connect to Cloudflare, including ISPs, cloud providers, and large enterprises Cloudflare city (as of Q1 2024) The Cloudflare network delivers local capabilities with global scale

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Slide 54 — Connect & protect

CONNECTIVITY CLOUD Connect & protect Applications Networks On Cloudflare Build Application security & performance Network services Developer services DDoS Protection Web Application Firewall Bot Management Page Shield API Shield SSL / TLS Encryption Advanced Certificate Manager Spectrum SSL for SaaS Magic Transit Magic WAN Magic Firewall Magic Network Monitoring Multicloud Networking Workers R2 Object Storage Workers KV Durable Objects D1 Hyperdrive Workers AI Content Delivery Network Domain Name Service Argo Smart Routing Load Balancing Rate Limiting Cache Reserve Stream & Video Delivery Waiting Room Images People Zero Trust Zero Trust Network Access Secure Web Gateway Remote Browser Isolation Cloud Access Security Broker Cloud Email Security Data Loss Prevention

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Slide 55 — CONNECTIVITY CLOUD

CONNECTIVITY CLOUD

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Slide 56

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Slide 57 — Leveraging Cloudflare’s

“It’s exceptionally powerful to walk into the boardroom and say, ‘These are the attacks we’re experiencing, here’s where they are coming from, and this is how we’re blocking them.’ Each and every one of them could have had serious financial repercussions.” — Damian Apone, Director, Global Retail Cybersecurity Leveraging Cloudflare’s shared intelligence

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Slide 58

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Slide 59 — Current state

Total cost of ownership TCO reduction Current state Loss of control + vendor sprawl Future state Cloudflare’s connectivity cloud People Applications Content Delivery Network DDoS Protection Web Application Firewall API Security Akamai • F5 • Fastly • Imperva Cisco • Fortinet • VMware • AT&T Palo Alto Networks • Zscaler • Netskope Bot Management DNS Secure Web Gateway Cloud Access Security Broker Zero Trust Network Access DLP Email Security Sandbox & Browser Isolation SD-WAN Appliance MPLS Network Firewall Networks ✔ Content Delivery Network ✔ Web Application Firewall ✔ DDoS Protection (L7-L3) ✔ API Security & Management ✔ Bot Management ✔ Cloud Secure Web Gateway ✔ Zero Trust Network Access ✔ Cloud Access Security Broker ✔ Data Loss Prevention ✔ Cloud Sandbox & Browser Isolation ✔ Cloud Firewall & Intrusion Prevention ✔ WAN-as-a-Service ✔ SD-WAN Connector ✔ Multicloud Networking

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Slide 60 — Networks

Networks Applications Connect & protect “By consolidating controls onto Cloudflare, rather than the many control planes of multiple-vendor systems, my teams can focus on driving the business forward.” — Tanner Randolph, CISO People

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Slide 61 — Cloudflare fits in everywhere your organization needs

Cloudflare fits in everywhere your organization needs REGAIN CONTROL OF YOUR DIGITAL LANDSCAPE

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Slide 62 — Your feedback

Your feedback is invaluable

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Slide 63 — Workers AI is now GA!

Workers AI is now GA! Run popular models on the Cloudflare network, with GPUs in 150+ cities globally Workers AI comes with a curated set of popular open-source models to help you with image classification, text generation, object detection, and more. RECENT CLOUDFLARE INNOVATION

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Slide 64 — RECENT CLOUDFLARE INNOVATION

RECENT CLOUDFLARE INNOVATION Data Localization Suite Control where your data is inspected and stored to help comply with regional privacy regulations 19 New regions launched ● Austria ● Brazil ● Cloudflare Green Energy ● Exclusive of Hong Kong and Macau ● Exclusive of Russia and Belarus ● France ● Hong Kong ● Italy ● NATO ● Netherlands ● Russia ● Saudi Arabia ● South Africa ● Spain ● Switzerland ● Taiwan ● US State of California ● US State of Florida ● US State of Texas

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Slide 65 — Local Traffic Management

Local Traffic Management Dynamically control traffic within internal, privately-hosted applications without dedicated hardware RECENT CLOUDFLARE INNOVATION Local Traffic Manager (LTM) enables traffic steering between endpoints within a data center: ●Maintain high availability and a resilient infrastructure for private applications or internal services using private IPs ●Steer traffic to a data center and apply steering policies within the selected data center ●Deterministically failover across tunnels in near real-time

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Slide 66 — Malware Content Scanning

Malware Content Scanning Scan file uploads while in transit RECENT CLOUDFLARE INNOVATION Scan files uploaded to your application in-transit: ● Protect against malware anywhere an attacker can upload files: a job board, contact form, or your new AI chatbot ● Scan — and take action — on malicious files while in-transit, avoiding additional load or scanning software on your web servers

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Slide 67 — Magic Cloud Networking

Magic Cloud Networking Connect and secure public cloud environments RECENT CLOUDFLARE INNOVATION Manage multiple cloud providers’ native network capabilities from one unified interface: ●Discover and visualize your end-to-end network from the Cloudflare dashboard ●Build a scalable network through a simple, automated workflow ●Configure policies across all your cloud providers in one place, without the need for translation

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Slide 68 — Infrastructure Access Management

Infrastructure Access Management Cloudflare acquires BastionZero to add Zero Trust Infrastructure Access Controls for Cloudflare One, the world’s largest secure access service edge (SASE) network RECENT CLOUDFLARE INNOVATION Control access to infrastructure via Cloudflare One: ●Zero Trust controls for infrastructure: servers, Kubernetes clusters, and databases ●Expands scope of Cloudflare’s VPN replacement solution beyond apps and networks ●Offers increased security and compliance, granular controls, and seamless user experience ●Register for early access today at cloudflare.com/lp/infrastructure-access

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Slide 69 — Cloudflare + CrowdStrike

RECENT CLOUDFLARE INNOVATION Cloudflare + CrowdStrike Integrated security across endpoints, networks, and applications Create device-aware Zero Trust access policies Cloudflare Zero Trust + CrowdStrike Endpoint Security Improve visibility, detection, and response Cloudflare Zero Trust + CrowdStrike Next-Gen SIEM

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Slide 70 — Help build a

Help build a better Internet

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Slide 71 — Wrap-up +

Wrap-up + agenda Mark Anderson President of Revenue Cloudflare

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Slide 72 — Main session agenda

10:30 - 11:15 11:35 - 12:20 WRAP-UP AND AGENDA 12:20 - 1:15 1:15 - 1:45 2:45 - 3:45 3:45 - 5:00 Hall 1: Improving cyber resilience (with Workday) Hub 2/3: Improving visibility across your network, data, apps, & employees (with DTLR) Hub 1: Strategies for modernizing your IT stack (with Telus) Hall 1: Threat trends from the Cloudflare network (with Zendesk) Networking reception Hall 1: Cyber security: Where we are and where we’re going (with Andrew McCabe, former Deputy Director of the FBI) Hall 1: Fireside chat: How Cloudflare stopped a sophisticated attacker Hub 2/3: Balancing feature innovation and security in your web application (with Q2) Hub 1: Scoping your AI project (with ChainFuse) Hall 1: Insulating your org from phishing threats that go beyond the inbox (with Kayak) Hub 2/3: Geopolitical impacts of privacy and compliance in 2024 and beyond (with Doctolib) Hub 1: Incorporating long-term threat planning into your security strategy (with Accenture) Main session agenda 2:00 - 2:30 Hub 2/3 (12:30): Lunch & learn: Stopping AI tool-driven data loss Lunch

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Slide 73 — Investor Day agenda (invite only)

WRAP-UP AND AGENDA Investor Day agenda (invite only) ● Location: Hall 2 ● Content: ● Programming: 10:15 - 12:15 ● Lunch: 12:15 - 1:15

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Slide 74 — ●Try out Cloudflare products

WRAP-UP AND AGENDA Visit our solutions demo area ●Try out Cloudflare products ●Get advice from a range of Cloudflare experts

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Slide 75 — Curated networking with fellow attendees

WRAP-UP AND AGENDA Curated networking with fellow attendees Use the Braindate app to: ● Sign up for topic-specific 1:1s or small-group networking sessions with fellow attendees ● Meet with breakout speakers after their session ● Post a topic of your own that you’d like to meet with people about Meetings take place in the Braindate Lounge between 10:30 and 2:45 Find session times here:

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Slide 76 — CONNECT

May 30, 2024 CONNECT

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