$Cloudflare (NET.US)$ This quarter, Cloudflare continued its...

$Cloudflare(NET.US)$ This quarter, Cloudflare continued its rapid expansion into the large enterprise market, with good results in revenue growth and large customer growth; The company continues to release products at a rapid pace; And has moved quickly into the current thriving Zero Trust ecosystem (compare $Fastly(FSLY.US)$ product development speed..) ; In terms of the competitive landscape, my personal feeling is that there doesn't seem to be any significant competition between new generation solutions (e.g. Cloudflare vs. Zscaler, Crowdstrike vs. SentinelOne), and the entire Zero Trust ecosystem is still in the early stages of increasing penetration.