Growth and Scale in Cloud Security
Innovation Drives TAM Expansion
Areas for
Potential
Incremental
Growth
Cloudflare
1
Cloudflare One
$100B
Network Services
<
$86B
Carrier Services
(MPLS & SD-WAN)
Serverless
$72B
Cloudflare
Application
Services
• Application
Delivery
Controllers
• WAN
• CDN
DDoS
• Intrusion
Detection &
Prevention
• Firewall
$32B
n
CLOUDFLARE
Copyright Cloudflare, Inc.
Cloudflare Zero
Trust Services
• VPN
•
Content Filtering
Remote Browser
Isolation
• Data Loss
Prevention
• Privileged Access
Management
• Network Analytics
Internet of
Things
(485)
IDDE
5G Cellular
Consumer
2018
2020
2022
2024
Note: Total Addressable Market represents expected spend by year from our analysis based on IDC data. Figures reflect the markets addressed by our current product offerings.View entire presentation