Cloudflare Investor Presentation Deck slide image

Cloudflare Investor Presentation Deck

Cash, Cash Equiv, & AFS ($ in millions) Raised $565 million in our IPO that priced on September 12th, 2019, net of fees and expenses Raised $495 million in our Convertible Notes Offering due 2025 that priced on May 13th, 2020, net of issuance costs and a capped call with respect to the 2025 convertible notes Raised $790 million in our Convertible Note Offering due 2026 that priced on August 10th, 2021, net of the repurchase of 2025 notes, issuance costs, and a capped call with respect to the 2026 convertible notes $2,000 $1,667 $1,333 $1,000 $667 $333 $0 $1,035 Q1 2021 CLOUDFLARE © Copyright Cloudflare, Inc. Strong Cash Position Cash Balance $1,814 $1,034 Q2 2021 Q3 2021 $1,822 Q4 2021 $1,725 Q1 2022 Operating Cash Flow ($ millions) $50.0 $30.0 $10.0 ($10.0) ($30.0) ($50.0) Operating Cash Flow & Margin ($8.8) -7% Q4 2020 17% $23.5 Q1 2021 5% $7.5 Q2 2021 ($6.9) -4% Q3 2021 21% $40.6 Q4 2021 ($35.5) -17% Q1 2022 25% 16% 7% -2% -11% -20%
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