[jakarta]

why would the cohort expansion rate be so much lower than Fastly's? https://www.sec.gov/Archives/edgar/data/1477333/000119312519... ^ cloudflare data on p. 80 shows a rate of 10-15% expansion

https://www.sec.gov/Archives/edgar/data/1517413/000119312519... ^fastly data on p. 66 shows cohort expansions that are much faster

[judge2020]

This is a shot in the dark, but maybe the fact that there's a free tier is a deterrent for (old-school) established enterprises?