Cloudflare, Inc. (NYSE:NET) Q4 2023 Earnings Conference Call February 8, 2024 5:00 PM ET

Company Participants

Phil Winslow - Vice President of Strategic Finance, Treasury and Investor Relations

Matthew Prince - Co-Founder and Chief Executive Officer

Mark Anderson - Chief Executive Officer, Alteryx

Thomas Seifert - Chief Financial Officer

Conference Call Participants

Brent Thill - Jefferies

Matthew Hedberg - RBC Capital Markets

Andrew Nowinski - Wells Fargo

Hamza Fodderwala - Morgan Stanley

Jonathan Ho - William Blair

Timothy Horan - Oppenheimer

Trevor Walsh - Citizens JMP Securities

Joel Fishbein - Truist Securities

Operator

Good afternoon and welcome to the Cloudflare Q4 2023 Earnings Conference Call. Please note that this call is being recorded. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. [Operator Instructions]

I will now turn the call over to Mr. Phil Winslow, Vice President of Strategic Finance, Treasury and Investor Relations. You may begin your conference.

Phil Winslow

Thank you for joining us today to discuss Cloudflare's financial results for the fourth quarter of 2023. With me on the call, we have Matthew Prince, Co-Founder and CEO; Michelle Zatlyn, Co-Founder, President and COO; and Thomas Seifert, CFO.

By now, everyone should have access to our earnings announcement. This announcement as well as our supplemental financial information may be found on our Investor Relations website. As a reminder, we will be making forward-looking statements during today's discussion, including, but not limited to, our customers, vendors and partners operations and future financial performance, our anticipated product launches and the timing and market potential of those products, our anticipated future, financial and operating performance and our expectations regarding future macroeconomic conditions.

These statements and other comments are not guarantees of future performance and are subject to risks and uncertainty, much of which is beyond our control. Our actual results may differ significantly from those projected or suggested in any of our forward-looking statements. These forward-looking statements apply as of today, and you should not rely on them as representing our views in the future. We undertake no obligation to update these statements after this call.

For a more complete discussion of the risks and uncertainties that could impact our future operating results and financial condition, please see our filings with the SEC as well as in today's earnings press release. Unless otherwise noted, all numbers we talk about today other than revenue will be on an adjusted non-GAAP basis. You may find a reconciliation of GAAP to non-GAAP financial measures that are included in our earnings release on our Investor Relations website.