Possible scenario
Monetization Over Performance
25% Chance
Cloudflare uses rate limiting to segment demand and introduce premium access rather than offering broad unrestricted throughput. This would turn the performance story into a pricing and margin story, with mixed customer reaction.
Secondary impacts
- Technology +0.2%
Tickers
- NET+1.2%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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