2026 Q1 -tulosraportti
22 päivää sitten
‧1 t 4 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 30.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 31.7.2025 | ||
Vuosittainen yhtiökokous 2025 5.6.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenGemini Here are the three primary catalysts that constitute the bull case for Cloudflare, when the SpaceX IPO truly puts a spotlight on the space economy: 1. The strategic partnership: Starlink and Cloudflare The most direct and fundamental bull case is rooted in the existing collaboration between the companies. Cloudflare and SpaceX have previously entered into partnerships to optimize Starlink's network. Edge Computing in space: Starlink provides the infrastructure (the satellites), but to minimize latency (delay) and deliver lightning-fast internet globally, they need an intelligent, globally distributed network on the ground. This is where Cloudflare's global network of data centers and their Workers platform come into play. Infrastructure symbiosis: When SpaceX goes public, it will attract massive amounts of capital to scale Starlink even faster. The more users, ships, planes, and businesses that connect to Starlink, the more data will need to be routed and secured via the network and security solutions that Cloudflare provides. 2. The security threat of satellite internet (Cybersecurity) When the internet moves into space and covers even the most desolate areas on Earth, a gigantic, new attack surface for hackers is created. Satellite networks are extremely vulnerable to state-sponsored cyberattacks, DDoS attacks, and signal interference. Cloudflare is a market leader in network security, DDoS protection, and Zero Trust architecture. An IPO of SpaceX will increase global focus on critical infrastructure in space, which will drive enormous investments towards cybersecurity companies that can protect these networks. Cloudflare is at the front of the line here. 3. "A Tide That Lifts All Boats" (Theme investment) A SpaceX IPO will likely be one of the decade's biggest market events. It will create an enormous wave of hype around "the next-gen connectivity theme" (next-generation internet and infrastructure). When billions of dollars flow into the space economy, investors will not only look for pure rocket manufacturers or satellite operators. They will look for the publicly traded "picks and shovels" (hoes and shovels) – the companies that profit from the growth of infrastructure. Cloudflare is seen by many institutional investors as the ultimate software infrastructure stock that enables the hyper-connected world of the future. In short: SpaceX builds the highways in space (Starlink), while Cloudflare provides traffic management, the asphalt, and the security guards. When SpaceX goes public and accelerates its growth, it will significantly increase demand for Cloudflare's core competencies.- ·1 päivä sittenGemini Here are the three primary catalysts that constitute the bull case for Cloudflare, when the SpaceX IPO truly puts a spotlight on the space economy: 1. The strategic partnership: Starlink and Cloudflare The most direct and fundamental bull case is rooted in the existing collaboration between the companies. Cloudflare and SpaceX have previously entered into partnerships to optimize Starlink's network. Edge Computing in space: Starlink provides the infrastructure (the satellites), but to minimize latency (delay) and deliver lightning-fast internet globally, they need an intelligent, globally distributed network on the ground. This is where Cloudflare's global network of data centers and their Workers platform come into play. Infrastructure symbiosis: When SpaceX goes public, it will attract massive amounts of capital to scale Starlink even faster. The more users, ships, planes, and businesses that connect to Starlink, the more data will need to be routed and secured via the network and security solutions that Cloudflare provides. 2. The security threat of satellite internet (Cybersecurity) When the internet moves into space and covers even the most desolate areas on Earth, a gigantic, new attack surface for hackers is created. Satellite networks are extremely vulnerable to state-sponsored cyberattacks, DDoS attacks, and signal interference. Cloudflare is a market leader in network security, DDoS protection, and Zero Trust architecture. An IPO of SpaceX will increase global focus on critical infrastructure in space, which will drive enormous investments towards cybersecurity companies that can protect these networks. Cloudflare is at the front of the line here. 3. "A Tide That Lifts All Boats" (Theme investment) A SpaceX IPO will likely be one of the decade's biggest market events. It will create an enormous wave of hype around "the next-gen connectivity theme" (next-generation internet and infrastructure). When billions of dollars flow into the space economy, investors will not only look for pure rocket manufacturers or satellite operators. They will look for the publicly traded "picks and shovels" (hoes and shovels) – the companies that profit from the growth of infrastructure. Cloudflare is seen by many institutional investors as the ultimate software infrastructure stock that enables the hyper-connected world of the future. In short: SpaceX builds the highways in space (Starlink), while Cloudflare provides traffic management, the asphalt, and the security guards. When SpaceX goes public and accelerates its growth, it will significantly increase demand for Cloudflare's core competencies.
·15.5.NET will rise again! The next event for this company is probably a tech day on June 9?
·8.5.With Cloudflare it's always +20% or -20% every earnings, either or 🫠·9.5. · MuokattuI'm somewhat keen to be long on NET. I don't know of any other companies in the same position. Actually, the company should be an acquisition candidate, considering how much traffic they handle and how good they are at handling bots/security. (Have held shares for quite some time in the company, and long in this context is then 3-4 years or more)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
22 päivää sitten
‧1 t 4 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenGemini Here are the three primary catalysts that constitute the bull case for Cloudflare, when the SpaceX IPO truly puts a spotlight on the space economy: 1. The strategic partnership: Starlink and Cloudflare The most direct and fundamental bull case is rooted in the existing collaboration between the companies. Cloudflare and SpaceX have previously entered into partnerships to optimize Starlink's network. Edge Computing in space: Starlink provides the infrastructure (the satellites), but to minimize latency (delay) and deliver lightning-fast internet globally, they need an intelligent, globally distributed network on the ground. This is where Cloudflare's global network of data centers and their Workers platform come into play. Infrastructure symbiosis: When SpaceX goes public, it will attract massive amounts of capital to scale Starlink even faster. The more users, ships, planes, and businesses that connect to Starlink, the more data will need to be routed and secured via the network and security solutions that Cloudflare provides. 2. The security threat of satellite internet (Cybersecurity) When the internet moves into space and covers even the most desolate areas on Earth, a gigantic, new attack surface for hackers is created. Satellite networks are extremely vulnerable to state-sponsored cyberattacks, DDoS attacks, and signal interference. Cloudflare is a market leader in network security, DDoS protection, and Zero Trust architecture. An IPO of SpaceX will increase global focus on critical infrastructure in space, which will drive enormous investments towards cybersecurity companies that can protect these networks. Cloudflare is at the front of the line here. 3. "A Tide That Lifts All Boats" (Theme investment) A SpaceX IPO will likely be one of the decade's biggest market events. It will create an enormous wave of hype around "the next-gen connectivity theme" (next-generation internet and infrastructure). When billions of dollars flow into the space economy, investors will not only look for pure rocket manufacturers or satellite operators. They will look for the publicly traded "picks and shovels" (hoes and shovels) – the companies that profit from the growth of infrastructure. Cloudflare is seen by many institutional investors as the ultimate software infrastructure stock that enables the hyper-connected world of the future. In short: SpaceX builds the highways in space (Starlink), while Cloudflare provides traffic management, the asphalt, and the security guards. When SpaceX goes public and accelerates its growth, it will significantly increase demand for Cloudflare's core competencies.
- ·1 päivä sittenGemini Here are the three primary catalysts that constitute the bull case for Cloudflare, when the SpaceX IPO truly puts a spotlight on the space economy: 1. The strategic partnership: Starlink and Cloudflare The most direct and fundamental bull case is rooted in the existing collaboration between the companies. Cloudflare and SpaceX have previously entered into partnerships to optimize Starlink's network. Edge Computing in space: Starlink provides the infrastructure (the satellites), but to minimize latency (delay) and deliver lightning-fast internet globally, they need an intelligent, globally distributed network on the ground. This is where Cloudflare's global network of data centers and their Workers platform come into play. Infrastructure symbiosis: When SpaceX goes public, it will attract massive amounts of capital to scale Starlink even faster. The more users, ships, planes, and businesses that connect to Starlink, the more data will need to be routed and secured via the network and security solutions that Cloudflare provides. 2. The security threat of satellite internet (Cybersecurity) When the internet moves into space and covers even the most desolate areas on Earth, a gigantic, new attack surface for hackers is created. Satellite networks are extremely vulnerable to state-sponsored cyberattacks, DDoS attacks, and signal interference. Cloudflare is a market leader in network security, DDoS protection, and Zero Trust architecture. An IPO of SpaceX will increase global focus on critical infrastructure in space, which will drive enormous investments towards cybersecurity companies that can protect these networks. Cloudflare is at the front of the line here. 3. "A Tide That Lifts All Boats" (Theme investment) A SpaceX IPO will likely be one of the decade's biggest market events. It will create an enormous wave of hype around "the next-gen connectivity theme" (next-generation internet and infrastructure). When billions of dollars flow into the space economy, investors will not only look for pure rocket manufacturers or satellite operators. They will look for the publicly traded "picks and shovels" (hoes and shovels) – the companies that profit from the growth of infrastructure. Cloudflare is seen by many institutional investors as the ultimate software infrastructure stock that enables the hyper-connected world of the future. In short: SpaceX builds the highways in space (Starlink), while Cloudflare provides traffic management, the asphalt, and the security guards. When SpaceX goes public and accelerates its growth, it will significantly increase demand for Cloudflare's core competencies.
- ·15.5.NET will rise again! The next event for this company is probably a tech day on June 9?
- ·8.5.With Cloudflare it's always +20% or -20% every earnings, either or 🫠·9.5. · MuokattuI'm somewhat keen to be long on NET. I don't know of any other companies in the same position. Actually, the company should be an acquisition candidate, considering how much traffic they handle and how good they are at handling bots/security. (Have held shares for quite some time in the company, and long in this context is then 3-4 years or more)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 30.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 31.7.2025 | ||
Vuosittainen yhtiökokous 2025 5.6.2025 |
2026 Q1 -tulosraportti
22 päivää sitten
‧1 t 4 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 30.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 31.7.2025 | ||
Vuosittainen yhtiökokous 2025 5.6.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenGemini Here are the three primary catalysts that constitute the bull case for Cloudflare, when the SpaceX IPO truly puts a spotlight on the space economy: 1. The strategic partnership: Starlink and Cloudflare The most direct and fundamental bull case is rooted in the existing collaboration between the companies. Cloudflare and SpaceX have previously entered into partnerships to optimize Starlink's network. Edge Computing in space: Starlink provides the infrastructure (the satellites), but to minimize latency (delay) and deliver lightning-fast internet globally, they need an intelligent, globally distributed network on the ground. This is where Cloudflare's global network of data centers and their Workers platform come into play. Infrastructure symbiosis: When SpaceX goes public, it will attract massive amounts of capital to scale Starlink even faster. The more users, ships, planes, and businesses that connect to Starlink, the more data will need to be routed and secured via the network and security solutions that Cloudflare provides. 2. The security threat of satellite internet (Cybersecurity) When the internet moves into space and covers even the most desolate areas on Earth, a gigantic, new attack surface for hackers is created. Satellite networks are extremely vulnerable to state-sponsored cyberattacks, DDoS attacks, and signal interference. Cloudflare is a market leader in network security, DDoS protection, and Zero Trust architecture. An IPO of SpaceX will increase global focus on critical infrastructure in space, which will drive enormous investments towards cybersecurity companies that can protect these networks. Cloudflare is at the front of the line here. 3. "A Tide That Lifts All Boats" (Theme investment) A SpaceX IPO will likely be one of the decade's biggest market events. It will create an enormous wave of hype around "the next-gen connectivity theme" (next-generation internet and infrastructure). When billions of dollars flow into the space economy, investors will not only look for pure rocket manufacturers or satellite operators. They will look for the publicly traded "picks and shovels" (hoes and shovels) – the companies that profit from the growth of infrastructure. Cloudflare is seen by many institutional investors as the ultimate software infrastructure stock that enables the hyper-connected world of the future. In short: SpaceX builds the highways in space (Starlink), while Cloudflare provides traffic management, the asphalt, and the security guards. When SpaceX goes public and accelerates its growth, it will significantly increase demand for Cloudflare's core competencies.
- ·1 päivä sittenGemini Here are the three primary catalysts that constitute the bull case for Cloudflare, when the SpaceX IPO truly puts a spotlight on the space economy: 1. The strategic partnership: Starlink and Cloudflare The most direct and fundamental bull case is rooted in the existing collaboration between the companies. Cloudflare and SpaceX have previously entered into partnerships to optimize Starlink's network. Edge Computing in space: Starlink provides the infrastructure (the satellites), but to minimize latency (delay) and deliver lightning-fast internet globally, they need an intelligent, globally distributed network on the ground. This is where Cloudflare's global network of data centers and their Workers platform come into play. Infrastructure symbiosis: When SpaceX goes public, it will attract massive amounts of capital to scale Starlink even faster. The more users, ships, planes, and businesses that connect to Starlink, the more data will need to be routed and secured via the network and security solutions that Cloudflare provides. 2. The security threat of satellite internet (Cybersecurity) When the internet moves into space and covers even the most desolate areas on Earth, a gigantic, new attack surface for hackers is created. Satellite networks are extremely vulnerable to state-sponsored cyberattacks, DDoS attacks, and signal interference. Cloudflare is a market leader in network security, DDoS protection, and Zero Trust architecture. An IPO of SpaceX will increase global focus on critical infrastructure in space, which will drive enormous investments towards cybersecurity companies that can protect these networks. Cloudflare is at the front of the line here. 3. "A Tide That Lifts All Boats" (Theme investment) A SpaceX IPO will likely be one of the decade's biggest market events. It will create an enormous wave of hype around "the next-gen connectivity theme" (next-generation internet and infrastructure). When billions of dollars flow into the space economy, investors will not only look for pure rocket manufacturers or satellite operators. They will look for the publicly traded "picks and shovels" (hoes and shovels) – the companies that profit from the growth of infrastructure. Cloudflare is seen by many institutional investors as the ultimate software infrastructure stock that enables the hyper-connected world of the future. In short: SpaceX builds the highways in space (Starlink), while Cloudflare provides traffic management, the asphalt, and the security guards. When SpaceX goes public and accelerates its growth, it will significantly increase demand for Cloudflare's core competencies.
- ·15.5.NET will rise again! The next event for this company is probably a tech day on June 9?
- ·8.5.With Cloudflare it's always +20% or -20% every earnings, either or 🫠·9.5. · MuokattuI'm somewhat keen to be long on NET. I don't know of any other companies in the same position. Actually, the company should be an acquisition candidate, considering how much traffic they handle and how good they are at handling bots/security. (Have held shares for quite some time in the company, and long in this context is then 3-4 years or more)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt