If Cloudflare were to face a significant market downturn, how resilient is its business model and what would be the Reddit community's anticipated response regarding its 2030 forecast?

Cloudflare's business model is generally considered resilient in a downturn due to its essential services (security, performance) that are difficult for businesses to cut. However, a significant downturn could impact new customer acquisition and force existing customers to optimize spending, potentially slowing growth. The Reddit community's anticipated response would likely diverge: some would see it as a buying opportunity, emphasizing the long-term thesis and discounted future value, while others might express concerns about growth slowdowns and re-evaluate their 2030 forecasts downward.