Cloudflare’s CEO made cautious comments earlier this month at a Software Conference, particularly around potential lengthening of sales cycles (a growing trend among tech CEOs). The company, which has seen its stock drop more than 60% YTD, is slated to report earnings on Thursday, August 4th after the market close. Ahead of the report next week, we turn to ETR’s 2H22 data to see if customer sentiment matches management commentary.