PhotogrammetryĬream uses Realit圜apture software to scan their performers. From there, Cream imports those scans into Maya and Zbrush where they get to work refining the model. Let’s take a closer look.Ĭream uses photogrammetry scans to produce a detailed model of each celebrity performer. We briefly discussed Cream’s process for creating 3D models in a previous post, but we didn’t dive into the details. He writes a Substack newsletter, Facing the Future, which covers technology, markets, and politics.Cream, the award-winning television and VR production company, forging a new path in 3D model creation. He is the author of Living With Moore’s Law: Past, Present and Future available at the Amazon Kindle store. ĭana Blankenhorn has been a financial and technology journalist since 1978. The opinions expressed in this article are those of the writer, subject to the Publishing Guidelines. On the date of publication, Dana Blankenhorn held a long position in MSFT. My guess is that, if you watch NET stock carefully, you’ll be able to get in below its current price. I don’t like to get into companies when they’re riding high. That makes NET stock one to put on your buy list, waiting for that negative moment. A single negative headline can still hit the stock hard. Cloudflare stock is pricey, and getting pricier by the day. That’s why so many analysts are recommending NET stock, despite its high price.įast, managed growth, with investment just ahead of the growth curve, is not to be sneezed at. Security and content delivery both accelerated under Covid-19, and these markets should continue to explode. But it’s something Zatlyn would like to end. That has created a work-from-home environment Cloudflare takes advantage of in its marketing. It means integrating with security log systems like Microsoft’s (NASDAQ: MSFT) Azure Central, and funneling those statistics to analytics platforms.Īll this is being done against the backdrop of Covid-19. It means getting into large public clouds, like that of IBM (NYSE: IBM), as an add-on service. Full authorization could dramatically increase uptake among government agencies. That means getting listed in the FEDRamp marketplace, the federal government’s cloud security assessment. Becoming an InstitutionĬloudflare’s main business challenge is to become an institution among its customers, an expected expense. Right now, nine of the 12 analysts following Cloudflare stock at Tipranks suggest you buy it, but their price target is below where it currently trades, the product of a super-heated market. Investors will be looking at the growth rate, analysts at the cash flow numbers. Revenue is expected to be $147 million, against $100 million a year ago, with another loss of $35 to $40 million, or 12 cents per share. The stock’s value is up 54% so far in 2021.Ĭloudflare is next expected to report earnings Aug. Operating cash flow during the quarter was positive, however. Revenue for Cloudflare’s March quarter was 51% ahead of a year earlier, with losses widening from 11 cents per share to 13 cents. The result has been fast growth but, so far, no profits. Cloudflare’s CDN can also protect against ransomware, the threat of the moment. DDoS protection alone is growing at 15% per year, and should be worth over $4 billion in 2023. Security has become Cloudflare’s calling card. Protecting code on-the-fly let Cloudflare develop its Content Delivery Network (CDN) , which caches content across over 200 data centers, to speed its delivery. It came public less than two years ago, at $15 per share.Īttracting rogue code gives security time to identify and possibly disable it, which can stop distributed denial of service (DDoS) attacks. Cloudflare is the outgrowth of an open source project originally called Project Honey Pot, designed to monitor Internet abuse.
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