why would the cohort expansion rate be so much lower than Fastly's? https://www.sec.gov/Archives/edgar/data/1477333/000119312519... ^ cloudflare data on p. 80 shows a rate of 10-15% expansion

https://www.sec.gov/Archives/edgar/data/1517413/000119312519... ^fastly data on p. 66 shows cohort expansions that are much faster