Cloudflare either complies or is blocked within Germany. That happens Cloudflare loses lots of customers.
Cloudflare either complies or is blocked within Germany. That happens Cloudflare loses lots of customers.
A couple of PoPs perhaps, but a lot of customers?
It would seriously hit CF's stock price as it would be a massive sign that there is a massive risk of other countries blocking it. And some competitor would pick up all the customers fleeing. CF is not the only game in town, switching to a competitor or just dropping it completely is often rather easy.
Any CEO running CF or similar company willing to call the bluff of a country on something like this should be booted by the board. It would have a massive effect on CF long term while it would have a reasonably short term effect to Germany and German consumers. For example, every sale call would have people asking if their primary markets are at the risk of being blocked. That's a major objection to add.
Make no mistake, being blocked in the 4th largest economy in the world is extremely bad for any company.
They also have job listings for 6 remote roles in Germany, so even if they had no offices there that suggests they have employees there which would probably open them up to some German law.
They have lots of German customers too.