{"id":2146,"date":"2022-11-06T22:18:18","date_gmt":"2022-11-06T13:18:18","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2146"},"modified":"2022-11-06T22:18:18","modified_gmt":"2022-11-06T13:18:18","slug":"%e3%82%af%e3%83%a9%e3%82%a6%e3%83%89%e3%83%95%e3%83%ac%e3%82%a2net2022%e5%b9%b4%e7%ac%ac3%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=2146","title":{"rendered":"\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2(NET)2022\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"

\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2(NET)2022\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n

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\"\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2(NET)\u682a\u4fa1\"

\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2(NET)\u682a\u4fa1<\/p><\/div>\n

\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2(NET)2022\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n

Call participants:
\nJayson Noland — Head of Investor Relations
\nMatthew Prince — Co-Founder and Chief Executive Officer
\nChris Merritt — Chief Revenue Officer
\nMarc Boroditsky — President of Revenue
\nThomas Seifert — Chief Financial Officer
\nPhil Winslow — Credit Suisse — Analyst
\nMatt Hedberg — RBC Capital Markets — Analyst
\nBrent Thill — Jefferies — Analyst
\nJames Fish — Piper Sandler — Analyst
\nShaul Eyal — Cowen and Company — Analyst
\nHamza Fodderwala — Morgan Stanley — Analyst
\nSterling Auty — MoffettNathanson — Analyst
\nJohn DiFucci — Guggenheim Partners — Analyst
\nAndy Nowinski — Wells Fargo Securities — Analyst
\nFatima Boolani — Citi — Analyst
\nJim Breen — William Blair — Analyst
\nMore NET analysis<\/p>\n

2022\u5e7411\u670803\u65e5 17\u664200\u5206<\/p>\n

\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n

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\u3042\u308a\u304c\u3068\u3046\u3001\u30af\u30ea\u30b9\u3002\u3042\u306a\u305f\u304c\u3044\u306a\u3051\u308c\u3070\u3001\u3053\u3053\u307e\u3067\u6765\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u30af\u30ea\u30b9\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u5f7c\u306f\u3053\u3053\u6570\u30ab\u6708\u9593\u3001\u79c1\u305f\u3061\u3068\u5bc6\u63a5\u306b\u5354\u529b\u3057\u3066\u3001\u4eca\u5f8c\u306e\u55b6\u696d\u30c1\u30fc\u30e0\u3092\u7387\u3044\u308b\u306e\u306b\u3075\u3055\u308f\u3057\u3044\u4eba\u7269\u3092\u898b\u3064\u3051\u51fa\u3057\u3066\u304f\u308c\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u304c\u898b\u3064\u3051\u305f\u4eba\u7269\u306f\u3001\u7d20\u6674\u3089\u3057\u3044\u4eba\u7269\u3067\u3059\u3002<\/p>\n

\u5f7c\u306f Oracle \u3067\u306e\u30b7\u30cb\u30a2\u30ea\u30fc\u30c0\u30fc\u3068\u3057\u3066\u306e\u7d4c\u9a13\u304b\u3089\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30bb\u30fc\u30eb\u30b9\u3092\u7406\u89e3\u3057\u3001ID \u3068\u30a2\u30af\u30bb\u30b9\u7ba1\u7406\u306e\u5206\u91ce\u3067\u306e\u7d4c\u9a13\u306b\u57fa\u3065\u3044\u3066 Zero Trust \u306e\u5e02\u5834\u53c2\u5165\u3092\u52a0\u901f\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u307e\u305f\u6700\u8fd1 Twilio \u3068\u3044\u3046\u5225\u306e Software-as-a-Service \u4f01\u696d\u3067\u30bb\u30fc\u30eb\u30b9\u3092\u4e3b\u5c0e\u3057\u3001\u5f7c\u306e\u5728\u8077\u4e2d\u306b 50% \u4ee5\u4e0a\u306e\u6709\u6a5f\u8907\u5408\u6210\u9577\u3067\u5e74\u5546 40 \u5104\u30c9\u30eb\u306b\u307e\u3067\u6210\u9577\u3055\u305b\u307e\u3057\u305f\u3002\u30de\u30fc\u30af\u30fb\u30dc\u30ed\u30c7\u30a3\u30c4\u30ad\u30fc\u306f\u3001\u79c1\u305f\u3061\u3092\u6b21\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3001\u3055\u3089\u306b\u305d\u306e\u5148\u3078\u3068\u5c0e\u3044\u3066\u304f\u308c\u308b\u30e6\u30cb\u30fc\u30af\u306a\u5b58\u5728\u3067\u3059\u3002\u5f7c\u304c\u306a\u305cCloudflare\u306b\u5165\u793e\u3057\u305f\u306e\u304b\u3001\u305d\u306e\u7406\u7531\u3092\u5c11\u3057\u8a71\u3057\u3066\u3082\u3089\u3044\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30fc\u30af\u30fb\u30dc\u30ed\u30c7\u30a3\u30c4\u30ad\u30fc — \u53ce\u76ca\u62c5\u5f53\u793e\u9577<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3001\u30de\u30b7\u30e5\u30fc\u3002\u5165\u793e\u3057\u30661\u9031\u9593\u3042\u307e\u308a\u3067\u3059\u304c\u3001\u3053\u308c\u4ee5\u4e0a\u306a\u3044\u307b\u3069\u611f\u6fc0\u3057\u3066\u3044\u307e\u3059\u3002\u5148\u65e5\u30b5\u30f3\u30d5\u30e9\u30f3\u30b7\u30b9\u30b3\u3067\u958b\u50ac\u3055\u308c\u305fCloudflare\u306e\u30ab\u30b9\u30bf\u30de\u30fc\u30c7\u30a4\u306b\u53c2\u52a0\u3067\u304d\u305f\u306e\u306f\u3001\u3068\u3066\u3082\u5e78\u904b\u3067\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306a\u30a4\u30d9\u30f3\u30c8\u306b\u4f55\u5e74\u3082\u53c2\u52a0\u3057\u3066\u304d\u307e\u3057\u305f\u304c\u3001\u6226\u7565\u7684\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u3057\u3066\u79c1\u305f\u3061\u3068\u3082\u3063\u3068\u4e00\u7dd2\u306b\u4ed5\u4e8b\u3092\u3057\u305f\u3044\u3068\u71b1\u671b\u3059\u308b\u3001\u3042\u3089\u3086\u308b\u30bf\u30a4\u30d7\u306e\u304a\u5ba2\u69d8\u3092\u3053\u308c\u307b\u3069\u591a\u304f\u898b\u305f\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2\u304c\u7279\u306b\u9b45\u529b\u7684\u306a\u306e\u306f\u3001\u4eca\u65e5\u3001\u79c1\u305f\u3061\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4e00\u90e8\u3068\u306a\u3063\u3066\u3044\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u5e45\u306e\u5e83\u3055\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u4f01\u696d\u3092\u8cb7\u53ce\u3059\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u65b0\u3057\u3044\u6280\u8853\u3092\u958b\u767a\u3059\u308b\u5fc5\u8981\u3082\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u304c\u3059\u3067\u306b\u6301\u3063\u3066\u3044\u308b\u3082\u306e\u3092\u3001\u3059\u3067\u306b\u79c1\u305f\u3061\u3092\u77e5\u3063\u3066\u3044\u308b\u304a\u5ba2\u3055\u307e\u306b\u8ca9\u58f2\u3059\u308b\u3060\u3051\u3067\u30015\u5e74\u4ee5\u5185\u306b50\u5104\u30c9\u30eb\u3078\u306e\u660e\u78ba\u306a\u9053\u7b4b\u304c\u898b\u3048\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

\u3053\u308c\u306f\u7d20\u6674\u3089\u3057\u3044\u6a5f\u4f1a\u3067\u3042\u308a\u3001\u79c1\u304cCloudflare\u30c1\u30fc\u30e0\u306b\u53c2\u52a0\u3057\u305f\u7406\u7531\u3067\u3082\u3042\u308a\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30de\u30b7\u30e5\u30fc\u3055\u3093\u3001\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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\u5f7c\u3089\u306f\u3001\u5de7\u5999\u306a\u30b5\u30a4\u30d0\u30fc\u653b\u6483\u306e\u5897\u52a0\u306b\u76f4\u9762\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u5f7c\u3089\u306f\u3001\u307b\u307c\u3059\u3079\u3066\u306e\u7af6\u5408\u4ed6\u793e\u3068\u5f53\u793e\u3092\u6bd4\u8f03\u3057\u307e\u3057\u305f\u3002\u7af6\u5408\u4ed6\u793e\u306f\u3088\u308a\u4f4e\u3044\u4fa1\u683c\u3092\u63d0\u793a\u3057\u3088\u3046\u3068\u3057\u307e\u3057\u305f\u304c\u3001\u305d\u308c\u306f\u554f\u984c\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u3053\u306e\u4f01\u696d\u306f\u3001\u79c1\u305f\u3061\u304c\u660e\u78ba\u306a\u6280\u8853\u7684\u30ea\u30fc\u30c0\u30fc\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u4fe1\u3057\u3001\u79c1\u305f\u3061\u306e\u30b5\u30fc\u30d3\u30b9\u306b\u5272\u5897\u6599\u91d1\u3092\u652f\u6255\u3063\u305f\u306e\u3067\u3059\u3002<\/p>\n

\u3053\u306e\u4f01\u696d\u306f\u3001\u5f53\u793e\u306e\u7d71\u5408\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306e\u4fa1\u5024\u3092\u7406\u89e3\u3057\u3001\u73fe\u5728\u3001\u5f53\u793e\u306e\u30bc\u30ed\u30fb\u30c8\u30e9\u30b9\u30c8\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u3057\u3066\u306e\u8a55\u4fa1\u3082\u5f97\u3066\u3044\u307e\u3059\u3002\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306e\u88fd\u85ac\u4f1a\u793e\u306f\u3001Cloudflare\u3068\u306e\u95a2\u4fc2\u3092\u62e1\u5927\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u4f01\u696d\u306f\u300191\u4e075000\u30c9\u30eb\u306e3\u5e74\u5951\u7d04\u3092\u8ffd\u52a0\u3057\u3001\u3053\u306e\u9593\u306e\u5f53\u793e\u3068\u306e\u5951\u7d04\u7dcf\u984d\u306f740\u4e07\u30c9\u30eb\u306b\u9054\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u4f01\u696d\u306f\u3001Cloudflare Workers\u3092\u5229\u7528\u3057\u305f\u5f53\u793e\u306e\u30c7\u30fc\u30bf\u30ed\u30fc\u30ab\u30ea\u30bc\u30fc\u30b7\u30e7\u30f3\u30b9\u30a4\u30fc\u30c8\u3092\u63a1\u7528\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u88fd\u54c1\u306b\u3088\u308a\u3001\u304a\u5ba2\u69d8\u306f\u3001\u304a\u5ba2\u69d8\u304c\u5c45\u4f4f\u3059\u308b\u56fd\u306b\u304a\u3044\u3066\u30ed\u30fc\u30ab\u30eb\u306b\u30c7\u30fc\u30bf\u3092\u51e6\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u6a5f\u80fd\u306f\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2\u306b\u3068\u3063\u3066\u696d\u754c\u3067\u552f\u4e00\u306e\u3082\u306e\u3067\u3042\u308a\u3001\u4eca\u56de\u306e\u3088\u3046\u306a\u898f\u5236\u306e\u53b3\u3057\u3044\u304a\u5ba2\u69d8\u306b\u3068\u3063\u3066\u307e\u3059\u307e\u3059\u91cd\u8981\u306a\u3082\u306e\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306b\u9078\u3070\u308c\u3066\u3044\u308b\u30e8\u30fc\u30ed\u30c3\u30d1\u306e\u901a\u4fe1\u4e8b\u696d\u8005\u306f\u30013\u5e74\u9593\u3067120\u4e07\u30c9\u30eb\u306e\u5951\u7d04\u3092\u7d50\u3073\u307e\u3057\u305f\u3002\u3053\u306e\u304a\u5ba2\u69d8\u306f\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30b5\u30fc\u30d3\u30b9\u306e\u591a\u304f\u3092\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u304b\u3089\u30af\u30e9\u30a6\u30c9\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u5f53\u793e\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30b5\u30fc\u30d3\u30b9\u3092\u30d9\u30b9\u30c8\u30fb\u30aa\u30d6\u30fb\u30d6\u30ec\u30c3\u30c9\u3068\u3057\u3066\u8a55\u4fa1\u3057\u306a\u304c\u3089\u3082\u3001\u3084\u306f\u308a\u6c7a\u3081\u624b\u3068\u306a\u3063\u305f\u306e\u306f\u5f53\u793e\u306e\u30c7\u30fc\u30bf\u30fb\u30ed\u30fc\u30ab\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u30fb\u30b9\u30a4\u30fc\u30c8\u3067\u3057\u305f\u3002\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30fb\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9\u3092\u542b\u3081\u3001\u5f7c\u3089\u304c\u691c\u8a0e\u3057\u305f\u4ed6\u306e\u30d9\u30f3\u30c0\u30fc\u306b\u306f\u3001\u540c\u7b49\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u306a\u304b\u3063\u305f\u306e\u3067\u3059\u3002EU\u3067\u306f\u3001\u30c7\u30fc\u30bf\u306e\u30ed\u30fc\u30ab\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3068\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u306e\u8981\u4ef6\u304c\u6cd5\u5f8b\u3067\u5b9a\u3081\u3089\u308c\u3066\u304a\u308a\u3001\u3053\u308c\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306bCloudflare\u3092\u63a1\u7528\u3059\u308b\u4f01\u696d\u304c\u307e\u3059\u307e\u3059\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306e\u3042\u308b\u5c0f\u58f2\u696d\u8005\u306f\u3001Cloudflare\u3068\u306e\u95a2\u4fc2\u3092\u62e1\u5927\u3057\u300144\u4e072000\u30c9\u30eb\u306e\u5951\u7d04\u3092\u7d50\u3073\u3001\u5e74\u9593\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092100\u4e07\u30c9\u30eb\u8fd1\u304f\u306b\u307e\u3067\u9ad8\u3081\u307e\u3057\u305f\u3002<\/p>\n

\u540c\u793e\u306f\u3001e\u30b3\u30de\u30fc\u30b9\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5168\u4f53\u3067\u3001\u30ef\u30fc\u30ab\u30fc\u3092\u4f7f\u7528\u3057\u3066\u62e1\u5f35\u6027\u306e\u9ad8\u3044\u6a5f\u80fd\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5229\u7528\u3059\u308b\u3055\u307e\u3056\u307e\u306a\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9\u30d9\u30f3\u30c0\u30fc\u9593\u306e\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u306e\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306bCloudflare\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u30de\u30eb\u30c1\u30af\u30e9\u30a6\u30c9\u3067\u3042\u308b\u3053\u3068\u306f\u5f7c\u3089\u306e\u512a\u5148\u4e8b\u9805\u3067\u3042\u308a\u3001\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2\u306f\u5f7c\u3089\u306e\u30d3\u30b8\u30e7\u30f3\u9054\u6210\u3092\u652f\u63f4\u3067\u304d\u308b\u552f\u4e00\u306e\u30d9\u30f3\u30c0\u30fc\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u30b9\u30c8\u30a2\u306eR2\u3084\u3001\u6700\u521d\u306e\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3067\u3042\u308bD1\u306e\u5b9f\u9a13\u3082\u59cb\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u3060\u652f\u51fa\u306f\u63a7\u3048\u3081\u3067\u3059\u304c\u3001\u30c1\u30e3\u30f3\u30b9\u306f\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u4eca\u5f8c\u3001\u6226\u7565\u7684\u306a\u30d9\u30f3\u30c0\u30fc\u306e1\u793e\u306b\u306a\u308b\u3053\u3068\u306b\u8208\u5473\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306b\u9078\u3070\u308c\u3066\u3044\u308b\u751f\u547d\u79d1\u5b66\u306e\u8907\u5408\u4f01\u696d\u306f\u3001745,000\u30c9\u30eb\u306e3\u5e74\u5951\u7d04\u3092\u7d50\u3073\u307e\u3057\u305f\u3002\u3053\u306e\u4f01\u696d\u306f\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u3088\u308a\u826f\u304f\u4fdd\u8b77\u3059\u308b\u305f\u3081\u306b\u3001Magic Transit\u3092\u542b\u3080\u5f53\u793e\u306e\u69d8\u3005\u306a\u88fd\u54c1\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u5f7c\u3089\u306f\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u3092\u76f4\u63a5\u79c1\u305f\u3061\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u6e21\u3057\u3001ISP\u3092\u5b8c\u5168\u306b\u7f6e\u304d\u63db\u3048\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u6211\u3005\u306f\u5f7c\u3089\u3068MSA\u3092\u7de0\u7d50\u3057\u3001\u5f7c\u3089\u306e\u4ed6\u306e20\u306e\u5b50\u4f1a\u793e\u306b\u62e1\u5927\u3059\u308b\u5927\u304d\u306a\u6a5f\u4f1a\u304c\u3042\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306b\u9078\u3070\u308c\u305f\u3042\u308b\u30a2\u30d1\u30ec\u30eb\u4f01\u696d\u306f\u30013\u5e74\u9593\u3067110\u4e07\u30c9\u30eb\u306e\u5951\u7d04\u3092\u7d50\u3073\u307e\u3057\u305f\u3002\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30b5\u30fc\u30d3\u30b9\u4e00\u5f0f\u3068\u3001Cloudflare Workers\u3092\u8cfc\u5165\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n

\u79c1\u306e\u5171\u540c\u5275\u696d\u8005\u3067\u3042\u308b\u30df\u30c3\u30b7\u30a7\u30eb\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u30b9\u30af\u30fc\u30eb\u3092\u5352\u696d\u5f8c\u3001\u3053\u306e\u4f1a\u793e\u306eCEO\u306e\u53c2\u8b00\u306b\u306a\u308b\u6a5f\u4f1a\u304c\u3042\u3063\u305f\u3068\u3044\u3046\u9762\u767d\u3044\u4e8b\u5b9f\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u306e\u4ee3\u308f\u308a\u3001\u5f7c\u5973\u306fCloudflare\u3092\u7acb\u3061\u4e0a\u3052\u308b\u3053\u3068\u3092\u9078\u3073\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u4eca\u3001\u5f7c\u3089\u306f\u79c1\u305f\u3061\u306e\u9867\u5ba2\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306b\u9078\u3070\u308c\u305f\u3042\u308b\u6d88\u8cbb\u8ca1\u30e1\u30fc\u30ab\u30fc\u306f\u3001\u5f53\u793e\u3068\u306e\u95a2\u4fc2\u3092\u62e1\u5927\u3057\u3001\u3055\u3089\u306b29\u4e072000\u30c9\u30eb\u306e1\u5e74\u5951\u7d04\u3092\u7d50\u3073\u307e\u3057\u305f\u3002<\/p>\n

\u3053\u308c\u306b\u3088\u308a\u3001\u540c\u793e\u306f\u5e74\u9593100\u4e07\u30c9\u30eb\u8fd1\u304f\u3092\u5f53\u793e\u3068\u53d6\u5f15\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u4f01\u696d\u306f\u5f53\u793e\u306eZero Trust\u88fd\u54c1\u3092\u4f7f\u7528\u3057\u3066\u304a\u308a\u3001\u5f53\u793e\u306f\u5927\u898f\u6a21\u306a\u30c1\u30e3\u30cd\u30eb\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u5354\u529b\u3057\u3066\u3001\u3053\u306e\u4f01\u696d\u3092\u9867\u5ba2\u3068\u3057\u3066\u7372\u5f97\u3057\u3001\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3057\u305f\u3002\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306b\u9078\u3070\u308c\u3066\u3044\u308b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4f1a\u793e\u304c236,000\u30c9\u30eb\u306e1\u5e74\u5951\u7d04\u3092\u7d50\u3073\u307e\u3057\u305f\u3002\u3053\u308c\u3082\u30011\u3064\u306e\u88fd\u54c1\u3067\u7740\u5730\u3057\u3001\u4e00\u822c\u7684\u306aMSA\u3092\u7de0\u7d50\u3057\u3001\u6642\u9593\u3092\u304b\u3051\u3066\u62e1\u5927\u3057\u3066\u3044\u304f\u4f8b\u3068\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u6570\u3048\u3066\u307f\u308b\u3068\u3001\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306b\u5165\u308b\u3088\u3046\u306a\u4f01\u696d\u304c\u305f\u304f\u3055\u3093\u3042\u308a\u307e\u3059\u306d\u3002\u73fe\u5728\u3001\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u793e\u306e\u3046\u306132\uff05\u306e\u4f01\u696d\u304c\u5f53\u793e\u3092\u5229\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u4eca\u5f8c5\u5e74\u9593\u3067\u3001\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306e\u307b\u307c\u3059\u3079\u3066\u306e\u4f01\u696d\u304c\u3001\u4f55\u3089\u304b\u306e\u5f62\u3067\u5f53\u793e\u3092\u5229\u7528\u3059\u308b\u3088\u3046\u306b\u306a\u308b\u3068\u79c1\u306f\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u30de\u30fc\u30af\u3068\u305d\u306e\u30c1\u30fc\u30e0\u306e\u5927\u304d\u306a\u5f79\u5272\u306f\u3001\u3053\u3046\u3057\u305f\u95a2\u4fc2\u3092\u62e1\u5927\u3057\u3001\u3042\u3089\u3086\u308b\u5834\u9762\u3067\u5f53\u793e\u3092\u5229\u7528\u3057\u3066\u3082\u3089\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n

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\u3053\u306e\u4f01\u696d\u306f\u3001\u4eca\u5e74\u521d\u3081\u306b\u30e9\u30f3\u30b5\u30e0\u30a6\u30a7\u30a2\u306e\u653b\u6483\u3092\u53d7\u3051\u307e\u3057\u305f\u304c\u3001\u65e2\u5b58\u306e\u30e1\u30fc\u30eb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30d9\u30f3\u30c0\u30fc\u304c\u305d\u308c\u3092\u6355\u6349\u3067\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u79c1\u305f\u3061\u306f\u3001Area 1\u30e1\u30fc\u30eb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u88fd\u54c1\u3092Zero Trust\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u4e00\u90e8\u306b\u542b\u3081\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u4ed6\u306eZero Trust\u30d9\u30f3\u30c0\u30fc\u304c\u30cd\u30a4\u30c6\u30a3\u30d6\u306b\u7d71\u5408\u3057\u3066\u63d0\u4f9b\u3057\u3066\u3044\u306a\u3044\u3082\u306e\u3067\u3059\u3002POC\u3067\u306f\u3001\u4ed6\u306e\u30d9\u30f3\u30c0\u30fc\u304c\u898b\u843d\u3068\u3057\u305f\u30d5\u30a3\u30c3\u30b7\u30f3\u30b0\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u691c\u51fa\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u5f7c\u3089\u306fPOC\u304b\u30892\u65e5\u3067\u672c\u756a\u7a3c\u52d5\u3057\u3001\u305d\u306e1\u9031\u9593\u5f8c\u306b\u5951\u7d04\u306b\u30b5\u30a4\u30f3\u3057\u307e\u3057\u305f\u3002<\/p>\n

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Cloudflare Workers\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u88fd\u54c1\u3067\u3042\u308bCloudflare Pages\u306f\u300136\u4e077000\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u9054\u3057\u30015\u6708\u304b\u3089\u500d\u5897\u3057\u3066\u3044\u307e\u3059\u30029\u6708\u306b\u306f\u3001\u4e00\u822c\u306b\u5229\u7528\u53ef\u80fd\u306a\u4ed6\u306e\u30b9\u30c8\u30ec\u30fc\u30b8\u88fd\u54c1\u3067\u3042\u308bWorkers KV\u3068Workers Durable Object\u3068\u3068\u3082\u306b\u3001R2\u304c\u4e00\u822c\u306b\u5229\u7528\u53ef\u80fd\u306b\u306a\u3063\u305f\u3053\u3068\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u73fe\u5728\u30011\u30da\u30bf\u30d0\u30a4\u30c8\u3092\u8d85\u3048\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u5b58\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5f53\u56db\u534a\u671f\u672b\u307e\u3067\u306b\u306f\u3001\u5f53\u793e\u521d\u306e\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u88fd\u54c1\u3067\u3042\u308bD1\u304c\u30aa\u30fc\u30d7\u30f3\u30d9\u30fc\u30bf\u7248\u3068\u3057\u3066\u63d0\u4f9b\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n

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\u30de\u30b7\u30e5\u30fc\u30fb\u30d7\u30ea\u30f3\u30b9 — \u5171\u540c\u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

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\u6628\u5e7412\u6708\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u3082\u304a\u8a71\u3057\u3057\u305f\u3088\u3046\u306b\u3001\u305d\u306e\u3088\u3046\u306a\u72b6\u6cc1\u304c\u898b\u3048\u59cb\u3081\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u3088\u3046\u306a\u6e1b\u901f\u3068\u65b0\u898f\u30d3\u30b8\u30cd\u30b9\u306e\u6d41\u5165\u304c\u3001\u30c8\u30c3\u30d7\u30e9\u30a4\u30f3\u306b\u5f71\u97ff\u3092\u53ca\u307c\u3057\u3066\u3044\u308b\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u4eca\u3001\u975e\u5e38\u306b\u597d\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5206\u91ce\u306e\u30d3\u30b8\u30cd\u30b9\u3067\u3059\u3002\u4e16\u754c\u306e\u3055\u307e\u3056\u307e\u306a\u5730\u57df\u3067\u8d77\u304d\u3066\u3044\u308b\u4e16\u754c\u7684\u306a\u7d1b\u4e89\u306f\u61f8\u5ff5\u6750\u6599\u3067\u3059\u304c\u3001\u305d\u306e\u305f\u3081\u306b\u4f01\u696d\u306f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u78ba\u4fdd\u3059\u308b\u5fc5\u8981\u6027\u306b\u8feb\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u524d\u56db\u534a\u671f\u306b\u3082\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u30de\u30af\u30ed\u7d4c\u6e08\u306f\u73fe\u5728\u53b3\u3057\u3044\u72b6\u6cc1\u306b\u3042\u308a\u3001\u904e\u53bb3\u56de\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u3082\u4e00\u8cab\u3057\u3066\u305d\u3046\u7533\u3057\u4e0a\u3052\u3066\u304d\u307e\u3057\u305f\u304c\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u6709\u5229\u306a\u7acb\u5834\u306b\u3042\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002\u79c1\u306f\u3001\u4ed6\u306e\u4f1a\u793e\u306e\u4ed6\u306eCEO\u3068\u5834\u6240\u3092\u4ea4\u63db\u3059\u308b\u3053\u3068\u306f\u306a\u3044\u3068\u8a00\u3044\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n

Phil Winslow — Credit Suisse — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3067\u306f\u3001\u6b21\u306b…<\/p>\n

Thomas Seifert — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u63a1\u7528\u306b\u3064\u3044\u3066\u3067\u3059\u304c…<\/p>\n

Phil Winslow — Credit Suisse — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002<\/p>\n

\u30c8\u30fc\u30de\u30b9\u30fb\u30bb\u30a4\u30d5\u30a1\u30fc\u30c8 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n

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Phil Winslow — Credit Suisse — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

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\u30de\u30c3\u30c8\u30fb\u30d8\u30c9\u30d0\u30fc\u30b0 — RBC\u30ad\u30e3\u30d4\u30bf\u30eb\u30de\u30fc\u30b1\u30c3\u30c4 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

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\u30de\u30b7\u30e5\u30fc\u30fb\u30d7\u30ea\u30f3\u30b9 — \u5171\u540c\u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u307e\u305a\u7b2c\u4e00\u306b\u3001\u3053\u306e\u56db\u534a\u671f\u3001\u3053\u306e\u6642\u70b9\u3067\u306f\u3001\u4eca\u5e74\u306e\u521d\u3081\u3068\u6bd4\u3079\u3066\u5287\u7684\u306b\u5909\u5316\u3057\u305f\u3082\u306e\u306f\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u5e02\u5834\u53c2\u5165\u6226\u7565\u306b\u95a2\u3057\u3066\u884c\u3063\u305f\u8abf\u6574\u306f\u3001\u5b9f\u306f\u4ee5\u524d\u304b\u3089\u884c\u3063\u3066\u3044\u305f\u3082\u306e\u3067\u3001\u305d\u306e\u5909\u66f4\u304b\u3089\u30d7\u30e9\u30b9\u306e\u52b9\u679c\u3092\u5f97\u3066\u3044\u307e\u3059\u3002\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30d3\u30b8\u30cd\u30b9\u306e\u7279\u6027\u3068\u3057\u3066\u3001\u5e74\u521d\u306b\u6e1b\u901f\u304c\u898b\u3089\u308c\u308b\u3068\u3001\u305d\u308c\u304c\u5e74\u5f8c\u534a\u306b\u30c8\u30c3\u30d7\u30e9\u30a4\u30f3\u306b\u73fe\u308c\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u304c\u884c\u3063\u305f\u3053\u3068\u306f\u6210\u529f\u3057\u3001\u4eca\u5f8c\u3082\u6210\u529f\u3057\u7d9a\u3051\u308b\u3068\u601d\u3046\u3053\u3068\u306f\u3001\u79c1\u305f\u3061\u306e\u3053\u3068\u3092\u3059\u3067\u306b\u77e5\u3063\u3066\u3044\u3066\u3001\u4fe1\u983c\u3057\u3066\u304f\u308c\u3066\u3044\u308b\u304a\u5ba2\u3055\u307e\u3068\u3044\u304b\u306b\u89aa\u3057\u304f\u306a\u308c\u308b\u304b\u3001\u305d\u306e\u3088\u3046\u306a\u304a\u5ba2\u3055\u307e\u306b\u3044\u304b\u306b\u591a\u304f\u8ca9\u58f2\u3059\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u3053\u3068\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u3088\u3046\u306a\u304a\u5ba2\u3055\u307e\u306b\u3001\u5f53\u793e\u306e\u5e45\u5e83\u3044\u88fd\u54c1\u7fa4\u306e\u4e2d\u304b\u3089\u3069\u306e\u3088\u3046\u306b\u3057\u3066\u3088\u308a\u591a\u304f\u306e\u88fd\u54c1\u3092\u8ca9\u58f2\u3059\u308b\u304b\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u304a\u5ba2\u3055\u307e\u304c\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2\u306e\u4fa1\u5024\u3092\u3059\u3079\u3066\u4eab\u53d7\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u306b\u306f\u3069\u3046\u3059\u308c\u3070\u3044\u3044\u306e\u304b\u3002\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u304c\u4f55\u5ea6\u3082\u4f55\u5ea6\u3082\u805e\u3044\u3066\u3044\u308b\u3053\u3068\u306e\u3072\u3068\u3064\u306f\u3001\u4f01\u696d\u304c\u30af\u30e9\u30a6\u30c9\u306b\u304b\u3051\u308b\u8cbb\u7528\u3092\u3044\u304b\u306b\u524a\u6e1b\u3059\u308b\u304b\u3001\u3044\u304b\u306b\u5408\u7406\u5316\u3059\u308b\u304b\u3001\u3069\u3046\u3059\u308c\u3070\u5c0e\u5165\u3057\u3066\u3044\u308bIT\u8cbb\u7528\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3067\u304d\u308b\u304b\u3092\u8003\u3048\u308b\u3068\u304d\u3001\u79c1\u305f\u3061\u306f\u3001\u4f01\u696d\u304c\u8cbb\u7528\u3092\u524a\u6e1b\u3057\u3001\u3088\u308a\u826f\u3044\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u9ad8\u3044\u4fe1\u983c\u6027\u3001\u30de\u30eb\u30c1\u30af\u30e9\u30a6\u30c9\u74b0\u5883\u3067\u306e\u53ef\u5909\u6027\u3092\u5b9f\u73fe\u3057\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u78ba\u4fdd\u3067\u304d\u308b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u306e\u3060\u3001\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u79c1\u305f\u3061\u306f\u304a\u5ba2\u69d8\u304b\u3089\u3001IT\u306b\u304b\u3051\u308b\u8cbb\u7528\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3059\u308b\u305f\u3081\u306e\u6226\u7565\u7684\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u3057\u3066\u3001\u307e\u3059\u307e\u3059\u9ad8\u304f\u8a55\u4fa1\u3055\u308c\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u3069\u3046\u305e\u3002<\/p>\n

Thomas Seifert — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u3082\u30461\u3064\u3001\u30b3\u30e1\u30f3\u30c8\u3092\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u79c1\u306f\u3061\u3087\u3046\u3069\u30e8\u30fc\u30ed\u30c3\u30d1\u3067\u306e\u9867\u5ba2\u65c5\u884c\u304b\u3089\u623b\u3063\u3066\u304d\u305f\u3068\u3053\u308d\u3067\u3059\u304c\u3001\u3053\u306e\u6642\u671f\u306b\u306f\u3001\u79c1\u305f\u3061\u304c\u76ee\u306b\u3059\u308b\u3042\u3089\u3086\u308b\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3084\u8105\u5a01\u306e\u61f8\u5ff5\u306b\u7167\u3089\u3057\u3066\u3001\u540c\u793e\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u88fd\u54c1\u306f\u3046\u307e\u304f\u6301\u3061\u3053\u305f\u3048\u3001\u79c1\u305f\u3061\u304c\u6301\u3064\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u3092\u3088\u308a\u91cd\u304f\u30ea\u30fc\u30c9\u3057\u3066\u3044\u307e\u3059\u3002\u6570\u9031\u9593\u524d\u306b\u8105\u5a01\u306e\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u88fd\u54c1\u3067\u3042\u308bCloudforce\u3092\u767a\u58f2\u3057\u305f\u3070\u304b\u308a\u3067\u3059\u304c\u3001\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u3068\u6d1e\u5bdf\u529b\u3068\u3044\u3046\u70b9\u3067\u3001\u3053\u306e\u53d6\u308a\u7d44\u307f\u306b\u5f79\u7acb\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

Matt Hedberg — RBC Capital Markets — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u308c\u306f\u975e\u5e38\u306b\u660e\u78ba\u3067\u3059\u306d\u3002\u305d\u308c\u304b\u3089\u3001Matthew\u3067\u3059\u304c\u3001\u660e\u3089\u304b\u306bR2\u306f\u521d\u671f\u6bb5\u968e\u3067\u3059\u304c\u3001\u30da\u30bf\u30d0\u30a4\u30c8\u7d1a\u306e\u30b9\u30c8\u30ec\u30fc\u30b8\u3067\u3059\u3067\u306b\u6210\u529f\u3092\u53ce\u3081\u3066\u3044\u308b\u3068\u3044\u3046\u306e\u306f\u7d20\u6674\u3089\u3057\u3044\u8a71\u3067\u3059\u3002\u3069\u306e\u3088\u3046\u306a\u9867\u5ba2\u304c\u3053\u308c\u3089\u3092\u6d3b\u7528\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3053\u308c\u3089\u306f\u5fa1\u793e\u306e\u6700\u5927\u306e\u6226\u7565\u7684\u9867\u5ba2\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u3069\u306e\u3088\u3046\u306a\u304a\u5ba2\u69d8\u306b\u5229\u7528\u3055\u308c\u3066\u3044\u308b\u306e\u304b\u3001\u5177\u4f53\u7684\u306b\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

Matthew Prince — \u5171\u540c\u5275\u8a2d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3053\u306e\u56db\u534a\u671f\u3067\u306f\u3001\u307b\u3068\u3093\u3069\u304c\u30d9\u30fc\u30bf\u671f\u9593\u4e2d\u306e\u4f7f\u7528\u3067\u3057\u305f\u3002\u3053\u306e\u88fd\u54c1\u306e\u30e6\u30fc\u30b6\u30fc\u306f\u3001\u4e3b\u306b\u65b0\u3057\u3044\u30b5\u30fc\u30d3\u30b9\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306b\u4f7f\u7528\u3059\u308b\u958b\u767a\u8005\u3084\u3001\u5927\u304d\u306a\u7d44\u7e54\u306e\u4e2d\u306e\u5c0f\u3055\u306a\u30c1\u30fc\u30e0\u3067\u3057\u305f\u3002\u4eca\u671f\u672b\u306b\u30d9\u30fc\u30bf\u7248\u3092\u7d42\u4e86\u3057\u305f\u3053\u3068\u3067\u3001\u30af\u30e9\u30a6\u30c9\u306b\u304b\u3051\u308b\u8cbb\u7528\u3092\u524a\u6e1b\u3057\u3001\u30de\u30eb\u30c1\u30af\u30e9\u30a6\u30c9\u3092\u5b9f\u73fe\u3059\u308b\u65b9\u6cd5\u3092\u6a21\u7d22\u3057\u3066\u3044\u308b\u5927\u4f01\u696d\u304c\u3001R2\u30b5\u30fc\u30d3\u30b9\u3092\u63a1\u7528\u3059\u308b\u3088\u3046\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u306e\u305f\u3081\u3001\u79c1\u305f\u3061\u306f\u5927\u4f01\u696d\u3068\u3001\u4fdd\u5b58\u3055\u308c\u3066\u3044\u308b\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u3092R2\u3067\u4fdd\u5b58\u3067\u304d\u308b\u5834\u6240\u306b\u3069\u3093\u3069\u3093\u79fb\u52d5\u3055\u305b\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u8a71\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u30e1\u30ea\u30c3\u30c8\u306e1\u3064\u306f\u3001\u30a4\u30b0\u30ec\u30b9\u8cbb\u7528\u3092\u7bc0\u7d04\u3067\u304d\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u305d\u306e\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u3092\u3055\u307e\u3056\u307e\u306a\u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u4f7f\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u3053\u3068\u3067\u3059\u3002\u4e2d\u7acb\u7684\u306a\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u3068\u3057\u3066\u3001Amazon\u3001Microsoft\u3001Google\u3001SaaS\u30d9\u30f3\u30c0\u30fc\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u30c7\u30fc\u30bf\u3092\u5171\u6709\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u30c7\u30fc\u30bf\u3092\u7f6e\u304f\u3068\u3044\u3046\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306f\u3001\u975e\u5e38\u306b\u4fa1\u5024\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u4eca\u5f8c\u3001\u3088\u308a\u591a\u304f\u306e\u4f01\u696d\u304c\u3001\u81ea\u793e\u306e\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u30fb\u30b9\u30c8\u30a2\u3068\u3057\u3066\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u30c7\u30fc\u30bf\u3092\u7f6e\u304f\u3088\u3046\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30d8\u30c9\u30d0\u30fc\u30b0 — RBC\u30ad\u30e3\u30d4\u30bf\u30eb\u30de\u30fc\u30b1\u30c3\u30c4 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3068\u3066\u3082\u53c2\u8003\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306f\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306e\u30d6\u30ec\u30f3\u30c8\u30fb\u30c6\u30a3\u30eb\u3067\u3059\u3002<\/p>\n

Brent Thill — Jefferies — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30de\u30b7\u30e5\u30fc\u3001\u79c1\u305f\u3061\u304c\u805e\u304d\u7d9a\u3051\u3066\u3044\u308b\u91cd\u8981\u306a\u3053\u3068\u306e1\u3064\u306f\u3001\u3042\u306a\u305f\u304c\u591a\u304f\u306e\u7d44\u7e54\u306e\u30dd\u30b1\u30c3\u30c8\u3067\u4f7f\u3063\u3066\u3044\u308b\u3053\u306e\u7d71\u5408\u306e\u30c6\u30fc\u30de\u3067\u3001\u591a\u304f\u306e\u4eba\u304c\u7d71\u5408\u3067\u304d\u308b\u3068\u8a00\u3063\u3066\u3044\u307e\u3059\u3002\u4eca\u5f8c1\u5e74\u9593\u3001\u3053\u306e\u30c6\u30fc\u30de\u3092\u6d3b\u7528\u3067\u304d\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u307e\u305f\u3001\u3088\u308a\u591a\u304f\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306b\u3001\u3088\u308a\u5e45\u5e83\u3044\u4f01\u696d\u5411\u3051\u30e9\u30a4\u30bb\u30f3\u30b9\u5951\u7d04\u3092\u7372\u5f97\u3059\u308b\u3088\u3046\u306a\u8ca9\u58f2\u52d5\u5411\u3084\u6a5f\u4f1a\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n

Matthew Prince — \u5171\u540c\u5275\u8a2d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3001Brent\u3002\u79c1\u305f\u3061\u306f\u3001\u4f01\u696d\u304c\u7d44\u7e54\u5168\u4f53\u306b\u308f\u305f\u3063\u3066\u3042\u3089\u3086\u308b\u7a2e\u985e\u306e\u7bc0\u7d04\u3092\u898b\u51fa\u3059\u306e\u3092\u652f\u63f4\u3067\u304d\u308b\u3001\u975e\u5e38\u306b\u6709\u5229\u306a\u7acb\u5834\u306b\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u304c\u884c\u3063\u3066\u3044\u308b\u306e\u306f\u3001\u4f01\u696d\u304c\u30d9\u30f3\u30c0\u30fc\u3092\u7d71\u5408\u3057\u3066\u3001\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u91cd\u8981\u306a\u30d9\u30f3\u30c0\u30fc\u3092\u7279\u5b9a\u3057\u3001\u305d\u306e\u904e\u7a0b\u3067\u3069\u306e\u3088\u3046\u306b\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3059\u308b\u304b\u3068\u3044\u3046\u8a71\u3067\u3059\u3002\u79c1\u305f\u3061\u304c\u3053\u308c\u307b\u3069\u5e45\u5e83\u3044\u88fd\u54c1\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u6301\u3063\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u4f01\u696d\u304c\u5b8c\u5168\u306aCloudflare Network\u3092\u63a1\u7528\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002<\/p>\n

\u305d\u308c\u304c\u6570\u5b57\u306b\u8868\u308c\u3066\u3044\u308b\u306e\u306f\u3001\u5e74\u959350\u4e07\u30c9\u30eb\u4ee5\u4e0a\u3001100\u4e07\u30c9\u30eb\u4ee5\u4e0a\u306e\u304a\u5ba2\u69d8\u304c\u3001\u5168\u4f53\u306e\u58f2\u4e0a\u6210\u9577\u7387\u3084\u304a\u5ba2\u69d8\u306e\u6210\u9577\u7387\u3088\u308a\u3082\u901f\u304f\u4f38\u3073\u3066\u3044\u308b\u3068\u3044\u3046\u4e8b\u5b9f\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u304a\u5ba2\u69d8\u304c\u5f53\u793e\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u3088\u308a\u591a\u304f\u5229\u7528\u3057\u3001\u500d\u5897\u3057\u3066\u3044\u308b\u3053\u3068\u306e\u8868\u308c\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u3068\u3063\u3066\u306f\u3088\u308a\u53b3\u3057\u3044\u74b0\u5883\u3068\u306a\u308a\u3001\u5f53\u793e\u306f\u307e\u3059\u307e\u3059\u30b7\u30a7\u30a2\u3092\u62e1\u5927\u3057\u3001\u304a\u5ba2\u69d8\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3068\u306a\u308b\u6226\u7565\u7684\u30d9\u30f3\u30c0\u30fc\u3068\u3057\u3066\u8ca2\u732e\u3057\u3066\u3044\u304f\u3053\u3068\u3067\u3057\u3087\u3046\u3002<\/p>\n

Brent Thill — Jefferies — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30c8\u30fc\u30de\u30b9\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u3053\u306e\u6e1b\u901f\u306f\u3001\u5927\u4f01\u696d\u306b\u5bfe\u3057\u3066\u4e2d\u5c0f\u4f01\u696d\u3067\u3088\u308a\u9855\u8457\u306b\u898b\u3089\u308c\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u4e2d\u5805\u30fb\u4e2d\u5c0f\u4f01\u696d\u306b\u5bfe\u3057\u3066\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30c8\u30fc\u30de\u30b9\u30fb\u30bb\u30a4\u30d5\u30a1\u30fc\u30c8 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u3054\u6307\u6458\u306e\u3068\u304a\u308a\u3001\u305d\u308c\u305e\u308c\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u4f55\u3089\u304b\u306e\u5f71\u97ff\u304c\u3042\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u5f93\u91cf\u8ab2\u91d1\u5236\u304b\u3089\u7121\u6599\u8ab2\u91d1\u5236\u3078\u306e\u79fb\u884c\u306b\u3064\u3044\u3066\u306f\u3001\u300c\u304a\u5ba2\u69d8\u306f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u4f7f\u3044\u7d9a\u3051\u308b\u304c\u3001\u30c0\u30a6\u30f3\u30b0\u30ec\u30fc\u30c9\u3059\u308b\u300d\u3068\u3044\u3046\u8a71\u3067\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306a\u5927\u898f\u6a21\u306a\u9867\u5ba2\u5c64\u3067\u306f\u3001\u30cf\u30a4\u30a8\u30f3\u30c9\u3067\u306e\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u304c\u9577\u304f\u306a\u308b\u3053\u3068\u304c\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002\u307e\u305f\u3001\u4e2d\u5805\u9867\u5ba2\u5c64\u306e\u62e1\u5927\u304c\u5c11\u3057\u920d\u5316\u3057\u3001\u89e3\u7d04\u304c\u767a\u751f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u89e3\u7d04\u306f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u304c\u3001\u62e1\u5927\u304c\u5c11\u3057\u96e3\u3057\u304f\u306a\u308a\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u3069\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u898b\u308b\u304b\u306b\u3088\u3063\u3066\u3001\u672c\u5f53\u306b\u9055\u3063\u3066\u304d\u307e\u3059\u3002<\/p>\n

Brent Thill — Jefferies — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u3001Piper Sandler\u306eJames Fish\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u30b8\u30a7\u30fc\u30e0\u30ba\u30fb\u30d5\u30a3\u30c3\u30b7\u30e5 — Piper Sandler — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3069\u3046\u3082\u3001\u7686\u3055\u3093\u3002\u8cea\u554f\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30b7\u30e5\u30fc\u306f\u3001\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306e\u30ea\u30c6\u30fc\u30eb\u4f01\u696d\u304c\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2\u3092\u7372\u5f97\u3057\u305f\u3053\u3068\u304c\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u9593\u306e\u63a5\u7740\u5264\u306e\u3088\u3046\u306a\u3082\u306e\u3060\u3068\u5f37\u8abf\u3057\u307e\u3057\u305f\u306d\u3002\u307e\u305f\u3001Fortune 500\u306e\u666e\u53ca\u7387\u304c\u6642\u9593\u3068\u3068\u3082\u306b100%\u306b\u306a\u308b\u3068\u3082\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u9593\u306e\u63a5\u7740\u5264\u3084\u30d5\u30a1\u30d6\u30ea\u30c3\u30af\u3068\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u4ee3\u308f\u308b\u30b5\u30fc\u30d3\u30b9\u3068\u3057\u3066\u306e\u5b8c\u5168\u306a\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u53d6\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u3069\u3061\u3089\u304b\u304c\u6210\u529f\u3057\u305f\u5834\u5408\u30015\u5e74\u5f8c\u306b50\u5104\u30c9\u30eb\u306e\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306e\u5c55\u671b\u3084\u80fd\u529b\u306f\u3069\u306e\u3088\u3046\u306b\u5909\u5316\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

Matthew Prince — \u5171\u540c\u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u79c1\u305f\u3061\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3068\u306f\u975e\u5e38\u306b\u7570\u306a\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u305f\u3061\u306f\u3001\u5185\u5074\u304b\u3089\u59cb\u3081\u3066\u5916\u5074\u3078\u5411\u304b\u3063\u3066\u3044\u304f\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u5916\u5074\u304b\u3089\u59cb\u3081\u3066\u3001\u5185\u5074\u3078\u5165\u3063\u3066\u3044\u304f\u306e\u3067\u3059\u3002\u3064\u307e\u308a\u3001Cloudflare\u306f\u57fa\u672c\u7684\u306b\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306a\u306e\u3067\u3059\u3002<\/p>\n

\u30af\u30e9\u30a6\u30c9\u3068\u30af\u30e9\u30a6\u30c9\u3001\u30af\u30e9\u30a6\u30c9\u3068\u30db\u30fc\u30e0\u30aa\u30d5\u30a3\u30b9\u3001\u30af\u30e9\u30a6\u30c9\u3068\u30ea\u30e2\u30fc\u30c8\u30aa\u30d5\u30a3\u30b9\u3001\u30af\u30e9\u30a6\u30c9\u3068\u30d6\u30e9\u30f3\u30c1\u30aa\u30d5\u30a3\u30b9\u306a\u3069\u3001\u3042\u3089\u3086\u308b\u3082\u306e\u3092\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u3064\u306a\u3050\u6700\u9ad8\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3067\u3042\u308a\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u3068\u30af\u30e9\u30a6\u30c9\u3001\u30af\u30e9\u30a6\u30c9\u3068\u30db\u30fc\u30e0\u30aa\u30d5\u30a3\u30b9\u3001\u30af\u30e9\u30a6\u30c9\u3068\u30ea\u30e2\u30fc\u30c8\u30aa\u30d5\u30a3\u30b9\u3001\u30af\u30e9\u30a6\u30c9\u3068\u30d6\u30e9\u30f3\u30c1\u30aa\u30d5\u30a3\u30b9\u306a\u3069\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3067\u63a5\u7d9a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3082\u306e\u306f\u3059\u3079\u3066\u3001\u79c1\u305f\u3061\u304c\u305d\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u306a\u308a\u305f\u3044\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u305d\u306e\u3082\u306e\u306b\u5b58\u5728\u3059\u308b\u3053\u3068\u304c\u975e\u5e38\u306b\u610f\u5473\u306e\u3042\u308b\u3082\u306e\u3082\u3042\u308a\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001Google\u3084Microsoft\u3001AWS\u3067\u4f7f\u7528\u3059\u308b\u5171\u6709\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u304c\u305d\u3046\u3067\u3059\u3002<\/p>\n

\u3053\u306e\u5834\u5408\u3001R2\u306f\u975e\u5e38\u306b\u7406\u306b\u304b\u306a\u3063\u3066\u304a\u308a\u3001\u7570\u306a\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u9593\u3067\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u305f\u3081\u306b\u51fa\u56fd\u7a0e\u304c\u8ab2\u3055\u308c\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u307e\u305f\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u3063\u3066\u306f\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u4e00\u90e8\u3092\u3067\u304d\u308b\u3060\u3051\u9ad8\u901f\u306b\u3001\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306b\u3001\u305d\u3057\u3066\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u3082\u306e\u306b\u3057\u305f\u3044\u3068\u601d\u3046\u3067\u3057\u3087\u3046\u3002\u305d\u306e\u3088\u3046\u306a\u90e8\u5206\u306fCloudflare\u306e\u4e2d\u306b\u7f6e\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306e\u6226\u7565\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u3059\u3079\u3066\u5b8c\u5168\u306b\u518d\u73fe\u3059\u308b\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u3001\u305d\u3053\u306b\u5b58\u5728\u3059\u308b\u6700\u9ad8\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u306a\u308a\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u9650\u754c\u30ae\u30ea\u30ae\u30ea\u306e\u3068\u3053\u308d\u3067\u3001\u7d76\u5bfe\u306b\u5f7c\u3089\u3068\u7af6\u4e89\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002\u307e\u305f\u3001\u4f01\u696d\u304cCloudflare\u30b9\u30bf\u30c3\u30af\u3092\u4f7f\u7528\u3057\u3066\u3001\u3088\u308a\u30e2\u30c0\u30f3\u3067\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u65b9\u6cd5\u3067\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5168\u4f53\u3092\u69cb\u7bc9\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u304d\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306fSAP HANA\u3092\u6301\u3061\u4e0a\u3052\u3066\u79fb\u52d5\u3055\u305b\u308b\u3088\u3046\u306a\u5834\u6240\u306b\u306f\u306a\u308a\u3048\u307e\u305b\u3093\u3002<\/p>\n

\u305d\u308c\u306f\u3001\u79c1\u305f\u3061\u304c\u4f5c\u3063\u3066\u3044\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u304c\u69cb\u7bc9\u3059\u308b\u306e\u306f\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3084\u4fe1\u983c\u6027\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306a\u3069\u306e\u7406\u7531\u304b\u3089\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u5185\u306b\u5b58\u5728\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u3001\u540c\u3058\u7406\u7531\u304b\u3089\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u5185\u306b\u5b58\u5728\u3059\u308b\u30c7\u30fc\u30bf\u306e\u305f\u3081\u306e\u3082\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u305d\u306e\u305f\u3081\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3067\u3042\u308a\u305f\u3044\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u3044\u305a\u308c\u306b\u305b\u3088\u3001\u73fe\u5728\u8ca9\u58f2\u3057\u3066\u3044\u308b\u88fd\u54c1\u3067\u3001\u58f2\u4e0a\u9ad850\u5104\u30c9\u30eb\u3078\u306e\u9053\u7b4b\u306f\u898b\u3048\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u308c\u306fM&A\u3092\u524d\u63d0\u3068\u3057\u305f\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u73fe\u5728\u5e02\u5834\u306b\u3042\u308b\u88fd\u54c1\u3067\u4eca\u5f8c5\u5e74\u9593\u306b50\u5104\u30c9\u30eb\u306e\u58f2\u4e0a\u3092\u9054\u6210\u3067\u304d\u308b\u306e\u306f\u3001\u30aa\u30fc\u30ac\u30cb\u30c3\u30af\u306a\u3082\u306e\u3001\u3064\u307e\u308a\u6709\u6a5f\u7684\u306a\u3082\u306e\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u304c\u6210\u529f\u3059\u308b\u305f\u3081\u306b\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u5931\u6557\u3059\u308b\u5fc5\u8981\u306f\u306a\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3068\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3092\u3064\u306a\u3050\u5f79\u5272\u3092\u62c5\u3063\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u4f01\u696d\u304c\u30de\u30eb\u30c1\u30af\u30e9\u30a6\u30c9\u3092\u671b\u3093\u3067\u3044\u308b\u304b\u3069\u3046\u304b\u306b\u304b\u304b\u308f\u3089\u305a\u3001\u3059\u3079\u3066\u306e\u4f01\u696d\u304c\u30de\u30eb\u30c1\u30af\u30e9\u30a6\u30c9\u3092\u671b\u3093\u3067\u3044\u308b\u306e\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u3053\u306e\u63a5\u7740\u5264\u304c\u975e\u5e38\u306b\u91cd\u8981\u306a\u306e\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u30de\u30eb\u30c1\u30af\u30e9\u30a6\u30c9\u5316\u304c\u9032\u3080\u4e2d\u3067\u3001\u305d\u306e\u8abf\u6574\u306b\u82e6\u52b4\u3057\u3066\u3044\u308b\u4f01\u696d\u3092\u898b\u3066\u3044\u308b\u3068\u3001\u3084\u306f\u308a\u79c1\u305f\u3061\u304c\u552f\u4e00\u306e\u89e3\u6c7a\u7b56\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u306e\u3060\u3068\u601d\u3046\u306e\u3067\u3059\u3002<\/p>\n

James Fish — Piper Sandler — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30c8\u30fc\u30de\u30b9\u3001\u3042\u306a\u305f\u306b\u3082\u3002\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u306e\u6708\u6b21\u304b\u3089\u5e74\u6b21\u3078\u306e\u79fb\u884c\u306b\u3064\u3044\u3066\u3001\u4eca\u671f\u306f\u3069\u306e\u3088\u3046\u306a\u5f71\u97ff\u3084\u5c0e\u5165\u304c\u3042\u3063\u305f\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u30de\u30af\u30ed\u306e\u4e0d\u78ba\u5b9f\u6027\u3092\u8003\u616e\u3057\u3066\u3001\u9867\u5ba2\u306f\u3088\u308a\u77ed\u671f\u9593\u3067\u306e\u5229\u7528\u3092\u671b\u3093\u3067\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u3001\u30a4\u30f3\u30d5\u30e9\u5074\u3067\u3088\u308a\u9577\u3044\u671f\u9593\u56fa\u5b9a\u3059\u308b\u3053\u3068\u3092\u671b\u3093\u3067\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Thomas Seifert — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u3044\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u4ee5\u524d\u304b\u3089\u7533\u3057\u4e0a\u3052\u3066\u3044\u308b\u3088\u3046\u306b\u3001\u6bce\u6708\u306e\u8acb\u6c42\u3068\u5951\u7d04\u304b\u3089\u5e74\u9593\u5951\u7d04\u3078\u306e\u79fb\u884c\u306f\u3001\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u5b9f\u73fe\u306b\u5411\u3051\u305f\u6700\u5927\u306e\u30c6\u30b3\u5165\u308c\u7b56\u3067\u3059\u3002\u7279\u306b\u5317\u7c73\u4ee5\u5916\u306e\u5730\u57df\u3067\u306f\u3001\u70ba\u66ff\u30ec\u30fc\u30c8\u304c\u9ad8\u3044\u305f\u3081\u3001\u9867\u5ba2\u306f\u30ed\u30c3\u30af\u30a4\u30f3\u306b\u62b5\u6297\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u70ba\u66ff\u30ec\u30fc\u30c8\u304c\u96e3\u3057\u3044\u4e16\u754c\u3067\u306f\u3001\u4f4e\u53ce\u76ca\u3092\u56fa\u5b9a\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u3042\u307e\u308a\u5272\u5f15\u3092\u3057\u305f\u304f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u3053\u306e\u3088\u3046\u306a\u74b0\u5883\u4e0b\u3067\u306f\u3001\u304a\u5ba2\u69d8\u3084\u30d1\u30fc\u30c8\u30ca\u30fc\u306b\u5bfe\u3057\u3066\u3088\u308a\u51b7\u9759\u306b\u5bfe\u5fdc\u3057\u3001\u3053\u306e\u79fb\u884c\u3092\u9032\u3081\u308b\u305f\u3081\u306b\u3001\u305d\u308c\u307b\u3069\u5f37\u304f\u30d7\u30c3\u30b7\u30e5\u3057\u3066\u3053\u306a\u304b\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u79c1\u305f\u3061\u304c\u6301\u3064\u6700\u5927\u306e\u6b66\u5668\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u3067\u3082\u79c1\u305f\u3061\u306e\u6700\u5927\u306e\u6b66\u5668\u3067\u3042\u308a\u3001\u76ee\u306e\u524d\u306b\u3042\u308b\u30c1\u30e3\u30f3\u30b9\u3067\u3082\u3042\u308b\u306e\u3067\u3001\u4eca\u5f8c\u3001\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30d5\u30ed\u30fc\u306e\u6570\u5b57\u306b\u73fe\u308c\u3066\u304f\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u30b3\u30fc\u30a6\u30a7\u30f3\u306eShaul Eyal\u304b\u3089\u3067\u3059\u3002<\/p>\n

Shaul Eyal — \u30b3\u30fc\u30a6\u30a7\u30f3\u30a2\u30f3\u30c9\u30ab\u30f3\u30d1\u30cb\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3053\u3093\u306b\u3061\u306f\u3002\u30de\u30b7\u30e5\u30fc\u3001Area 1\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u8cb7\u53ce\u3057\u305f\u3068\u304d\u3001\u30af\u30e9\u30a6\u30c9\u30fb\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u306b\u6df1\u304f\u5165\u308a\u8fbc\u3080\u305f\u3081\u306e\u652f\u63f4\u304c\u3067\u304d\u308b\u3068\u8a00\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u307e\u3067\u306e\u3068\u3053\u308d\u3001\u3069\u306e\u3088\u3046\u306b\u9032\u3093\u3067\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001Zscaler\u3084Palo Alto\u306b\u5bfe\u3059\u308b\u52dd\u7387\u306b\u3064\u3044\u3066\u3001\u6700\u8fd1\u306e\u56db\u534a\u671f\u3067\u6307\u6458\u3055\u308c\u3066\u3044\u308b\u3088\u3046\u306a\u30b3\u30e1\u30f3\u30c8\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

Matthew Prince — \u5171\u540c\u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n

\u306f\u3044\u3001\u3082\u3061\u308d\u3093\u3067\u3059\u3002Area 1\u306e\u30c1\u30fc\u30e0\u306f\u7d20\u6674\u3089\u3057\u3044\u3067\u3059\u3002\u5f7c\u3089\u306f3\u3064\u306e\u7570\u306a\u308b\u3082\u306e\u3092\u79c1\u305f\u3061\u306b\u3082\u305f\u3089\u3057\u305f\u3068\u601d\u3044\u307e\u3059\u30021\u3064\u76ee\u306f\u88fd\u54c1\u3067\u3001\u3053\u308c\u306f\u79c1\u305f\u3061\u306e Zero Trust \u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u5168\u4f53\u3078\u306e\u81ea\u7136\u306a\u5165\u308a\u53e3\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

2\u3064\u76ee\u306f\u3001\u4e16\u754c\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306e\u8105\u5a01\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u3067\u3059\u3002\u3053\u308c\u306f\u73fe\u5728\u3001\u65e2\u5b58\u306e\u304a\u5ba2\u69d8\u306b\u8ca9\u58f2\u3059\u308b\u305f\u3081\u306e\u88fd\u54c1\u3068\u3057\u3066\u3001\u307e\u305f\u3001\u65b0\u3057\u3044\u304a\u5ba2\u69d8\u3092\u60f9\u304d\u3064\u3051\u3001\u79c1\u305f\u3061\u304c\u884c\u3046\u8105\u5a01\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u306b\u95a2\u3059\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u4e00\u90e8\u3092\u4f5c\u308a\u51fa\u3059\u305f\u3081\u306e\u512a\u308c\u305f\u65b9\u6cd5\u3068\u3057\u3066\u3001\u88fd\u54c1\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u30663\u3064\u76ee\u306f\u3001\u79c1\u305f\u3061\u304c\u5165\u793e\u3055\u305b\u305f\u30ea\u30fc\u30c0\u30fc\u305f\u3061\u3092\u901a\u3058\u3066\u3001\u30c1\u30e3\u30cd\u30eb\u3092\u3088\u308a\u6df1\u304f\u3001\u3088\u308a\u6210\u719f\u3057\u305f\u5f62\u3067\u7406\u89e3\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u3053\u306e\u3053\u3068\u304c\u3001\u79c1\u305f\u3061\u306e\u30c1\u30e3\u30cd\u30eb\u6226\u7565\u306e\u6210\u719f\u306b\u5f79\u7acb\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u7279\u306bArea 1\u306b\u3064\u3044\u3066\u306f\u3001Area 1\u306e\u88fd\u54c1\u306b\u95a2\u3057\u3066\u3001\u30a2\u30b8\u30a2\u3067\u7279\u306b\u5f37\u307f\u3092\u767a\u63ee\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u7279\u306b\u65e5\u672c\u306e\u55b6\u696d\u30c1\u30fc\u30e0\u306f\u3001\u300cArea 1\u300d\u88fd\u54c1\u306e\u8ca9\u58f2\u3067\u7d20\u6674\u3089\u3057\u3044\u6210\u679c\u3092\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u65e5\u672c\u3067\u306f\u3001\u300cArea 1\u300d\u88fd\u54c1\u306e\u8ca9\u58f2\u304c\u597d\u8abf\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u30b9\u30c8\u30ec\u30fc\u30c8\u306a\u30e1\u30fc\u30eb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u88fd\u54c1\u3067\u3059\u3002\u4e00\u5ea6\u3001\u30e1\u30fc\u30eb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u88fd\u54c1\u3092\u4f7f\u3063\u305f\u4eba\u304c\u3001\u4ed6\u306eZero Trust\u88fd\u54c1\u306b\u79fb\u884c\u3059\u308b\u306e\u306f\u3001\u3054\u304f\u81ea\u7136\u306a\u6d41\u308c\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u8105\u5a01\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u306e\u304a\u304b\u3052\u3067\u3001\u307e\u3059\u307e\u3059\u591a\u304f\u306e\u304a\u5ba2\u69d8\u3092\u7372\u5f97\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u591c\u4e2d\u306b\u4f55\u304b\u304c\u8d77\u3053\u3063\u305f\u3068\u304d\u306b\u3001\u4f55\u304c\u8d77\u3053\u3063\u3066\u3044\u308b\u306e\u304b\u3092\u304a\u5ba2\u69d8\u306b\u7406\u89e3\u3057\u3066\u3044\u305f\u3060\u304f\u3053\u3068\u306f\u3001\u3084\u306f\u308aArea 1\u30c1\u30fc\u30e0\u306e\u5927\u304d\u306a\u52a9\u3051\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u304b\u3089\u3001\u30c1\u30e3\u30cd\u30eb…\u30c1\u30e3\u30cd\u30eb\u6226\u7565\u3067\u3059\u304c\u3001\u7279\u306bZero Trust\u306e\u5206\u91ce\u3067\u306f\u3001\u307e\u3059\u307e\u3059\u591a\u304f\u306e\u6848\u4ef6\u304c\u30c1\u30e3\u30cd\u30eb\u3092\u901a\u3058\u3066\u884c\u308f\u308c\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002Zscaler\u3084Palo Alto Networks\u306b\u5bfe\u3059\u308b\u5f53\u793e\u306e\u52dd\u7387\u306f\u3001\u5f15\u304d\u7d9a\u304d\u975e\u5e38\u306b\u9ad8\u3044\u3067\u3059\u3002\u3053\u306e\u5206\u91ce\u3067\u306e\u5f53\u793e\u306e\u88fd\u54c1\u306f\u3001\u5f7c\u3089\u3068\u975e\u5e38\u306b\u3088\u304f\u7af6\u4e89\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u8ab2\u984c\u3067\u3042\u308a\u3001\u79c1\u305f\u3061\u304c\u5f15\u304d\u7d9a\u304d\u53d6\u308a\u7d44\u3093\u3067\u3044\u308b\u306e\u306f\u3001\u5e02\u5834\u3067\u306e\u8a8d\u77e5\u5ea6\u3092\u9ad8\u3081\u308b\u3053\u3068\u3067\u3059\u3002\u30de\u30fc\u30af\u306f\u30aa\u30e9\u30af\u30eb\u3068Twilio\u306e\u4e21\u65b9\u3067\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3068\u30a2\u30af\u30bb\u30b9\u7ba1\u7406\u306e\u7d4c\u9a13\u304c\u3042\u308a\u3001\u3053\u306e\u5e02\u5834\u3092\u3088\u304f\u7406\u89e3\u3057\u3066\u3044\u308b\u306e\u3067\u3001\u5e02\u5834\u306e\u8a8d\u77e5\u5ea6\u3092\u9ad8\u3081\u308b\u306e\u306b\u5f79\u7acb\u3064\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u304a\u5ba2\u69d8\u304c\u30bc\u30ed\u30fb\u30c8\u30e9\u30b9\u30c8\u306e\u65c5\u306b\u51fa\u3088\u3046\u3068\u8003\u3048\u3066\u3044\u308b\u3068\u304d\u3001\u3082\u3057\u79c1\u305f\u3061\u304c\u305d\u306e\u691c\u8a0e\u306b\u5165\u3063\u3066\u3044\u308c\u3070\u3001\u305d\u306e\u52dd\u7387\u306f\u975e\u5e38\u306b\u9ad8\u304f\u306a\u308a\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306e\u4ed5\u4e8b\u306f\u3001\u8a8d\u77e5\u5ea6\u3092\u9ad8\u3081\u3001\u3053\u308c\u307e\u3067\u4e00\u3064\u306e\u3053\u3068\u3067\u77e5\u3089\u308c\u3066\u3044\u305f\u4f1a\u793e\u3092\u3001\u3088\u308a\u6d17\u7df4\u3055\u308c\u3001\u3088\u308a\u5e45\u5e83\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u6301\u3064\u4f1a\u793e\u306b\u3059\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u79c1\u306f\u3001\u305d\u306e\u6210\u9577\u3092\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001Zero Trust\u306f\u4eca\u5f8c\u6570\u5e74\u9593\u306e\u30b9\u30c8\u30fc\u30ea\u30fc\u306b\u306a\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

Shaul Eyal — \u30b3\u30fc\u30a6\u30a7\u30f3\u30a2\u30f3\u30c9\u30ab\u30f3\u30d1\u30cb\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u53f8\u4f1a<\/p>\n

\u6b21\u306f\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u306e\u30cf\u30e0\u30b6\u30fb\u30d5\u30a9\u30c0\u30fc\u30ef\u30e9\u3055\u3093\u304b\u3089\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n

Hamza Fodderwala — Morgan Stanley — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30de\u30b7\u30e5\u30fc\u3001\u305d\u3057\u3066\u304a\u305d\u3089\u304f\u30c8\u30fc\u30de\u30b9\u3082\u305d\u3046\u3060\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u30cd\u30c3\u30c8\u306e\u62e1\u5927\u306b\u3064\u3044\u3066\u5c11\u3057\u6398\u308a\u4e0b\u3052\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3001\u3059\u3067\u306b\u5c11\u3057\u304a\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u3082\u3063\u3068\u5177\u4f53\u7684\u306b\u8a00\u3046\u3068\u3001\u591a\u304f\u306e\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304b\u3089\u5408\u7406\u5316\u306b\u95a2\u3059\u308b\u8a71\u3092\u805e\u3044\u3066\u3044\u307e\u3059\u3002\u30de\u30b7\u30e5\u30fc\u306f\u3001\u30af\u30e9\u30a6\u30c9\u306e\u30b3\u30b9\u30c8\u304c\u9ad8\u304f\u306a\u308a\u3059\u304e\u3066\u3044\u308b\u3068\u5c11\u3057\u8a71\u3057\u3066\u3044\u307e\u3057\u305f\u306d\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2\u306e\u5834\u5408\u3001\u5229\u7528\u3084\u62e1\u5f35\u306b\u95a2\u9023\u3057\u3066\u5408\u7406\u5316\u304c\u9032\u3093\u3067\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30d9\u30fc\u30b9\u306e\u4f01\u696d\u3068\u3057\u3066\u3001\u975e\u5e38\u306b\u7570\u306a\u308b\u4fa1\u683c\u8a2d\u5b9a\u30e2\u30c7\u30eb\u3092\u6301\u3063\u3066\u3044\u308b\u3053\u3068\u306f\u660e\u3089\u304b\u3067\u3059\u3002\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306b\u308f\u305f\u308a\u3001\u62e1\u5927\u7387\u304c\u5f71\u97ff\u3092\u53d7\u3051\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u304c\u3001\u6a5f\u68b0\u7684\u306b\u3069\u306e\u3088\u3046\u306b\u5c55\u958b\u3055\u308c\u308b\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30de\u30b7\u30e5\u30fc\u30fb\u30d7\u30ea\u30f3\u30b9 — \u5171\u540c\u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u4f7f\u7528\u30d9\u30fc\u30b9\u3001\u3064\u307e\u308a\u7d14\u7c8b\u306a\u4f7f\u7528\u30d9\u30fc\u30b9\u306e\u30e2\u30c7\u30eb\u3067\u3042\u308c\u3070\u3001\u4eba\u3005\u306f\u304a\u91d1\u3092\u7bc0\u7d04\u3059\u308b\u305f\u3081\u306e\u9818\u57df\u3092\u63a2\u3057\u3066\u3044\u308b\u3068\u3053\u308d\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u540c\u69d8\u306b\u3001\u5ea7\u5e2d\u30d9\u30fc\u30b9\u306e\u30e2\u30c7\u30eb\u3067\u3042\u308c\u3070\u3001\u30ec\u30a4\u30aa\u30d5\u3092\u884c\u3063\u305f\u308a\u3001\u6700\u4f4e\u3067\u3082\u5ea7\u5e2d\u6570\u3092\u5897\u3084\u3055\u306a\u3044\u3068\u3044\u3046\u4f1a\u793e\u3082\u3042\u308b\u3088\u3046\u306b\u3001\u73fe\u5728\u306e\u74b0\u5883\u3067\u306f\u56f0\u96e3\u306a\u3053\u3068\u3067\u3059\u3002\u5e78\u3044\u306a\u3053\u3068\u306b\u3001\u73fe\u5728\u3001\u5f53\u793e\u306e\u53ce\u76ca\u306e\u5927\u534a\u306f\u4f7f\u7528\u30d9\u30fc\u30b9\u3067\u3082\u5ea7\u5e2d\u30d9\u30fc\u30b9\u3067\u3082\u3042\u308a\u307e\u305b\u3093\u3002\u305d\u306e\u305f\u3081\u3001\u3053\u306e2\u3064\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u306b\u5c5e\u3059\u308b\u88fd\u54c1\u3092\u8ffd\u52a0\u3057\u3066\u304a\u308a\u3001\u3044\u305a\u308c\u306f\u305d\u308c\u304c\u5f53\u793e\u306e\u4e8b\u696d\u62e1\u5927\u306e\u539f\u52d5\u529b\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u304c\u3001\u73fe\u5728\u3067\u306f\u3001\u4eba\u3005\u304c\u8acb\u6c42\u66f8\u306e\u5408\u7406\u5316\u3084\u7d71\u5408\u3092\u884c\u304a\u3046\u3068\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u3088\u308b\u4e0b\u65b9\u5727\u529b\u306f\u898b\u53d7\u3051\u3089\u308c\u307e\u305b\u3093\u3002<\/p>\n

\u30c8\u30fc\u30de\u30b9\u304c\u8a00\u3063\u3066\u3044\u305f\u3088\u3046\u306b\u3001\u65b0\u898f\u53e3\u5ea7\u958b\u8a2d\u306e\u5727\u529b\u304c\u3042\u308b\u306e\u306f\u3001\u5f53\u793e\u304c\u3059\u3079\u3066\u7c73\u30c9\u30eb\u5efa\u3066\u3067\u8acb\u6c42\u3057\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002\u7279\u306b\u7c73\u56fd\u5916\u3067\u306f\u3001\u305d\u308c\u304c\u30d7\u30ec\u30c3\u30b7\u30e3\u30fc\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u7279\u306b\u7c73\u56fd\u5916\u3067\u306f\u3001\u70ba\u66ff\u5727\u529b\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306b\u8b72\u6b69\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u3001\u65e2\u5b58\u306e\u304a\u5ba2\u3055\u307e\u304c\u5f53\u793e\u306e\u4f7f\u7528\u3092\u6e1b\u3089\u3059\u65b9\u6cd5\u3092\u8003\u3048\u3088\u3046\u3068\u3059\u308b\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3080\u3057\u308d\u3001\u4ed6\u306e\u6d88\u8cbb\u578b\u88fd\u54c1\u3092\u4f7f\u3046\u4ee3\u308f\u308a\u306b\u3001\u3069\u3046\u3059\u308c\u3070\u5fa1\u793e\u3092\u3082\u3063\u3068\u4f7f\u3048\u308b\u3088\u3046\u306b\u306a\u308b\u304b\u3068\u8003\u3048\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u7d14\u7c8b\u306a\u6d88\u8cbb\u578b\u30b5\u30fc\u30d3\u30b9\u306b\u6bd4\u3079\u308c\u3070\u3001\u79c1\u305f\u3061\u306f\u305d\u306e\u3088\u3046\u306a\u4e0b\u843d\u5727\u529b\u306b\u3055\u3089\u3055\u308c\u308b\u3053\u3068\u306f\u5c11\u306a\u304b\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

Thomas Seifert — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u975e\u5e38\u306b\u5b8c\u74a7\u306a\u56de\u7b54\u3067\u3057\u305f\u3002\u4ed8\u3051\u52a0\u3048\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

Hamza Fodderwala — Morgan Stanley — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u660e\u78ba\u306a\u8aac\u660e\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306fMoffetNathanson\u306eSterling Auty\u3067\u3059\u3002<\/p>\n

\u30b9\u30bf\u30fc\u30ea\u30f3\u30b0\u30fb\u30aa\u30fc\u30c6\u30a3\u30fc — \u30e2\u30d5\u30a7\u30c3\u30c8\u30fb\u30ca\u30b5\u30f3\u30bd\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30b7\u30e5\u30fc\u300150\u5104\u30c9\u30eb\u307e\u3067\u6210\u9577\u3059\u308b\u4e2d\u3067\u3001\u30de\u30fc\u30b8\u30f3\u3092\u57fa\u672c\u7684\u306b\u6a2a\u3070\u3044\u306b\u4fdd\u3064\u305f\u3081\u306e\u57fa\u6e96\u5024\u3092\u8003\u3048\u308b\u3068\u3044\u3046\u70b9\u3067\u3001\u3042\u306a\u305f\u304c\u8003\u3048\u308b\u57fa\u6e96\u6210\u9577\u7387\u306e\u3088\u3046\u306a\u3082\u306e\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f30\u30c9\u30eb\u308435\u30c9\u30eb\u300140\u30c9\u30eb\u3092\u8d85\u3048\u3066\u3044\u308c\u3070\u305d\u306e\u307e\u307e\u3067\u3001\u305d\u3046\u3067\u306a\u3051\u308c\u3070\u30de\u30fc\u30b8\u30f3\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u898b\u76f4\u3059\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304b\uff1f<\/p>\n

Matthew Prince — \u5171\u540c\u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u5177\u4f53\u7684\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u3042\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u306f\u3044\u3064\u3082\u500b\u4eba\u7684\u306b — \u3053\u3093\u306a\u3053\u3068\u3092\u8a00\u3046\u3068Thomas\u306b\u53e9\u304b\u308c\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c — 40\u306e\u6cd5\u5247\u3068\u3044\u3046\u8003\u3048\u65b9\u306b\u304b\u306a\u308a\u8aac\u5f97\u529b\u3092\u611f\u3058\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u305d\u306e\u8003\u3048\u65b9\u304c\u597d\u304d\u306a\u3093\u3067\u3059\u3002\u3082\u305740%\u4ee5\u4e0a\u306e\u6210\u9577\u304c\u898b\u8fbc\u3081\u308b\u306e\u3067\u3042\u308c\u3070\u3001\u305d\u308c\u306f\u79c1\u305f\u3061\u304c\u3053\u306e\u5148\u3082\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u3092\u3064\u304b\u307f\u3001\u305d\u308c\u3092\u5b9f\u73fe\u3067\u304d\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u79c1\u305f\u3061\u306f…\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u9069\u5207\u306a\u6642\u671f\u306b\u3001\u975e\u5e38\u306b\u5927\u304d\u306a\u55b6\u696d\u5229\u76ca\u3092\u3082\u305f\u3089\u3059\u30d3\u30b8\u30cd\u30b9\u306b\u306a\u308b\u305f\u3081\u306e\u30ec\u30d0\u30fc\u3092\u6301\u3063\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306e\u76ee\u306e\u524d\u306b\u306f\u30a2\u30c9\u30ec\u30b9\u53ef\u80fd\u306a\u5e02\u5834\u304c\u3042\u308a\u3001\u79c1\u305f\u3061\u306e\u5e02\u5834\u6d78\u900f\u7387\u306f\u308f\u305a\u304b1%\u672a\u6e80\u3067\u3059\u304c\u3001\u305d\u306e\u5e02\u5834\u306b\u6295\u8cc7\u3092\u7d9a\u3051\u3001\u4eca\u5f8c\u3082\u6210\u9577\u3092\u7d9a\u3051\u3066\u3044\u304f\u3053\u3068\u306f\u610f\u5473\u306e\u3042\u308b\u3053\u3068\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u4eca\u65e5\u3001\u79c1\u305f\u3061\u306f\u307e\u3060\u300c50\u306e\u6cd5\u5247\u300d\u306e\u4e0a\u306b\u751f\u304d\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3060\u304b\u3089\u3001\u305d\u308c\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u6642\u9593\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

Sterling Auty — MoffettNathanson — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306a\u308b\u307b\u3069\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u30b0\u30c3\u30b2\u30f3\u30cf\u30a4\u30e0\u306e\u30b8\u30e7\u30f3\u30fb\u30c7\u30a3\u30d5\u30c3\u30c1\u304b\u3089\u3067\u3059\u3002<\/p>\n

John DiFucci — Guggenheim Partners — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30b7\u30e5\u30fc\u306b\u8cea\u554f\u304c\u3042\u308a\u3001\u30c8\u30fc\u30de\u30b9\u306b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u304c\u3042\u308a\u307e\u3059\u3002\u30de\u30b7\u30e5\u30fc\u3001\u5fa1\u793e\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u4e8b\u696d\u306e\u52a0\u901f\u5ea6\u7684\u306a\u62e1\u5927\u306b\u3064\u3044\u3066\u3001\u79c1\u304c\u7406\u89e3\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u4e8b\u696d\u306f\u3053\u308c\u307e\u3067\u3001\u30de\u30af\u30ed\u306e\u6e1b\u901f\u306b\u5bfe\u3057\u3066\u6982\u3057\u3066\u3088\u304f\u6301\u3061\u3053\u305f\u3048\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\n

\u4eca\u56de\u306e\u30b3\u30e1\u30f3\u30c8\u304b\u3089\u3059\u308b\u3068\u3001\u305d\u306e\u50be\u5411\u306f\u7d9a\u3044\u3066\u3044\u308b\u304b\u3001\u3055\u3089\u306b\u5f37\u304f\u306a\u3063\u3066\u3044\u308b\u3088\u3046\u306b\u601d\u3048\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30de\u30af\u30ed\u7684\u306a\u80cc\u666f\u304c\u5fa1\u793e\u306e\u4ed6\u306e\u4e8b\u696d\u306b\u3082\u5e83\u304f\u8868\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u305f\u304b\u3063\u305f\u306e\u3067\u3059\u3002\u305d\u3046\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30de\u30b7\u30e5\u30fc\u30fb\u30d7\u30ea\u30f3\u30b9 — \u5171\u540c\u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n

\u307e\u305a\u7b2c\u4e00\u306b\u3001\u79c1\u305f\u3061\u306f\u904e\u53bb3\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u3001\u30de\u30af\u30ed\u306e\u5727\u529b\u306b\u3064\u3044\u3066\u4e00\u8cab\u3057\u3066\u8a71\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u30de\u30af\u30ed\u306e\u5727\u529b\u306b\u3064\u3044\u3066\u8b66\u544a\u3092\u767a\u3057\u59cb\u3081\u3066\u304b\u3089\u3001\u4f55\u304b\u304c\u5287\u7684\u306b\u5909\u5316\u3057\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30d3\u30b8\u30cd\u30b9\u306b\u3064\u3044\u3066\u3082\u3046\u5c11\u3057\u6398\u308a\u4e0b\u3052\u308b\u3068\u3001\u7279\u306b\u4eca\u5e742\u6708\u3001\u30ed\u30b7\u30a2\u304c\u30a6\u30af\u30e9\u30a4\u30ca\u306b\u4fb5\u653b\u3057\u305f\u3068\u304d\u3001\u591a\u304f\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u4f1a\u793e\u304c\u30d3\u30b8\u30cd\u30b9\u306b\u8ffd\u3044\u98a8\u3092\u5439\u304b\u305b\u305f\u3068\u601d\u3044\u307e\u3059\uff08\u805e\u304d\u53d6\u308c\u305a\uff09\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u5b9f\u969b\u306b\u306f\u305d\u306e\u8ffd\u3044\u98a8\u306f\u5439\u304b\u305a\u3001\u30ed\u30b7\u30a2\u304c\u653b\u3081\u3066\u304f\u308b\u3068\u3044\u3046\u8105\u5a01\u306f\u3001\u30a6\u30af\u30e9\u30a4\u30ca\u306e\u5916\u306b\u306f\u73fe\u308c\u306a\u3044\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u3053\u3053\u6570\u30ab\u6708\u3001\u7279\u306b\u7b2c3\u56db\u534a\u671f\u306b\u306f\u3001\u30ed\u30b7\u30a2\u3068\u4e16\u754c\u306e\u4ed6\u306e\u5730\u57df\u304b\u3089\u306e\u30b5\u30a4\u30d0\u30fc\u653b\u6483\u306e\u5897\u52a0\u304c\u898b\u3089\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u305d\u306e\u305f\u3081\u3001\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2\u306e\u88fd\u54c1\u306e\u3088\u3046\u306a\u88fd\u54c1\u306e\u63a1\u7528\u304c\u3001\u975e\u5e38\u306b\u901f\u3044\u30b9\u30d4\u30fc\u30c9\u3067\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u6570\u6642\u9593\u304b\u3089\u6570\u65e5\u3068\u3044\u3046\u5358\u4f4d\u3067\u3001\u6210\u7d04\u7387\u3092\u6e2c\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u30a6\u30af\u30e9\u30a4\u30ca\u6226\u4e89\u3084\u305d\u306e\u4ed6\u306e\u653f\u6cbb\u7684\u7d1b\u4e89\u304c\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30d3\u30b8\u30cd\u30b9\u306e\u62e1\u5927\u306b\u3064\u306a\u304c\u308b\u3068\u3044\u3046\u4e88\u6e2c\u306f\u3001\u696d\u754c\u306e\u591a\u304f\u304c\u7b2c1\u56db\u534a\u671f\u3068\u7b2c2\u56db\u534a\u671f\u306b\u660e\u3089\u304b\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u5b9f\u969b\u306b\u306f\u7b2c3\u56db\u534a\u671f\u306b\u3055\u3089\u306b\u9855\u5728\u5316\u3057\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5168\u4f53\u7684\u306a\u30de\u30af\u30ed\u74b0\u5883\u306f\u3001\u4eca\u5e741\u5e74\u3092\u901a\u3058\u3066\u5927\u304d\u304f\u5909\u5316\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u3067\u3059\u304b\u3089\u3001\u5927\u304d\u306a\u5909\u5316\u304c\u3042\u3063\u305f\u3068\u306f\u8a00\u3048\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3092\u660e\u78ba\u306b\u3057\u3066\u304a\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u7b2c1\u56db\u534a\u671f\u304b\u3089\u30de\u30af\u30ed\u7d4c\u6e08\u306b\u8edf\u8abf\u306a\u52d5\u304d\u304c\u3042\u3063\u305f\u3053\u3068\u306f\u78ba\u8a8d\u3057\u3066\u3044\u307e\u3059\u3057\u3001\u7b2c1\u56db\u534a\u671f\u304b\u3089\u305a\u3063\u3068\u305d\u306e\u8a71\u3092\u3057\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\n

John DiFucci — Guggenheim Partners — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u305d\u306e\u70b9\u3001\u3042\u306a\u305f\u306f\u975e\u5e38\u306b\u660e\u78ba\u3067\u3059\u306d\u3001\u30de\u30b7\u30e5\u30fc\u3002\u30c8\u30fc\u30de\u30b9\u3001\u4eca\u30de\u30b7\u30e5\u30fc\u304c\u8a71\u3057\u305f\u3053\u3068\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u5c11\u3057\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u3042\u306a\u305f\u304c\u898b\u901a\u3057\u3092\u767a\u8868\u3057\u305f\u3068\u304d\u3001\u305d\u306e\u898b\u901a\u3057\u306b\u306f\u6ce8\u610f\u304c\u5fc5\u8981\u3060\u3068\u304a\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u304c\u3001\u79c1\u306f\u305d\u306e\u898b\u901a\u3057\u304c\u610f\u5473\u3059\u308b\u3068\u3053\u308d\u3092\u7406\u89e3\u3057\u3066\u304a\u304d\u305f\u3044\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30af\u30ed\u74b0\u5883\u306b\u3088\u308b\u540c\u69d8\u306e\u52b9\u679c\u3092\u898b\u8fbc\u3093\u3067\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u3068\u3082\u3001\u3055\u3089\u306a\u308b\u60aa\u5316\u3092\u898b\u8fbc\u3093\u3067\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30c8\u30fc\u30de\u30b9\u30fb\u30bb\u30a4\u30d5\u30a1\u30fc\u30c8 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u79c1\u305f\u3061\u306f\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30fb\u30d9\u30fc\u30b9\u306e\u30e2\u30c7\u30eb\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u7b2c3\u56db\u534a\u671f\u3084\u7b2c4\u56db\u534a\u671f\u306b\u898b\u3089\u308c\u308b\u3053\u3068\u306e\u591a\u304f\u306f\u3001\u30de\u30af\u30ed\u74b0\u5883\u304c\u5909\u5316\u3059\u308b\u3068\u3044\u3046\u8a71\u3092\u3057\u59cb\u3081\u305f\u3068\u304d\u306e\u5f71\u97ff\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u7b2c4\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u51fa\u3059\u3068\u304d\u306b\u306f\u3001\u56db\u534a\u671f\u5185\u306e\u4e8b\u696d\u3078\u306e\u5f71\u97ff\u306f\u5c11\u306a\u304f\u3057\u3066\u3044\u307e\u3059\u3002\u3059\u3067\u306b\u8d77\u304d\u3066\u3044\u308b\u3053\u3068\u3092\u305d\u306e\u307e\u307e\u6d41\u3057\u305f\u3060\u3051\u306a\u306e\u3067\u3059\u3002<\/p>\n

John DiFucci — Guggenheim Partners — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u308c\u306f\u627f\u77e5\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30de\u30af\u30ed\u7684\u306a\u80cc\u666f\u3084\u4e8b\u696d\u3078\u306e\u5f71\u97ff\u306f\u3001\u305f\u3068\u3048\u79c1\u305f\u3061\u304c\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u306a\u304f\u3066\u3082\u3001\u3068\u306b\u304b\u304f\u898b\u3088\u3046\u3068\u601d\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u304c\u3001\u3055\u3089\u306b\u60aa\u5316\u3059\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u305d\u308c\u3068\u3082\u3001\u3053\u3053\u6570\u56db\u534a\u671f\u306b\u898b\u3089\u308c\u305f\u3088\u3046\u306a\u8edf\u8abf\u306a\u72b6\u614b\u304c\u7d9a\u304f\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30c8\u30fc\u30de\u30b9\u30fb\u30bb\u30a4\u30d5\u30a1\u30fc\u30c8 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u3082\u3061\u308d\u3093\u3001\u30de\u30af\u30ed\u7d4c\u6e08\u74b0\u5883\u306f\u60f3\u5b9a\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u7b2c4\u56db\u534a\u671f\u3068\u7b2c1\u56db\u534a\u671f\u306e\u898b\u901a\u3057\u3067\u306f\u3001\u3059\u3050\u306b\u826f\u304f\u306a\u308b\u3088\u3046\u306a\u30b7\u30b0\u30ca\u30eb\u306f\u4f55\u3082\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

John DiFucci — Guggenheim Partners — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306f\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306e\u30a2\u30f3\u30c9\u30ea\u30e5\u30fc\u30fb\u30ce\u30d3\u30f3\u30b9\u30ad\u30fc\u3055\u3093\u304b\u3089\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n

\u30a2\u30f3\u30c7\u30a3\u30fb\u30ce\u30a6\u30a3\u30f3\u30b9\u30ad\u30fc — \u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30b8\u30e7\u30f3\u306e\u8cea\u554f\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u304b\u3089\u59cb\u3081\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u7b2c4\u56db\u534a\u671f\u306f\u66f4\u65b0\u304c\u304b\u306a\u308a\u591a\u3044\u3068\u601d\u3046\u306e\u3067\u3001\u7b2c4\u56db\u534a\u671f\u306e\u66f4\u65b0\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306b\u3064\u3044\u3066\u4f55\u304b\u60c5\u5831\u3092\u3044\u305f\u3060\u3051\u306a\u3044\u304b\u3068\u601d\u3044\u307e\u3059\u3002\u7b2c4\u56db\u534a\u671f\u306b\u66f4\u65b0\u304c\u5b8c\u4e86\u3059\u308b\u53ef\u80fd\u6027\u306b\u3064\u3044\u3066\u3001\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u304c\u9577\u304f\u306a\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u8e0f\u307e\u3048\u3066\u3001\u30cf\u30f3\u30c7\u30a3\u30ad\u30e3\u30c3\u30d7\u3092\u3069\u3046\u8003\u3048\u3066\u3044\u308b\u306e\u304b\u3001\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u308c\u304b\u3089\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

Matthew Prince — \u5171\u540c\u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d……\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u4e8b\u696d\u5168\u4f53\u306e\u89e3\u7d04\u7387\u304c\u4e0a\u6607\u3059\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u975e\u5e38\u306b\u5805\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u66f4\u65b0\u4e88\u6e2c\u306e\u30cf\u30f3\u30c7\u30a3\u30ad\u30e3\u30c3\u30d7\u306f\u5909\u3048\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n

\u30c8\u30fc\u30de\u30b9\u30fb\u30bb\u30a4\u30d5\u30a1\u30fc\u30c8 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u307e\u305f\u3001\u5f53\u793e\u306e\u53ce\u76ca\u306e\u307b\u3068\u3093\u3069\u306f\u3001\u5e74\u5358\u4f4d\u3067\u306f\u306a\u304f\u6708\u5358\u4f4d\u3067\u8a08\u4e0a\u3055\u308c\u308b\u3053\u3068\u3082\u899a\u3048\u3066\u304a\u3044\u3066\u304f\u3060\u3055\u3044\u3002\u3067\u3059\u304b\u3089\u3001\u7b2c4\u56db\u534a\u671f\u306b\u5927\u898f\u6a21\u306a\u66f4\u65b0\u306e\u56db\u534a\u671f\u304c\u6765\u308b\u3053\u3068\u306f\u3001\u5c11\u306a\u304f\u3068\u3082\u4eca\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

Andy Nowinski — Wells Fargo Securities — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u9700\u8981\u304c\u3069\u306e\u7a0b\u5ea6\u7dad\u6301\u3055\u308c\u3066\u3044\u308b\u304b\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u6398\u308a\u4e0b\u3052\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u3053\u6570\u65e5\u3001\u30d5\u30a9\u30fc\u30c6\u30a3\u30cd\u30c3\u30c8\u304c\u3001\u9867\u5ba2\u304b\u3089\u3088\u308a\u901a\u5e38\u306e\u652f\u51fa\u30d1\u30bf\u30fc\u30f3\u304c\u898b\u3089\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u30d5\u30a1\u30a4\u30a2\u30a6\u30a9\u30fc\u30eb\u306e\u767a\u6ce8\u309212\u304b\u6708\u5148\u307e\u3067\u884c\u308f\u306a\u3044\u3088\u3046\u306b\u306a\u3063\u305f\u3068\u3044\u3046\u8a71\u3092\u805e\u304d\u307e\u3057\u305f\u3002<\/p>\n

\u3053\u308c\u306f\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u652f\u51fa\u74b0\u5883\u5168\u4f53\u306e\u5909\u5316\u3068\u3057\u3066\u5426\u5b9a\u7684\u306b\u3068\u3089\u3048\u308b\u3053\u3068\u3082\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u3002\u3057\u304b\u3057\u3001Cloudflare\u306b\u3068\u3063\u3066\u30d7\u30e9\u30b9\u306b\u306a\u308b\u3068\u3082\u8003\u3048\u3089\u308c\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u304a\u5ba2\u69d8\u306f\u30d5\u30a1\u30a4\u30a2\u30a6\u30a9\u30fc\u30eb\u3092\u8cfc\u5165\u3059\u308b\u969b\u306b\u975e\u5408\u7406\u7684\u306a\u8cfc\u5165\u6c7a\u5b9a\u3092\u305b\u305a\u3001Cloudflare One\u306e\u3088\u3046\u306a\u30b9\u30de\u30fc\u30c8\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u5b9f\u969b\u306b\u8a55\u4fa1\u3057\u5c0e\u5165\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u304b\u3089\u3067\u3059\u3002\u30d5\u30a1\u30a4\u30a2\u30a6\u30a9\u30fc\u30eb\u30d9\u30f3\u30c0\u30fc\u304c\u8a00\u3063\u3066\u3044\u308b\u3053\u306e\u5909\u5316\u3092\u3069\u306e\u3088\u3046\u306b\u898b\u3066\u3044\u307e\u3059\u304b\uff1f<\/p>\n

\u30de\u30b7\u30e5\u30fc\u30fb\u30d7\u30ea\u30f3\u30b9 — \u5171\u540c\u5275\u696d\u8005\u30fb\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u5206\u91ce\u3067\u306f\u3001\u30c8\u30e9\u30f3\u30d7\u6e1b\u7a0e\u306b\u3088\u3063\u3066\u8a2d\u5099\u6295\u8cc7\u3078\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u304c\u9ad8\u307e\u308a\u3001COVID\u304c\u59cb\u307e\u308a\u3001\u8ab0\u3082\u304c\u660e\u304b\u308a\u3092\u706f\u3057\u7d9a\u3051\u308b\u305f\u3081\u306b\u5954\u8d70\u3057\u3001\u3055\u3089\u306b\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5371\u6a5f\u306b\u3088\u3063\u3066\u3001\u6700\u7d42\u7684\u306b\u306f\u6b32\u3057\u304f\u3082\u306a\u3044\u304b\u3082\u3057\u308c\u306a\u3044\u88fd\u54c1\u306e\u305f\u3081\u306b\u3001\u4eba\u3005\u306f\u5217\u306b\u4e26\u3076\u305f\u3081\u3060\u3051\u306b\u6ce8\u6587\u3092\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3064\u307e\u308a\u3001\u6b74\u53f2\u306e\u5927\u304d\u306a\u6d41\u308c\u306e\u4e2d\u3067\u3001\u5206\u6563\u3057\u305f\u52b4\u50cd\u529b\u306e\u554f\u984c\u3084\u30af\u30e9\u30a6\u30c9\u306e\u554f\u984c\u3092\u3001\u7bb1\u3084\u30d0\u30fc\u30c1\u30e3\u30eb\u30dc\u30c3\u30af\u30b9\u306e\u51fa\u8377\u3067\u89e3\u6c7a\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u306e\u3067\u3059\u3002\u305d\u308c\u306f\u3046\u307e\u304f\u3044\u304d\u307e\u305b\u3093\u3002\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3078\u306e\u6295\u8cc7\u3092\u7d99\u7d9a\u3055\u305b\u308b\u4eba\u70ba\u7684\u306a\u8a98\u56e0\u3092\u6392\u9664\u3057\u3001\u5e02\u5834\u3092\u5408\u7406\u7684\u306a\u72b6\u614b\u306b\u623b\u3059\u3053\u3068\u306f\u3001\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2\u3084\u305d\u306e\u4ed6\u306e\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u3068\u3063\u3066\u9593\u9055\u3044\u306a\u304f\u6709\u76ca\u306a\u3053\u3068\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

Andy Nowinski — Wells Fargo Securities — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306fCiti\u306eFatima Boolani\u3067\u3059\u3002<\/p>\n

\u30d5\u30a1\u30c6\u30a3\u30de\u30fb\u30d6\u30fc\u30e9\u30fc\u30cb — \u30b7\u30c6\u30a3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30b7\u30e5\u30fc\u3055\u3093\u304b\u30891\u3064\u3001\u305d\u308c\u304b\u3089\u30c8\u30fc\u30de\u30b9\u3055\u3093\u304b\u3089\u30821\u3064\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u30de\u30b7\u30e5\u30fc\u3001\u4fa1\u683c\u6226\u7565\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u4fa1\u683c\u8a2d\u5b9a\u306e\u8003\u3048\u65b9\u306b\u3064\u3044\u3066\u3067\u3059\u3002\u30b3\u30e1\u30f3\u30bf\u30ea\u30fc\u306e\u4e2d\u3067\u3001\u9867\u5ba2\u306e\u30c0\u30a6\u30f3\u30b7\u30d5\u30c8\u3084\u7121\u6599\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3078\u306e\u79fb\u884c\u304c\u591a\u304f\u805e\u304b\u308c\u307e\u3057\u305f\u304c\u3001\u3053\u306e\u3088\u3046\u306a\u74b0\u5883\u3067\u306f\u3001\u3082\u3061\u308d\u3093TCO\u306e\u9762\u3067\u512a\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3082\u3061\u308d\u3093\u3001\u3053\u306e\u74b0\u5883\u3067\u306fTCO\u304c\u5411\u4e0a\u3057\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u6709\u6599\u4f1a\u54e1\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u5e8a\u3092\u4e0a\u3052\u306a\u3044\u3068\u3044\u3046\u306e\u306f\u3001\u3069\u3046\u3044\u3046\u7406\u7531\u304b\u3089\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u306e\u3042\u305f\u308a\u3092\u3069\u3046\u8003\u3048\u3066\u3044\u308b\u306e\u304b\u3001\u3061\u3087\u3063\u3068\u8208\u5473\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u308c\u304b\u3089\u3001\u30c8\u30fc\u30de\u30b9\u306b\u3082\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30de\u30b7\u30e5\u30fc\u30fb\u30d7\u30ea\u30f3\u30b9 — \u5171\u540c\u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u307e\u305a\u7b2c\u4e00\u306b\u3001\u5f93\u91cf\u8ab2\u91d1\u5236\u306e\u30d3\u30b8\u30cd\u30b9\u306f\u79c1\u305f\u3061\u306e\u30d3\u30b8\u30cd\u30b9\u306e\u4e2d\u3067\u6bd4\u8f03\u7684\u5c0f\u3055\u306a\u5272\u5408\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u58f2\u4e0a\u9ad8\u306e20\uff05\u4ee5\u4e0b\u3067\u3059\u3002\u5f93\u3063\u3066\u3001\u5f93\u91cf\u8ab2\u91d1\u5236\u306e\u30d3\u30b8\u30cd\u30b9\u304c\u3082\u305f\u3089\u3059\u4fa1\u5024\u3068\u306f\u3001\u304a\u91d1\u3092\u6255\u3046\u304b\u3069\u3046\u304b\u306b\u304b\u304b\u308f\u3089\u305a\u3001\u305d\u306e\u304a\u5ba2\u3055\u307e\u304c\u3001\u3069\u3093\u306a\u5927\u304d\u306a\u7d44\u7e54\u3067\u3042\u3063\u3066\u3082\u3001\u6700\u7d42\u7684\u306b\u306f\u5f53\u793e\u306e\u6700\u5927\u306e\u652f\u6301\u8005\u3001\u305d\u3057\u3066\u6700\u5927\u306e\u30c1\u30e3\u30f3\u30d4\u30aa\u30f3\u306b\u306a\u308b\u3053\u3068\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306e\u6700\u5927\u306e\u304a\u5ba2\u69d8\u3067\u3042\u308b2\u793e\u3001\u305d\u3057\u3066\u4e0a\u4f4d10\u793e\u306e\u304a\u5ba2\u69d8\u3092\u898b\u3066\u307f\u308b\u3068\u3001\u305d\u306e\u307b\u3068\u3093\u3069\u3059\u3079\u3066\u304c\u3001\u3082\u3068\u3082\u3068\u305d\u306e\u7d44\u7e54\u5185\u306e\u6280\u8853\u30ea\u30fc\u30c0\u30fc\u304c\u30af\u30e9\u30a6\u30c9\u30d5\u30ec\u30a2\u306e\u5f93\u91cf\u8ab2\u91d1\u30b5\u30fc\u30d3\u30b9\u3092\u5229\u7528\u3057\u3066\u3001\u79c1\u305f\u3061\u306b\u60da\u308c\u8fbc\u307f\u3001\u7406\u89e3\u3057\u3001\u305d\u306e\u4e00\u90e8\u3068\u3057\u3066\u79c1\u305f\u3061\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u305f\u304b\u3089\u306a\u306e\u3067\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u3001\u305d\u306e\u3088\u3046\u306a\u304a\u5ba2\u69d8\u3092\u5927\u5207\u306b\u3057\u305f\u3044\u3068\u5e38\u306b\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u30c8\u30fc\u30de\u30b9\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u6bce\u670820\u30c9\u30eb\u6255\u3063\u3066\u3044\u305f\u306e\u304c\u3001\u30ac\u30bd\u30ea\u30f3\u4ee3\u304c\u4e0a\u304c\u3063\u305f\u304b\u3089\u6255\u3048\u306a\u304f\u306a\u3063\u305f\u3001\u3068\u3044\u3046\u3053\u3068\u306f\u3042\u308a\u5f97\u307e\u3059\u304c\u3001\u305d\u308c\u306f\u79c1\u305f\u3061\u304c\u6700\u9069\u5316\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u304c\u6700\u9069\u5316\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u304a\u5ba2\u69d8\u304c\u79c1\u305f\u3061\u3092\u611b\u3057\u3001\u79c1\u305f\u3061\u3092\u7406\u89e3\u3057\u3001\u79c1\u305f\u3061\u3092\u4ed5\u4e8b\u306b\u4f7f\u3063\u3066\u304f\u3060\u3055\u308b\u3053\u3068\u3067\u3059\u3002\u305d\u3046\u3059\u308b\u3053\u3068\u3067\u3001\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306b\u540d\u3092\u9023\u306d\u308b\u4f01\u696d\u306e\u591a\u304f\u3092\u8cb7\u53ce\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u305f\u306e\u3067\u3059\u3002<\/p>\n

\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306b\u9078\u3070\u308c\u305f\u307b\u3068\u3093\u3069\u306e\u4f01\u696d\u306e\u80cc\u5f8c\u306b\u306f\u3001\u793e\u5185\u3067\u5f53\u793e\u3092\u652f\u6301\u3057\u3066\u304f\u308c\u305f\u5f93\u91cf\u8ab2\u91d1\u5236\u306e\u9867\u5ba2\u304c\u304a\u308a\u3001\u305d\u308c\u304c\u5f53\u793e\u306e\u79d8\u5bc6\u306e\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u306a\u306e\u3067\u3059\u3002<\/p>\n

Fatima Boolani — Citi — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u5341\u5206\u30d5\u30a7\u30a2\u3067\u3059\u306d\u3002\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3001\u3042\u306a\u305f\u306e\u502b\u7406\u89b3\u306b\u5fe0\u5b9f\u3067\u3042\u308b\u3053\u3068\u306b\u611f\u8b1d\u3057\u307e\u3059\u3002\u30c8\u30fc\u30de\u30b9\u3001\u30c9\u30eb\u30fb\u30cd\u30c3\u30c8\u306e\u62e1\u5927\u7387\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u3069\u3053\u304b\u3089\u5727\u529b\u304c\u304b\u304b\u3063\u3066\u3044\u308b\u306e\u304b\u3001\u7d30\u304b\u3044\u70b9\u3092\u6559\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u88fd\u54c1\u306e\u67f1\u3068\u3044\u3046\u89b3\u70b9\u304b\u3089\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30b5\u30fc\u30d3\u30b9\u3068\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30fb\u30b5\u30fc\u30d3\u30b9\u306e\u3069\u3061\u3089\u3067\u62e1\u5927\u30ec\u30d9\u30eb\u304c\u7de9\u3084\u304b\u306b\u306a\u3063\u3066\u3044\u308b\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u5fa1\u793e\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u304a\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306a\u5c06\u6765\u306e\u6a5f\u80fd\u304c\u3088\u308a\u62e1\u5927\u901f\u5ea6\u306b\u5f71\u97ff\u3092\u53d7\u3051\u3084\u3059\u3044\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Thomas Seifert — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u6700\u521d\u306b\u7533\u3057\u4e0a\u3052\u305f\u3044\u306e\u306f\u3001\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u3001\u3053\u306e\u6570\u5b57\u304c\u975e\u5e38\u306b\u6b63\u3057\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u30da\u30a4\u30fb\u30a2\u30ba\u30fb\u30e6\u30fc\u30fb\u30b4\u30fc\u306e\u30d3\u30b8\u30cd\u30b9\u3001\u30df\u30c3\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u3001\u305d\u3057\u3066\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3092\u30ab\u30d0\u30fc\u3059\u308b\u30aa\u30fc\u30eb\u30fb\u30a4\u30f3\u30fb\u30ca\u30f3\u30d0\u30fc\u306a\u306e\u3067\u3059\u3002\u3053\u306e50\u5206\u9593\u3067\u304a\u8a71\u3057\u3057\u305f\u3088\u3046\u306b\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u3088\u3063\u3066\u6319\u52d5\u304c\u7570\u306a\u308a\u307e\u3059\u3002\u5148\u307b\u3069\u3001\u5f93\u91cf\u8ab2\u91d1\u306e\u304a\u5ba2\u69d8\u304c\u89e3\u7d04\u3057\u3066\u7121\u6599\u4f1a\u54e1\u306b\u306a\u308b\u3068\u3044\u3046\u8a71\u3092\u3057\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u5168\u793e\u7684\u306a\u4e8b\u696d\u62e1\u5927\u306e\u59a8\u3052\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u6d77\u5916\u30a2\u30ab\u30a6\u30f3\u30c8\u3067\u306f\u3001\u8ab2\u91d1\u3084\u5951\u7d04\u306e\u89b3\u70b9\u304b\u3089\u70ba\u66ff\u30ec\u30fc\u30c8\u306e\u9006\u98a8\u304c\u5439\u3044\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u3053\u306e\u6570\u5b57\u304c\u62e1\u5927\u7387\u306b\u53cd\u6620\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u305d\u308c\u304b\u3089\u3001\u975e\u5e38\u306b\u5927\u898f\u6a21\u306a\u30b3\u30db\u30fc\u30c8\u3067\u306f\u3001\u30cf\u30a4\u30a8\u30f3\u30c9\u3067\u306e\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u304c\u9577\u671f\u5316\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u3002KPI\u306b\u623b\u308b\u3068\u3001\u3053\u308c\u3089\u306e\u88fd\u54c1\u7fa4\u3067\u306f\u591a\u304f\u306e\u6210\u9577\u30c0\u30a4\u30ca\u30df\u30af\u30b9\u304c\u8d77\u3053\u3063\u3066\u304a\u308a\u3001\u4e00\u822c\u7684\u306b\u5e73\u5747\u6210\u9577\u7387\u3088\u308a\u3082\u304b\u306a\u308a\u901f\u3044\u30b9\u30d4\u30fc\u30c9\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u305f\u304c\u3063\u3066\u3001\u3053\u306e\u3088\u3046\u306a\u5927\u898f\u6a21\u30b3\u30db\u30fc\u30c8\u306b\u304a\u3051\u308b\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u306e\u5909\u52d5\u304c\u3001\u5f53\u56db\u534a\u671f\u306eDNR\u306b\u5f71\u97ff\u3092\u53ca\u307c\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u76ee\u306e\u524d\u306b\u3042\u308b\u6a5f\u4f1a\u3092\u596a\u3046\u3082\u306e\u3067\u306f\u306a\u304f\u3001DNR\u306b\u3064\u3044\u3066\u8a71\u3059\u3068\u304d\u306b\u3044\u3064\u3082\u6301\u3063\u3066\u3044\u308b\u8ad6\u7406\u306b\u5f53\u3066\u306f\u307e\u308a\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001130\uff05\u306e\u5317\u5074\u306b\u5230\u9054\u3059\u308b\u305f\u3081\u306e\u9053\u7b4b\u3092\u5b9f\u969b\u306b\u898b\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u306e\u6570\u5b57\u306e\u5468\u8fba\u306b\u306f\u52d5\u304d\u304c\u3042\u308b\u3067\u3057\u3087\u3046\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u6570\u5b57\u3092\u4e2d\u5fc3\u306b\u3057\u305f\u52d5\u304d\u304c\u3042\u308b\u306f\u305a\u3067\u3059\u3002<\/p>\n

\u30d5\u30a1\u30c6\u30a3\u30de\u30fb\u30d6\u30fc\u30e9\u30cb — \u30b7\u30c6\u30a3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Jayson Noland — \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u90e8\u9580\u8cac\u4efb\u8005<\/p>\n

\u30d5\u30a1\u30c6\u30a3\u30de\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3001\u6700\u5f8c\u306b\u3082\u3046\u4e00\u4eba\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u304b\u3089\u306e\u8cea\u554f\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u3082\u3061\u308d\u3093\u3067\u3059\u3002\u6700\u5f8c\u306e\u8cea\u554f\u306f\u30a6\u30a3\u30ea\u30a2\u30e0\u30fb\u30d6\u30ec\u30a2\u306e\u30b8\u30a7\u30fc\u30e0\u30b9\u30fb\u30d6\u30ea\u30fc\u30f3\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30b8\u30e0\u30fb\u30d6\u30ea\u30fc\u30f3 — \u30a6\u30a3\u30ea\u30a2\u30e0\u30fb\u30d6\u30ec\u30a2 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u8cea\u554f\u3092\u53d7\u3051\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002M&A\u74b0\u5883\u306b\u3064\u3044\u3066\u5c11\u3057\u304a\u8a71\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u6709\u6a5f\u7684\u306b50\u5104\u30c9\u30eb\u3092\u9054\u6210\u3059\u308b\u3068\u3044\u3046\u304a\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u304c\u4e0b\u304c\u3063\u3066\u304d\u3066\u3044\u308b\u4e2d\u3067\u3001M&A\u306e\u74b0\u5883\u306f\u3069\u3046\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u304c\u4e0b\u304c\u3063\u3066\u304d\u3066\u3001\u73fe\u91d1\u3082\u3042\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u4ed6\u793e\u306b\u88fd\u54c1\u3092\u8ffd\u52a0\u3057\u305f\u308a\u3001\u7279\u5b9a\u306e\u90e8\u9580\u3067\u898f\u6a21\u3092\u62e1\u5927\u3057\u305f\u308a\u3059\u308b\u6a5f\u4f1a\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30b7\u30e5\u30fc\u30fb\u30d7\u30ea\u30f3\u30b9 — \u5171\u540c\u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3048\u3048\u3001\u30b8\u30e0\u3002\u79c1\u305f\u3061\u306f……\u4f01\u696d\u306b\u3088\u3063\u3066\u3001\u3055\u307e\u3056\u307e\u306a\u65b9\u6cd5\u3067\u69cb\u7bc9\u3055\u308c\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002Cisco\u3092\u898b\u308b\u3068\u3001\u5f7c\u3089\u306f\u975e\u5e38\u306bM&A\u3084\u8cb7\u53ce\u304c\u76db\u3093\u3067\u3057\u305f\u3002\u4e00\u65b9\u3001Apple\u3092\u898b\u308b\u3068\u3001\u5f7c\u3089\u306fM&A\u3092\u884c\u3044\u307e\u3059\u304c\u3001\u305d\u308c\u306f\u305f\u3044\u3066\u3044\u30b3\u30a2\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u305f\u3081\u306e\u3082\u306e\u3067\u3059\u3002\u88fd\u54c1\u306e\u305f\u3081\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u3001\u30b7\u30b9\u30b3\u3068\u3044\u3046\u3088\u308a\u3082\u3001\u3080\u3057\u308d\u30a2\u30c3\u30d7\u30eb\u306b\u8fd1\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u306e\u5206\u91ce\u306e\u7af6\u5408\u4ed6\u793e\u304c\u3001\u4e00\u9023\u306eM&A\u3092\u901a\u3058\u3066\u4e8b\u5b9f\u4e0a\u30d5\u30e9\u30f3\u30b1\u30f3\u30b7\u30e5\u30bf\u30a4\u30f3\u578b\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u69cb\u7bc9\u3057\u306a\u3044\u3088\u3046\u306b\u81ea\u3089\u3092\u7e1b\u308a\u4ed8\u3051\u308b\u306e\u3092\u898b\u3066\u304d\u307e\u3057\u305f\u304c\u3001\u5f7c\u3089\u306f\u5f53\u793e\u306e\u3088\u3046\u306a\u30ec\u30d9\u30eb\u306e\u52b9\u7387\u6027\u3092\u5f97\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u5e38\u306bM&A\u306b\u504f\u308a\u3001\u3042\u3089\u3086\u308b\u7a2e\u985e\u306e\u53d6\u5f15\u3092\u884c\u3046\u305f\u3081\u306e\u30cf\u30fc\u30c9\u30eb\u30ec\u30fc\u30c8\u3092\u975e\u5e38\u306b\u9ad8\u304f\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u7d20\u6674\u3089\u3057\u3044\u6280\u8853\u3001\u7d20\u6674\u3089\u3057\u3044\u30c1\u30fc\u30e0\u3001\u305d\u3057\u3066Area 1\u306e\u3088\u3046\u306a\u7d20\u6674\u3089\u3057\u3044\u7d71\u5408\u65b9\u6cd5\u304c\u898b\u3064\u304b\u308c\u3070\u3001\u305d\u308c\u306b\u98db\u3073\u3064\u304d\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u7279\u306b\u4e00\u90e8\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u306b\u304a\u3044\u3066\u8a55\u4fa1\u984d\u3084\u500d\u7387\u304c\u4e0b\u304c\u308a\u7d9a\u3051\u3066\u3044\u308b\u305f\u3081\u3001\u591a\u304f\u306e\u6848\u4ef6\u3092\u691c\u8a0e\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u4ed6\u793e\u3068\u6bd4\u8f03\u3057\u3066\u3001\u975e\u5e38\u306b\u9ad8\u3044\u30cf\u30fc\u30c9\u30eb\u30ec\u30fc\u30c8\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u306b\u5909\u308f\u308a\u306f\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u5185\u90e8\u958b\u767a\u3092\u4e2d\u5fc3\u306b\u975e\u5e38\u306b\u6700\u9069\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30de\u30fc\u30af\u304c\u56de\u7b54\u3057\u305f\u3088\u3046\u306b\u3001\u65b0\u3057\u3044\u88fd\u54c1\u3084\u4f1a\u793e\u3092\u4f5c\u3063\u305f\u308a\u8cb7\u3063\u305f\u308a\u3057\u306a\u304f\u3066\u3082\u300150\u5104\u30c9\u30eb\u3092\u9054\u6210\u3067\u304d\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u4eca\u65e5\u3001\u79c1\u305f\u3061\u306f\u9069\u5207\u306a\u88fd\u54c1\u3092\u624b\u306b\u5165\u308c\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3042\u3068\u306f\u3001\u5e02\u5834\u6295\u5165\u306e\u9762\u3067\u5b9f\u884c\u3092\u7d9a\u3051\u308b\u3060\u3051\u3067\u3059\u3002<\/p>\n

Jim Breen — William Blair — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u4ee5\u4e0a\u3067\u8cea\u7591\u5fdc\u7b54\u306f\u7d42\u4e86\u3067\u3059\u3002\u6700\u5f8c\u306b\u3001\u30de\u30b7\u30e5\u30fc\u30fb\u30d7\u30ea\u30f3\u30b9\u6c0f\u306b\u8ffd\u52a0\u767a\u8a00\u307e\u305f\u306f\u9589\u4f1a\u306e\u8f9e\u3092\u304a\u9858\u3044\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30b7\u30e5\u30fc\u30fb\u30d7\u30ea\u30f3\u30b9 — \u5171\u540c\u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

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SEC\u30b9\u30c6\u30fc\u30c8\u30e1\u30f3\u30c8\u3092\u3059\u3079\u3066\u5272\u308a\u5f53\u3066\u308b\u3053\u3068\u3067\u3001\u5f7c\u304c\u3042\u307e\u308a\u591c\u7720\u308c\u306a\u304f\u306a\u308b\u3053\u3068\u304c\u306a\u3044\u3088\u3046\u306b\u9858\u3063\u3066\u3044\u307e\u3059\u3002\u5f7c\u306f\u4eca\u5f8c\u3001\u7d20\u6674\u3089\u3057\u3044\u4ed5\u4e8b\u3092\u3057\u3066\u304f\u308c\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u6295\u8cc7\u5bb6\u306e\u7686\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u56db\u534a\u671f\u306b\u307e\u305f\u304a\u8a71\u3067\u304d\u308b\u3053\u3068\u3092\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

 <\/p>\n

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\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a>
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\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a>
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