Cloudflare Inc
XMUN:8CF
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
C
|
Cloudflare Inc
XMUN:8CF
|
US |
|
A
|
Amazon.com Inc
DUS:AMZ
|
US |
|
R
|
R&B Food Supply PCL
SET:RBF
|
TH |
|
R
|
REA Group Ltd
OTC:RPGRF
|
AU |
|
Mori Trust Sogo Reit Inc
TSE:8961
|
JP |
|
R
|
Renaissancere Holdings Ltd
XBER:RRJ
|
BM |
|
C
|
Cognizant Technology Solutions Corp
SWB:COZ
|
US |
|
DENTSPLY SIRONA Inc
LSE:0I8F
|
US |
Cloudflare Inc
Cloudflare builds internet infrastructure software that sits between websites, apps, and their users. Its network helps websites load faster, stay online, and block attacks. The company sells these services in the form of cloud-based subscriptions and usage-based products that customers turn on through Cloudflare’s platform. Its main customers are businesses, developers, and public organizations that need to secure websites, protect online applications, and connect employees or systems over the internet. Cloudflare makes money by charging for access to its security, performance, networking, and developer tools, with pricing based on the services a customer uses and how much traffic runs through the network. What makes Cloudflare distinct is that it sits at the edge of the internet, close to end users, instead of acting like a traditional data-center provider. That position lets it combine content delivery, cybersecurity, and network access in one system, so customers can replace several separate vendors with a single service.
Cloudflare builds internet infrastructure software that sits between websites, apps, and their users. Its network helps websites load faster, stay online, and block attacks. The company sells these services in the form of cloud-based subscriptions and usage-based products that customers turn on through Cloudflare’s platform.
Its main customers are businesses, developers, and public organizations that need to secure websites, protect online applications, and connect employees or systems over the internet. Cloudflare makes money by charging for access to its security, performance, networking, and developer tools, with pricing based on the services a customer uses and how much traffic runs through the network.
What makes Cloudflare distinct is that it sits at the edge of the internet, close to end users, instead of acting like a traditional data-center provider. That position lets it combine content delivery, cybersecurity, and network access in one system, so customers can replace several separate vendors with a single service.
Strong quarter: Cloudflare reported Q1 revenue of $639.8 million, up 34% year over year, with operating income of $73.1 million and free cash flow of $84.1 million, both above expectations.
AI momentum: Management said AI and agentic traffic are becoming a major growth driver across its network, Workers platform, and security products, with usage of its own AI tools up more than 600% in the last 3 months.
Restructuring: Cloudflare announced a reduction of more than 1,100 people, or about 20% of the team, to move to an agentic AI-first operating model; it expects $140 million to $150 million of severance and restructuring charges in 2026.
Guidance: The company guided Q2 revenue to $664 million to $665 million and full-year 2026 revenue to $2.805 billion to $2.817 billion, both implying about 30% growth.
Customer strength: Large-customer momentum remained strong, including 4,416 customers paying more than $100,000 annually and record additions in the $5 million-plus cohort.
Margin mix shift: Gross margin fell to 72.8% as developer products and paid traffic grew, but management said unit economics and operating margin remain the better way to view long-term competitiveness.
