Cloudflare Inc
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Cloudflare Inc
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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.
Revenue: Cloudflare reported second-quarter revenue of $696.1 million, up 36% year over year, with management calling it an extremely strong quarter across the business.
Customer growth: The company ended with 4,698 customers paying more than $100,000 annually, up 27% year over year, and added a record 986 net large customers over the last 12 months.
Profitability: Gross margin improved to 73.1%, operating income was $96.1 million, and free cash flow rose to $56.4 million, with management saying it is ahead of its GAAP profitability target by 2028 at the latest.
AI shift: Management said nonhuman traffic has already passed human traffic on Cloudflare’s network and argued this is reshaping the Internet around agentic AI, micropayments, and new commerce models.
Workers momentum: The Workers developer platform remained a key growth driver, with Cloudflare saying it added nearly 2 million developers in Q2 and that Workers is now a meaningful contributor to revenue.
Outlook: Third-quarter revenue guidance was $736 million to $737 million, and full-year revenue guidance was raised to $2.864 billion to $2.870 billion, implying 32% growth for 2026.