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Cloudflare
Cloudflare's global edge network can support AI inference, security, routing, and developer services.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
Live / market snapshot
Price, 1D change, market cap, and enterprise value are current market-based figures.
TTM / forward
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Latest quarter / dividend cadence
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
latest annual revenue
latest quarterly revenue
latest annual profit
latest quarterly profit
annualized per share
latest ex-dividend cash amount
Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Cloudflare Q2 Earnings Call Highlights
Cloudflare (NYSE:NET) reported second-quarter 2026 revenue of $696.1 million, up 36% from a year earlier, as the company cited accelerating customer growth, expanding adoption of its Workers developer platform, and demand for products supporting AI-related workloads. Chief Executive Officer Matthew
More Than Half of Cloudflare's Network Traffic Is No Longer Human. The Stock Broke to a Record on It.A majority-machine internet is now Cloudflare's reality. Does it pay?
Update: S&P 500 Hits Record High as Jobs Report Eases Rate Hike Bets(Updates with market moves at the end of the day, and any other changes, if any.) The S&P 500 hit
Stock Market Today: Nasdaq Leaps As Fed Rate-Hike Odds Sink; Biotech Jumps 20%, Sezzle Fizzles OutStock Market Today: The major indexes close with gains across the board. A medical testing stock soars 20%.
Cloudflare Stock Jumps 8.2% as AI Demand Lifts ForecastCloudflare's growing developer base and contract pipeline strengthened its case as infrastructure for the emerging agent-driven internet.
Software Stocks Trade Like It’s 2022 After Atlassian Leads Earnings RallyAtlassian, Twilio, JFrog, and Cloudflare surge after earnings, fueling hopes that software investors are rewarding fundamentals again.
Why it could benefit going forward
- Cloudflare's global edge network can support AI inference, security, routing, and developer services.
- AI traffic raises demand for bot management, security, and low-latency delivery.
- Workers AI gives it a path into edge inference for developers.
Moat / edge
- Large global edge network.
- Integrated security, networking, and developer platform.
- Self-serve plus enterprise go-to-market.
What to watch
- Enterprise customer growth.
- AI inference and developer-platform traction.
- Security and zero-trust attach rates.
Key risks
- High valuation depends on sustained growth.
- Hyperscalers and security platforms can pressure product boundaries.
Business snapshot
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.