Cloudflare

https://www.cloudflare.com
https://www.linkedin.com/company/cloudflare/

Cloudflare, publicly owned and headquartered in the US, was founded in 2009 and employs approximately 3,090 individuals. The company reported $2.2B in revenue as of 2025. It specializes in enterprise and telecoms software, functioning as a cybersecurity provider.

2025 Revenue

Founded

2009

Headcount

3,081

Headquarters

Primary Segment

Enterprise and telecoms software

Ownership

Publicly Owned

Deployments

News Summary:

Cloudflare recently published its 2025 Q4 DDoS report on February 7, 2026, detailing a record 31.4 Tbps attack and offering an analysis of the evolving threat landscape based on its extensive network data. On the same day, David Belson, Cloudflare's Head of Data Insight, contributed to a report identifying top cybersecurity trends for 2026, noting over 180 internet disruptions observed in 2025. Earlier on February 7, Cloudflare explained how an unclear RFC specification concerning CNAME ordering caused an outage for its 1.1.1.1 service, proposing a clarified specification after identifying ambiguity in older DNS standards regarding record order. This followed Cloudflare's introduction of Moltworker on February 7, an open-source implementation enabling self-hosted personal AI agents, previously known as Moltbot, to run on its Developer Platform without requiring dedicated local hardware. The Moltbot agent functions as a user-controlled personal assistant through chat applications, integrating with AI models, browsers, and third-party tools.

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Cloudflare offers 7 products in the media tech and telecoms tech industries. Cloudflare's product portfolio comprises of enterprise security, enterprise and telecoms software, connectivity and distribution services and telecoms network infrastructure.

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Cloudflare's revenues were $2.2B in 2025. Caretta Research has split Cloudflare's revenue into 6 different product categories, the largest of which is cybersecurity and intrusion detection, which represents 31% of Cloudflare's revenue.

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Feb

12th

2026

17:26

Artificial Intelligence

Cloudflare just taught the web to speak AI

This one’s free to read via this link . If you want these landing in your inbox regularly, subscribe to my newsletter. Imagine you’ve hired a courier to deliver a letter. The courier arrives at your door, picks up the envelope, and drives it across town.

Medium

Feb

12th

2026

12:13

Capital Investment, Emerging Tech

Analysts Offer Insights on Technology Companies: Cloudflare (NET), Datadog (DDOG) and Lyft (LYFT)

Analysts have been eager to weigh in on the Technology sector with new ratings on Cloudflare (NET – Research Report), Datadog (DDOG – Research Report) and Lyft (LYFT – Research Report). Cloudflare (NET) In a report released today, Madeline Brooks from Bank of America Securities maintained a Buy rating on Cloudflare, with a price target of $255.00.

The Globe and Mail

Feb

12th

2026

08:33

Artificial Intelligence

Introducing Markdown for Agents

The way content and businesses are discovered online is changing rapidly. In the past, traffic originated from traditional search engines, and SEO determined who got found first. Now the traffic is increasingly coming from AI crawlers and agents that demand structured data within the often-unstructured Web that was built for humans.

Cloudflare

Feb

12th

2026

04:01

Financial Results, Emerging Tech, B2B Tag

Cloudflare (NET) Revenue Momentum Tests Rich Valuation Narrative After Q4 Loss Continues

Advertisement United States / IT / NYSE:NET Cloudflare (NET) Revenue Momentum Tests Rich Valuation Narrative After Q4 Loss Continues February 12, 2026 Advertisement Cloudflare FY 2025 earnings: revenue momentum meets persistent losses Cloudflare (NET) has wrapped up FY 2025 with Q4 revenue of US$614.5 million and a basic EPS loss of US$0.03, alongside net income excluding extra items of a US$12.1 million loss.

Simply Wall Street

Feb

12th

2026

00:24

Financial Results, Capital Investment, Emerging Tech

Analysts Offer Insights on Technology Companies: Cloudflare (NET), Datadog (DDOG) and Lyft (LYFT)

The Globe and Mail

Feb

11th

2026

21:17

Financial Results, Capital Investment, Artificial Intelligence, B2B Tag

The Great AI Squeeze: High Costs To Weight On Earnings Reports

With more than half of S&P 500 companies reporting thus far, EPS growth for Q4 2025 currently stands at 13% This week, 1,662 companies are expected to report, including results from McDonald’s, Cisco, CVS, Shopify,

See It Market

Feb

11th

2026

19:35

Emerging Tech, B2B Tag

Is SSO the Same as SAML?

The Short Answer No but They Are Best Friends Ever had a meeting where someone used "SSO" and "SAML" like they're the same thing? It happens all the time, even among senior devs, but it's technically a bit off.

SSOJet

Feb

11th

2026

18:30

Emerging Tech, B2B Tag

Cloudflare System Design Interview

Preparing for the Cloudflare System Design interview means learning how to architect internet-scale systems that run at the network edge. Cloudflare provides a globally distributed platform handling DNS, CDN caching, DDoS prevention, bot mitigation, load balancing, Zero Trust security, serverless compute, and traffic routing for millions of websites.

Educative

Feb

11th

2026

18:30

Artificial Intelligence

Cloudflare turns websites into faster food for AI agents

wrappers, nav bars, and script tags that pad every real web page and have zero semantic value." To make web content easier for AI crawlers to chew, Cloudflare's network can now respond to crawler network requests in Markdown rather than HTML.

The Register

Feb

11th

2026

18:30

Capital Investment, Artificial Intelligence, B2B Tag

Cloudflare’s AI Deals And Record Contracts Test High Valuation Narrative

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Cloudflare runs a global network that powers security, performance, and developer services for internet applications, with an increasing focus on AI workloads.

Yahoo Finance

Feb

11th

2026

13:49

Capital Investment, Emerging Tech, B2B Tag

Data Center Digest: Cloudflare Fallout, Mega Builds, and Quantum Networks

From global outages and government deals to massive spending and hyperscaler developments, it’s been another eventful stretch in the data center sector. Plus, which tech giants are partnering to make quantum networks a reality? Here’s a roundup of the latest news shaping the industry.

Datacenterworld

Feb

11th

2026

11:40

Financial Results, Artificial Intelligence, B2B Tag

Cloudflare Looks Like Core Infrastructure For Agentic AI

ht quarter to 34% from 31% in Q3, its fastest since Q1 2023. RBC also flagged stronger sales execution, more “pool of funds” deals, and growing Workers adoption. Why should I care? For markets: AI’s next winners may be the toll collectors.

Finimize

Cloudflare's customers primarily consist of iT Services and IT Consulting, software Development and technology, Information and Internet companies. Examples of Cloudflare's customers include Jimdo, Biznet and DeNA. Cloudflare has commercial and technical partners like Kyndryl and Castr.

Analysis

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Analysis

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Cloudflare

2025 Revenue

Founded

Headcount

Headquarters

Primary Segment

Ownership

Deployments

News Summary:

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