Browsing Tag
Matthew Prince
2 posts
Cloudflare company profile: How web security became a $100bn-plus AI infrastructure platform
Cloudflare, Inc. has evolved from website security and content delivery into a global infrastructure platform spanning Zero Trust, application security, networking, developer tools and artificial intelligence. With Q2 2026 revenue rising 36%, developer adoption accelerating and NET valued above $100 billion, the investment case increasingly depends on whether Cloudflare can turn its enormous network reach into durable AI-era growth and stronger profitability.
Tech turmoil: Cloudflare stock drops on disappointing revenue forecast
Cloudflare’s stock price plunged during premarket trading today, with shares falling sharply as the company’s fourth-quarter and full-year…