Last results 30 Jul 2026
Cloudflare Inc
I · AI Analysis
The brief
Cloudflare provides cloud-based security and performance services that protect websites, applications, and networks from cyberattacks while speeding up content delivery [Yahoo Finance]. Their customers span technology, healthcare, finance, retail, and government sectors. The company operates a global network infrastructure that routes internet traffic safely and efficiently for businesses worldwide.
Cloudflare is a cloud security and performance company that protects websites and applications globally [Yahoo Finance]. The company reported strong Q1 2025 results with 29.8% revenue growth, but announced a major restructuring including a 20% workforce reduction (about 1,100 employees) as it pivots to an 'AI-first' operating model [Simply Wall St]. Despite beating earnings expectations, the stock fell 23% after Q1 results as investors questioned whether the company can execute this major strategic shift smoothly [Yahoo Finance].
Strong revenue growth but still unprofitable, with concerning insider selling patterns.
Sentinellis health
4.2/10
Significant risks
Market capitalisation
$73.1B
Revenue (TTM)
$2.2B
Explainers
How we read these numbers
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ReadII · Recent news
What moved
6 stories · ranked by relevance
- Macro2026-05-20
Cloudflare (NET) Q1 Results Beat Expectations, But Market Reaction Tells A Mixed Story
Yahoo Finance
- Macro2026-05-20
JLens Flags Cloudflare’s Failure to Prevent Its Services from Being Used by Websites that Spread Graphic Violence, Extremism, and Foreign Terrorist Content, Citing ADL Report
Yahoo Finance
- Macro2026-05-19
The Zacks Analyst Blog Highlights Palantir Technologies, Salesforce, Atlassian, Cloudflare and HubSpot
Zacks
- Macro2026-05-18
The 5 Most Interesting Analyst Questions From Cloudflare’s Q1 Earnings Call
Yahoo Finance
- Macro2026-05-19
Cloudflare Brings Secure, Scalable Sandboxes to Claude Managed Agents
Yahoo Finance
- Macro2026-05-19
Cloudflare Reshapes Business With AI Pivot And 20% Workforce Cut
Simply Wall St
Premium · Free with any account
The company is executing a major strategic pivot to 'AI-first' operations while cutting 20% of staff, creating execution risk during a period of organizational upheaval [Simply Wall St]
Risks
6
Opportunities
6
Red flags
5
Leadership
10
16 more findings in the full report — free with any account.
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