Cloudflare Inc

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.