Cloudflare Inc
XMUN:8CF
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Cloudflare Inc
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Rhoen Klinikum AG
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Cloudflare Inc
Cloudflare builds internet infrastructure software that sits between websites, apps, and their users. Its network helps websites load faster, stay online, and block attacks. The company sells these services in the form of cloud-based subscriptions and usage-based products that customers turn on through Cloudflare’s platform. Its main customers are businesses, developers, and public organizations that need to secure websites, protect online applications, and connect employees or systems over the internet. Cloudflare makes money by charging for access to its security, performance, networking, and developer tools, with pricing based on the services a customer uses and how much traffic runs through the network. What makes Cloudflare distinct is that it sits at the edge of the internet, close to end users, instead of acting like a traditional data-center provider. That position lets it combine content delivery, cybersecurity, and network access in one system, so customers can replace several separate vendors with a single service.
Cloudflare builds internet infrastructure software that sits between websites, apps, and their users. Its network helps websites load faster, stay online, and block attacks. The company sells these services in the form of cloud-based subscriptions and usage-based products that customers turn on through Cloudflare’s platform.
Its main customers are businesses, developers, and public organizations that need to secure websites, protect online applications, and connect employees or systems over the internet. Cloudflare makes money by charging for access to its security, performance, networking, and developer tools, with pricing based on the services a customer uses and how much traffic runs through the network.
What makes Cloudflare distinct is that it sits at the edge of the internet, close to end users, instead of acting like a traditional data-center provider. That position lets it combine content delivery, cybersecurity, and network access in one system, so customers can replace several separate vendors with a single service.
Revenue Growth: Cloudflare reported Q4 revenue of $614.5 million, up 34% year-over-year, with strong momentum in large customer deals.
Enterprise Momentum: Large customers grew 23% YoY, now making up 73% of revenue, and the company closed its largest annual contract ever at $42.5 million.
AI Tailwinds: Management emphasized AI and autonomous agent adoption as major drivers of demand for both legacy and new platform products.
Gross Margin: Gross margin was 74.9%, slightly below the long-term target, due to higher paid traffic but still indicating strong unit economics.
Profitability: Operating profit reached $89.6 million (14.6% margin), net income was $106.8 million, and free cash flow was $99.4 million, all exceeding expectations.
Strong Guidance: Cloudflare guided Q1 revenue to $620–$621 million (up 29%–30% YoY) and full-year 2026 revenue to $2.785–$2.795 billion (up 28%–29% YoY), with free cash flow guidance unchanged.
Go-to-Market Execution: Sales productivity reached an all-time high, channel contribution rose, and record numbers of $1M+ customers were added.
Future Model: Management highlighted work on new business models for content and AI data, positioning Cloudflare as a key neutral platform for both content creators and AI companies.
