
NET · NYSE
Cloudflare sells cloud-based connectivity, security, performance, and developer-platform services. The supplied evidence specifically identifies AI, Zero Trust, and the developer platform as demand areas, indicating that the company monetizes recurring technology services used by organizations and developers. The evidence does not provide segment reporting, so contributions by product or segment cannot be stated. It also does not identify customer categories or customer counts. Cloudflare reports $2.2 billion of FY2025 revenue, up from $1.7 billion in FY2024, while net income is negative at approximately $0.1 billion in both years, establishing its current scale and continued reported loss-making position.
Cloudflare rose $37.23, or 14.10%, from $264.10 on July 28 to $301.33 on August 4. The stock climbed on July 29 and July 30, adding $19.29 before giving back $4.41 on July 31, then accelerated with a $18.59 gain on August 4 as volume reached 5.45 million shares. The strongest identifiable driver was a broader technology rally: Barchart cited strong earnings, Amazon’s results, and expectations of progress reopening the Strait of Hormuz, while the Nasdaq 100 gained 3.32% in the cited session. Company-specific evidence was limited to pre-Q2-earnings interest in AI, Zero Trust, developer-platform demand, growth, and margins; no results or guidance were supplied.