Insights
Latest IR news and announcements for Cloudflare, Inc. (NET).
Cloudflare has been appointed as an independent Key Transparency auditor for Signal, enhancing the privacy and security of user communications. This partnership aims to simplify key verification processes and establish independent auditing as a standard in encrypted messaging.
Cloudflare, Inc. announced the pricing of $2.175 billion in 0% convertible senior notes due 2031, expecting approximately $2.14 billion in net proceeds for general corporate purposes and capped call transactions.
Cloudflare, Inc. plans to offer $2.175 billion in convertible senior notes due 2031, with an option for an additional $325 million. The proceeds will fund capped call transactions and general corporate purposes.
Cloudflare has received FedRAMP High certification and GovRAMP Moderate authorization, enabling U.S. government agencies to utilize its security and performance services. The company also plans to pursue DoD Impact Level 4 authorization to further protect sensitive data.
Cloudflare has introduced the AEO Visibility Dashboard, enabling brands to track AI assistant recommendations. This tool enhances content optimization by providing insights into how AI platforms interact with brand websites, helping marketers make informed decisions.
Cloudflare, Inc. announced its second quarter 2026 financial results, reporting a revenue of $696.1 million, a 36% increase year-over-year. Despite a GAAP loss from operations, the company anticipates continued growth in the upcoming quarters.
Cloudflare introduces the Identity-Aware AI Gateway, enabling companies to monitor AI usage in real-time, control costs, and enhance security without disrupting workflows. The new tools provide visibility into employee interactions with AI systems and help prevent data leaks.
Cloudflare has introduced Cloudflare OS, an open-source AI workspace designed to enhance employee productivity by integrating AI tools with company-specific processes and security. It allows organizations to customize their deployment without extensive infrastructure changes.
Cloudflare has launched Cloudflare Wallets and cloudflare.pay, providing AI agents with stable identities and the ability to make secure online purchases on behalf of their human creators, enhancing trust in agentic commerce.
Cloudflare, Inc. will report its second quarter 2026 financial results on August 6, 2026, following U.S. market closure. An investor conference call will be held the same day to discuss the results.
Cloudflare has launched Precursor, a next-generation behavioral validation engine designed to combat automated bot traffic without disrupting user experience. This tool continuously analyzes user interactions to improve detection and protect online activities against sophisticated bots.
Cloudflare and OpenAI have initiated a research pilot aimed at improving AI search engines' ability to index and discover relevant content using Cloudflare's network insights, enhancing accuracy and timeliness of search results.
Cloudflare announces new classifications and partnerships to enhance site owners' control over content in the AI-driven internet, aiming to balance discoverability and monetization while fostering a transparent agentic economy.
Cloudflare partners with beehiiv to integrate AI Crawl Control technology, allowing independent publishers to manage bot traffic and optimize content discovery while protecting their archives. This gives creators control over their digital footprint in the evolving AI landscape.
Cloudflare partners with Mozilla, Google, Microsoft, and Shopify to develop Private Access Control Tokens (PACT), a new protocol aimed at enhancing online privacy while combating automated traffic without invasive tracking methods.
Cloudflare launches its Design Partner Designation, aimed at enhancing the Cloudflare One suite and accelerating secure AI innovation through partnerships with select global firms, including Arctiq and Consortium, while introducing the Cloudflare One Stack for streamlined deployment.
Cloudflare has acquired VoidZero, integrating its Vite JavaScript tooling into its ecosystem. This move aims to streamline application development and support open source initiatives, with a $1 million commitment to the Vite ecosystem fund.
Cloudflare partners with Anthropic to launch Cloudflare Environments, enabling secure and scalable AI agent development on its global network, enhancing security and compliance while allowing rapid scaling of AI applications for organizations.
Cloudflare's Q1 2026 revenue reached $639.8 million, up 34% year-over-year, despite a GAAP loss of $62 million. The company plans to transition to an AI-first operating model, which includes workforce reductions and restructuring costs.
Cloudflare has been named a Leader in The Forrester Wave™: Edge Development Platforms, Q1 2026 report, receiving top scores in multiple categories, including AI application development and strategy, highlighting its robust edge-native platform and commitment to innovation.