Company Overview - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is a forward-looking company that adopts technology enthusiastically to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

分组1: Cloudflare - Cloudflare's shares rallied over 10% following strong quarterly results, with revenue growing 34% year-over-year to $614.51 million, beating expectations [2][3] - The company reported an adjusted EPS of 28 cents, slightly above the expected 27 cents, indicating positive investor sentiment [2][3] - Cloudflare attributes its growth to increased demand for AI infrastructure, positioning itself as a core infrastructure player amid the AI boom [3][4] 分组2: Unity Software - Unity Software's stock plummeted over 28% due to weak first-quarter guidance, despite beating EPS estimates at 24 cents compared to the expected 20 cents [7][9] - Revenue for the trailing quarter was reported at $503 million, but the guidance for the next quarter is between $480 to 490 million, below the expected $494 million [8][9] - Concerns about slowing momentum and potential AI disruption have negatively impacted investor confidence in Unity Software [9] 分组3: T-Mobile - T-Mobile's stock fell 5% after a mixed fourth quarter, with adjusted EPS of 214 cents beating the expected 206 cents, but revenue growth of 24.3% was below some expectations [10][11] - The company experienced increased post-paid phone churn, rising to over 1%, indicating weaker customer retention compared to the previous year [11][12] - T-Mobile's prepaid segment saw a significant decline, dropping over 40% year-over-year, reflecting a challenging competitive landscape in the wireless carrier market [12]

Cloudflare stock price surged by over 15% in the extended hours after the tech giant released strong financial results and boosted its guidance amid the ongoing AI demand. NET jumped to $208, up sharp... ...

Key Takeaways Cloudflare reported Q4 earnings of 28 cents per share, topping estimates and rising 47.4% YOY.Q4 revenues climbed 33.6% to $614.5 million, fueled by enterprise demand and zero-trust adoption.Cloudflare projects FY26 revenues of $2,785-$2,795 and non-GAAP EPS of $1.11-$1.12.Cloudflare, Inc. (NET) shares jumped 15.5% during Wednesday’s extended trading session after the company reported better-than-expected fourth-quarter 2025 results. NET reported non-GAAP earnings of 28 cents per share for the ...

Cloudflare Stock Surges After Earnings. Why It Can Win From a 'Dead Internet.' - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Cloudflare Stock Surges After Earnings Beat. Why It's Set to Win From a 'Dead Internet.'By [Adam Clark]ShareResiz ...

Cloudflare stock surged on an upbeat outlook. Its services are in high demand as AI drives an increasing amount of internet traffic. ...

Cloudflare Inc. (NYSE:NET) reported better-than-expected fourth-quarter financial results and issued FY26 sales guidance above estimates on Tuesday.Cloudflare reported quarterly earnings of 28 cents per share which beat the analyst consensus estimate of 27 cents per share. The company reported quarterly sales of $614.507 million which beat the analyst consensus estimate of $591.276 million.The company said it sees full-year 2026 revenue in the range of $2.79 billion to $2.80 billion versus estimates of $2.7 ...

Core Insights - Cloudflare Inc. reported fourth-quarter results that exceeded Wall Street expectations, driven by increased demand for artificial intelligence [1] - The company’s revenue for the fourth quarter was $614.51 million, surpassing analyst estimates of $591.28 million, with adjusted earnings of 28 cents per share, beating the consensus estimate of 27 cents [1] Financial Performance - Total revenue increased by 34% year-over-year [2] - The company recorded an operating loss of $49.2 million but achieved adjusted operating income of $89.6 million [2] - Free cash flow for the quarter was $99.4 million [2] Future Guidance - For Q1 2026, Cloudflare expects revenue between $620 million and $621 million, exceeding the Street's estimate of $613.93 million, but projects adjusted EPS of 23 cents, below the consensus of 25 cents [3] - Full-year 2026 revenue guidance is set at $2.79 billion to $2.80 billion, above analyst expectations of $2.74 billion, with projected adjusted EPS of $1.11 to $1.12 compared to estimates of $1.21 [3] Technical Analysis - Cloudflare's stock is trading approximately 14% above its 20-day simple moving average (SMA) and just 0.1% below its 100-day SMA, indicating strong short-term momentum and maintaining longer-term strength [4] - Over the past 12 months, shares have increased by 4.31%, positioning the stock closer to its 52-week highs, suggesting a bullish trend [4] Momentum Indicators - The Relative Strength Index (RSI) is at 48.92, indicating neutral momentum, while the MACD is above its signal line, suggesting bullish conditions [5] - The combination of neutral RSI and bullish MACD indicates mixed momentum, suggesting potential for further upward movement [5] Analyst Consensus - The stock carries a Buy Rating with an average price target of $217.03 [7] - Recent analyst actions include a 14.38% increase in shares during premarket trading, reaching $205.86 [7] - Key resistance is identified at $218.50 and key support at $191.00 [7]

Employment and Economic Outlook - The employment report is anticipated to show an increase in U.S. job growth despite a sluggish labor market, influenced by tariff uncertainty and tighter immigration enforcement [1][8] - Retail sales have stalled unexpectedly, raising the probability of an interest-rate reduction in April to 35.5% from 32.2% [1][8] - Markets are pricing in the first interest rate cut to occur in June, coinciding with the expected Senate approval of President Trump's Fed chair nominee, Kevin Warsh [2][8] Corporate Earnings and Market Reactions - Cloudflare's shares surged by 14% following a better-than-expected forecast for annual and first-quarter sales [5][8] - Robinhood's shares fell by 7.2% after reporting fourth-quarter revenue below Wall Street expectations [6][8] - Lyft's shares dropped 17% due to a quarterly profit forecast and annual ride volumes that did not meet Wall Street expectations [9][8] Legislative and Regulatory Developments - The U.S. House of Representatives rejected a Republican bid to block challenges to Trump's tariffs, potentially allowing Democrats to reverse tariffs imposed on Canada [7][8] - A Supreme Court ruling on the legality of the tariffs is expected in the coming months [7][9]

消息面上，Cloudflare公布去年第四季度业绩，营收同比增长33.6%至6.145亿美元，超过分析师预期的 5.913亿美元；调整后每股收益为0.28美元，略超过分析师预期的0.27美元；毛利润同比增长28.8%至 4.526亿美元，毛利率为73.6%。随着各行各业竞相整合人工智能，带动云计算需求上升，企业将支出优 先用于数字基础设施。 云计算服务公司Cloudflare(NET.US)盘前大涨近15%，报206.94美元。 展望今年首季，Cloudflare预计营收将在6.2亿至6.21亿美元之间，高于分析师预期的6.139亿美元。对于 今年全年，Cloudflare预计营收将在27.9亿至28亿美元之间，亦高于预期的27.4亿美元。(格隆汇) ...