Core Insights - Cloudflare Inc. continues to show strong growth in its revenue, driven by increased demand for its security and performance solutions [1] Financial Performance - The company reported a revenue increase of 50% year-over-year, reaching $300 million in the latest quarter [1] - Gross margin improved to 78%, reflecting operational efficiencies and cost management [1] Market Position - Cloudflare has expanded its customer base significantly, now serving over 150,000 customers globally, including a notable increase in enterprise clients [1] - The company is positioned as a leader in the cybersecurity and content delivery network (CDN) markets, benefiting from the ongoing digital transformation [1] Strategic Initiatives - Cloudflare is investing heavily in product development, with a focus on enhancing its security offerings and expanding its global network infrastructure [1] - The company has launched several new features aimed at improving user experience and increasing customer retention [1]

本文源自：金融界AI电报 Cloudflare(NET.N)美股盘前跌幅收窄至约2%，公司在北京时间17:12称已对此前出现的问题进行修复， 正在监控结果。 ...

本文源自：格隆汇 网络安全公司Cloudflare表示，针对控制面板及API问题的修复已实施完成，目前正在监测修复结果。 Cloudflare盘前跌幅迅速收窄至2%。 ...

据报道，Cloudflare表示，针对控制面板及相关应用问题的修复已实施完成，目前正在监测修复结果。 Cloudflare盘前跌幅收窄至2.28%。 （文章来源：第一财经） ...

Cloudflare said a fix has been implemented and they are continuing to monitor the results. ...

Core Points - Cloudflare experienced a significant issue with its dashboard and related applications, leading to global website outages and a subsequent 4.5% drop in its shares during premarket trading [1][2] - The company quickly issued a fix for the problem and is monitoring the situation for results, which helped to reduce some of the initial losses in its stock price [2] - This incident follows a previous outage less than three weeks prior, which also resulted in widespread error messages across the internet [2]

云服务提供商Cloudflare(NET.US)盘前跌近6%报193美元。消息面上，Cloudflare疑似面临大规模服务中 断，同时故障监测网站Down Detector也出现宕机情况。此外，据SolanaFloor监测，包括Jupiter、 Raydium和Meteora在内的多个主要Solana协议的用户界面也出现宕机。 ...

Just In: Due to Cloudflare outage, numerous cryptocurrency applications, including centralized exchanges like Coinbase and Kraken, as well as the user interfaces of many DeFi protocols, have experienced outages. https://t.co/Sh2OmfuvEP ...

And with that, it is now time for the big three. We've got three stocks, three charts, and three trades. Rick Ducat, of course, here to take us through the charts. And here to take us through the trades today is Jason Brown from the brownreport.com and the author of five-year millionaire. Great to have you both with us. Jason, great to have you back on the show.Would love to quickly start with just a big picture thought on some of the market action we've seen so far in December. >> Yeah, good to see you guy ...

Core Thesis - Cloudflare, Inc. is experiencing strong growth driven by robust performance in Q3 2025, with significant revenue increases and a positive outlook for future growth [2][6] Financial Performance - Cloudflare reported Q3 2025 revenue of $562 million, representing a 31% year-over-year growth and a 10% sequential increase [2] - The company achieved a 15.3% operating margin and a 13.3% free cash flow margin, despite a gross margin compression to 75.3% due to increased AI-related traffic [3] Customer and Market Dynamics - The company has nearly 296,000 customers, with a dollar-based net retention rate of 119%, indicating strong multi-product adoption [2] - Strategic partnerships with major firms like Visa, Mastercard, and Oracle are enhancing Cloudflare's position in secure AI interactions and multi-cloud architectures [4] Product and Service Development - Cloudflare's Zero Trust and SASE solutions are gaining traction as customers consolidate legacy tools onto Cloudflare One [4] - The company is positioned as a leader in edge inference for AI firms, with GPU utilization reaching 70-80% [3] Future Outlook - Cloudflare raised its full-year guidance and reiterated long-term targets, aiming for a $5 billion revenue run rate by 2028 [6] - The company continues to showcase its platform's breadth through large enterprise wins, including multimillion-dollar deals across various sectors [5]