盘后飙涨16%！AI 驱动增长，Cloudflare业绩炸裂，拿下史上最大规模年度合同

Core Viewpoint - Cloudflare reported better-than-expected earnings driven by a surge in AI demand, achieving its fastest growth since 2021, with stock prices soaring nearly 16% after hours [1]. Financial Performance - In Q4, Cloudflare's revenue grew by 33.6% year-over-year to $614.5 million, surpassing analyst expectations of $591.3 million [1]. - The company reported a Q4 earnings per share of $0.28, exceeding analyst forecasts, and reduced its net loss from $12.8 million in the previous year to $12.1 million [1]. - For 2026, Cloudflare expects annual revenue to reach between $2.79 billion and $2.8 billion, higher than the market expectation of $2.74 billion [1][5]. AI Demand and Market Position - The rapid integration of AI across industries is driving a surge in cloud service demand, with Cloudflare positioned as a direct beneficiary of this trend [4]. - Matthew Prince, CEO, stated that the shift towards AI and intelligent agents represents a fundamental restructuring of internet platforms, increasing demand for Cloudflare's services [1][4]. - Approximately 80% of leading AI companies are estimated to use Cloudflare's solutions, enhancing its market position in the AI application space [5]. Future Guidance - For Q1 2026, Cloudflare anticipates revenue between $620 million and $621 million, exceeding market expectations of $613.9 million [5]. - Adjusted earnings per share for 2026 are projected to be between $1.11 and $1.12, slightly below the market forecast of $1.19 [5].