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 a strong fourth-quarter performance with revenue of $614.5 million, a year-over-year increase of 33.6%, driven by surging demand for AI services, leading to the fastest growth since 2021 [2][3][4]. Group 1: Financial Performance - The company signed its largest annual contract ever, with an average annual value of $42.5 million, and the total value of new annual contracts increased by nearly 50% year-over-year, marking the fastest growth since 2021 [2][3]. - Cloudflare's earnings per share for the fourth quarter were $0.28, exceeding analyst expectations, while the net loss narrowed from $12.8 million in the previous year to $12.1 million [4]. - For 2026, the company expects total revenue to reach between $2.79 billion and $2.8 billion, surpassing market expectations of $2.74 billion [3][11]. Group 2: AI Integration and Market Position - The transition towards AI and intelligent agents is fundamentally restructuring internet platforms, which is driving demand for Cloudflare's services [4][7]. - Cloudflare is seen as a direct beneficiary of the rapid integration of AI across industries, with approximately 80% of leading AI companies utilizing its solutions [12]. - The company is positioned as the platform for new internet users represented by intelligent agents, as stated by CEO Matthew Prince [8]. Group 3: Market Outlook - Cloudflare's first-quarter revenue guidance for 2026 is projected to be between $620 million and $621 million, above market expectations of $613.9 million [11]. - Adjusted earnings per share for 2026 are expected to be between $1.11 and $1.12, slightly below market expectations of $1.19 [11]. - Despite the positive outlook, the company has not been immune to the broader sell-off in the software sector, with software ETFs down 21% year-to-date [13].