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NET Gains From Synergy in Its AI and Security Products: What's Next?
ZACKS· 2025-12-15 16:16
Key Takeaways NET now offers 55 revenue-generating products, driving higher contract value and net retention rates.Cloudflare serves about 80% of leading AI firms, aided by its low-latency, globally distributed edge network.NET's bundled security tools and partnerships boost adoption, helping it gain market share.Cloudflare (NET) has structured its product portfolio to increasingly benefit from strong synergy and seamless compatibility across its offerings. Cloudflare now commands more than 55 revenue-gener ...
NET Surges 85% in a Year: Should You Buy, Sell or Hold the Stock?
ZACKS· 2025-12-09 18:05
Key Takeaways Cloudflare's edge network and security scale now support broad AI adoption and enterprise commitments.NET sees rising traction in Magic Transit, Zero Trust, SASE and AI-focused tools.Cloudflare expands collaborations with Oracle, Alphabet and Coinbase.Cloudflare Inc. (NET) shares have gained 85.1% in the past year, outperforming the Zacks Internet – Software industry’s growth of 4.5%. This upward swing in the past year has raised questions for investors: Should they buy, sell or hold Cloudflar ...