Core Viewpoint - Cloudflare's stock has surged 39% over the past month, driven by strong quarterly results and a growing focus on AI solutions [1][2]. Financial Performance - In Q1 2025, Cloudflare reported revenue of $479 million, a 27% increase year-over-year, surpassing the consensus estimate of $469 million [5]. - The company's remaining performance obligations (RPO) increased by 39% year-over-year, reaching $1.86 billion, indicating a robust revenue pipeline [6]. AI and Market Demand - Cloudflare's Workers AI platform has seen a significant rise in demand, contributing to the growth in its revenue pipeline [7]. - The company offers a cost-effective solution for customers to train and deploy AI applications without the need for expensive hardware, utilizing a pay-as-you-go model [8]. - There was a remarkable 4,000% year-over-year increase in inference requests on Cloudflare's network, highlighting the growing demand for serverless GPUs [9]. Future Growth Potential - Analysts project a 6% increase in Cloudflare's earnings this year to $0.80 per share, with potential for faster growth due to the improving revenue pipeline and market opportunities in serverless GPUs [11][13].

As of March 31, 2025 © 2025 Cloudflare, Inc. Safe Harbor This presentation has been prepared by Cloudflare, Inc. ("Cloudflareˮ) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise, or representation by the presenter or Cloudflare or any officer, director, employee, agent, or advisor of Cloudflare. This presentation does not purport to be all-inclusive or to contain all of the information you may desire ...