Quick Read Cloudflare (NET) reported Q4 FY2025 revenue of $614.51M, up 33.6% year over year and beating estimates by 3.94%, with remaining performance obligations growing 48% year over year and the company closing its largest annual contract value deal ever at $42.5M. As AI agents scale beyond data centers toward the edge, Cloudflare is positioned as a critical network infrastructure that NVIDIA (NVDA) powered workloads must pass through. A recent study identified one single habit that doubled Americ ...