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Cloudflare Secures FedRAMP High Authorization, Expanding Access to U.S. Government Security Market

Cloudflare (NYSE: NET) announced Monday that Cloudflare for Government has achieved FedRAMP High certification and GovRAMP Moderate authorization, expanding the company's ability to provide cloud security, performance and developer services to U.S. public-sector organizations.

FedRAMP High is particularly significant because it allows federal agencies and their partners to use Cloudflare's platform for High Impact data, including sensitive information associated with national security, critical infrastructure and financial systems.

Cloudflare said authorized data will be processed within a U.S. boundary spanning 15 metro areas.

Cloudflare Targets Defense and Regulated Markets

The company also announced plans to pursue Department of Defense Impact Level 4, or IL4, authorization, which could further expand its opportunity within defense-related workloads.

Cloudflare for Government combines Zero Trust security, network performance, application development and AI-related capabilities on a unified platform. The company also provides post-quantum cryptography designed to protect data in transit against emerging cryptographic threats.

Cloudflare said more than 100 U.S. government agencies already use its technology, including agencies within the Departments of Commerce, Energy, Homeland Security, Justice and State.

The new authorizations could allow Cloudflare to compete for a broader range of sensitive government workloads while helping agencies consolidate legacy networking and cybersecurity infrastructure.

For Cloudflare, the certifications represent another step in expanding beyond its traditional commercial customer base into government and highly regulated markets, where security certifications can be an important barrier to entry and a prerequisite for larger contracts.

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European Investor 08-10-26

Cloudflare (NET) Stock Soars 15% as Q2 Revenue Growth Accelerates and AI Demand Strengthens

Cloudflare (NYSE: NET) shares surged about 15% in premarket trading on Friday after the company delivered strong second-quarter results, highlighted by accelerating revenue growth, expanding customer adoption, and an upbeat outlook.

Revenue reached $696.1 million, up 36% year over year, while current remaining performance obligations (RPO) also increased 35%, providing another strong indicator of future contracted revenue.

Revenue Growth Accelerates

Cloudflare reported broad-based growth across its platform, including record increases in total paying customers, large customers, and developers.

Key Q2 results included:

* Revenue: $696.1 million, +36% year over year
* Non-GAAP operating income: $96.1 million
* Non-GAAP EPS: $0.29, up from $0.21
* Free cash flow: $56.4 million, up from $33.3 million
* Current RPO growth: +35%

Cloudflare remained unprofitable on a GAAP basis, posting a $170 million net loss. Gross margin also declined year over year, but investors appear to be focusing more heavily on accelerating growth and improving cash generation.

AI Opportunity Adds to Optimism

CEO Matthew Prince emphasized Cloudflare's position in what he described as the emerging “Agentic Internet,” where AI agents increasingly interact directly with websites, applications, and other machines.

This could represent an important growth opportunity for Cloudflare because its global network already provides security, connectivity, developer infrastructure, and traffic management services. Rising AI-related internet traffic could therefore increase demand across multiple parts of its platform.

## Strong Outlook Supports the Rally

For Q3, Cloudflare expects revenue of $736 million to $737 million and non-GAAP EPS of $0.34. Full-year revenue is projected at $2.864 billion to $2.870 billion, with non-GAAP EPS of $1.25 to $1.26.

Friday's premarket rally suggests investors are particularly encouraged by the combination of accelerating revenue growth, strong bookings momentum, improving free cash flow, and Cloudflare's growing exposure to AI infrastructure demand.

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WS Investor 08-07-26

Cloudflare Introduces Digital Wallets and Payments for AI Agents

Cloudflare announced Cloudflare Wallets and cloudflare*pay, a new set of tools designed to give AI agents secure digital identities and the ability to make online purchases on behalf of their users.

The new platform aims to support the growing trend of agentic commerce, where AI agents can browse websites, access APIs and complete transactions autonomously. Cloudflare said the new infrastructure will allow businesses to verify who is behind an AI agent while enabling agents to transact securely within spending limits defined by their human owners.

Each Cloudflare account will receive a unique web address that serves as a persistent digital identity, which can also be extended to individual AI agents. The company is also introducing Account Wallets capable of holding stablecoins and Virtual Wallets that AI agents can use to make purchases. Users will be able to set spending caps, approved merchant lists and maximum transaction limits to maintain control over agent activity.

Cloudflare said the new payment and identity system will integrate with its Monetization Gateway, helping create a trusted infrastructure for AI-powered online commerce.

Handle reservations for Cloudflare Wallets are now open, while full wallet functionality—including funding, withdrawals and Virtual Wallet issuance—is expected to roll out in the coming months. The announcement highlights Cloudflare's continued expansion into AI infrastructure as autonomous software agents become increasingly important in digital commerce.

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European Investor 08-04-26

Cloudflare Sinks 16% After Hours as Mass Layoffs and Soft Q2 Guide Rattle Investors

San Francisco, May 7, 2026 — Shares in Cloudflare plunged around 16% in after-hours trading yesterday after the connectivity cloud company delivered a strong first quarter beat but simultaneously announced it is cutting approximately 1,100 employees — roughly 20% of its entire workforce — as part of a sweeping shift to what management is calling an "agentic AI-first operating model."

The Q1 numbers were genuinely impressive. Revenue grew 34% year-over-year to $639.8 million, beating analyst estimates of around $622 million by a comfortable margin. Adjusted EPS of $0.25 beat expectations of $0.23. Free cash flow rose to $84 million, or 13% of revenue. Full-year guidance was raised, with revenue now expected at $2.805 to $2.813 billion — above prior estimates — and adjusted EPS of $1.19 to $1.20, well ahead of the $1.14 consensus.

Yet none of that was enough to offset the shock of the layoff announcement. CEO Matthew Prince and COO Michelle Zatlyn announced the cuts in a letter to staff, framing them as a necessary transformation as AI agents increasingly take over work previously done by humans. The restructuring is expected to cost $140 to $150 million, with the bulk hitting Q2 earnings. Cloudflare, which had been aggressively hiring, joins a growing list of technology companies including Oracle, Meta, and Atlassian in using AI-driven efficiency as justification for significant headcount reductions.

Adding fuel to the selloff, Q2 revenue guidance of $664 to $665 million came in just below the analyst consensus of $665.3 million — a small miss in absolute terms but enough to amplify negative sentiment on a night already dominated by the layoff news. Valuation concerns also linger, with the stock having traded at a significant premium ahead of the report.

The irony is stark: Cloudflare is cutting jobs because AI is making its workforce more productive, while simultaneously telling investors that AI is the biggest tailwind in the company's history. The market, at least tonight, is focused on the human cost and the near-term uncertainty rather than the long-term opportunity.

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WS Investor 05-08-26

Cloudflare Inc. partnered with Wiz to strengthen security for AI applications by combining Cloudflare’s edge protections with Wiz’s cloud visibility platform.

The integration enables organizations to identify “shadow AI” tools, monitor AI traffic in real time, and detect risks such as prompt injection and sensitive data exposure. By mapping AI applications and data flows, the solution helps security teams prioritize vulnerabilities and respond to threats more effectively.

The partnership aims to provide a unified approach to managing the growing AI attack surface, allowing companies to adopt AI technologies more securely without sacrificing performance or requiring major infrastructure changes.
Business Wire

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WS Investor 04-14-26

Cloudflare announced an expansion of its Agent Cloud platform, introducing new tools and infrastructure to support the development and large-scale deployment of autonomous AI agents.

The update includes features such as Dynamic Workers for efficient execution of AI-generated code, Git-compatible “Artifacts” storage for managing agent-generated data, and general availability of Sandboxes—isolated environments where agents can run full operating systems. The platform also introduces “Think,” a framework enabling long-running, multi-step agent tasks.

Cloudflare aims to address key challenges in scaling AI agents, including cost, security, and infrastructure limitations, by offering a unified platform that integrates multiple AI models and simplifies switching between providers.

The company said the enhancements are designed to move AI agents from experimental use cases to production-grade applications, supporting a future where millions of autonomous agents operate simultaneously across enterprise environments.
Business Wire

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European Investor 04-13-26

Cloudflare, Inc. and GoDaddy Inc. announced a strategic partnership aimed at enabling a more transparent and secure “agentic web” for the AI era.

The collaboration introduces tools that allow website owners to control how AI-powered crawlers access their content, including integration of Cloudflare’s AI Crawl Control into GoDaddy’s hosting platform. It also supports new open standards such as Agent Name Service (ANS) and Web Bot Authentication to verify the identity of AI agents.

The companies said the initiative will help address growing concerns over unverified bot traffic and content usage, while enabling a more trusted digital ecosystem where AI agents can interact securely with websites.

The partnership reflects efforts to establish infrastructure and standards for managing AI-driven interactions as the internet evolves beyond human-centric use.
Business Wire

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WS Investor 04-07-26

Cloudflare, Inc. (NYSE: NET) announced it is the first SASE platform to fully support modern post-quantum encryption standards across its entire Cloudflare One ecosystem.

The update extends post-quantum (PQ) protection to wide-area networking (WAN) use cases through IPsec and Cloudflare One Appliance, complementing its existing Zero Trust and Secure Web Gateway capabilities. The move is designed to protect organizations against emerging quantum computing threats, including “harvest now, decrypt later” attacks, while ensuring interoperability and high-availability routing.

Cloudflare said the quantum-safe SASE capabilities are available immediately at no additional cost.

Source: Business Wire

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The Investor 02-23-26

Cloudflare, Inc. (NYSE: NET) and Mastercard Incorporated (NYSE: MA) announced a strategic partnership to expand cyber defense capabilities for small businesses, governments and critical infrastructure.

The collaboration will combine Mastercard’s Recorded Future and RiskRecon attack surface monitoring tools with Cloudflare’s Application Security portfolio. The joint solution is designed to help organizations identify unknown internet-facing assets, assess cyber posture in real time and automate remediation through controls such as web application firewalls and encryption.

Users will receive continuously updated security ratings, visibility into vulnerabilities and third-party risks, and prioritized remediation guidance within Cloudflare’s Security Insights dashboard.

The companies aim to close security gaps created by shadow IT, legacy systems and expanding digital ecosystems, providing smaller and resource-constrained organizations with enterprise-grade protection without slowing innovation.
Business Wire

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The Investor 02-17-26

Cloudflare, Inc. reported strong fourth-quarter and full-year 2025 results, driven by accelerating enterprise demand and AI-related workloads.

Fourth-quarter revenue rose 34% year over year to $614.5 million. GAAP operating loss was $49.2 million, or 8% of revenue, while non-GAAP operating income reached $89.6 million, or 15% of revenue. GAAP net loss narrowed to $12.1 million ($0.03 per share), and non-GAAP net income increased to $106.8 million ($0.28 per diluted share). Operating cash flow was $190.4 million, and free cash flow totaled $99.4 million, or 16% of revenue. Remaining performance obligations (RPO) grew 48% year over year, with current RPO up 34%.

For full year 2025, revenue climbed 30% to $2.17 billion. GAAP operating loss was $207.2 million, while non-GAAP operating income reached $303.9 million (14% margin). GAAP net loss was $102.3 million ($0.29 per share), and non-GAAP net income totaled $342.9 million ($0.93 per diluted share). Operating cash flow increased to $603.1 million, with free cash flow of $260.6 million. The company ended the year with $4.1 billion in cash and investments.

Management highlighted record annual contract value growth in Q4 and pointed to rising demand tied to AI and “agentic” workloads as a key driver.

For Q1 2026, Cloudflare expects revenue of $620–$621 million and non-GAAP EPS of $0.23. For full year 2026, it forecasts revenue of $2.785–$2.795 billion and non-GAAP EPS of $1.11–$1.12.

Source: Business Wire press release

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WS Investor 02-11-26

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