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Company Intelligence
Latest quarter: Q4 FY2025 • Updated 2025-12-31
A historical globe of Cloudflare’s named AI products, capabilities, partnerships, use cases, and executive themes across the latest 4 quarters, with each theme anchored to when it first appeared.
Cloudflare positions itself as the infrastructure platform for an "Agentic Internet," highlighting agents as a new class of web users that drive serverless workloads to Cloudflare Workers and increased demand for the company's performance, security, and networking services. Management ties a record large ACV deal (averaging $42.5M/year) and nearly 50% new ACV growth to this AI/agent-driven demand. No branded Cloudflare AI products were announced, but the company emphasizes agent-focused use cases and edge/serverless execution. Financially, Q4 2025 revenue was $614.5M (up 33.6% YoY), non-GAAP income from operations was $89.6M, non-GAAP net income was $106.8M, and Q4 free cash flow was $99.4M. Cloudflare guided Q1 2026 revenue to $620.0–$621.0M and full-year 2026 revenue to $2,785.0–$2,795.0M, with non-GAAP EPS guidance of $0.23 for Q1 and $1.11–$1.12 for FY2026.
No movement: Cloudflare is currently showing insufficient score history for a movement call.
Momentum currently reads N/A.
The shift toward AI and agents represents a fundamental re-platforming of the Internet
Transcript / release tone extraction
more agents drive more code to Cloudflare Workers
Transcript / release tone extraction
The shift toward AI and agents represents a fundamental re-platforming
Narrative signal extraction
more agents drive more code to Cloudflare Workers
Narrative signal extraction