Welcome to our dedicated page for Cloudflare news (Ticker: NET), a resource for investors and traders seeking the latest updates and insights on Cloudflare stock.
Cloudflare, Inc. develops a connectivity cloud that combines security, web performance, networking, and developer tools on a global edge network. Its recurring company news includes quarterly financial results, cash-flow metrics, and updates to products such as Workers, AI Gateway, AI Security for Apps, Agent Cloud, and Cloudflare Mesh.
Cloudflare announcements also cover partnerships and integrations for enterprise security, AI application protection, web crawling controls, telemetry, and threat detection. Product news often centers on edge development, serverless application deployment, AI agents, private networking, and tools that connect employees, applications, and multicloud infrastructure.
Cloudflare (NYSE: NET) announced that its Cloudflare for Government platform has achieved FedRAMP High certification and GovRAMP Moderate authorization, enabling U.S. Federal, State, Local, defense, education and highly regulated organizations to use its integrated security, performance, AI and developer services for sensitive workloads.
According to Cloudflare, FedRAMP High allows processing of High Impact data within an authorized U.S. boundary across 15 metro areas, while GovRAMP Moderate supports state and local mandates. The company also intends to pursue DoD Impact Level 4 (IL4) authorization and reports that more than 100 U.S. government agencies already use its services.
Cloudflare (NYSE: NET) announced a proposed private offering of $2.175 billion aggregate principal amount of convertible senior notes due August 15, 2031, to qualified institutional buyers under Rule 144A. The senior, unsecured notes will pay semi-annual interest and be convertible into cash, Class A common stock, or a combination, at Cloudflare’s election.
Initial purchasers are expected to receive an option to buy up to an additional $325 million of notes. Cloudflare plans capped call transactions intended to reduce potential conversion dilution, with an initial cap price anticipated at least 150% above the stock’s last reported NYSE sale price on the pricing date. Net proceeds will fund the capped calls and general corporate purposes, including possible debt repayment and acquisitions.
Cloudflare (NYSE: NET) reported second quarter 2026 revenue of $696.1 million, up 36% year-over-year, with GAAP gross margin of 71.8% and non-GAAP gross margin of 73.1%. GAAP loss from operations widened to $205.7 million (29.6% of revenue), while non-GAAP income from operations rose to $96.1 million (13.8% margin).
GAAP net loss was $170.0 million, or -$0.48 per share; non-GAAP net income increased to $107.8 million, or $0.29 per diluted share. Free cash flow improved to $56.4 million (8% of revenue). Cloudflare ended the quarter with $4.16 billion in cash, cash equivalents, and available-for-sale securities and reported current remaining performance obligations growing 35% year-over-year.
For Q3 2026, Cloudflare guides revenue to $736.0–$737.0 million and non-GAAP EPS of $0.34. Full-year 2026 revenue is projected at $2.864–$2.870 billion with non-GAAP EPS of $1.25–$1.26.
Cloudflare (NYSE: NET) launched the AEO Visibility Dashboard, expanding its Answer Engine Optimization Suite to show brands how AI assistants cite, mention, and rank their sites based on real crawl and referral data from Cloudflare’s network.
The dashboard reports Citation Rate, Mention Rate, Prominence, and Share of Voice, helping marketers diagnose authority versus awareness issues, gauge recommendation quality, and monitor competitive position. It complements the existing Agent Readiness tool, which checks whether AI systems can access and use a site. The dashboard is available in early access via the Cloudflare dashboard.
Cloudflare (NYSE: NET) announced Cloudflare OS, an open source AI workspace that runs on Cloudflare's global network and is available today via its public repository. The platform gives every employee a browser-based AI workspace connected to internal systems, built with Zero Trust security and governance by default.
Cloudflare OS originated as Cloudflare’s internal platform and is now open source, running in a customer's own Cloudflare account so organizations retain ownership of apps, data, and workflows. It supports agent workspaces, no-code app creation, governed “Gatekeeper” connectors, and multi-model support via Cloudflare AI Gateway. Enterprises can deploy it themselves, use a managed option coming soon in the Cloudflare dashboard, or work with global partners such as Presidio and Happy Cog for tailored implementations.
Cloudflare (NYSE: NET) has launched an Identity-Aware AI Gateway, giving IT and security teams detailed, identity-level visibility into employee and agent use of AI tools. Companies can see who is sending each AI request, what data is included, associated costs, and set user or team-specific spending limits.
A companion feature, User Insights, profiles normal AI usage for every user and automated system, alerting teams to anomalous spending or behavior. The platform centralizes all AI traffic, integrates with identity providers and Zero Trust access, enables caching and rate limiting, and automatically strips sensitive data before it reaches external AI providers.
Cloudflare (NYSE: NET) introduced Cloudflare Wallets and cloudflare.pay, tools designed to give AI agents a stable online identity and controlled payment capabilities. AI agents running on Cloudflare will be able to transact within limits set by their human owners, helping businesses distinguish legitimate agent activity from abuse.
Each Cloudflare account will receive a unique web address as a persistent ID, which can be delegated to specific agents so recipients can see who authorized a request. An “Account Wallet” will hold stablecoins, while per-agent “Virtual Wallets” can spend on online resources under defined caps, approved merchant lists, and maximum transaction sizes. Handle reservations for Cloudflare Wallets start today, with full wallet access and Virtual Wallet issuance planned in the coming months.
Cloudflare (NYSE: NET) announced it will report financial results for the second quarter ended June 30, 2026 after the U.S. market close on Thursday, August 6, 2026. The company will hold an investor conference call at 2:00 p.m. Pacific / 5:00 p.m. Eastern the same day to discuss the results.
According to Cloudflare, investors can join by dialing +1 (646) 968-2727 or toll-free +1 (888) 596-4244 using conference ID 3723782, or via a live webcast on the Cloudflare investor relations site at cloudflare.NET. A replay of the call will be available about two hours after it ends and is expected to remain accessible for about one year.
Cloudflare (NYSE: NET) announced the general availability of Precursor, a continuous behavioral validation engine for bot management built on Cloudflare’s edge. Precursor runs inside web browsers to monitor entire user sessions, using real-time interaction telemetry to distinguish human users from automated bots without disruptive CAPTCHAs.
According to Cloudflare, Precursor offers privacy-led logging of aggregate behavior, zero-code one-click setup via a dynamic browser script, a real-time analysis engine to flag non-human activity, and session-long security that continually updates a visitor’s bot score across web and single page applications.
Cloudflare (NYSE: NET) announced a research pilot with OpenAI to test how insights from websites on Cloudflare’s global network can improve AI search engines’ ability to discover, crawl, and index open web content. The project targets more accurate, timely answers by using real-time signals on content freshness, traffic quality, and page changes.