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. (NYSE: NET) regularly publishes news that reflects its role as a connectivity cloud company focused on security, performance, and AI-era Internet infrastructure. News about Cloudflare often covers product and platform developments, strategic partnerships, acquisitions, research reports, and impact initiatives tied to its mission to help build a better Internet.
Recent announcements include acquisitions and planned acquisitions related to AI, such as Human Native, an AI data marketplace that connects creators and AI developers, and Replicate, an AI platform that helps developers deploy and run AI models. These moves are presented as steps toward making Cloudflare’s network a place where developers can access AI models easily and where creators can structure, price, and monetize their content for AI use.
Cloudflare’s news also highlights research and thought leadership, including its App Innovation Report and its Year in Review, which share findings on application modernization, AI integration, security, Internet traffic patterns, and bot activity based on data from its global network and its 1.1.1.1 public DNS resolver. The company’s Impact Report provides updates on efforts to secure democratic elections, protect independent journalism and nonprofits from cyberattacks and unwanted AI scraping, and advance sustainability goals.
In addition, Cloudflare issues news on partnerships with organizations such as JD Cloud, Oracle Cloud Infrastructure, and major payments companies, as well as updates on its PowerUP Partner Program and channel ecosystem. Investors and observers following NET news can expect coverage spanning AI development, multicloud networking, cybersecurity, agentic commerce, partner programs, and quarterly financial results.
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Cloudflare (NYSE: NET) announced on February 23, 2026 that Cloudflare One is the first complete SASE platform to support modern post‑quantum encryption across Zero Trust, SWG, IPsec, WAN, and the Cloudflare One Appliance.
The update adds post‑quantum IPsec support, claims industry interoperability, high‑availability routing, and is available today at no extra cost to customers.
Cloudflare (NYSE: NET) and Mastercard (NYSE: MA) announced a strategic partnership to combine Mastercard’s Recorded Future and RiskRecon attack surface monitoring with Cloudflare’s Application Security portfolio. The integrated offering aims to help small businesses, critical infrastructure, and governments discover internet-facing assets, grade security posture, and automate remediation from one dashboard.
The service will surface A–F security ratings, prioritize findings by criticality, and enable controls like WAF, encryption, and automated defenses through Cloudflare’s Security Insights.
Cloudflare (NYSE: NET) reported strong Q4 and full-year 2025 results with revenue of $614.5M in Q4 (+33.6% YoY) and $2,167.9M for FY2025 (+29.8% YoY). GAAP operating loss widened to $49.2M in Q4; non-GAAP operating income was $89.6M (14.6% of revenue).
Cash flow improved with Q4 operating cash flow of $190.4M and year-end cash and securities of $4.101B. Company provided 2026 revenue guidance of $2.785B–$2.795B and first-quarter revenue of $620M–$621M.
Cloudflare (NYSE: NET) announced that the Astro Technology Company team will join Cloudflare to accelerate development of the open source Astro web framework and keep it focused on high-performance, content-driven sites.
Astro remains open source and will continue receiving support through a new Astro Ecosystem Fund backed by Cloudflare and partners including Webflow, Netlify, Wix, and Sentry. Astro 6 entered beta with broader runtime support, improved performance, and faster builds.
Cloudflare (NYSE: NET) announced it has acquired Human Native, an AI data marketplace that connects creators and AI developers, to help transform original content into AI-ready, indexable data and enable transparent value exchange for creators. Human Native, founded in 2024 and backed by LocalGlobe and Mercuri, brings a team with experience from DeepMind, Google, Figma, and Bloomberg. Cloudflare says the acquisition will accelerate its AI-driven Internet economy vision by building tools to let creators control, price, and monetize content for AI use while offering options to block or optimize content for AI access.
Cloudflare (NYSE: NET) published its 2026 App Innovation Report finding a sharp divide between organizations that modernize applications and those that do not. Companies that modernize are 3x more likely to see clear AI ROI and 4x more likely to reach advanced AI maturity when security is aligned with modernization. 93% of leaders say updating software was the top factor boosting AI capabilities; 91% have integrated AI and 74% plan to increase integration next year. Lagging organizations report 85% less confidence in infrastructure and face rising security risks, higher maintenance costs, and talent shortages. The report surveyed 2,351 leaders across NAMER, EMEA, and APAC (June 13–July 21, 2025).
Cloudflare (NYSE: NET) published its fifth annual Impact Report on December 19, 2025, highlighting initiatives to secure democratic elections, protect independent journalism from AI scraping, and advance sustainability and inclusion.
Key metrics: 3,000+ vulnerable properties protected, an average of 9.9 billion attacks blocked per month, 290 million attacks blocked per day for news sites in 2025, protection for 441 election-related properties across 33 U.S. states and 7 countries, 200 million DDoS attacks blocked during Sep–Nov 2024, 31,000 metric tons CO2e offset, and $19 million in donated products and services in 2025.
Cloudflare (NYSE: NET) and JD Cloud expanded a multi‑year partnership to create a global AI inference platform that connects developers worldwide with the China market. The collaboration integrates Cloudflare’s global networking, WAF, DDoS mitigation, and CDN with JD Cloud’s local data centers to route China traffic locally and serve other traffic from the nearest Cloudflare location.
The companies project this setup can reduce AI inference latency by up to 80%, enable developers to activate a China presence with a few clicks without code changes, and deliver a unified, secure experience for geographically distributed AI workloads.
Cloudflare (NYSE: NET) published its 2025 Year in Review on December 15, 2025, highlighting major Internet trends, traffic patterns, and security shifts.
Key findings: global Internet traffic rose 19% year-over-year; post-quantum encryption now secures 52% of human traffic; there were more than 25 record-breaking DDoS attacks; Google and Meta remained the top services; ChatGPT led Generative AI; and Europe achieved average download speeds above 200 Mbps.
Cloudflare also reported that government actions caused nearly 50% of major outages, power-related outages doubled, and its data sources include Radar and the 1.1.1.1 DNS resolver across a network in 330+ cities in 120+ countries.