Cloudflare Inc Stock Price, News & Analysis

Cloudflare (NYSE: NET) announced industry collaboration on Web Bot Auth and the Trusted Agent Protocol to enable secure agentic commerce for AI agents shopping on behalf of consumers.

Cloudflare said Visa will incorporate the Trusted Agent Protocol into Visa Intelligent Commerce, and Mastercard and American Express will adopt Web Bot Auth for their agentic payment programs. The initiative aims to let agents authenticate identity and intent, process various payment methods, and help merchants distinguish trusted agents from malicious bots.

Cloudflare (NYSE: NET) on October 13, 2025 announced accelerated channel efforts with new solution bundles for its PowerUP Partner Program to help partners consolidate, secure, and manage applications from a single platform. The bundles target application sprawl, offer tailored SASE and application services, and include substantial partner discounts based on partner level. Cloudflare highlighted strategic reseller and integrator relationships with IBM, Kyndryl, Rakuten Mobile, GuidePoint Security, and Presidio, and listed recent CRN recognitions including a 5-Star Partner Program ranking and multiple channel awards.

Cloudflare (NYSE: NET) announced native availability of its connectivity cloud platform on Oracle Cloud Infrastructure (OCI) on October 13, 2025. The integration lets joint customers run, secure, and optimize applications and AI workloads across hybrid, multicloud, and OCI-hosted environments with Cloudflare features like DDoS protection, WAF, bot mitigation, Zero Trust controls, API protection, and global performance improvements.

The release highlights multicloud adoption (Forrester: 73%) and says the partnership aims to simplify security, performance, and resiliency while supporting compliance needs. Cloudflare and Oracle will present the integration at Cloudflare Connect on October 14, 2025.

Cloudflare (NYSE: NET) will report third quarter 2025 financial results for the period ended September 30, 2025 after U.S. markets close on Thursday, October 30, 2025. The company will host an investor conference call the same day at 2:00 p.m. Pacific / 5:00 p.m. Eastern to discuss results.

Dial-in access: +1 (646) 968-2727 or toll-free +1 (888) 596-4244; conference ID 3723782. A live webcast will be available on the Cloudflare investor relations website at cloudflare.NET. A replay will be posted about two hours after the call and remain available for approximately 30 days.

Cloudflare (NYSE: NET) has announced a strategic partnership with Giga, a joint initiative of UNICEF and ITU, to help connect schools worldwide to the Internet. Through this collaboration, Cloudflare will provide its Speed Test solution to conduct up to 10 million monthly availability tests at schools globally, measuring Internet speed, latency, and affordability.

The partnership aims to address the significant digital divide, where 1.3 billion children lack home Internet access and nearly 50% of students cannot use the Internet daily at school. The collected data will power Giga Maps, an open-source platform that helps governments and organizations develop strategies for improving Internet connectivity in underserved communities.

Cloudflare (NYSE: NET) has announced plans to launch NET Dollar, a U.S. dollar-backed stablecoin designed to facilitate instant, secure transactions for the AI-driven internet. The initiative aims to modernize the internet's payment infrastructure to support autonomous AI agents and enable a new business model based on pay-per-use, fractional payments, and microtransactions.

The stablecoin will focus on three key areas: enabling global payments across currencies and time zones, supporting instant automated transactions for AI agents, and creating a new internet business model that rewards original content creators and developers. Cloudflare is also contributing to open standards like the Agent Payments Protocol and x402 to simplify internet payments.

Cloudflare (NYSE:NET) has introduced a new Content Signals Policy that enhances website owners' control over their content usage by AI companies. The policy works by updating the traditional robots.txt file, allowing content creators to explicitly declare how their data can be used for AI training, inference, and searching.

The initiative addresses the shift from search engines to AI-powered "answer engines" that potentially threaten content creators' business models. The policy will be automatically implemented for Cloudflare's managed robots.txt customers, with support from major platforms including Reddit, Quora, Stack Overflow, and the News/Media Alliance.

Cloudflare (NYSE:NET) announced the expansion of its Project Galileo initiative to help protect nonprofits and independent media organizations from unwanted AI crawlers. The company will provide free access to its Bot Management and AI Crawl Control services to over 750 journalists, independent news organizations, and non-profits worldwide.

The expansion aims to address challenges faced by news organizations in the AI-driven web era, where direct website visits are declining as users increasingly rely on AI models for information. This trend threatens the sustainability of news organizations, particularly those operating locally or in repressive societies.

The initiative builds upon Cloudflare's Project Galileo, which has been protecting vulnerable groups from cyber threats since 2014. The company is also committing to expanding access to AI tools for non-profits to help them better leverage AI technology for their missions.

Cloudflare (NYSE: NET) and Coinbase have announced plans to establish the x402 Foundation, aimed at developing an open Internet standard for digital payments. The foundation will focus on standardizing the HTTP 402 "Payment Required" response to create a universal protocol for Internet-native payments.

The initiative seeks to simplify online payment processes for website owners, developers, and content creators globally, enabling seamless transactions regardless of geography, currency, or payment method. This standardization will support various payment forms including credit cards and crypto, particularly benefiting API monetization, content access, and autonomous agent transactions.