Cloudflare Inc Stock Price, News & Analysis

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.

Cloudflare (NYSE: NET) has announced an ambitious initiative to hire 1,111 interns in 2026, addressing the growing challenges faced by new graduates in securing tech jobs due to AI's impact. The program comes as entry-level tech employment has declined by up to 13% for workers aged 22-25, with tech internship postings down 30% since 2023.

The company is launching multiple initiatives including free access to Cloudflare Workers for U.S. university students, workspace sharing in global offices starting January 2026, and continued support for startups through their startup program, which has provided $370 million in credits to over 4,000 startups that have collectively raised more than $5 billion in funding.

Cloudflare (NYSE: NET) has announced its integration with leading generative AI platforms - ChatGPT Enterprise, Claude by Anthropic, and Google Gemini - becoming the first Cloud Access Security Broker (CASB) to achieve this milestone. The integration aims to enhance enterprise AI security and provide better control over workplace AI usage.

With 75% of employees now using generative AI tools for various tasks, Cloudflare's CASB will continuously scan these platforms to protect sensitive data through automated, real-time visibility and proactive alerts. This integration helps businesses maintain compliance and data security while allowing employees to leverage AI tools for improved productivity.

Cloudflare (NYSE: NET) has unveiled new Zero Trust capabilities for its Cloudflare One platform, aimed at helping organizations securely implement and manage generative AI applications. The company introduced AI Security Posture Management (AI-SPM), featuring key tools including the Shadow AI Report for usage insights, Gateway for policy enforcement, AI Prompt Protection for data safeguarding, and Zero Trust MCP Server Control for consolidated visibility.

The new features enable organizations to monitor AI usage patterns, protect against unauthorized AI applications, and prevent sensitive data exposure while maintaining productivity. These tools provide security teams with centralized control and visibility over AI interactions across their organization, allowing companies to leverage AI technologies without compromising security standards.

Cloudflare (NYSE: NET) reported strong second quarter 2025 financial results, with revenue reaching $512.3 million, up 28% year-over-year, surpassing $2 billion in annualized revenue. The company posted a GAAP loss from operations of $67.3 million (13.1% of revenue), while non-GAAP income from operations was $72.3 million (14.1% of revenue).

Key metrics include a GAAP net loss of $50.4 million ($0.15 per share) and non-GAAP net income of $75.1 million ($0.21 per share). The company demonstrated strong growth with Current RPO increasing 33% year-over-year and total RPO growing 39%. For Q3 2025, Cloudflare expects revenue between $543.5-544.5 million and raised full-year 2025 revenue guidance to $2,113.5-2,115.5 million.

Cloudflare (NYSE: NET), the leading connectivity cloud company, has scheduled its Q2 2025 financial results announcement for Thursday, July 31, 2025, after U.S. market hours. The company will host an investor conference call at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results.

Investors can join via phone at (646) 968-2727 or toll-free (888) 596-4244 using conference ID 3723782. A live webcast will be available on Cloudflare's investor relations website, with a replay accessible for approximately 30 days after the event.