Cloudflare Inc Stock Price, News & Analysis

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.

Cloudflare (NYSE: NET) has announced a groundbreaking initiative to become the first Internet infrastructure provider to block AI crawlers from accessing content without permission by default. This significant change affects how AI companies can access and use content across the Internet, introducing a permission-based model for content scraping.

The company's new approach requires AI companies to obtain explicit permission before scraping website content, with new domains automatically defaulting to blocking AI crawlers. This move is supported by major publishers and media companies including Condé Nast, Dotdash Meredith, Gannett Media, Pinterest, and Reddit.

The initiative aims to address the broken model where AI crawlers collect content without directing traffic back to original sources, depriving content creators of revenue. Cloudflare, which manages traffic for 20% of the web and handles trillions of requests daily, is positioning this change as essential for creating a sustainable future for both content creators and AI innovators.

Cloudflare (NYSE: NET) has been named to TIME100 Most Influential Companies of 2025, recognized for its crucial role in protecting the 2024 U.S. elections from cyber threats. The company mitigated approximately 1 million online threats daily from January through November 2024, providing free Enterprise-level services to state and local governments through its Athenian Project.

Currently serving about 20% of web traffic through its network, Cloudflare blocks an average of 247 billion threats daily for its customers, including 36% of Fortune 500 companies. The company projects its total addressable market to grow from $181 billion in 2025 to $231 billion by 2028.

Cloudflare (NYSE: NET) has announced the general availability of Log Explorer, a native security forensics tool integrated across its network. The solution provides businesses with instant access to security and performance insights directly within the Cloudflare Dashboard, eliminating the need for third-party security analysis tools. After being previewed by over 500 customers, Log Explorer offers one-click setup for analyzing Cloudflare logs, unified search capabilities across HTTP, security event, and Zero Trust logs, in-dashboard response features, and upcoming flexible retention policies for compliance requirements. The tool aims to simplify log management, reduce costs, and accelerate threat response times by eliminating the need to switch between multiple platforms or learn proprietary query languages.

Cloudflare (NYSE: NET) has announced the pricing of $1.75 billion in 0% Convertible Senior Notes due 2030, with an additional $250 million option for initial purchasers. The notes, settling on June 17, 2025, will generate approximately $1.72 billion in net proceeds. The conversion rate is set at 4.0376 shares per $1,000 principal amount, equivalent to a conversion price of $247.67 per share, representing a 45% premium over the current stock price of $170.81. Cloudflare has entered into capped call transactions to offset potential dilution, with a cap price of $469.73 per share. The company plans to use $248 million for the capped call transactions and the remaining proceeds for general corporate purposes, including potential acquisitions and debt repayment.