Cloudflare Inc Stock Price, News & Analysis

Cloudflare (NYSE: NET) has launched the Cloudforce One threat events platform, a new real-time intelligence system for monitoring cyberattacks across the Internet. The platform leverages Cloudflare's global network, which blocked an average of 227 billion cyber threats daily during Q4 2024.

Built on Cloudflare Workers AI, the platform provides organizations with a comprehensive view of attack streams, actionable insights, and personalized threat intelligence based on specific environments, industries, or regions. The solution addresses the growing challenge of cybercrime, projected to cost $10.5 trillion in 2025, by offering context-rich threat intelligence that helps security teams prioritize and respond to the most critical threats.

The platform's key features include an attacker timelapse view, detailed threat actor profiles, and actionable indicators of compromise (IoCs), designed to help organizations improve their security posture and operational efficiency.

Cloudflare (NYSE: NET) has announced the general availability of its integrated Security Posture Management platform, designed to help businesses identify and address security risks across their digital infrastructure from a unified dashboard.

The new platform provides comprehensive security monitoring across email solutions, SaaS applications, cloud infrastructure, and web applications. Key features include:

• An at-a-glance snapshot of organizational security posture
• Protection for SaaS applications containing sensitive information
• Real-time risk identification for issues like externally shared files and exposed credentials
• Continuous threat detection for web assets
• Use-case driven threat detections tailored to specific business functions

This solution addresses the growing complexity in IT infrastructure, where the average enterprise uses over a thousand applications, helping organizations maintain security across their entire technology stack through a single, unified platform.

Cloudflare (NYSE: NET) has announced the expansion of end-to-end post-quantum cryptography support for its Zero Trust Network Access solution. The company is setting a new industry standard by offering immediate quantum-safe connectivity for web browser to corporate web application communications, with plans to extend support to all IP protocols by mid-2025.

This advancement addresses the growing concern that quantum computers could break conventional cryptography, potentially exposing secured data. With over 35% of human-generated traffic on Cloudflare's network already benefiting from post-quantum protection, the company's solution helps protect against 'harvest-now, decrypt-later' attacks.

The implementation allows organizations to secure their web applications with quantum protection without individually upgrading each system. This aligns with the National Institute of Standards and Technology's (NIST) announcement to phase out conventional cryptographic algorithms and adopt post-quantum cryptography by 2030, as experts estimate significant risks could emerge within five years.

Cloudflare (NYSE: NET) reported strong Q4 2024 financial results with revenue reaching $459.9 million, up 27% year-over-year. Full-year 2024 revenue totaled $1,669.6 million, representing a 29% increase from 2023.

The company achieved significant growth in large customers, with those spending over $1 million reaching 173, a 47% year-over-year increase. Q4 showed a GAAP loss from operations of $34.7 million (7.5% of revenue) and non-GAAP income from operations of $67.2 million (14.6% of revenue).

For 2025, Cloudflare projects Q1 revenue between $468.0-$469.0 million and full-year revenue of $2,090.0-$2,094.0 million. The company maintains strong liquidity with $1,855.9 million in cash and equivalents as of December 31, 2024.

Cloudflare (NYSE: NET) has announced significant moves to enhance its public sector security certifications globally. The company is pursuing FedRAMP High authorization in the United States, which represents the highest level of security control for federal government cloud services protecting sensitive, unclassified data.

Additionally, Cloudflare is seeking IRAP PROTECTED assessment in Australia and has already achieved ENS certification in Spain. These certifications demonstrate the company's commitment to meeting stringent security standards across government and critical infrastructure sectors.

Currently, Cloudflare provides security, performance, and reliability services to more than 40 United States Federal Government agencies, including departments such as Homeland Security, Justice, Treasury, and Health & Human Services.

Cloudflare (NYSE: NET) has launched a new one-click solution that allows publishers and media organizations to preserve the digital history of images across its global network. The solution implements Content Credentials, which acts as a digital 'nutrition label' tracking image creation, authorship, and modifications.

The system is based on standards from the Coalition for Content Provenance and Authenticity (C2PA), and Cloudflare has joined the Content Authenticity Initiative (CAI), an Adobe-led community with over 4,000 members. Users of Cloudflare Images can now enable 'Preserve Content Credentials' to safeguard embedded metadata across the network. When images are modified, transformations are recorded using public key cryptography and can be verified using Adobe's Content Authenticity Inspect tool.

This initiative aims to address challenges in verifying image authenticity, particularly relevant given the rise of generative AI and the increasing ease of creating convincing fake photos.

Cloudflare (NYSE: NET) has announced it will release its fourth quarter 2024 financial results after U.S. market hours on Thursday, February 6, 2025. The company will host an investor conference call at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) on the same day to discuss the results.

Investors can join the call by dialing (877) 400-4517 from the United States or (332) 251-2620 internationally, using conference ID 3723782. A live webcast will be available on Cloudflare's investor relations website, with a replay accessible for approximately 30 days following the event.

Cloudflare (NYSE: NET) has announced it will host an Investor Day on Wednesday, March 12, 2025, at the New York Stock Exchange. The event will run from 1:00 p.m. to 3:30 p.m. Eastern time (10:00 a.m. to 12:30 p.m. Pacific time). Investors can access the event through a live webcast on Cloudflare's investor relations website, with a replay available after the event.

Cloudflare (NYSE: NET) has published its fourth annual Impact Report, highlighting key achievements in protecting democratic processes and content creators' rights. The company provided cybersecurity services to 90+ political campaigns and 60+ local media sites ahead of the 2024 U.S. elections, while monitoring elections in over 70 countries through Cloudflare Radar.

Notable accomplishments include launching tools to help websites control AI bot access, expanding AI capabilities with GPUs in 180+ cities, and defending 2,900+ vulnerable Internet properties from an average of 95.8 million daily attacks. Through Project Alexandria, Cloudflare supported open source projects, contributing over $15 million in donated products and services in 2024.