Cloudflare Inc Stock Price, News & Analysis

Cloudflare (NYSE: NET) reported strong Q1 2025 financial results with revenue reaching $479.1 million, up 27% year-over-year. The company secured its largest-ever contract worth over $100 million, driven by its Workers developer platform. While reporting a GAAP loss from operations of $53.2 million (11.1% of revenue), non-GAAP income from operations was $56.0 million (11.7% of revenue). Notable metrics include: • Free cash flow of $52.9 million (11% of revenue) • GAAP net loss of $38.5 million ($0.11 per share) • Non-GAAP net income of $58.4 million ($0.16 per share) For Q2 2025, Cloudflare expects revenue of $500-501 million. The full-year 2025 guidance projects revenue of $2.09-2.094 billion with non-GAAP income from operations of $272-276 million.

Cloudflare (NYSE: NET) announced a major collaboration with leading tech companies including Anthropic, Asana, Atlassian, Block, PayPal, Sentry, and Stripe to enable AI agent experiences through Claude. The company is offering the first comprehensive toolkit for building Model-Centric Programming (MCP) servers that allow AI assistants to directly interact with business software tools. This integration enables users to perform tasks through natural conversations with Claude without switching between applications. The solution simplifies complex authentication processes, provides security controls, and leverages Cloudflare's global network for reliable AI experiences. Companies can now build and deploy remote MCP servers in days rather than weeks. Cloudflare is also launching its own MCP servers to help users build applications, enhance website performance, and strengthen security through Claude interactions. A Demo Day showcasing these AI-powered implementations is scheduled for May 1, 2025.

Diligent has partnered with Cloudflare and Qualys to launch an enhanced Cyber Risk Report solution, revolutionizing how cybersecurity risks are communicated to boards of directors. The solution integrates Cloudflare's real-time threat intelligence and Qualys' risk surface insights with Diligent's cyber risk dashboard on the Diligent One Platform.

Key highlights:

• 61% of directors acknowledge cyber threats as strategic risks, yet 30% of boards don't receive regular security updates
• The solution provides real-time, holistic view of cyber threats and automates threat monitoring
• Eliminates manual reporting cycles and spreadsheet dependence
• Developed with input from over 50 CISOs and board members

The partnership aims to transform technical metrics into actionable business insights, enabling better risk management and strategic decision-making for organizations facing evolving cyber threats.

Rakuten Mobile and Cloudflare (NYSE: NET) have announced a strategic partnership to deliver Zero Trust security as a managed service across Japan. As the country's first MSSP partner with Cloudflare, Rakuten Mobile will offer comprehensive cybersecurity solutions to corporate clients, particularly targeting small and medium-sized businesses.

The partnership addresses critical security challenges in Japan, where Cloudflare prevented an average of 385 million cyber threats daily in Q1 2025, primarily affecting retail, gaming, IT services, and telecommunications sectors. The service combines Cloudflare's Zero Trust and Network Services with Rakuten Mobile's KOSOKU Access internet service, providing end-to-end security solutions including setup, configuration, and maintenance support.

This collaboration enables Japanese businesses to implement robust cybersecurity measures without requiring in-house expertise, operating through a unified cloud-native platform that delivers efficient managed security services.

Cloudflare (NYSE: NET), the leading connectivity cloud company, has scheduled its first quarter 2025 financial results announcement for Thursday, May 8, 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 Q1 2025 results for the period ending March 31, 2025.

Investors can join the call by dialing (646) 968-2727 or toll-free at (888) 596-4244 with 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 two new solutions: Workers VPC and Workers VPC Private Link, designed to enable developers to build secure, global cross-cloud applications. These innovations address the limitations of traditional Virtual Private Clouds (VPCs) which often restrict developers with complex networking requirements and substantial egress fees.

The Workers VPC offers a modern approach to VPC, built for network and compute workloads across multiple regions. It creates isolated environments where only resources within a Workers VPC can access each other. The Workers VPC Private Link enables secure connectivity between a Workers VPC and external VPCs in public or private clouds, effectively creating a unified cross-cloud environment.

These new solutions will be available later this year, promising to simplify the development of global applications that need to connect to legacy public clouds and traditional datacenters while maintaining security.

Cloudflare (NYSE: NET) has announced the acquisition of Outerbase, a developer database company, to enhance the developer database experience across Cloudflare Workers. The acquisition aims to simplify the process of building database-backed applications, particularly focusing on AI-enabled applications on Cloudflare's global network.

The strategic move comes as Cloudflare anticipates significant growth in software development over the next five years, driven by AI and AI agents. These applications will require databases for maintaining context, storing conversations, and acting on data. Outerbase, which is built on Cloudflare Workers, will be integrated into Durable Objects, D1, and Cloudflare's Agents SDK.

The acquisition aligns with Cloudflare's goal to democratize data access and enable teams to manage databases without extensive SQL knowledge, making database management more accessible to developers of all skill levels.

Cloudflare (NYSE: NET) has announced new offerings to accelerate AI agent development, including the industry's first remote Model Context Protocol (MCP) server. The company introduced three key components:

• Remote MCP server for enabling AI agents to interact with external services
• Free tier access to Durable Objects for building stateful applications
• Generally available Workflows for multi-step applications

The platform allows developers to build AI agents in minutes instead of months, providing scalable, cost-efficient solutions. Cloudflare's serverless platform automatically scales inference and AI agent resources based on demand, with GPU deployment across 190+ cities globally. The company's network ensures Durable Objects can scale to millions of simultaneous customer interactions while maintaining low latency.

Cloudflare (NYSE: NET) has announced three significant appointments to its board of directors. The new board members include Stacey Cunningham, former President of the New York Stock Exchange; John Graham-Cumming, Cloudflare's former CTO; and Dr. Karim Lakhani, Harvard Business School Professor.

Cunningham currently serves as operating partner at Advent International and brings financial and operational expertise. Graham-Cumming, who spent 13 years at Cloudflare, contributed to building technology that now powers approximately 20% of the web. Dr. Lakhani, an AI and innovation expert, is the co-author of 'Competing in the Age of AI' and advises Fortune 500 companies on AI transformation.

The appointments coincide with the departure of Maria Eitel, who served on the board for 7 years, including during Cloudflare's 2019 IPO.