Welcome to our dedicated page for Cloudflare news (Ticker: NET), a resource for investors and traders seeking the latest updates and insights on Cloudflare stock.
Cloudflare, Inc. (NYSE: NET) regularly publishes news that reflects its role as a connectivity cloud company focused on security, performance, and AI-era Internet infrastructure. News about Cloudflare often covers product and platform developments, strategic partnerships, acquisitions, research reports, and impact initiatives tied to its mission to help build a better Internet.
Recent announcements include acquisitions and planned acquisitions related to AI, such as Human Native, an AI data marketplace that connects creators and AI developers, and Replicate, an AI platform that helps developers deploy and run AI models. These moves are presented as steps toward making Cloudflare’s network a place where developers can access AI models easily and where creators can structure, price, and monetize their content for AI use.
Cloudflare’s news also highlights research and thought leadership, including its App Innovation Report and its Year in Review, which share findings on application modernization, AI integration, security, Internet traffic patterns, and bot activity based on data from its global network and its 1.1.1.1 public DNS resolver. The company’s Impact Report provides updates on efforts to secure democratic elections, protect independent journalism and nonprofits from cyberattacks and unwanted AI scraping, and advance sustainability goals.
In addition, Cloudflare issues news on partnerships with organizations such as JD Cloud, Oracle Cloud Infrastructure, and major payments companies, as well as updates on its PowerUP Partner Program and channel ecosystem. Investors and observers following NET news can expect coverage spanning AI development, multicloud networking, cybersecurity, agentic commerce, partner programs, and quarterly financial results.
Cloudflare (NYSE: NET) published its 2025 Year in Review on December 15, 2025, highlighting major Internet trends, traffic patterns, and security shifts.
Key findings: global Internet traffic rose 19% year-over-year; post-quantum encryption now secures 52% of human traffic; there were more than 25 record-breaking DDoS attacks; Google and Meta remained the top services; ChatGPT led Generative AI; and Europe achieved average download speeds above 200 Mbps.
Cloudflare also reported that government actions caused nearly 50% of major outages, power-related outages doubled, and its data sources include Radar and the 1.1.1.1 DNS resolver across a network in 330+ cities in 120+ countries.
Cloudflare (NYSE: NET) agreed to acquire Replicate to let developers deploy and run AI models faster and more simply.
The deal will add Replicate’s 50,000+ production-ready models and developer community to Cloudflare Workers, enable access to models "with just one line of code," and aim to accelerate Cloudflare’s AI inference and container roadmaps. The acquisition is expected to close within two months and is subject to customary closing conditions.
Summary not available.
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.