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Cathie Wood has strong words about Cloudflare's earnings call
TheStreet2d agoneutral
Cathie Wood has strong words about Cloudflare's earnings call

Cathie Wood, the founder of investment firm Ark Invest, has flagged what she sees as a blind spot in how Wall Street is covering Cloudflare, a major internet infrastructure company. Writing on X on August 9, Wood said she found it striking that Cloudflare's latest earnings call included no ...

AI agents are quietly rewriting how the internet works
TheStreet2d agoneutral
AI agents are quietly rewriting how the internet works

For years, Cloudflare (NET) was easy to explain. It helped websites load faster, blocked cyberattacks, and kept internet traffic moving. In the era of artificial intelligence, that description sounds outdated. Cloudflare’s second-quarter revenue climbed 36% year over year to $696.1 million, while ...

Bloomberg2d agobearish
Cloudflare Seeks to Sell $2.175 Billion in Convertible Notes

(Bloomberg) -- Cloudflare Inc. announced plans for a private offering of $2.175 billion of senior convertible notes, after the cybersecurity firm’s guidance boost last week sent shares to an intraday high. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Hold Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hor

Cloudflare Q2 Earnings Call Highlights
MarketBeat4d agoneutral
Cloudflare Q2 Earnings Call Highlights

Cloudflare (NYSE:NET) reported second-quarter 2026 revenue of $696.1 million, up 36% from a year earlier, as the company cited accelerating customer growth, expanding adoption of its Workers developer platform, and demand for products supporting AI-related workloads. Chief Executive Officer Matthew

Investing.com5d agobullish
Doximity, Cloudflare and Atlassian surge premarket

Investing.com - U.S. stock index futures edged higher on Friday, as investors turned their attention to the upcoming monthly jobs report for clues on the Federal Reserve’s interest-rate path, while a fresh batch of corporate earnings drove sharp moves across individual stocks.

Cloudflare shares jump after forecast raise on AI-driven demand
Reuters5d agobullish
Cloudflare shares jump after forecast raise on AI-driven demand

Cloudflare shares rose before the bell on Friday after the cloud services firm raised its annual ‌forecasts, betting that resilient AI-driven demand will sustain traffic across ‌its network. Quarterly results of Cloudflare, whose shares were last up 16.2% at $330.51, follow ​Amazon.com's strongest cloud growth in more than four years. Cloudflare now expects full-year revenue of $2.86 billion to $2.87 billion, up from its prior expectation of $2.805 billion to $2.813 ⁠billion.

Cloudflare shares jump after forecast raise on AI-driven demand
Reuters5d agobullish
Cloudflare shares jump after forecast raise on AI-driven demand

Cloudflare shares rose before the bell on Friday after the cloud services firm raised its annual ‌forecasts, betting that resilient AI-driven demand will sustain traffic across ‌its network. Quarterly results of Cloudflare, whose shares were last up 16.2% at $330.51, follow ​Amazon.com's strongest cloud growth in more than four years. Cloudflare now expects full-year revenue of $2.86 billion to $2.87 billion, up from its prior expectation of $2.805 billion to $2.813 ⁠billion.

Cloudflare raises annual outlook above market estimates on AI-driven demand
Reuters6d agoneutral
Cloudflare raises annual outlook above market estimates on AI-driven demand

Cloudflare raised its full-year revenue forecast above Wall Street expectations after strong ‌quarterly results, betting that the rapid rise ‌of AI agents will keep driving traffic across its network, sending ​its shares up 18% after the bell. The race to build and scale AI agents has led more businesses to rely on Cloudflare's network to safely route ‌traffic and run ⁠those tools, boosting demand for its cloud and security products. Here are more details: • ⁠Cloudflare raised its annual revenue forecast to a range of $2.86 billion to $2.87 billion, from $2.805 billion to $2.813 billion ​previously, and ​above analysts' average estimate ​of $2.81 billion, according to ‌LSEG-compiled data.

Cloudflare Stock Jumps After Revenue Soars Past Estimates
Barrons.com6d agobullish
Cloudflare Stock Jumps After Revenue Soars Past Estimates

Cloudflare stock was climbing Thursday night after the company reported better-than-expected second-quarter financials and third-quarter guidance as artificial intelligence boosts cybersecurity demand. Cloudflare reported second-quarter adjusted earnings of 29 cents per share on revenue of $696.1 million. Analysts surveyed by FactSet were expecting earnings of 27 cents per share on revenue of $665 million.

BofA refuses to embrace cybersecurity darling ahead of earnings
TheStreet9d agoneutral
BofA refuses to embrace cybersecurity darling ahead of earnings

Every investor has felt the itch to buy the one stock everyone else already owns. Fastly’s chart this year has that kind of pull, a steady climb that turns skeptics into buyers with each new high. One of Wall Street’s largest banks looked at that same chart and decided to stay out. BofA Global ...