Cloudflare

Cloudflare, Inc. (NYSE: NET) is a connectivity cloud company founded in 2009 that operates a global anycast network acting as a reverse proxy for websites and internet services. As of its Q4 2025 earnings report on February 5, 2026, the company reported 209,000 paying customers and annual revenue of $1.66 billion, representing 29% year-over-year growth. The network spans over 330 cities across more than 125 countries, underpinning core services such as the privacy-focused 1.1.1.1 DNS resolver and the Cloudflare Workers serverless platform. In 2025, the company launched Workers AI, a globally distributed inference service running open-source models like Llama 3.1 on GPUs deployed at the edge. Its integrated zero-trust platform, Cloudflare One, reached a $200 million annual run rate by Q4 2025, driven by enterprise adoption of its Secure Access Service Edge (SASE) capabilities. Cloudflare matters now because its shift from a content delivery network to a full-stack cloud platform—combining application security, developer compute, and AI inference—positions it as a direct challenger to hyperscalers for the next generation of distributed workloads.

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