Cloudflare, Inc.
Cloudflare operates a global Connectivity Cloud that provides a unified control plane for security, performance, and reliability across on-premises, hybrid, cloud, and SaaS environments. The company leverages a programmable, serverless network architecture to protect and accelerate internet-facing applications and corporate infrastructure. Its core value proposition lies in consolidating fragmented network hardware and point-cloud solutions into a single, scalable global platform.
Financials
Based on Q1 2026 filing
Revenue
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Application Services
primaryA suite of products designed to ensure that internet properties like websites and APIs are secure, fast, and reliable. These services protect against external attacks and optimize content delivery for end-users.
Web Application Firewall (WAF), Bot Management, DDoS Mitigation, API Shield, SSL / TLS Encryption, Page Shield, Content Delivery, Load Balancing, Cloudflare Waiting Room
Enterprise businesses, Small and medium businesses, Content creators, Website operators
SASE Platform
majorA comprehensive cloud-based network and security-as-a-service solution that combines Zero Trust security with network services. It replaces legacy hardware like WANs and firewalls to secure employee connectivity and corporate data.
Magic WAN, Magic Transit, Magic Firewall, Cloudflare Zero Trust Network Access, Cloudflare Secure Web Gateway, Cloudflare One Client (WARP), Cloud Email Security, Data Loss Prevention
Global enterprises, Distributed workforces, Government agencies, Educational institutions
Developer-based Solutions
moderateA serverless platform that enables developers to build, deploy, and scale applications, including AI-enhanced workloads, directly on Cloudflare's global network. It eliminates the need for managing underlying infrastructure or containers.
Cloudflare Workers, Workers AI, R2 Object Storage, D1, Vectorize, AI Gateway, Cloudflare Pages, Hyperdrive
Software developers, AI application builders, Platform engineering teams, SaaS companies
Consumer Offerings
minorPrivacy-focused tools and applications designed for individual users to secure and accelerate their personal internet experience. These products serve as a brand awareness and marketing channel for the broader business.
1.1.1.1 DNS, 1.1.1.1 with WARP, Cloudflare Registrar
Individual consumers, Families, Domain owners
Segment Financials
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Competitive Position
Cloudflare is a leader in the Connectivity Cloud category, distinguished by its massive global network scale and its ability to run every service on every server across more than 330 cities.
Geographies
Global, United States, Europe, Asia-Pacific
Customer Segments
Enterprise, SMB, Public Sector, Developers
Upstream Dependencies
Commodity hardware manufacturers, Internet Service Providers (ISPs), Co-location facility providers, GPU manufacturers
Downstream Customers
Global 2000 enterprises, E-commerce platforms, Financial institutions, Healthcare providers, Governmental entities
Competitors & Partners
Competitors
Akamai Technologies
AKAM
Content delivery network (CDN) and security point solution vendor
Zscaler
ZS
Cloud-based security point solution vendor focused on Zero Trust
Palo Alto Networks, Inc.
PANW
On-premises and cloud-based network security vendor
F5, Inc.
FFIV
Competitor in WAF, DDoS mitigation, and edge services.
Amazon
AMZN
Public cloud vendor providing storage, compute, and CDN services
Microsoft
MSFT
Public cloud vendor providing integrated infrastructure and security services
Fastly, Inc.
FSLY
Edge cloud platform and CDN provider
Alphabet Inc.
GOOGL
Public cloud vendor competing in serverless compute and storage
Cloudflare, Inc. FAQ
Common questions about Cloudflare, Inc.
Cloudflare operates a global Connectivity Cloud that provides a unified control plane for security, performance, and reliability across on-premises, hybrid, cloud, and SaaS environments. The company leverages a programmable, serverless network architecture to protect and accelerate internet-facing applications and corporate infrastructure. Its core value proposition lies in consolidating fragmented network hardware and point-cloud solutions into a single, scalable global platform.
Cloudflare, Inc. (NET) has a market capitalization of $76.4B and trades on NYSE.
Cloudflare, Inc. generated $2.3B in trailing twelve-month revenue with a net loss of $86.7M, representing a net margin of -3.7%. Gross margin stands at 73.3%, with free cash flow of $320.7M. These figures are based on the Q1 2026 filing.
Cloudflare, Inc.'s key competitors include Akamai Technologies, Zscaler, Palo Alto Networks, and others. These companies compete in similar markets and product categories.
Cloudflare, Inc. has approximately 3,704 employees.