Cloudflare Inc. (NET)
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.
Cloudflare Stock Soars to Record on Strong Earnings
Cloudflare shares are soaring to new highs on the back of a strong second-quarter earnings report.
Cloudflare Q2 Earnings Beat Estimates on Large Customer Growth
NET's Q2 earnings beat estimates as large-customer growth, Workers adoption and stronger execution drive 35.9% revenue growth.
Cloudflare launches Kitesurf, a browser built for AI agents
Cloudflare is the latest company to join the race to build a new web browser. But instead of pitching a Chrome alternative to consumers, the internet infrastructure provider launched Kitesurf, a cloud-hosted browser designed specifically for AI agents.
Cloudflare's Beat-and-Raise Quarter Puts Its AI Edge Story in Focus
Cloudflare TodayNETCloudflare$306.45 +22.02 (+7.74%) As of 12:10 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$158.83▼$324.73Price Target$296.59Add to WatchlistCloudflare NYSE: NET is handling AI in a way the market increasingly likes, and investors are rewarding the stock.
Cloudflare second quarter results boosted by strong AI demand
Cloudflare (NYSE:NET) shares were set to open sharply higher on Friday after the cloud connectivity company reported second quarter results that topped analyst expectations and issued stronger-than-expected guidance for the current quarter. Shares of Cloudflare were indicated to open about 15% higher following the results.
NET Q2 Earnings Call Highlights Workers and Agentic AI Momentum
Cloudflare sees Workers, agentic AI and large-customer growth driving momentum, while evolving usage models add quarter-to-quarter revenue variability.
Cloudflare stock jumps 16% as AI demand drives higher 2026 revenue forecast
Cloudflare shares NET surged in premarket trading on Friday after the cloud services company raised its full-year revenue and earnings forecasts, signaling continued strength in demand for artificial intelligence infrastructure and cybersecurity services. The stock rose more than 16% before the opening bell after the company lifted its fiscal 2026 outlook following second-quarter results.
Cloudflare, Inc. (NET) Q2 2026 Earnings Call Transcript
Cloudflare, Inc. (NET) Q2 2026 Earnings Call Transcript
Cloudflare (NET) Tops Q2 Earnings and Revenue Estimates
Cloudflare (NET) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.21 per share a year ago.
Cloudflare Stock Jumps After Revenue Soars Past Estimates
Cloudflare second-quarter earnings and revenue beat estimates.
Cloudflare poised for second quarter revenue acceleration, says Jefferies
Cloudflare (NYSE:NET) is expected to accelerate revenue growth in the second quarter and raise its full-year outlook, according to Jefferies, with investors likely looking for a path toward a mid-30% growth rate by the end of 2026 when the company reports results on August 6. The company's Q2 revenue guide of $664.5 million at the midpoint implies year-over-year growth of about 30%, a four-percentage-point sequential deceleration despite a one-percentage-point tougher comparison.
