Cloudflare Inc. (NET)
Cloudflare Q1 Earnings Call Highlights
Cloudflare NYSE: NET reported a strong first quarter of 2026, with revenue rising 34% year over year to $639.8 million, as executives said demand tied to AI, agentic workloads and its Workers developer platform continued to accelerate.
Cloudflare Just Hit the AI-First Reset Button: Susquehanna Hikes Price Target to $200
Susquehanna analyst Shyam Patil raised his price target on Cloudflare (NYSE:NET | NET Price Prediction) to $200 from $190 while maintaining a Neutral rating.
Cloudflare CEO says Cloudflare is not a great name, but that it's better than his original idea
Cloudflare CEO Matthew Prince doesn't love his company's name. Cloudflare is often mispronounced and misspelled, but he said it's better than his original idea.
Cloudflare says AI made 1,100 jobs obsolete, even as revenue hit a record high
Cloudflare on Thursday joined a growing list of tech companies — including Meta, Microsoft, and Google — that have reported increased revenue alongside and massive layoffs, attributing both trends to their use of AI.
Tech layoffs this week: Cloudflare, Coinbase, Upwork, and others point to AI as they slash jobs
April was not a good month for the tech industry in terms of job losses. Last month, major firms—including Microsoft, Meta Platforms, and Snap—all announced significant workforce reductions.
Cloudflare Says It Plans to Cut 20% of Staff as AI Reshapes Work. The Stock Is Plunging.
Cloudflare's stock could be set to lose one-quarter of its value in a single session after the web security company announced a big round of layoffs, citing AI.
Cloudflare, Inc. (NET) Q1 2026 Earnings Call Transcript
Cloudflare, Inc. (NET) Q1 2026 Earnings Call Transcript
Piper Sandler Hikes Cloudflare Price Target to $250 Despite 15% After-Hours Drop: Buy the Dip?
Piper Sandler analyst James Fish raised his price target on Cloudflare (NYSE:NET | NET Price Prediction) to $250 from $222, keeping an Overweight rating, even as the stock cratered after Q1 FY2026 earnings.
Cloudflare shares tumble on weak guidance, AI-driven restructuring
Cloudflare (NYSE:NET) reported first-quarter 2026 results on May 7, beating analyst expectations for both revenue and earnings, but shares fell sharply after the company issued softer near-term guidance and announced a significant restructuring tied to an AI-focused operating model shift. Shares of Cloudflare were down more than 21% at about $202 on Friday morning.
Cloudflare Q1 Earnings Top, Revenues Soar on Large Customer Additions
NET beats Q1 EPS and revenue estimates as large enterprise additions surge, lifts its FY26 outlook and unveils an agentic AI workforce cut.
Cloudflare (NET) Q1 Earnings and Revenues Beat Estimates
Cloudflare (NET) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.16 per share a year ago.
Bloodbath at Silicon Valley giant as CEO's savage memo to staff emerges
The internet security and cloud networking firm revealed the massive cuts on Thursday.
