Welcome to our dedicated page for Cloudflare news (Ticker: NET), a resource for investors and traders seeking the latest updates and insights on Cloudflare stock.
Cloudflare, Inc. develops a connectivity cloud that combines security, web performance, networking, and developer tools on a global edge network. Its recurring company news includes quarterly financial results, cash-flow metrics, and updates to products such as Workers, AI Gateway, AI Security for Apps, Agent Cloud, and Cloudflare Mesh.
Cloudflare announcements also cover partnerships and integrations for enterprise security, AI application protection, web crawling controls, telemetry, and threat detection. Product news often centers on edge development, serverless application deployment, AI agents, private networking, and tools that connect employees, applications, and multicloud infrastructure.
Cloudflare (NET) introduced new AI crawling controls and an Accountable designation that let websites stay visible in search while refusing AI training.
The new Disallow AI Training setting enables any site to block use of its content for AI training without leaving search results. Cloudflare now replaces its single “Block AI Bots” switch with three separate controls for search, AI training, and AI agents, plus a new Bot Preference Sync tool to apply preferences across supported crawlers. Apple, Google, and Microsoft are classified as Accountable operators, while mixed-use crawlers that do not meet Cloudflare’s criteria are blocked when site owners block training.
Cloudflare (NET) launched an early access Vulnerability Discovery and Remediation service within Cloudflare Managed Defense, using OpenAI Daybreak models such as GPT-5.6 Cyber and data from Cloudflare’s global network to detect, block, and help fix software vulnerabilities.
The service correlates deep AI-driven code analysis with real-time Internet traffic and security telemetry to prioritize high-risk issues and automatically deploy custom WAF rules at the edge. OpenAI Daybreak models generate suggested code patches that developers can review and implement, with all fixes and edge rules requiring explicit human approval. The offering is available by invitation to select Cloudflare Enterprise customers through the OpenAI Daybreak Defense Network.
Cloudflare (NET) announced that Cursor Cloud Agents can now run on Cloudflare Sandboxes, giving developers and platform teams a way to execute AI coding agents in secure, customer-controlled environments. The integration extends Cloudflare’s support for AI agent platforms, alongside Devin Outposts and Claude Managed Agents.
Cursor Cloud Agents use Self-Hosted Machines, where Cursor handles inference, planning, and orchestration while work runs on a customer-selected worker. With Cloudflare Sandboxes, that worker can operate inside a sandbox in the customer’s Cloudflare account, so tool calls such as terminal, filesystem, and browser actions execute within isolated, customer-controlled environments. This model keeps repositories, build caches, and secrets on customer machines while still enabling artifacts like screenshots, videos, and logs to be uploaded for use in pull requests and dashboards.
Cloudflare (NYSE: NET) introduced Adaptive Intelligence, a new continuous detection engine embedded in Cloudflare Bot Management. The system learns from trillions of daily requests across Cloudflare’s network, generating short-lived, hyper-targeted rules that adapt in real time to disrupt automated cyber attacks and make them more costly for attackers.
According to Cloudflare, Adaptive Intelligence continuously retrains on live traffic, analyzes multi-timeframe behavior to catch stealthy threats, combines browser-session signals with edge telemetry to distinguish bots from humans, and autonomously tests security updates against live traffic to reduce false positives and avoid downtime.
Cloudflare (NYSE: NET) announced that it is serving as an independent Key Transparency auditor for Signal, the private messaging app used by hundreds of millions of people. The partnership supports Signal’s new automatic key verification feature, helping users confirm encryption keys without manual QR code checks.
Cloudflare periodically retrieves updates from Signal’s tamper‑evident Key Transparency log, cryptographically verifies consistency with prior records, and then signs verified updates. According to Cloudflare, its auditor processes only cryptographic proofs and does not access users’ phone numbers, usernames, public keys, or message contents.
Cloudflare (NYSE: NET) priced $2.175 billion aggregate principal amount of 0% convertible senior notes due August 15, 2031, in a private Rule 144A offering to qualified institutional buyers, with an option for initial purchasers to buy up to an additional $325 million of notes.
The senior unsecured notes carry no regular interest, no accretion, and are initially convertible at 2.0123 shares per $1,000 principal (conversion price ≈ $496.94), a ~60% premium to the August 10, 2026 share price of $310.59. Cloudflare expects net proceeds of about $2.14 billion (excluding any option exercise), of which approximately $225.8 million will fund capped call transactions with a cap price of about $854.12 per share (≈175% premium). Remaining proceeds are earmarked for general corporate purposes, including working capital, capex, debt repayment, and potential acquisitions.
Cloudflare (NYSE: NET) announced that its Cloudflare for Government platform has achieved FedRAMP High certification and GovRAMP Moderate authorization, enabling U.S. Federal, State, Local, defense, education and highly regulated organizations to use its integrated security, performance, AI and developer services for sensitive workloads.
According to Cloudflare, FedRAMP High allows processing of High Impact data within an authorized U.S. boundary across 15 metro areas, while GovRAMP Moderate supports state and local mandates. The company also intends to pursue DoD Impact Level 4 (IL4) authorization and reports that more than 100 U.S. government agencies already use its services.
Cloudflare (NYSE: NET) announced a proposed private offering of $2.175 billion aggregate principal amount of convertible senior notes due August 15, 2031, to qualified institutional buyers under Rule 144A. The senior, unsecured notes will pay semi-annual interest and be convertible into cash, Class A common stock, or a combination, at Cloudflare’s election.
Initial purchasers are expected to receive an option to buy up to an additional $325 million of notes. Cloudflare plans capped call transactions intended to reduce potential conversion dilution, with an initial cap price anticipated at least 150% above the stock’s last reported NYSE sale price on the pricing date. Net proceeds will fund the capped calls and general corporate purposes, including possible debt repayment and acquisitions.
Cloudflare (NYSE: NET) reported second quarter 2026 revenue of $696.1 million, up 36% year-over-year, with GAAP gross margin of 71.8% and non-GAAP gross margin of 73.1%. GAAP loss from operations widened to $205.7 million (29.6% of revenue), while non-GAAP income from operations rose to $96.1 million (13.8% margin).
GAAP net loss was $170.0 million, or -$0.48 per share; non-GAAP net income increased to $107.8 million, or $0.29 per diluted share. Free cash flow improved to $56.4 million (8% of revenue). Cloudflare ended the quarter with $4.16 billion in cash, cash equivalents, and available-for-sale securities and reported current remaining performance obligations growing 35% year-over-year.
For Q3 2026, Cloudflare guides revenue to $736.0–$737.0 million and non-GAAP EPS of $0.34. Full-year 2026 revenue is projected at $2.864–$2.870 billion with non-GAAP EPS of $1.25–$1.26.
Cloudflare (NYSE: NET) launched the AEO Visibility Dashboard, expanding its Answer Engine Optimization Suite to show brands how AI assistants cite, mention, and rank their sites based on real crawl and referral data from Cloudflare’s network.
The dashboard reports Citation Rate, Mention Rate, Prominence, and Share of Voice, helping marketers diagnose authority versus awareness issues, gauge recommendation quality, and monitor competitive position. It complements the existing Agent Readiness tool, which checks whether AI systems can access and use a site. The dashboard is available in early access via the Cloudflare dashboard.