Cloudflare Inc Stock Price, News & Analysis

Cloudflare (NYSE: NET) has announced the general availability of Log Explorer, a native security forensics tool integrated across its network. The solution provides businesses with instant access to security and performance insights directly within the Cloudflare Dashboard, eliminating the need for third-party security analysis tools. After being previewed by over 500 customers, Log Explorer offers one-click setup for analyzing Cloudflare logs, unified search capabilities across HTTP, security event, and Zero Trust logs, in-dashboard response features, and upcoming flexible retention policies for compliance requirements. The tool aims to simplify log management, reduce costs, and accelerate threat response times by eliminating the need to switch between multiple platforms or learn proprietary query languages.

Cloudflare (NYSE: NET) has announced the pricing of $1.75 billion in 0% Convertible Senior Notes due 2030, with an additional $250 million option for initial purchasers. The notes, settling on June 17, 2025, will generate approximately $1.72 billion in net proceeds. The conversion rate is set at 4.0376 shares per $1,000 principal amount, equivalent to a conversion price of $247.67 per share, representing a 45% premium over the current stock price of $170.81. Cloudflare has entered into capped call transactions to offset potential dilution, with a cap price of $469.73 per share. The company plans to use $248 million for the capped call transactions and the remaining proceeds for general corporate purposes, including potential acquisitions and debt repayment.

Cloudflare (NYSE: NET) has announced plans to offer $1.75 billion in Convertible Senior Notes due 2030 through a private offering to qualified institutional buyers. The company will also grant initial purchasers a 13-day option for an additional $250 million in notes. The notes will be convertible into cash, Class A common stock, or a combination thereof. Cloudflare plans to implement capped call transactions to offset potential dilution, with an initial cap price premium of at least 150% over the stock's last reported sale price. The proceeds will be used to fund these capped call transactions, with the remainder allocated for general corporate purposes, including working capital, capital expenditures, debt repayment, and potential acquisitions.

Cloudflare (NYSE: NET) has achieved two significant privacy certifications: the Global Cross-Border Privacy Rules (Global CBPR) and Global Privacy Recognition for Processors (Global PRP). These certifications, established by nine governments including the US, Japan, and Singapore, demonstrate Cloudflare's compliance with international data protection standards across 39 jurisdictions. The certifications cover 50 requirements based on nine principles including preventing harm, data collection limitation, and security safeguards. This achievement positions Cloudflare among the first organizations to receive these new global certifications, complementing their existing ISO 27701, ISO 27018, and EU Cloud Code of Conduct certifications. The new standards aim to facilitate cross-border data transfers and build trust with consumers and businesses.

Cloudflare (NYSE: NET) and TD SYNNEX (NYSE: SNX) are expanding their partnership to provide managed security services in Latin America. The collaboration enables TD SYNNEX to offer Cloudflare's Zero Trust, SASE, Application Security, and Network Security solutions through Managed Security Services Partners (MSSPs). In Q1 2025, Cloudflare blocked 30 billion daily cyber threats in Latin America, a 27% increase from the previous quarter. The Cloudflare platform, available through a single interface, offers operational efficiency for MSSPs and spans 64 cities in Latin America and the Caribbean. Customers using Cloudflare's complete suite can save approximately 50% compared to multiple vendor solutions, with a Forrester study showing a 238% ROI over three years for representative customers.

Cloudflare (NYSE: NET) reported strong Q1 2025 financial results with revenue reaching $479.1 million, up 27% year-over-year. The company secured its largest-ever contract worth over $100 million, driven by its Workers developer platform. While reporting a GAAP loss from operations of $53.2 million (11.1% of revenue), non-GAAP income from operations was $56.0 million (11.7% of revenue). Notable metrics include: • Free cash flow of $52.9 million (11% of revenue) • GAAP net loss of $38.5 million ($0.11 per share) • Non-GAAP net income of $58.4 million ($0.16 per share) For Q2 2025, Cloudflare expects revenue of $500-501 million. The full-year 2025 guidance projects revenue of $2.09-2.094 billion with non-GAAP income from operations of $272-276 million.

Cloudflare (NYSE: NET) announced a major collaboration with leading tech companies including Anthropic, Asana, Atlassian, Block, PayPal, Sentry, and Stripe to enable AI agent experiences through Claude. The company is offering the first comprehensive toolkit for building Model-Centric Programming (MCP) servers that allow AI assistants to directly interact with business software tools. This integration enables users to perform tasks through natural conversations with Claude without switching between applications. The solution simplifies complex authentication processes, provides security controls, and leverages Cloudflare's global network for reliable AI experiences. Companies can now build and deploy remote MCP servers in days rather than weeks. Cloudflare is also launching its own MCP servers to help users build applications, enhance website performance, and strengthen security through Claude interactions. A Demo Day showcasing these AI-powered implementations is scheduled for May 1, 2025.

Diligent has partnered with Cloudflare and Qualys to launch an enhanced Cyber Risk Report solution, revolutionizing how cybersecurity risks are communicated to boards of directors. The solution integrates Cloudflare's real-time threat intelligence and Qualys' risk surface insights with Diligent's cyber risk dashboard on the Diligent One Platform.

Key highlights:

• 61% of directors acknowledge cyber threats as strategic risks, yet 30% of boards don't receive regular security updates
• The solution provides real-time, holistic view of cyber threats and automates threat monitoring
• Eliminates manual reporting cycles and spreadsheet dependence
• Developed with input from over 50 CISOs and board members

The partnership aims to transform technical metrics into actionable business insights, enabling better risk management and strategic decision-making for organizations facing evolving cyber threats.

Rakuten Mobile and Cloudflare (NYSE: NET) have announced a strategic partnership to deliver Zero Trust security as a managed service across Japan. As the country's first MSSP partner with Cloudflare, Rakuten Mobile will offer comprehensive cybersecurity solutions to corporate clients, particularly targeting small and medium-sized businesses.

The partnership addresses critical security challenges in Japan, where Cloudflare prevented an average of 385 million cyber threats daily in Q1 2025, primarily affecting retail, gaming, IT services, and telecommunications sectors. The service combines Cloudflare's Zero Trust and Network Services with Rakuten Mobile's KOSOKU Access internet service, providing end-to-end security solutions including setup, configuration, and maintenance support.

This collaboration enables Japanese businesses to implement robust cybersecurity measures without requiring in-house expertise, operating through a unified cloud-native platform that delivers efficient managed security services.