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. (NYSE: NET) regularly publishes news that reflects its role as a connectivity cloud company focused on security, performance, and AI-era Internet infrastructure. News about Cloudflare often covers product and platform developments, strategic partnerships, acquisitions, research reports, and impact initiatives tied to its mission to help build a better Internet.
Recent announcements include acquisitions and planned acquisitions related to AI, such as Human Native, an AI data marketplace that connects creators and AI developers, and Replicate, an AI platform that helps developers deploy and run AI models. These moves are presented as steps toward making Cloudflare’s network a place where developers can access AI models easily and where creators can structure, price, and monetize their content for AI use.
Cloudflare’s news also highlights research and thought leadership, including its App Innovation Report and its Year in Review, which share findings on application modernization, AI integration, security, Internet traffic patterns, and bot activity based on data from its global network and its 1.1.1.1 public DNS resolver. The company’s Impact Report provides updates on efforts to secure democratic elections, protect independent journalism and nonprofits from cyberattacks and unwanted AI scraping, and advance sustainability goals.
In addition, Cloudflare issues news on partnerships with organizations such as JD Cloud, Oracle Cloud Infrastructure, and major payments companies, as well as updates on its PowerUP Partner Program and channel ecosystem. Investors and observers following NET news can expect coverage spanning AI development, multicloud networking, cybersecurity, agentic commerce, partner programs, and quarterly financial results.
Cloudflare (NYSE: NET) has announced two new solutions: Workers VPC and Workers VPC Private Link, designed to enable developers to build secure, global cross-cloud applications. These innovations address the limitations of traditional Virtual Private Clouds (VPCs) which often restrict developers with complex networking requirements and substantial egress fees.
The Workers VPC offers a modern approach to VPC, built for network and compute workloads across multiple regions. It creates isolated environments where only resources within a Workers VPC can access each other. The Workers VPC Private Link enables secure connectivity between a Workers VPC and external VPCs in public or private clouds, effectively creating a unified cross-cloud environment.
These new solutions will be available later this year, promising to simplify the development of global applications that need to connect to legacy public clouds and traditional datacenters while maintaining security.
Cloudflare (NYSE: NET) has announced the acquisition of Outerbase, a developer database company, to enhance the developer database experience across Cloudflare Workers. The acquisition aims to simplify the process of building database-backed applications, particularly focusing on AI-enabled applications on Cloudflare's global network.
The strategic move comes as Cloudflare anticipates significant growth in software development over the next five years, driven by AI and AI agents. These applications will require databases for maintaining context, storing conversations, and acting on data. Outerbase, which is built on Cloudflare Workers, will be integrated into Durable Objects, D1, and Cloudflare's Agents SDK.
The acquisition aligns with Cloudflare's goal to democratize data access and enable teams to manage databases without extensive SQL knowledge, making database management more accessible to developers of all skill levels.
Cloudflare (NYSE: NET) has announced new offerings to accelerate AI agent development, including the industry's first remote Model Context Protocol (MCP) server. The company introduced three key components:
- Remote MCP server for enabling AI agents to interact with external services
- Free tier access to Durable Objects for building stateful applications
- Generally available Workflows for multi-step applications
The platform allows developers to build AI agents in minutes instead of months, providing scalable, cost-efficient solutions. Cloudflare's serverless platform automatically scales inference and AI agent resources based on demand, with GPU deployment across 190+ cities globally. The company's network ensures Durable Objects can scale to millions of simultaneous customer interactions while maintaining low latency.
Cloudflare (NYSE: NET) has announced three significant appointments to its board of directors. The new board members include Stacey Cunningham, former President of the New York Stock Exchange; John Graham-Cumming, Cloudflare's former CTO; and Dr. Karim Lakhani, Harvard Business School Professor.
Cunningham currently serves as operating partner at Advent International and brings financial and operational expertise. Graham-Cumming, who spent 13 years at Cloudflare, contributed to building technology that now powers approximately 20% of the web. Dr. Lakhani, an AI and innovation expert, is the co-author of 'Competing in the Age of AI' and advises Fortune 500 companies on AI transformation.
The appointments coincide with the departure of Maria Eitel, who served on the board for 7 years, including during Cloudflare's 2019 IPO.
Cloudflare (NYSE: NET) has been recognized as a Leader in The Forrester Wave™: Web Application Firewall Solutions, Q1 2025 report. The company achieved the highest score among all WAF providers in the current offering category, receiving top marks in 15 out of 22 criteria including Innovation, Detection models, Product security, and Partner ecosystem.
Forrester's report highlights Cloudflare as a strong choice for customers seeking an easy-to-use, unified web application protection platform with continuous innovation. The company's Web Application Firewall (WAF) leverages insights from one of the world's largest global networks to protect customers against vulnerabilities in web applications and APIs.
The evaluation compared 10 vendors across 22 criteria spanning current offering, strategy, and customer feedback.
Cloudflare (NYSE: NET) has launched Cloudflare for AI, a comprehensive security suite designed to protect AI applications and model deployments at scale. The suite provides tools for visibility, security, and control across AI implementations.
The new offering includes key features such as:
- Firewall for AI to automatically discover and label AI applications
- AI Gateway to monitor employee usage patterns and prompts
- Protection against sensitive data leaks and toxic prompts
- Integration with Llama Guard to maintain model integrity
- Workers AI platform for deploying AI applications across 190+ cities globally
The solution addresses critical security challenges in AI adoption, including employee misuse, PII leakage, and emerging vulnerabilities. All products in the Cloudflare for AI suite are now generally available, targeting organizations of all sizes implementing AI technology into their operations.
Cloudflare (NYSE: NET) has launched the Cloudforce One threat events platform, a new real-time intelligence system for monitoring cyberattacks across the Internet. The platform leverages Cloudflare's global network, which blocked an average of 227 billion cyber threats daily during Q4 2024.
Built on Cloudflare Workers AI, the platform provides organizations with a comprehensive view of attack streams, actionable insights, and personalized threat intelligence based on specific environments, industries, or regions. The solution addresses the growing challenge of cybercrime, projected to cost $10.5 trillion in 2025, by offering context-rich threat intelligence that helps security teams prioritize and respond to the most critical threats.
The platform's key features include an attacker timelapse view, detailed threat actor profiles, and actionable indicators of compromise (IoCs), designed to help organizations improve their security posture and operational efficiency.
Cloudflare (NYSE: NET) has announced the general availability of its integrated Security Posture Management platform, designed to help businesses identify and address security risks across their digital infrastructure from a unified dashboard.
The new platform provides comprehensive security monitoring across email solutions, SaaS applications, cloud infrastructure, and web applications. Key features include:
- An at-a-glance snapshot of organizational security posture
- Protection for SaaS applications containing sensitive information
- Real-time risk identification for issues like externally shared files and exposed credentials
- Continuous threat detection for web assets
- Use-case driven threat detections tailored to specific business functions
This solution addresses the growing complexity in IT infrastructure, where the average enterprise uses over a thousand applications, helping organizations maintain security across their entire technology stack through a single, unified platform.
Cloudflare (NYSE: NET) has announced the expansion of end-to-end post-quantum cryptography support for its Zero Trust Network Access solution. The company is setting a new industry standard by offering immediate quantum-safe connectivity for web browser to corporate web application communications, with plans to extend support to all IP protocols by mid-2025.
This advancement addresses the growing concern that quantum computers could break conventional cryptography, potentially exposing secured data. With over 35% of human-generated traffic on Cloudflare's network already benefiting from post-quantum protection, the company's solution helps protect against 'harvest-now, decrypt-later' attacks.
The implementation allows organizations to secure their web applications with quantum protection without individually upgrading each system. This aligns with the National Institute of Standards and Technology's (NIST) announcement to phase out conventional cryptographic algorithms and adopt post-quantum cryptography by 2030, as experts estimate significant risks could emerge within five years.
Cloudflare (NYSE: NET) reported strong Q4 2024 financial results with revenue reaching $459.9 million, up 27% year-over-year. Full-year 2024 revenue totaled $1,669.6 million, representing a 29% increase from 2023.
The company achieved significant growth in large customers, with those spending over $1 million reaching 173, a 47% year-over-year increase. Q4 showed a GAAP loss from operations of $34.7 million (7.5% of revenue) and non-GAAP income from operations of $67.2 million (14.6% of revenue).
For 2025, Cloudflare projects Q1 revenue between $468.0-$469.0 million and full-year revenue of $2,090.0-$2,094.0 million. The company maintains strong liquidity with $1,855.9 million in cash and equivalents as of December 31, 2024.