Reported 2 days ago
Cloudflare, Inc. (NET) has presented a bullish investment thesis following a strong Q2 2025, where it reported a 28% year-over-year revenue increase, reaching $512.3 million. The company is capitalizing on large enterprise contracts, especially in the AI sector, exemplified by a significant $15 million deal with an AI firm. CEO Matthew Prince's strategic vision aims to capture substantial enterprise workloads from larger competitors, enhancing growth potential through a unique 'Pool of Funds' contract model. Despite high stock valuations, Cloudflare's diverse growth drivers suggest a strong long-term position in the technology sector.
Source: YAHOO