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0:00 / 0:00I. Q1 Fiscal 2026 Revenue Performance
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Cloudflare Revenue Surges 34% to $639.8 Million Driven by AI Infrastructure Demand

NET8-KFiling Date: 5/7/2026
Cloudflare, Inc.
Description

What this story covers

Cloudflare's Q1 2026 saw 34% revenue growth to $639.8M, driven by AI. Despite margin contraction from infrastructure investment, liquidity is strong at $4.2B. The company is pivoting to an AI-first model, showing robust free cash flow and non-GAAP profitability.

Story snapshot

CompanyCloudflare, Inc.
TickerNET
VariantStandard detailed
Duration5:22
Filing type8-K
PeriodQ1 2026
IndustryTechnology
Accession0001477333-26-000035
Sources1

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Primary Sources

sec_filing8-KView on SEC.gov →

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