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Cloudflare(NET)

Emerging

Global network platform securing 20% of internet traffic; $1.6B revenue growing 28%, expanding into AI inference infrastructure at 300+ edge locations.

Best for: Cloud ServicesEmerging, rapid growth
93
AI Score
Grade A
AI Visibility Score (Beta)
Cloud & InfrastructureCloud ServicesNETWebsiteUpdated October 2026

Company Overview

About Cloudflare

Cloudflare is a global cloud platform providing web performance, security, and network services to millions of websites and applications worldwide. Founded in 2009 by Matthew Prince and Michelle Zatlyn and headquartered in San Francisco, Cloudflare started as a DDoS protection and CDN service and has evolved into one of the most comprehensive network infrastructure platforms, serving as the connectivity layer for nearly 20% of all internet traffic. The company went public in September 2019 at a valuation around $4.5 billion.

Business Model & Competitive Advantage

Cloudflare's network spans 300+ cities across 100+ countries, providing global distribution of content and security services with millisecond latency. The company's product portfolio includes CDN, DDoS mitigation, WAF (Web Application Firewall), Zero Trust security (SASE), serverless compute (Workers), and AI inference infrastructure. Cloudflare's freemium model — offering a powerful free tier — has driven massive adoption among developers and small businesses that serve as leads for enterprise contracts. Revenue in 2024 was $1.6 billion, growing ~28% year-over-year.

Competitive Landscape 2025–2026

In 2025, Cloudflare has positioned its global edge network as AI inference infrastructure — running AI models at edge locations close to users to reduce latency for real-time AI applications. The company's Workers AI and AI Gateway products allow developers to deploy AI models on Cloudflare's 300-city network rather than centralized cloud regions. Cloudflare also launched a significant Zero Trust expansion, competing with Zscaler and Palo Alto Networks for enterprise security budget. With a $40B+ market cap and strong developer loyalty, Cloudflare continues expanding its share of enterprise network and security spending.

Founded
2009
Headquarters
San Francisco, Cloudflare started as a DDoS protection
Revenue
$1.6B
Curated content • Fact-checked and verified

Recent Activity

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release
workerd v1.20261004.1

## What's Changed * Expose Durable Object snapshot APIs by @maxmcd in https://github.com/cloudflare/workerd/pull/7579 **Full Changelog**: https://github.com/cloudflare/workerd/compare/v1.20261003.1...v1.20261004.1

release
workerd v1.20261003.1

## What's Changed * STOR-5615: Cover more JSRPC retry paths in unit tests by @apeacock1991 in https://github.com/cloudflare/workerd/pull/7594 * JSG: Wrap non-coercible values by @jp4a50 in https://github.com/cloudflare/workerd/pull/7602 * Add ctx.cache.invalidate() by @zaidoon1 in https://github.com/cloudflare/workerd/pull/7562 **Full Changelog**: https://github.com/cloudflare/workerd/compare/v1.20261002.1...v1.20261003.1

release
agents [email protected]

### Minor Changes - [#2451](https://github.com/cloudflare/agents/pull/2451) [`df9c0ef`](https://github.com/cloudflare/agents/commit/df9c0ef6c4541c5552b5ce4d6ba292162dbd0908) Thanks [@aron-cf](https://github.com/aron-cf)! - Update pi-durable and pi-ai to `^1.0.0`. See [Pi harness](https://github.com/cloudflare/agents/blob/main/docs/agents/harnesses/pi.md) docs for details.

release
cf [email protected]

### Patch Changes - 2aea37c: Deploy SSH settings for Durable Object-managed Containers `cf deploy` now forwards a Durable Object-managed Container's `ssh` and `authorizedKeys` from Build Output to the Containers API. - 8c55fb3: Recognize explicit boolean values before commands When a global boolean flag or alias is followed by `true` or `false`, treat the literal as its value while identifying the command. This keeps invocations such as `cf --local false complete bash` from receiving the wrong startup behavior.

release
agents @cloudflare/[email protected]

### Patch Changes - [#2423](https://github.com/cloudflare/agents/pull/2423) [`0c29717`](https://github.com/cloudflare/agents/commit/0c29717194eed148cb9d8b51dee840bfc02912f8) Thanks [@aron-cf](https://github.com/aron-cf)! - Keep Python wheel `METADATA` files during installation so `importlib.metadata.version()` can resolve package versions.

release
agents @cloudflare/[email protected]

### Patch Changes - [#2390](https://github.com/cloudflare/agents/pull/2390) [`c55ec80`](https://github.com/cloudflare/agents/commit/c55ec80087ba2531ccdc9e211921fb5bf6ddb065) Thanks [@threepointone](https://github.com/threepointone)! - Report a failed agent-tool child as failed even when it was evicted before recording the failure. See [Agent tools](https://github.com/cloudflare/agents/blob/main/docs/agents/agent-tools.md). - [#2384](https://github.com/cloudflare/agents/pull/2384) [`f904999`](https://github.com/cloudflare/agents/commit/f9049991fe9ca637b5326788e08e1cea6b4280c1) Thanks [@threepointone](https://github.com/threepointone)! - Fix agent-tool chunks being duplicated or dropped on reconnect, child re-attach, and fiber recovery. See [Agent tools](https://github.com/cloudflare/agents/blob/main/docs/agents/agent-tools.md). - [#2364](https://github.com/cloudflare/agents/pull/2364) [`5e0507e`](https://github.com/cloudflare/agents/commit/5e0507e5f1ba27cc7c2bf2920c380a7c8f9caaad) Thank

release
agents @cloudflare/[email protected]

### Minor Changes - [#2388](https://github.com/cloudflare/agents/pull/2388) [`1031c0f`](https://github.com/cloudflare/agents/commit/1031c0f5c85f80ce0879dd8b07f151f3293c9120) Thanks [@threepointone](https://github.com/threepointone)! - Require `ai@^7` and `@ai-sdk/react@^4`, because Think bundles providers that return AI SDK v7 models. See [Think dependencies](https://github.com/cloudflare/agents/blob/main/docs/think/index.md#dependencies). - [#2056](https://github.com/cloudflare/agents/pull/2056) [`20142e5`](https://github.com/cloudflare/agents/commit/20142e52901ddbbb0d940ecef0e82ec9e7d01cab) Thanks [@AntoniTok](https://github.com/AntoniTok)! - Breaking: declared scheduled tasks now run on the root agent only; override `getScheduledTasksScope()` to return `"all"` for per-facet scheduling. See [Think scheduled tasks](https://github.com/cloudflare/agents/blob/main/docs/think/index.md#scheduled-tasks). - [#2330](https://github.com/cloudflare/agents/pull/2330) [`e80278e`](https://github.co

release
agents @cloudflare/[email protected]

### Patch Changes - [#2428](https://github.com/cloudflare/agents/pull/2428) [`e780214`](https://github.com/cloudflare/agents/commit/e780214e9ed9850be21b1fc8c947aba97f6b6e6b) Thanks [@ben-reitz](https://github.com/ben-reitz)! - Declare the Code Mode tool input as `{ code: string }` in its Standard Schema metadata so compatible consumers infer its type. See [Code Mode](https://github.com/cloudflare/agents/blob/main/docs/codemode/index.md).

release
agents [email protected]

### Minor Changes - [#2005](https://github.com/cloudflare/agents/pull/2005) [`c2f7672`](https://github.com/cloudflare/agents/commit/c2f767235e749cb3f6334ed22e70a03940dcd18c) Thanks [@cjol](https://github.com/cjol)! - Native RPC calls to async Agent and Think methods now start lifecycle initialization first; address Agents by name because raw IDs from `newUniqueId()` and `idFromString()` now fail their first async RPC. See [Lifecycle](https://github.com/cloudflare/agents/blob/main/docs/agents/lifecycle.md). ### Patch Changes - [#2390](https://github.com/cloudflare/agents/pull/2390) [`c55ec80`](https://github.com/cloudflare/agents/commit/c55ec80087ba2531ccdc9e211921fb5bf6ddb065) Thanks [@threepointone](https://github.com/threepointone)! - Report a failed agent-tool child as failed even when it was evicted before recording the failure. See [Agent tools](https://github.com/cloudflare/agents/blob/main/docs/agents/agent-tools.md). - [#2384](https://github.com/cloudflare/agents/pull/2384) [`f

release
workers-sdk @cloudflare/[email protected]

### Patch Changes - Updated dependencies [[`7f700ef`](https://github.com/cloudflare/workers-sdk/commit/7f700ef52c47127c67f20137a03c051d26a0c8e5), [`90e6a1b`](https://github.com/cloudflare/workers-sdk/commit/90e6a1be8c67c0687a6a0ce51c9d101c9ad363e0), [`7f57b1c`](https://github.com/cloudflare/workers-sdk/commit/7f57b1c60002ae3f077dd9c1e8cc482371065ef4), [`6a4b0fe`](https://github.com/cloudflare/workers-sdk/commit/6a4b0fefa20ef2ffc52acdcf1cb194210d1b4c4b)]: - [email protected] - [email protected]

release
workers-sdk @cloudflare/[email protected]

### Minor Changes - [#16009](https://github.com/cloudflare/workers-sdk/pull/16009) [`f23dcb3`](https://github.com/cloudflare/workers-sdk/commit/f23dcb32ca0df051eaaf0222086a612a615c80a3) Thanks [@NuroDev](https://github.com/NuroDev)! - Allow cf to request the zone observability OAuth scopes New cf OAuth logins request `zone-observability.read` and `zone-observability.write`. Existing sessions must authenticate again to receive them. ### Patch Changes - Updated dependencies [[`7f57b1c`](https://github.com/cloudflare/workers-sdk/commit/7f57b1c60002ae3f077dd9c1e8cc482371065ef4)]: - @cloudflare/[email protected]

release
workers-sdk @cloudflare/[email protected]

### Minor Changes - [#15928](https://github.com/cloudflare/workers-sdk/pull/15928) [`7f57b1c`](https://github.com/cloudflare/workers-sdk/commit/7f57b1c60002ae3f077dd9c1e8cc482371065ef4) Thanks [@ichernetsky-cf](https://github.com/ichernetsky-cf)! - Allow `"us"` as a jurisdiction for Container applications Container placement constraints now accept `constraints.jurisdiction: "us"` in Wrangler and typed Cloudflare configuration. This makes the US jurisdiction available alongside `"eu"` and `"fedramp"`.

Key Differentiators

Emerging Innovator

Cloudflare is an emerging player bringing innovative solutions to the Infrastructure market.

Enterprise Scale

With $1.6B in revenue, Cloudflare operates at enterprise scale with proven market validation.

Frequently Asked Questions

Estimated Visibility Trend (Beta)

Simulated 8-week rolling score

93
→ Stable

Based on estimated brand signals. Historical tracking coming soon.

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