Cloudflare (NET) Q4 earnings 2025

Source Domain: www.cnbc.com

AI Adoption Boosts Demand: The rise of artificial intelligence and AI-agentic tools has significantly increased Cloudflare’s demand for its networking and security tools.
Strong Financial Performance: Cloudflare exceeded Wall Street’s fourth-quarter estimates with adjusted earnings of 28 cents per share on $615 million in revenue, outperforming the expected 27 cents per share and $591 million.
Revenue Growth: The company reported a 34% year-over-year revenue increase.
Optimistic Guidance: Cloudflare’s revenue guidance for the first quarter and full year exceeded analyst expectations.
Internet Re-platforming: CEO Matthew Prince noted a “fundamental re-platforming” of the Internet, suggesting AI agents as the new primary users, thereby boosting demand for Cloudflare’s infrastructure.
Support for AI Tools: Cloudflare’s infrastructure platform proved effective for running AI personal assistants like Moltbot and subsequently released its own Moltworker platform for secure AI operations.
Active Developer Base: Cloudflare concluded 2025 with 4.5 million active human developers, highlighting a robust adoption base for its offerings.

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