C

Cloudflare

Secures websites and runs apps on its network

Overview

Company Historically Provides H-1B Sponsorship

Cloudflare operates a network that protects websites, delivers online content and runs applications closer to their users. Businesses connect websites and internal systems to its services to filter malicious traffic, control access and improve performance, with security and computing running on shared infrastructure. Developers combine application code, object storage and databases with the network used for content delivery and traffic protection. Cloudflare earns revenue from subscriptions and usage charges, with free plans for basic features and negotiated contracts for larger organizations. Cloudflare was founded in 2009 and is headquartered in San Francisco, California.

Significant Headcount Growth

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About Cloudflare

Simplify's Rating
Why Cloudflare is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Enterprise SoftwareCybersecurity

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

San Francisco, CA

Founded

2009

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What believers are saying

  • Demand is growing: Cloudflare reported $696 million revenue, up 36%, for the June 2026 quarter.
  • New parents get paid bonding time: qualifying Cloudflare employees receive up to sixteen paid weeks globally.
  • Attack protection has predictable billing: Cloudflare provides unmetered DDoS mitigation across all plans, including its free tier.

What critics are saying

  • Employees faced a major workforce reduction: Cloudflare announced more than 1,100 global job cuts in May 2026.
  • One software fault spread widely: Cloudflare's bot-management configuration broke core network traffic in November 2025.
  • Free users still incur costs: most Cloudflare customers pay nothing, while the company bears incremental network expenses.

What makes Cloudflare unique

  • Services share network locations: Cloudflare runs its security and delivery stack in every data center.
  • R2 makes outbound bandwidth free: Cloudflare charges for storage and requests, without fees for direct Internet data transfers.
  • Workers handles deployment and scaling: developers publish apps across Cloudflare's global network without managing servers.

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Funding

Total Funding

$7.2B

Above

Industry Average

Funded Over

11 Rounds

Post IPO Convertible funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Convertible Funding Comparison Coming Soon

Benefits

  • Competitive salaries
  • Take-what-you-need paid vacation policy
  • Comprehensive health plans and benefits
  • Paid maternity and paternity leave
  • Commuter and ride share options
  • Returnships

Stock Price

Growth & Insights and Company News

6 month growth

7%

1 year growth

8%

2 year growth

7%
Baird
Nov 10th, 2026
Cloudflare Completes $575 Million Convertible Notes Offering

Cloudflare, Inc. (“Cloudflare” or the “Company”) (NYSE: NET) recently completed an offering pursuant to Rule 144A of $575 million aggregate principal amount of 0.75% Convertible Senior Notes due 2025, including the full exercise of the underwriters’ option to purchase an additional $75 million of the notes. Baird served as co-manager on this offering.

Polsia
Nov 10th, 2026
Tech CEOs discuss AI build out at Web Summit in Lisbon.

Tech CEOs discuss AI build out at Web Summit in Lisbon. by Politixia about 2 hours ago 101 Views Announcement At Web Summit in Lisbon, Matthew Prince, CEO of Cloudflare, Richhard Socher, CEO of Recursive and Anton Osika CEO of Loveable discuss AI and the funding behind it. Announcement

Gate.com
Nov 9th, 2026
Zcash wallet Zodl launches self-hosted infrastructure to hide user IPs.

Zcash wallet Zodl launches self-hosted infrastructure to hide user IPs. 2026-11-09 18:42:01 According to Foresight News, Zcash wallet Zodl announced on November 9 that it is launching proprietary wallet infrastructure in partnership with Cloudflare and Fastly, integrating the OHTTP protocol to separate user IP addresses from wallet requests. Users' wallet requests will be routed through independent relays operated by Fastly or Cloudflare, which can see the user's IP but not the encrypted request content, while Zodl processes requests without seeing the user's original IP. Previously, lightweight wallet servers connected to Zcash wallets could simultaneously see both user IPs and request information. The new infrastructure will roll out gradually over the next week, with users able to access it by updating to Zodl version 3.20.0. Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer. In-Depth Analysis

International Business Times Australia
Nov 9th, 2026
Discord down? Users report problems since early Monday as official status page shows all Systems Operational.

Discord down? Users report problems since early Monday as official status page shows all Systems Operational. Downdetector recorded a rise in reports, while Discord's status page and independent monitoring services indicated that its systems were operating normally. Published 11/10/26 AT 2:06 AM AEDT NEW YORK - Discord users reported problems with the popular chat and gaming platform on Monday morning, according to outage tracker Downdetector, though the company's official status page showed no confirmed outage. "User reports indicate problems with Discord since 6:34 AM EST," Downdetector said in a post on X, asking users how they were affected. The reports appeared to build through the early morning. Figures from Downdetector pointed to a surge in reports at 6:44 a.m. Eastern time, with Discord reportedly down for hundreds of users, and some users also turned to StatusGator to report trouble accessing the service. No official outage confirmed Discord had not acknowledged any problems as of Monday morning. According to Discord's official status page, the company was reporting "All Systems Operational" when outage tracker isuptime checked at 14:01 UTC, or 9:01 a.m. Eastern time. Independent monitoring also showed the website responding normally. UptimeRobot said its probes could reach discord.com, with its latest automated check at 13:25 GMT on Nov. 9 from North America detecting no unusual response times or error codes. The gap between user reports and official status is common in early-stage disruptions. Crowd-sourced trackers like Downdetector rely on user submissions and can pick up localized or partial problems, such as login failures, voice chat issues or app glitches, that may not trigger an official incident. A rise in reports does not necessarily mean the entire service is down. Problems elsewhere on the internet The Discord reports came as several other online services showed issues. As of 14:01 UTC, isuptime said 10 other services it tracks were also reporting problems, including a partial system outage at Cloudflare, degraded service at Twilio and a partial outage at Elastic. There was no confirmed link between those incidents and the Discord reports. Cloudflare provides networking and security services for a large share of websites, and problems there have previously disrupted multiple platforms at once. Recent history Discord has had several disruptions in recent weeks. Its last officially logged outage was on Oct. 31, 2026, titled "Issues establishing voice call." The platform also had a longer disruption earlier this fall. StatusGator recorded a Sept. 11, 2026, outage lasting 1 hour and 58 minutes, along with a warning period of 1 hour and 19 minutes that day. Most incidents are resolved fairly quickly. IsDown said that when Discord goes down, incidents typically resolve within 90 minutes. StatusGator, which has monitored Discord since August 2018, says it has collected data on more than 735 outages affecting Discord users. A widely used platform Disruptions to Discord can affect millions of people. As of July 2026, Discord was the 46th most visited website in the world, according to Similarweb. The service, which began as a chat tool for gamers, is now widely used by online communities, study groups, creators and businesses for messaging, voice and video calls. What users can do Users experiencing problems can take several steps to determine whether the issue is on Discord's end or their own: * Check the official status page. Discord's status page reports confirmed incidents by component, such as messaging, voice, API and media. * Restart the app or try another device. Switching between the desktop app, browser and mobile app can help determine whether the issue is device-specific. * Check your connection. Restarting your router or switching between Wi-Fi and mobile data can rule out local network issues. * Clear cache or update the app. Outdated versions or corrupted cache files sometimes cause login and loading problems. * Watch official social channels. Discord typically posts updates on its official X support account during confirmed incidents. If problems are widespread, the best option is usually to wait for the company to resolve them, since most user-side fixes will not help during a platform outage. What's next It was not immediately clear what caused Monday's reported problems or how many users were affected. Discord had not commented publicly as of Monday morning. This story may be updated as more information becomes available.

Search Engine Journal
Nov 8th, 2026
Cloudflare CEO likens AI agent optimization to A new version of SEO.

Cloudflare CEO likens AI agent optimization to A new version of SEO. * Cloudflare's CEO says products for a new web business model brought first revenue. * He says OpenAI pays Cloudflare for hints that tell its crawler when pages change. * He says sites may charge agents less when the agents explain why they're visiting. Cloudflare's CEO says OpenAI pays for hints that tell its crawler when pages change, and sites may charge agents less when they explain their visits. Cloudflare recorded its first revenue from what it calls Act 4 products in the third quarter, co-founder and CEO Matthew Prince said on the company's earnings call. Act 4 covers the products meant to help create a new business model for the internet. He also said OpenAI is paying for hints that tell its crawler when web pages change. For customers that want more traffic from AI agents, Cloudflare is helping with what he described as "sort of the new version of SEO." Prince gave no figure for Act 4 revenue on the call. Cloudflare's third-quarter results release, which reported revenue of $782.5 million, up 39% year over year, doesn't break it out either. OpenAI pays for page-change hints. A Goldman Sachs analyst asked when it will be time for Act 4 products to generate meaningful revenue. Prince replied that Cloudflare is already "recognizing significant amounts of revenue" due to the efficiency it brings to AI agents' visits to websites. As an example, he pointed to the partnership with OpenAI that was explained during Cloudflare's August earnings call. He also described how under the partnership, Cloudflare provides OpenAI with information as to when a webpage has been updated (for example, a restaurant updates their pricing), so OpenAI's crawler doesn't have to keep going back and re-fetching the same webpage. "OpenAI is paying for that," he said, adding that he expects other AI companies to do the same. Cloudflare made this public on July 8, in a research pilot using signals from the websites participating (for example, content freshness and page changes). In its Oct. 15 results posting, the company said it was still working with OpenAI to determine how better discovery could lead to business outcomes (I wrote about this on Oct. 20). Prince did not indicate during his call what OpenAI is paying for this relationship or when the payments started. Optimize for agents or block them. Asked by a Wells Fargo analyst whether Cloudflare customers want more traffic from AI agents, Prince said the answer depends on the customer, and that some want as many agents as possible. "Others see them as a bane to their business and want to keep them away," he said. Cloudflare helps the customers who want agents draw more of them and handle the traffic efficiently, according to Prince. Customers who see agents as a threat get them blocked, and they aren't charged for that traffic. He split customers the same way on the August call. An agent choosing where its user eats dinner might pull menus from 1,000 restaurant websites, he said, and the user goes to one. The other 999 restaurants carry a cost with no benefit. A person might look at two or three pages, and the scale with agents is far higher. On the August call, Prince said that if current trends continued, nonhuman traffic would be as much as 1,000 times human traffic within five years. This time, he said he expects it to happen sooner. Traffic on that scale would need more bandwidth and more servers. "It can't be a free ride for all the agents that are out there," Prince said. Discounts for agents that explain themselves. Beyond efficiency deals like OpenAI's, Prince expects some form of micropayments when agents visit sites. The more an agent tells a site about why it's there, the more a site may be willing to "charge it less to access the page," he said. In his example, an agent tells a travel site it's planning a Hawaii vacation for a family of four. The site might let that agent in for free because the request opens up advertising opportunities. He isn't sure how long it will be before that becomes a major source of revenue. Looking 10 years out, he said, "I would imagine that this becomes the largest part of Cloudflare's business." Cloudflare moved two payment products, the Monetization Gateway and Pay Per Use, into beta on Sept. 30. The Gateway lets sellers charge AI agents per request, and Pay Per Use pays publishers who accept an AI company's offer for reported uses. Why this matters. The one Act 4 payment Prince described in detail goes to Cloudflare for making OpenAI's crawling more efficient. Whether the websites in the OpenAI pilot get a share wasn't addressed on the call. Prince laid out a choice, to welcome agents or block them, that is currently possible within Cloudflare's dashboard. Cloudflare offers AI Crawl Control on every plan. This allows users to permit or deny access to individual AI crawlers, and its documentation lists the Pay Per Crawl option as being in a private beta. The CEO didn't mention a single Cloudflare service to optimize websites for agent traffic during the call. Looking ahead. Prince expects Cloudflare to talk a lot more about its Act 4 products "in the quarters to come." Keep an eye on whether other AI companies follow OpenAI's lead and pay for crawl hints, as Prince predicted. It'll also be worth seeing whether Cloudflare's next disclosures explain how much of that money reaches the sites whose pages the agents use.

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