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Cloudflare Soars 12% on Strong Q4, AI Growth Forecast

2/11/2026

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Summary

Story summary

Cloudflare reported strong fourth-quarter results with revenue up 33.6% to $614.5 million and adjusted earnings per share of $0.28.
The company forecast 2026 revenue between $2.79 billion and $2.80 billion, driven by demand for AI services.
CEO Matthew Prince said AI is reshaping the internet and creating new revenue opportunities for Cloudflare.
Shares rose nearly 12% after the earnings release, despite a recent stock drop.

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Story summary

Cloudflare reported strong fourth-quarter results with revenue up 33.6% to $614.5 million and adjusted earnings per share of $0.28.
The company forecast 2026 revenue between $2.79 billion and $2.80 billion, driven by demand for AI services.
CEO Matthew Prince said AI is reshaping the internet and creating new revenue opportunities for Cloudflare.
Shares rose nearly 12% after the earnings release, despite a recent stock drop.