Key Metrics
Company Snapshot
Cloudflare is a Developer tools company, based in San Francisco, California, USA, founded 2009 by Matthew Prince, Lee Holloway, Michelle Zatlyn. Market cap $99.32B (As of Sep 4, 2026, stockanalysis.com).
Recent changes
- Sep 4, 2026Sep 4, 2026First reported market cap: $99.32B stockanalysis.com
- Aug 7, 2026Aug 7, 2026First reported revenue: $2.864B-$2.870BEstimated Investing.com
- Aug 7, 2026Aug 7, 2026Cloudflare Stock Jumps 15% on Earnings Beat Pulse story
- Jul 1, 2026Jul 1, 2026Cloudflare's New Policy Forces AI Companies to Pay Publishers for Content, Starting September 15 Pulse story
- Jul 1, 2026Jul 1, 2026Cloudflare's New Default Policy Forces AI Crawlers to Pay Publishers for Content Pulse story
Investors
Latest Pulse
- Sep 22, 2026Microsoft Dismantles First AI-Built Phishing ServiceMicrosoft's Digital Crimes Unit dismantled EvilTokens, an AI-powered phishing service that hit more than 12,000 inboxes in 79 countries, calling it the first takedown of a criminal service built around AI rather than merely using it.→
- Sep 18, 2026Cloudflare's Prince: Bots Now Outnumber Humans OnlineCloudflare CEO Matthew Prince says bots now account for 57.4% of web traffic versus 42.6% from humans, and argues the internet's future is 'pay to crawl' for AI companies that scrape content to train models.→
- Sep 17, 2026Crusoe Hits Initial Close On $3.9B Series F At $30.9BAI data-center builder Crusoe announced the initial close of an anticipated $3.9 billion Series F at a $30.9 billion post-money valuation, funding the Abilene, Texas OpenAI campus and a new line of truck-deployable modular data centers.→
- Sep 11, 2026OpenAI Opens Its Agents API To All DevelopersOpenAI put the Codex harness -- the session management, sandboxing, and subagent orchestration that powers its own coding agent -- behind a single public API call.→
- Sep 3, 2026ChatGPT, Claude and Grok All Went Down at OnceA routing error beginning around 7:43am PT knocked ChatGPT, Claude and Grok offline within the same window on Sept. 3, with Microsoft Azure -- which underpins all three -- also reporting issues at the same time.→
- Aug 28, 2026100+ Firms Warn AI Cyberattacks Are About to SurgeOpenAI, Google, Anthropic, Microsoft and more than 100 other companies signed a joint statement warning that AI-powered cyberattacks will become far more widespread within months, urging governments to prioritize collective defense.→
- Aug 16, 2026Stripe Buys OpenRouter in $7B AI Gateway DealStripe has agreed to acquire OpenRouter, the routing layer that lets developers switch between AI models through one API, for more than $7 billion -- roughly five times the $1.3 billion valuation OpenRouter carried in May.→
- Aug 13, 2026Musk and Zuckerberg Both Claw Back Into the AI RaceMeta formed a new superintelligence team and plans open weights for Muse Spark 1.2, while SpaceXAI shipped Grok 4.6 days later -- both companies moving to reassert themselves against Anthropic, OpenAI and Google.→
- Aug 12, 2026Grok 4.6 Ties GPT-5.6 Sol at Half the PriceSpaceXAI's Grok 4.6 scored 61 on the Artificial Analysis Intelligence Index, tying GPT-5.6 Sol Max and surpassing Kimi K3, while pricing at $2/$6 per million tokens -- roughly half the going rate for comparable models.→
- Aug 10, 2026OpenAI Launches GPT-5.6-Cyber as AI Hacking EscalatesOpenAI split its Daybreak cybersecurity program into Blue and Red access tiers and released GPT-5.6-Cyber, a model for vulnerability research that answers 95% of advanced cyber-attack prompts its consumer model refuses.→
Coverage Timeline
newest first- Sep 18, 2026BIG TECHCloudflare's Prince: Bots Now Outnumber Humans Online→
- Aug 7, 2026IPOCloudflare Stock Jumps 15% on Earnings Beat→
- Jul 1, 2026AICloudflare's New Default Policy Forces AI Crawlers to Pay Publishers for ContentDefault policy shift→
- Jul 1, 2026REGULATIONCloudflare's New Policy Forces AI Companies to Pay Publishers for Content, Starting September 15Default block Sep 15→
All Coverage
BIG TECH
Cloudflare's Prince: Bots Now Outnumber Humans Online
Cloudflare CEO Matthew Prince says bots now account for 57.4% of web traffic versus 42.6% from humans, and argues the internet's future is 'pay to crawl' for AI companies that scrape content to train models.
DEEP DIVE
Cloudflare Stock Jumps 15% on Earnings Beat
IPO
Cloudflare Stock Jumps 15% on Earnings Beat
Cloudflare shares jumped as much as 17% after beating Q2 estimates and raising full-year guidance, with AI-driven demand for network security and infrastructure cited as the key growth driver.
BRIEF
Cloudflare's New Default Policy Forces AI Crawlers to Pay Publishers for Content
AIDefault policy shift
Cloudflare's New Default Policy Forces AI Crawlers to Pay Publishers for Content
Cloudflare announced on July 1 that starting September 15, its default settings will block 'mixed-use' AI crawlers from scraping ad-supported content on new customer sites and existing free-tier sites unless the AI company pays, building on its 2025 Pay Per Crawl marketplace with a new 'Pay Per Use' model that compensates publishers when their content actually drives value in an AI answer. CEO Matthew Prince cited crawl-to-referral ratios as extreme as 73,000-to-1 for Anthropic and 1,700-to-1 for OpenAI, versus 14-to-1 for Google.
Cloudflare's New Policy Forces AI Companies to Pay Publishers for Content, Starting September 15
REGULATIONDefault block Sep 15
Cloudflare's New Policy Forces AI Companies to Pay Publishers for Content, Starting September 15
Cloudflare announced on July 1 that starting September 15, 2026, its default settings will block 'mixed-use' AI crawlers — bots that serve both search and AI training or agent purposes — from any page carrying ads unless the AI company pays for access. The change applies to all free customers and new sites by default, and pairs with a new 'Pay Per Use' model that compensates publishers when their content actually drives value inside an AI answer, not just when it's crawled.
Value Add Research
- AI & Technology · Sep 29, 2026OpenAI's Public Agent API: Pricing and Comparisons
- Market & Trends · Sep 27, 2026Crusoe Series F: Inside the $30.9B AI Data Center Company
- AI & Technology · Sep 27, 2026TypeSafe AI Valuation: $200M Seed to $10B Talks in Days
- Market & Trends · Aug 19, 2026How Does Vercel Make Money: Usage-Based Hosting, Enterprise
- VC & Investing · Jul 14, 2026Nous Research: $75M Round at $1.5B for Open-Source Hermes
- Market & Trends · Jun 1, 2026SaaS Peak 2021: 14-17x NTM, Collapsed to 5-6x 2022
- Market & Trends · May 31, 2026SaaS at 15-25x in 2026: The Three Separators
- Market & Trends · May 18, 20268x Revenue — SaaS Multiples in 2026 (Bessemer)
Related Companies
Cloudflare FAQ
What is Cloudflare's market cap?
Cloudflare's market cap is $99.32B (As of Sep 4, 2026, stockanalysis.com).
Who are Cloudflare's investors?
Cloudflare's investors include CapitalG, Union Square Ventures (As of Sep 4, 2026).
Is Cloudflare publicly traded?
Yes. Cloudflare trades under the ticker NET, with a market cap of $99.32B (As of Sep 4, 2026).
Sources & methodologyshow
Where these figures come from
- Investing.comresearch database1 fact
- stockanalysis.comresearch database1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.