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Thomas Seifert has joined the board of directors at Crusoe, a firm that builds data centers for AI. It is common for senior executives to take outside board seats to gain broader industry perspective. This move does not change his role at Cloudflare, where he continues to serve as Chief Financial Officer.
Source: GlobeNewsWire
Bernstein raised its price target for Cloudflare to $181, up from $164. This move follows a strong run for the stock, which has risen about 70 percent so far this year. While the firm raised its target, it still sits well below where the stock currently trades at about $336. This suggests the firm is cautious about the company's valuation, even as other analysts have a much higher average target of $323.
Source: Bernstein
Cloudflare launched a new feature that lets website owners choose which AI bots can access their content. The tool addresses a growing problem where site owners often have to choose between letting AI companies use their data for free or blocking all bots, which can accidentally hide the site from search engines like Google.
This move strengthens Cloudflare's role as the gatekeeper for about 20 percent of internet traffic. By giving customers more control over their data, the company makes its platform more essential for publishers and businesses that are worried about their intellectual property being used to train AI models without permission.
Source: Business Wire
Cloudflare is launching a new service that uses OpenAI's GPT-5.6 Cyber models to automatically find and fix security holes in a company's code. By combining OpenAI's ability to write code with Cloudflare's view of global internet traffic, the system can spot a new threat and generate a patch to block it before it can be exploited.
This is a clear example of Cloudflare using its position as the internet's "protective layer" to sell more advanced services. If the company can prove that AI can handle these complex security tasks automatically, it makes its platform much harder for large enterprise customers to leave.
Source: Business Wire
Cloudflare expanded its developer platform to support Cursor Cloud Agents, which are AI tools that can write and edit code. These agents run inside Cloudflare Sandboxes, which are secure, isolated environments that keep the AI's work separate from a company's main systems. While this is a smaller technical update, it shows Cloudflare is trying to become the primary place where developers build and run AI-powered software. The more AI development happens on Cloudflare's infrastructure, the more likely these companies are to use its other paid storage and security services.
Source: Business Wire
Management consistently sets a low bar and clears it by a few cents every quarter, showing they have a tight grip on their numbers even as the business grows quickly.
| Expectation | |
|---|---|
| EPS | $0.35 |
| Revenue | $737M |