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Cloudflare, Inc.: Business Overview, Financials & Competitive Analysis

Cloudflare, Inc. scores 8/10 on the AskCyborg Cyborg Score (Strong). Leading edge computing and security provider with accelerating growth and strong AI-security positioning in a rapidly expanding market. Cloudflare reported solid fourth-quarter results, with sales growth accelerating to 34% while adjusted operating income remained flat at 15%. The company is set to report earnings of $0.27 per share, marking a.

What is Cloudflare, Inc.'s industry? Cloudflare, Inc. (cloudflare.com) operates in Cloud Infrastructure & Security Software. AskCyborg classifies Cloudflare, Inc. under Cloud Infrastructure & Security Software in its company registry.

Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The company leverages ed...

8/ 10Strong

Cyborg Score thesis

Leading edge computing and security provider with accelerating growth and strong AI-security positioning in a rapidly expanding...

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Industry Cloud Infrastructure & Security Software
5 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 14, 2026
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Cloudflare, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Cloudflare, Inc. Overview

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Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The company leverages edge computing to provide clients with cloud-based security, performance, and networking solutions across multiple industries and geographies.

Strategic Profile

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Cloudflare has strong tailwinds behind its back as edge computing becomes more prevalent, though it faces direct competition with well-established, far larger incumbents such as Amazon, Microsoft, and Google in the edge computing space. Channel partner success continues to drive results, with channel sales up 74%, accounting for 29% of total sales in the quarter.

Competitive Landscape

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Cloudflare is in direct competition with well-established, far larger incumbents such as Amazon, Microsoft, and Google in the edge computing space. Primary competitors include AWS CloudFront, Azure CDN, and Google Cloud CDN, along with security-focused rivals like Zscaler, Palo Alto Networks, and CrowdStrike. Cloudflare differentiates through its distributed global edge network and developer-first platform approach.

Industry Context

Cloudflare, Inc. operates in Cloud Infrastructure & Security Software.

Key facts

Founded: 2009 · Headquarters: San Francisco, US · Employees: unknown · Revenue: $2.01B · Market cap: $69B

What the analysts stress-tested

The top findings that survived the multi-agent debate for Cloudflare, Inc..

  • 34% sales growth acceleration in Q4 with expanding channel partnerships driving 74% channel growth
  • Strong analyst sentiment on AI security market opportunity despite current profitability challenges
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Recent developments

Material events tracked by the AskCyborg corpus.

  • Feb 2026Market cap reached $69B+ with 79.8% year-to-date stock gain through January 2026
  • Q4 2025Sales growth accelerated to 34% with adjusted operating income at 15%
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

AWS CloudFrontEnterprise cloud and CDN services→Azure CDNCloud infrastructure and content delivery→Google CloudCloud platform and edge computing→ZscalerZero-trust cloud security→CrowdStrikeEndpoint security and threat prevention→

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Industry context

Cloudflare, Inc. operates in Cloud Infrastructure & Security Software. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Cloudflare, Inc. do?+
Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The company leverages ed...
What is Cloudflare, Inc.'s Cyborg Score?+
Cloudflare, Inc. has a Cyborg Score of 8/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Cloudflare, Inc.'s main competitors?+
Named competitors include AWS CloudFront, Azure CDN, Google Cloud, Zscaler. The full competitive landscape is in the AskCyborg report.
How can I get the full Cloudflare, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Cloudflare, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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More Cloud Infrastructure & Security Software research

Companies in the same sector and named competitors, ranked by Cyborg Score.

8Zscaler, Inc.9CrowdStrike Holdings, Inc.