Cloudflare, Inc.
NET
Jodie situation report
Cloudflare, Inc.'s current read is isolated; its market group is not confirming.
The latest filing is mixed. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
- Revenue increased 35.9% versus the comparable filing period.
- The operating loss widened by 138.4M.
- NET's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if NET's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind NET
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AUSTFiling-linked namepartnerOct 30, 2025 ▾
“Competition for these personnel in the San Francisco Bay Area, where our headquarters is located, and in Lisbon, London, Singapore, and Austin, Texas, as well as other locations where we employ personnel, is intense, especially for experienced sales professio…”
MSFTMicrosoft CorporationpartnerOct 30, 2025 ▾
“Following that, the European Data Protection Supervisor found in March 2024 that the European Commission’s use of Microsoft 365 violated the GDPR in part due to EU personal data being transferred to countries that had not been determined by the EU to provide…”
Depended on by
FSLYFastly, Inc.competitorFeb 25, 2026 ▾
“We segment the competitive landscape into six key categories: 19 • Legacy CDN platform solutions like Akamai; • Application and API security vendors like Akamai, Cloudflare, F5, and Thales (Imperva); • Point CDN players like Bunny CDN, CDNetworks, CDN77, and…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 9 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
NET is currently a Follower in the organic co-movement group Software - Application. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.