From StructContinue beyond “Cloudflare grew 36%. Its operating loss more than tripledBack to the brief ↗Feed / NET

Cloudflare, Inc.

NET

Technology · 284.02 -2.9% today

You’ve read what changed. Here’s whether the market is confirming it.

IsolatedMarket checked 6 Aug, 15:55 GMT-4

Jodie situation report

Cloudflare, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Revenue YoY+29.8%2025-12-31
Operating margin-9.6%-0.3 pts YoY
Company-2.9% todayVolume comparison unavailable
Market group0 of 1 activeCloud Web Security · unavailable
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

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 Leader in the organic co-movement group Cloud Web Security. 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.

This group is retained as the last observed read for NET; it is not active in the latest market snapshot.