Cloudflare surges as viral AI agent buzz lifts expectations [Yahoo! Finance]
Cloudflare, Inc. Class A (NET)
Last cloudflare, inc. class a earnings: 2/13 04:15 pm
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Source: Yahoo! Finance
Developers building with Clawdbot, which is based on ?Anthropic's Claude, use Cloudflare's low-latency infrastructure to securely connect with the agent and run it locally on devices, enabling autonomous task execution. Clawdbot drew thousands of GitHub stars and trended online over ?the weekend, feeding hopes ?that "agentic" AI, systems designed to execute tasks autonomously rather than simply answer prompts, is moving ?beyond demos toward broader, real-world use and could fuel the next leg of the AI rally. Cloudflare's globally distributed edge network and consumption-based pricing ?model position it to benefit as AI agents scale ?up. The San Francisco-based company is scheduled to report earnings on February 10, when investors will be watching closely for signs that AI-related activity is translating into increased traffic and revenue. "As agentic tools like Clawdbot scale (making more API calls, hitting more ?websites, generating more traffic), we believe ?NET is position
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News
- Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning [Seeking Alpha]Seeking Alpha
- Shedding light on Iran’s longest internet blackout [Verge, The]Verge, The
- Morgan Stanley Maintains a Buy on Cloudflare (NET) [Yahoo! Finance]Yahoo! Finance
- Evaluating Fastly (FSLY) Valuation After AI Driven Sector Rally And Edge Computing Optimism [Yahoo! Finance]Yahoo! Finance
- How Community Colleges Are Becoming America’s AI Talent Engine [Forbes]Forbes
NET
Earnings
- 10/30/25 - Beat
NET
Sec Filings
- 2/2/26 - Form 144
- 2/2/26 - Form 144
- 1/28/26 - Form 4
- NET's page on the SEC website