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Zscaler faces mounting competitive pressures, lagging Cloudflare in RPO growth and Net Retention, while Palo Alto Networks picks up momentum with its M&A-based strategy. Despite solid revenue and cust

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07:45am, Friday, 20'th Feb 2026
Cloudflare's new partnership gives it a fast path into small businesses and critical infrastructure that desperately need affordable cybersecurity. Cloudflare is becoming core internet infrastructure,

Cloudflare: AI Traffic And Workers Driving Upside

02:17am, Thursday, 19'th Feb 2026
Cloudflare delivered robust Q4 results, with revenue growth continuing to accelerate. NET's go-to-market transition is gaining traction, evidenced by record large customer additions and the highest qu
Cloudflare is at the epicenter of AI-driven growth. While other software companies are under pressure, Cloudflare is exceeding expectations and even accelerating. Valuation is demanding, but Cloudflar
The software industry has undergone a dramatic reversal, shifting from a must-own sector to one investors are fleeing en masse as fears that artificial intelligence (AI) advancements will disrupt trad
SAN FRANCISCO & PURCHASE, N.Y.--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, and Mastercard Incorporated (NYSE: MA) today announced a strategic partnership wi
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