AI agents driving Cloudflare growth: Cloudflare’s latest earnings didn’t just beat expectations, it reinforced a bigger shift happening across the internet.
Prince said, “If AI agents are the new users of the internet, Cloudflare is the platform they run on and the network they pass through,” adding, “This creates a virtuous flywheel,” as quoted by CNBC.
As more developers build AI agents, those systems require fast, secure infrastructure to operate. That plays directly into Cloudflare’s strengths in networking, edge infrastructure and security.
The company finished 2025 with 4.5 million active human developers, a figure Prince highlighted as evidence of growing engagement with its platform.
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Those projections helped extend the rally, as investors interpreted the guidance as a sign that AI-related demand is not just a short-term boost.
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It beat fourth-quarter earnings estimates and gave stronger-than-expected revenue guidance.
How much revenue did Cloudflare report?
The company reported $615 million in revenue.
Cloudflare Beats Q4 Earnings Estimates as AI Demand Accelerates - NET Stock Jumps
The company’s stock climbed after it reported fourth-quarter results that topped Wall Street estimates and issued stronger-than-expected guidance. Cloudflare reported adjusted earnings of 28 cents per share on $615 million in revenue, as per a report. Analysts polled by LSEG had expected 27 cents per share on $591 million in revenue.How AI Agents Are Increasing Demand for Cloudflare’s Network
On the earnings call, CEO and co-founder Matthew Prince pointed to what he described as a “fundamental re-platforming” of the internet, as per a CNBC report. He said the rapid rise of AI tools, especially agentic systems that can carry out tasks on behalf of users, is increasing demand for Cloudflare’s networking and security services.Prince said, “If AI agents are the new users of the internet, Cloudflare is the platform they run on and the network they pass through,” adding, “This creates a virtuous flywheel,” as quoted by CNBC.
As more developers build AI agents, those systems require fast, secure infrastructure to operate. That plays directly into Cloudflare’s strengths in networking, edge infrastructure and security.
The company finished 2025 with 4.5 million active human developers, a figure Prince highlighted as evidence of growing engagement with its platform.
Also read: IRS crypto tax explained: IRS says Bitcoin (BTC USD), NFTs and Stablecoin income is taxable - here's what traders need to know
Cloudflare Raises Q1 and Full-Year 2025 Revenue Forecast
Cloudflare also raised its outlook. For the first quarter, it expects revenue between $620 million and $621 million, ahead of the $614 million analysts had forecast. For the full year, the company projected revenue of $2.79 billion to $2.80 billion, above the $2.74 billion estimate.Those projections helped extend the rally, as investors interpreted the guidance as a sign that AI-related demand is not just a short-term boost.
Moltbot Viral Growth Highlights Edge Infrastructure Strength
Part of the recent excitement around Cloudflare traces back to Moltbot, an open-source AI assistant built on Anthropic’s Claude model. When Moltbot went viral last month, Cloudflare’s infrastructure supported it, showcasing how its edge platform can handle AI workloads. The company then launched Moltworker, a platform designed specifically to run Moltbot securely.Also read: Is El Paso airport closed for 10 days? Why FAA lifts airspace shutdown after flights grounded over Mexican cartel drone threat
AI Agent Proliferation Benefits Cloudflare Workers Platform
Analysts at RBC Capital Markets noted last month that the “continued proliferation of AI agents benefits Cloudflare and its Workers platform as AI agents require low-latency, secure inferencing that often scales up and scales down and is close to the user or ‘edge’ of the network,” as quoted by CNBC.Cloudflare Stock Price Prediction: Analysts Raise Price Targets on AI-Driven Growth Outlook
TD Cowen maintained a Buy rating and raised its price target to $265, citing AI-driven growth, as per a Cryptopolitan report. KeyBanc kept its Overweight rating with a $300 target, noting that Cloudflare beat fourth-quarter expectations by $24 million. Citizens also maintained a Market Outperform rating and set a $270 target, pointing to stronger sales and Prince’s leadership.FAQs
Why did Cloudflare’s stock rise?It beat fourth-quarter earnings estimates and gave stronger-than-expected revenue guidance.
How much revenue did Cloudflare report?
The company reported $615 million in revenue.
