Cloudflare's edge inference platform Workers AI positions the company uniquely in distributed AI compute, with low-latency model serving across 300+ POPs. SASE/Zero Trust suite enterprise adoption accelerating with $5M+ TCV deals. R2 storage gains share from S3 on egress economics. Magic WAN replaces legacy SD-WAN at scale. Path to GAAP profitability is now clear and operating leverage emerging.
Thesis reviewed May 29, 2026
Cloudflare Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States59NEUTRALView United States risk detail →💻Technology23WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 29 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 29 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 29 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 29 | +7% | ↓8% | NEUTRAL |
| WIT | Wipro Ltd | 29 | +6% | ↓8% | NEUTRAL |
| SONY | Sony Group Corporation | 29 | +13% | ↓8% | EARLY |
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Cloudflare Workers AI inference requests hit 50B monthly
Zero Trust ARR crosses $500M, deal sizes expanding 40% YoY
Estimates · Yahoo Finance · Not audited figures
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] EVALUATING THE FINANCIAL CRIMES ENFORCEMENT NETWORK ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON NATIONAL SECURITY, ILLICIT FINANCE, AND INTERNATIONAL FINANCIAL INSTITUTIONS …
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| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Josh GottheimerNJ | D | Buy | $1k–$15k | Feb 4, 26 | +16.6% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 30, 26 | +23.5% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Dec 24, 25 | +29.7% |