Wed, February 11, 2026 at 8:32 PM GMT+9 1 min read
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NET
+3.59%
This article first appeared on GuruFocus.
Cloudflare, Inc. (NYSE:NET) got a solid lift after hours Tuesday, with shares climbing about 9% after the company posted a clean fourth quarter and showed that AI driven demand is translating into real revenue.
For Q4 2025, revenue rose 34% y/y to $614.5 million, comfortably ahead of the $591.3 million analysts were looking for. Adjusted EPS came in at $0.28, a penny above consensus, while GAAP EPS of ($0.03) was in line. In a market that’s been quick to punish even small misses, Cloudflare did enough to keep investors on its side.
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CEO Matthew Prince pointed to strength in larger enterprise deals, saying the company closed its biggest annual contract ever at $42.5 million per year. Total new ACV grew nearly 50% y/y, the fastest pace since 2021. Prince tied that acceleration to AI and agent based workloads increasingly running through Cloudflare’s network.
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Cloudflare Jumps on Strong Q4 Beat
Cloudflare Jumps on Strong Q4 Beat
Moz Farooque ACCA
Wed, February 11, 2026 at 8:32 PM GMT+9 1 min read
In this article:
NET
+3.59%
This article first appeared on GuruFocus.
Cloudflare, Inc. (NYSE:NET) got a solid lift after hours Tuesday, with shares climbing about 9% after the company posted a clean fourth quarter and showed that AI driven demand is translating into real revenue.
For Q4 2025, revenue rose 34% y/y to $614.5 million, comfortably ahead of the $591.3 million analysts were looking for. Adjusted EPS came in at $0.28, a penny above consensus, while GAAP EPS of ($0.03) was in line. In a market that’s been quick to punish even small misses, Cloudflare did enough to keep investors on its side.
CEO Matthew Prince pointed to strength in larger enterprise deals, saying the company closed its biggest annual contract ever at $42.5 million per year. Total new ACV grew nearly 50% y/y, the fastest pace since 2021. Prince tied that acceleration to AI and agent based workloads increasingly running through Cloudflare’s network.
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Privacy Dashboard
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