Investor Guidance

Cloudflare’s stock jumped 10% after reporting strong Q4 results and optimistic guidance. The company’s growth is fueled by the rise of AI, with CEO Matthew Prince explaining how AI agents are creating a “virtuous flywheel” for their networking and security solutions. Cloudflare’s edge infrastructure is positioned as the essential network for these new internet users. Analysts see AI agents directly benefiting Cloudflare’s Workers platform due to the need for low-latency, secure inferencing at the network’s edge.