Cloudflare Company Profile: Cloud Network, Cybersecurity & AI Infrastructure
Company Profile | Cloud & Edge | Updated July 2026
Cloudflare: The Edge and Agentic Internet Platform
With $2.17 billion in revenue, 295,552 paying customers, and a vision for the Agentic Internet, Cloudflare is converging security, performance, and developer services at the edge.
Company Header
| Attribute | Details |
| Company Name | Cloudflare, Inc. |
| Industry | Cloud Networking, Cybersecurity, CDN, Edge Computing |
| Founded | 2009 |
| Founders | Matthew Prince, Michelle Zatlyn, Lee Holloway |
| Headquarters | San Francisco, California, United States |
| CEO | Matthew Prince |
| Ownership | Public (NYSE: NET) |
| Official Website | cloudflare.com |
Company Overview
Cloudflare is a technology company that provides cloud-based network, security, and performance services designed to make internet applications faster, more reliable, and more secure. Headquartered in San Francisco, Cloudflare operates primarily in cloud computing, cybersecurity, and content delivery network (CDN) industries. The company owns and operates its network infrastructure rather than relying on third-party providers, enabling it to deliver integrated security, performance, and developer services at the edge.
Cloudflare matters because it has pioneered the convergence of security, networking, and developer services into a single, unified platform. The company has evolved through three distinct eras: the Security Era (DDoS and WAF), the Zero Trust Era (Cloudflare One), and now the AI & Agentic Era (Workers AI). Cloudflare's vision of the "Agentic Internet" leverages its network edge to deploy stateful AI agents and serverless applications at scale.
Competitive strengths include a massive global edge network, an integrated single-platform approach, a strong developer ecosystem, and leadership in Zero Trust networking. Vulnerabilities include continued net losses, intense competition from larger cloud providers (AWS, Azure), and reliance on enterprise adoption of Zero Trust.
Company Snapshot
| Metric | Figure |
| Company Type | Public (NYSE: NET) |
| Employees | ~4,840 |
| Revenue (FY2025) | $2.17 billion (+30% YoY) |
| Paying Customers | 295,552 (+33% YoY) |
| Large Customers ($1M+ ARR) | +55% YoY growth |
| Net Loss (FY2025) | -$102.27 million |
| Market Capitalization | ~$35 billion (July 2026) |
Products & Services
Cloudflare Security (DDoS, WAF, Bot Management)
Cloudflare's flagship security services include DDoS protection (mitigating volumetric and application-layer attacks), a Web Application Firewall (WAF) with custom rule sets, and Bot Management to identify and manage malicious bot traffic. These services are delivered from Cloudflare's global edge network.
Target users: Websites, applications, APIs. | Use cases: Attack mitigation, application security, bot mitigation.
Cloudflare Zero Trust (Cloudflare One)
A comprehensive Zero Trust network access (ZTNA) platform. Cloudflare One replaces legacy VPNs and firewalls with a cloud-native, identity-based security model. Includes Access (identity-aware proxy), Gateway (secure web gateway), and WARP (endpoint client).
Target users: Enterprise IT, remote workforces. | Use cases: Zero Trust replacement for VPNs, SASE, secure access to internal apps.
Cloudflare CDN & Performance
Cloudflare's content delivery network (CDN) caches content at the edge, reducing latency and improving load times. Performance services include Argo Smart Routing, Load Balancing, and Magic Transit for IP transit.
Target users: Websites, e-commerce, media streaming. | Use cases: Content acceleration, global load balancing, performance optimization.
Workers AI & Developer Platform
Cloudflare Workers is a serverless computing platform that runs JavaScript, Python, Rust, and other languages at the edge. Workers AI allows developers to run AI models (including inference) directly on Cloudflare's edge servers without managing infrastructure. This is the foundation of Cloudflare's "Agentic Internet" strategy.
Target users: Developers, startups, web3 applications. | Use cases: Serverless applications, AI inference, edge computing, API gateways.
Leadership
Matthew Prince — Co-Founder & CEO. Prince leads Cloudflare's strategic vision, product direction, and public policy engagement. He is an outspoken advocate for a free and open internet.
Michelle Zatlyn — Co-Founder & COO. Zatlyn oversees operations, people, and go-to-market strategy. She is a vocal advocate for diversity in tech.
Thomas Seifert — CFO. Seifert joined Cloudflare in 2024 and oversees finance, investor relations, and capital allocation.
Timeline
| Date | Milestone |
| 2009 | Cloudflare founded by Prince, Zatlyn, and Holloway. |
| 2010 | Launched CDN and DDoS protection services. |
| 2019 | IPO on NYSE (NET). |
| 2021 | Launched Cloudflare One (Zero Trust platform). |
| 2023 | Introduced Workers AI; began "Agentic Internet" vision. |
| 2025 | Revenue hits $2.17B; 295K+ paying customers; strong Zero Trust momentum. |
| 2026 | Large customers ($1M+) grow 55%; Agentic Internet strategy advances with Durable Objects and AI agents at the edge. |
Competitors
Akamai. Akamai is a legacy CDN and security provider. Cloudflare has displaced Akamai in many modern, developer-centric workloads.
Amazon CloudFront / AWS. AWS's CDN and edge services compete with Cloudflare, but Cloudflare's unified platform and developer experience give it an edge for startups and modern applications.
Palo Alto Networks (Prisma). In the Zero Trust space, Palo Alto's Prisma Access competes with Cloudflare One.
Explore more cloud networking profiles
Browse the Company Profile HubReferences
- Cloudflare Official Website — cloudflare.com
- Cloudflare Investor Relations — FY2025 Earnings
- Bloomberg — NET market data (July 2026)
- PitchBook — Cloudflare Profile 2026
- SEC Filings — Cloudflare 10-K (FY2025)
Editorial Note: This company profile was compiled in July 2026. Information is current as of the date of compilation and may change as Cloudflare continues to evolve. The CODEW reviews and updates company profiles periodically to reflect significant developments.
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