Cloudflare.
American internet infrastructure and website security company
- Reports this week
- 21
- Active events
- 9
- Connections
- 286
What's happening
Active this week
-
PHP vulnerabilities led to exploitation attempts affecting government websites across Europe, prompting service suspensions.Some support3 reports2 developments inside
-
PHP vulnerabilities are fueling the Black October crisis, causing outages and hacking attempts affecting major US services like American Express.Some support1 report
-
OpenAI's project triggered a global emergency, leading to coordination with Cloudflare to develop a patch.Some support1 report
-
Cloudflare reported bot traffic migration as Russia targeted Ukrainian data centers, prompting Ukraine to attack Yandex facilities.Well supported6 reports
-
Amazon and Cloudflare reported on recent hacking attempts, while Douglas Alexander discussed security protocols with John Healey.Some support5 reports
-
Cloudflare reported early attacks targeting PHP vulnerabilities.Well supported6 reports
-
Cloudflare OS has announced integrations with GitHub and Canva, among other platforms, expanding its ecosystem.Some support1 report
-
Cloudflare committed credits to Idealab startups, an incubator launched by Bill Gross.Some support1 report
-
Global web traffic anomalies were observed across Europe.Some support1 report
Earlier this month
-
Experts discussed Cloudflare data and infrastructure on LinkedIn as malicious bots migrated from Russian networks.Some support1 report
-
Microsoft, Oracle, and Cloudflare partnered with the National Police Agency in a joint operation to track and dismantle criminal groups exploiting cloud tenants.Some support1 report
-
NetBlocks and Cloudflare tracked Yandex traffic drops while Alberta faces a referendum and Russian propaganda targets Canadian democracy.Some support1 report
-
Fowler used Cloudflare data to track a drop in bot traffic originating from the Kremlin.Some support1 report
-
Cloudflare Radar and NetBlocks tracked a decline in Yandex traffic and monitored its cloud network connectivity.Some support1 report
-
Analysts highlighted CrowdStrike, Microsoft, Cloudflare, and Palo Alto Networks as stock picks.Some support2 reports1 development inside
-
Cloudflare mitigated ongoing cyber attacks originating from Mirai-descended botnets.Some support1 report
-
Multiple firms, including Raymond James Financial, Susquehanna, Truist Financial, and Needham & Company, have initiated coverage and raised price targets for Cloudflare.Some support3 reports
-
Insider Michelle Zatlyn sold significant blocks of Cloudflare stock on May 27, 2026.Some support16 reports
-
Jim Cramer discussed Cloudflare's potential as a beneficiary of increasing AI-driven traffic.Some support1 report
-
Both LG Electronics and Cloudflare are now listed in new CFD products.Some support3 reports
-
Datadog, Dynatrace, Oracle, and Cloudflare are all operating in the competitive software industry, with Datadog and Dynatrace being direct peers in observability.Some support1 report
-
Cloudflare is running its Project Galileo initiative.Some support1 report1 development inside
-
Cloudflare is targeting the Small and Medium Enterprise (SME) market with its services in Australia and New Zealand.Some support1 report
-
Market analysis compares financial performance of two stocks: Envirotech and Cloudflare.Some support1 report
-
Cybersecurity stocks are rising amid an OpenAI breach of a government website, alongside political meetings involving Trump and Albanese.Some support2 reports
One to three months ago
-
Fastly and Cloudflare are competing in the edge delivery and web security markets, with Cloudflare challenging Fastly's core offerings.Some support3 reports2 developments inside
-
Fastly, Cloudflare, and Akamai are competing in the edge computing and content delivery markets, with Fastly holding its Investor Day at Nasdaq.Some support1 report
-
Cloudflare launches an open source AI workspace and is working with global implementation partners.Some support4 reports
-
Cloudflare was flagged by Darren Shaw as a potential blocker, with the New York Times citing an example of Cloudflare blocking a Shopify site's crawlers.Some support1 report
-
John Graham-Cumming is a director at Cloudflare, Michelle Zatlyn is President of Cloudflare, and Thomas Seifert is CFO of Cloudflare.Some support1 report
-
Cloudflare's stock price is showing correlation with broader market trends involving the NASDAQ and S&P 500.Some support1 report1 development inside
-
Cloudflare stock performance was tracked against the S&P 500 market index on September 15, 2026.Some support1 report
-
Dave utilized Cloudflare rule sets to defend against cyber attacks targeting Saudi energy infrastructure.Some support1 report
-
Cloudflare filed required 13F disclosures with the SEC while Norges Bank increased its investment in the company's stock.Some support1 report
-
Cloudflare is utilizing OpenAI's Daybreak models specifically for defense applications.Some support1 report1 development inside
-
OpenAI and Cloudflare are developing new AI security services and end-to-end data center solutions.Some support1 report
-
DOCS is utilizing Cloudflare services to provide DDoS protection for its infrastructure.Some support1 report
-
Geopolitical tensions involving Gulf States and the Iran war are causing energy cost spikes and AI scraping issues for Cloudflare and Google.Some support1 report
-
A software sector selloff is underway, affecting multiple companies including Snowflake Inc., Cloudflare, and Datadog due to profit-taking.Some support2 reports1 development inside
-
Cloudflare is providing a secure, isolated execution layer specifically designed for AI agents.Some support1 report
-
Oracle Corporation, Cloudflare, and Salesforce are all involved in the competitive and growing AI-cloud trade.Some support9 reports1 development inside
-
Oracle, Cloudflare, and CoreWeave participated in a sector-wide AI cloud bid, which CoreWeave ultimately won.Some support6 reports
-
An Iranian-backed group used Telegram to claim responsibility for DDoS attacks targeting tech platforms like Bluesky and services protected by Cloudflare.Some support1 report
-
Cloudflare is demonstrating enterprise AI solutions within Saudi Arabia.Some support2 reports
-
Datadog, Atlassian, and Cloudflare are facing enterprise software market headwinds but are demonstrating resilience.Some support2 reports
-
Cloudflare routes a significant amount of daily web traffic, involving Gotham infrastructure.Some support1 report
-
The NATO Summit in Ankara occurred amid heightened Iran coverage and sustained attention to regional attacks.Some support1 report
-
Cloudflare has been appointed as the independent Key Transparency auditor for Signal.Some support1 report
-
Cyber attacks targeting China and Turkey spiked in August 2026, driven by the conflict in Iran.Some support1 report
-
MarketBeat identified Intel, CoreWeave, and Cloudflare as Value stocks.Some support1 report
-
Cloudflare handles data for various federal agencies, including the United States Department of Homeland Security.Some support2 reports
-
ISI reiterated an Outperform rating for Fastly amid a market valuation gap between Fastly and Cloudflare.Some support3 reports
-
Cloudflare, led by Matthew Prince, is establishing a new permission-based marketplace to address content scraping concerns.Speculative1 report2 developments inside
-
Cloudflare CEO commented on the company's machine traffic majority and compared its signals to those of past chipmakers.Some support1 report
-
Cloudflare and Sezzle stocks moved on Nasdaq following after-hours earnings reports on August 6, 2026.Some support1 report
-
Investor scrutiny over AI disruption and rising inference spending is pressuring major software companies.Some support2 reports
-
Continued momentum in SASE is indicated, involving Sase and Cloudflare.Some support1 report
-
A collection of unrelated reports published on August 6, 2026, concerning market trends, product updates, and regional activity.Some support1 report
-
Tech companies and universities are ramping up hiring and offering specialized AI courses in response to the growing demand for AI skills.Some support2 reports
-
A cryptographic key update affected websites using the .de domain, amidst broader geopolitical concerns regarding Iran's conflict and Middle East traffic.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Cloudflare
Events traced to Cloudflare, step by step, newest first- Cloudflare may see increased demand amid PHP vulnerability threatCloudflare may see increased demand amid PHP vulnerability threatPossible
- Cloudflare may face strain from millions of PHP exploitation attemptsCloudflare faces increased security strain from millions of PHP exploitation attempts.Likely
- How could Ukrainian drone strikes on Yandex data centers affect Cloudflare's monitored traffic?Yandex data center disruption causes sharp drop in monitored trafficAlready happening
- Zscaler's new security pact could challenge Cloudflare in SASE marketZscaler's enhanced security portfolio may increase competitive pressure on CloudflarePossible
Explainers that pass through Cloudflare
Cloudflare is a step on the way to someone else- Cloud attacks targeting PHP may increase AWS operational costsAWS may face increased operational costs while mitigating PHP exploitation attemptsPossible
- PHP vulnerabilities may disrupt Wikipedia's online servicesPHP vulnerabilities may disrupt Wikipedia's online servicesPossible
- How does the insider stock selling by Cloudflare leadership affect John Graham-Cumming?Cloudflare leadership sold stock amid Q2 revenue growth and company valuationIncludes Brind's reasoning
Around Cloudflare this week
News at the entities that move Cloudflare most-
OpenAI StructuralVulcan responds to mandates affecting Google and provides secure enclaves to neutralize AI threat vectors.Moves Cloudflare
-
SEC StructuralCrane filed reports with the SEC and James Tullis was identified as a director of the company.Moves Cloudflare
-
Securities and Exchange Commission StructuralNBT Bank N.A. purchased a new position in the Schwab U.S. Aggregate Bond ETF and filed the transaction with the SEC.Moves Cloudflare
-
Microsoft OperationalBig Tech firms plan to invest over $700 billion in AI infrastructure, with healthcare identified as a key test case for AI returns.Moves Cloudflare
-
Oracle OperationalLewis Thompson was appointed senior vice president at Oracle.Moves Cloudflare
-
Atlassian OperationalMarketBeat reported analyst ratings for Atlassian and InterDigital, comparing the two technology companies.Moves Cloudflare
Connections
The 40 strongest of 286, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Thomas Seifert Structural
Thomas Seifert holds the executive role of Chief Financial Officer at Cloudflare.
-
Tom Evans Structural
Tom Evans serves as Chief Partner Officer at Cloudflare.
-
Pat Breen Structural
Pat Breen holds a senior executive leadership role, including Area Vice President, within Cloudflare.
-
NET Structural
NET serves as the financial vehicle and market ticker for Cloudflare, with Cloudflare's operational success driving NET's revenue.
-
Matthew Prince Structural
Matthew Prince serves as the CEO and Co-Chairman of Cloudflare, guiding its strategic direction and operations.
-
OpenAI Structural
OpenAI relies on Cloudflare for critical infrastructure and network insights, while Cloudflare integrates OpenAI's AI models into its security services.
-
Microsoft Operational
Microsoft and Cloudflare maintain a dual operational relationship, characterized by active collaboration on security protocols and joint alliances, while simultaneously competing in the broader cloud and AI markets.
-
John Graham-Cumming Structural
A serves as a director at Cloudflare, a formal governance role that dictates the relationship.
Show all 40 connections
-
Fastly Operational
Fastly and Cloudflare are direct competitors in the high-growth content delivery network and edge computing markets, vying for market share and leadership.
-
Oracle Operational
The companies are actively engaged in market competition within the AI cloud sector, competing for bids and facing shared market pressures.
-
Google Operational
Cloudflare and Google are active market competitors who integrate services, coordinate protocols, and monitor each other's market performance.
-
Atlassian Operational
The companies maintain an operational relationship through technical integrations, co-development of AI experiences, and competition in the enterprise software market.
-
Palo Alto Networks Operational
Cloudflare and Palo Alto Networks are direct competitors in the enterprise cybersecurity market, focusing on SASE and Zero Trust offerings.
-
PHP Operational
Cloudflare actively monitors and handles exploitation attempts and vulnerabilities arising from the PHP technology ecosystem.
-
Carl Ledbetter Transactional
Carl Ledbetter, in his capacity as a director and insider, has executed multiple sales of shares in Cloudflare.
-
TD SYNNEX Operational
TD SYNNEX and Cloudflare maintain a strategic partnership where TD SYNNEX distributes Cloudflare's cybersecurity solutions.
-
CrowdStrike Operational
CrowdStrike and Cloudflare are direct competitors and market leaders in the cybersecurity sector, actively vying for market share.
-
Morgan Stanley Operational
Morgan Stanley provides investment coverage, including ratings and price targets, for Cloudflare stock.
-
Meta Structural
Meta relies on Cloudflare's infrastructure to host its AI models and manage web traffic.
-
Amazon Operational
Amazon and Cloudflare actively compete in the general-purpose serverless deployment and AI inference markets.
-
Associated Press Operational
Associated Press actively utilizes and supports Cloudflare's infrastructure and initiatives.
-
DOCS Structural
DOCS relies on Cloudflare's infrastructure as a critical service provider for DDoS protection.
-
Thomas Seifert Structural
Thomas Seifert holds the formal role of CFO at Cloudflare, a position associated with stock transactions.
-
SEC Structural
Cloudflare is subject to formal regulatory oversight and mandatory disclosure requirements by the SEC.
-
Scotiabank Mentioned together
Scotiabank analysts provide financial ratings and price targets for Cloudflare stock.
-
Perplexity Operational
Perplexity is accused by Cloudflare of stealthily scraping websites and ignoring protective directives.
-
CoreWeave Structural
CoreWeave functions as a critical service provider for Cloudflare, while both entities operate within the competitive AI infrastructure market.
-
Securities and Exchange Commission Structural
Cloudflare is subject to mandatory regulatory oversight and required institutional filings by the Securities and Exchange Commission.
-
Zscaler Operational
Cloudflare and Zscaler are direct competitors offering SASE and Zero Trust solutions in the enterprise security market.
-
Cloudflare provides data handling and infrastructure services for various federal agencies, including the DHS.
-
Akamai Technologies Operational
Akamai and Cloudflare are established competitors operating within the Content Delivery Network (CDN) market.
-
Nebius Group Operational
Nebius Group and Cloudflare maintain an operational relationship characterized by customer usage and active competition in the AI cloud market.
-
Michelle Zatlyn Transactional
Michelle Zatlyn, President of Cloudflare, has engaged in multiple documented transactions selling company stock as an insider.
-
Dave Structural
Dave utilizes Cloudflare's rule sets as part of his operational setup.
-
Evan You Transactional
Evan You's team joins Cloudflare to contribute to the company's open-source roadmap.
-
LangChain Structural
LangChain relies on Cloudflare's platform and native AI library support for its operational deployment.
-
Ark Invest Transactional
Ark Invest is currently increasing its investment positions in Cloudflare.
-
Mozilla Operational
Cloudflare and Mozilla are actively collaborating on the joint development of the PACT protocol for internet security.
-
Donald Trump Shared context
Cloudflare is forecast to benefit from economic trends and policies associated with Donald Trump's political era, such as tariffs and onshoring.
-
State Operational
Cloudflare provides data handling services to various federal agencies.
History
Events by the month they beganOctober 2026
17 events- PHP vulnerabilities led to exploitation attempts affecting government websites across Europe, prompting service suspensions.
- PHP vulnerabilities are fueling the Black October crisis, causing outages and hacking attempts affecting major US services like American Express.
- OpenAI's project triggered a global emergency, leading to coordination with Cloudflare to develop a patch.
- Cloudflare reported bot traffic migration as Russia targeted Ukrainian data centers, prompting Ukraine to attack Yandex facilities.
- Amazon and Cloudflare reported on recent hacking attempts, while Douglas Alexander discussed security protocols with John Healey.
- Cloudflare reported early attacks targeting PHP vulnerabilities.
- Cloudflare OS has announced integrations with GitHub and Canva, among other platforms, expanding its ecosystem.
- Cloudflare committed credits to Idealab startups, an incubator launched by Bill Gross.
- Global web traffic anomalies were observed across Europe.
- Experts discussed Cloudflare data and infrastructure on LinkedIn as malicious bots migrated from Russian networks.
- Microsoft, Oracle, and Cloudflare partnered with the National Police Agency in a joint operation to track and dismantle criminal groups exploiting cloud tenants.
- NetBlocks and Cloudflare tracked Yandex traffic drops while Alberta faces a referendum and Russian propaganda targets Canadian democracy.
- Fowler used Cloudflare data to track a drop in bot traffic originating from the Kremlin.
- Cloudflare Radar and NetBlocks tracked a decline in Yandex traffic and monitored its cloud network connectivity.
- Cloudflare mitigated ongoing cyber attacks originating from Mirai-descended botnets.
- Jim Cramer discussed Cloudflare's potential as a beneficiary of increasing AI-driven traffic.
- Both LG Electronics and Cloudflare are now listed in new CFD products.
September 2026
17 events- Datadog, Dynatrace, Oracle, and Cloudflare are all operating in the competitive software industry, with Datadog and Dynatrace being direct peers in observability.
- Cloudflare is targeting the Small and Medium Enterprise (SME) market with its services in Australia and New Zealand.
- Market analysis compares financial performance of two stocks: Envirotech and Cloudflare.
- Cybersecurity stocks are rising amid an OpenAI breach of a government website, alongside political meetings involving Trump and Albanese.
- Fastly, Cloudflare, and Akamai are competing in the edge computing and content delivery markets, with Fastly holding its Investor Day at Nasdaq.
- Cloudflare was flagged by Darren Shaw as a potential blocker, with the New York Times citing an example of Cloudflare blocking a Shopify site's crawlers.
- John Graham-Cumming is a director at Cloudflare, Michelle Zatlyn is President of Cloudflare, and Thomas Seifert is CFO of Cloudflare.
- Cloudflare's stock price is showing correlation with broader market trends involving the NASDAQ and S&P 500.
- Cloudflare stock performance was tracked against the S&P 500 market index on September 15, 2026.
- Dave utilized Cloudflare rule sets to defend against cyber attacks targeting Saudi energy infrastructure.
- Cloudflare filed required 13F disclosures with the SEC while Norges Bank increased its investment in the company's stock.
- Cloudflare is utilizing OpenAI's Daybreak models specifically for defense applications.
- OpenAI and Cloudflare are developing new AI security services and end-to-end data center solutions.
- DOCS is utilizing Cloudflare services to provide DDoS protection for its infrastructure.
- Geopolitical tensions involving Gulf States and the Iran war are causing energy cost spikes and AI scraping issues for Cloudflare and Google.
- A software sector selloff is underway, affecting multiple companies including Snowflake Inc., Cloudflare, and Datadog due to profit-taking.
- Cloudflare is providing a secure, isolated execution layer specifically designed for AI agents.
August 2026
20 events- Multiple firms, including Raymond James Financial, Susquehanna, Truist Financial, and Needham & Company, have initiated coverage and raised price targets for Cloudflare.
- Cloudflare launches an open source AI workspace and is working with global implementation partners.
- Oracle, Cloudflare, and CoreWeave participated in a sector-wide AI cloud bid, which CoreWeave ultimately won.
- An Iranian-backed group used Telegram to claim responsibility for DDoS attacks targeting tech platforms like Bluesky and services protected by Cloudflare.
- Cloudflare is demonstrating enterprise AI solutions within Saudi Arabia.
- Datadog, Atlassian, and Cloudflare are facing enterprise software market headwinds but are demonstrating resilience.
- Cloudflare routes a significant amount of daily web traffic, involving Gotham infrastructure.
- The NATO Summit in Ankara occurred amid heightened Iran coverage and sustained attention to regional attacks.
- Cloudflare has been appointed as the independent Key Transparency auditor for Signal.
- Cyber attacks targeting China and Turkey spiked in August 2026, driven by the conflict in Iran.
- MarketBeat identified Intel, CoreWeave, and Cloudflare as Value stocks.
- Cloudflare handles data for various federal agencies, including the United States Department of Homeland Security.
- ISI reiterated an Outperform rating for Fastly amid a market valuation gap between Fastly and Cloudflare.
- Cloudflare CEO commented on the company's machine traffic majority and compared its signals to those of past chipmakers.
- Cloudflare and Sezzle stocks moved on Nasdaq following after-hours earnings reports on August 6, 2026.
- Investor scrutiny over AI disruption and rising inference spending is pressuring major software companies.
- Continued momentum in SASE is indicated, involving Sase and Cloudflare.
- A collection of unrelated reports published on August 6, 2026, concerning market trends, product updates, and regional activity.
- Tech companies and universities are ramping up hiring and offering specialized AI courses in response to the growing demand for AI skills.
- A cryptographic key update affected websites using the .de domain, amidst broader geopolitical concerns regarding Iran's conflict and Middle East traffic.
Show 2 earlier months
July 2026
2 eventsJune 2026
4 events- Insider Michelle Zatlyn sold significant blocks of Cloudflare stock on May 27, 2026.
- Cloudflare is running its Project Galileo initiative.
- Fastly and Cloudflare are competing in the edge delivery and web security markets, with Cloudflare challenging Fastly's core offerings.
- Cloudflare, led by Matthew Prince, is establishing a new permission-based marketplace to address content scraping concerns.