Cloudflare.
American internet infrastructure and website security company
- Reports this week
- 7
- Active events
- 5
- Connections
- 262
What's happening
Active this week
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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
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Cloudflare is running its Project Galileo initiative.Some support1 report1 development inside
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Cloudflare is targeting the Small and Medium Enterprise (SME) market with its services in Australia and New Zealand.Some support1 report
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Market analysis compares financial performance of two stocks: Envirotech and Cloudflare.Some support1 report
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Cybersecurity stocks are rising amid an OpenAI breach of a government website, alongside political meetings involving Trump and Albanese.Some support2 reports
Earlier this month
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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
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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
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Cloudflare launches an open source AI workspace and is working with global implementation partners.Some support4 reports
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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
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John Graham-Cumming is a director at Cloudflare, Michelle Zatlyn is President of Cloudflare, and Thomas Seifert is CFO of Cloudflare.Some support1 report
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Cloudflare's stock price is showing correlation with broader market trends involving the NASDAQ and S&P 500.Some support1 report1 development inside
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Cloudflare stock performance was tracked against the S&P 500 market index on September 15, 2026.Some support1 report
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Dave utilized Cloudflare rule sets to defend against cyber attacks targeting Saudi energy infrastructure.Some support1 report
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Cloudflare filed required 13F disclosures with the SEC while Norges Bank increased its investment in the company's stock.Some support1 report
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Cloudflare is utilizing OpenAI's Daybreak models specifically for defense applications.Some support1 report1 development inside
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OpenAI and Cloudflare are developing new AI security services and end-to-end data center solutions.Some support1 report
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DOCS is utilizing Cloudflare services to provide DDoS protection for its infrastructure.Some support1 report
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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
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A software sector selloff is underway, affecting multiple companies including Snowflake Inc., Cloudflare, and Datadog due to profit-taking.Some support2 reports1 development inside
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Cloudflare is providing a secure, isolated execution layer specifically designed for AI agents.Some support1 report
One to three months ago
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Oracle Corporation, Cloudflare, and Salesforce are all involved in the competitive and growing AI-cloud trade.Some support9 reports1 development inside
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Oracle, Cloudflare, and CoreWeave participated in a sector-wide AI cloud bid, which CoreWeave ultimately won.Some support4 reports
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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
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Cloudflare is demonstrating enterprise AI solutions within Saudi Arabia.Some support2 reports
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Datadog, Atlassian, and Cloudflare are facing enterprise software market headwinds but are demonstrating resilience.Some support2 reports
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Cloudflare routes a significant amount of daily web traffic, involving Gotham infrastructure.Some support1 report
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Insider Michelle Zatlyn sold significant blocks of Cloudflare stock on May 27, 2026.Some support15 reports
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Analysts highlighted CrowdStrike, Microsoft, Cloudflare, and Palo Alto Networks as stock picks.Some support1 report1 development inside
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The NATO Summit in Ankara occurred amid heightened Iran coverage and sustained attention to regional attacks.Some support1 report
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Cloudflare has been appointed as the independent Key Transparency auditor for Signal.Some support1 report
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Cyber attacks targeting China and Turkey spiked in August 2026, driven by the conflict in Iran.Some support1 report
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MarketBeat identified Intel, CoreWeave, and Cloudflare as Value stocks.Some support1 report
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Cloudflare handles data for various federal agencies, including the United States Department of Homeland Security.Some support2 reports
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ISI reiterated an Outperform rating for Fastly amid a market valuation gap between Fastly and Cloudflare.Some support3 reports
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Multiple firms, including Raymond James Financial, Susquehanna, Truist Financial, and Needham & Company, have initiated coverage and raised price targets for Cloudflare.Some support2 reports
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Cloudflare, led by Matthew Prince, is establishing a new permission-based marketplace to address content scraping concerns.Speculative1 report2 developments inside
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Cloudflare CEO commented on the company's machine traffic majority and compared its signals to those of past chipmakers.Some support1 report
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Cloudflare and Sezzle stocks moved on Nasdaq following after-hours earnings reports on August 6, 2026.Some support1 report
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Investor scrutiny over AI disruption and rising inference spending is pressuring major software companies.Some support1 report
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Continued momentum in SASE is indicated, involving Sase and Cloudflare.Some support1 report
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A collection of unrelated reports published on August 6, 2026, concerning market trends, product updates, and regional activity.Some support1 report
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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
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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
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With increased phishing risks in Australia, Cloudflare's Pat Breen warns citizens about potential struggles, alongside warnings from Yubico.Some support1 report
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Cloudflare filed required disclosures with the SEC regarding insider trading activity on July 30, 2026.Some support1 report
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Major cloud outages in 2026 have been linked to a published report from Cisco's Splunk division, involving multiple companies including Microsoft and Cloudflare.Some support1 report
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Cloudflare, OpenAI, and Google are navigating the disruption of traditional content models due to the rise of AI and the need for new monetization strategies.Some support4 reports2 developments inside
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Google integrates Gemini into search, leading to reported referral declines by Cloudflare.Some support2 reports
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AI agents are driving massive traffic growth involving tech companies Cloudflare and Google.Well supported3 reports1 development inside
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Cloudflare reported on traffic trends related to Google on July 21, 2026.Some support1 report
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Scotiabank upgraded Cloudflare stock rating and jointly issued a warning regarding Russian cyber threats.Some support2 reports
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Microsoft, Cloudflare, Mozilla, Shopify, and Google are collaborating to jointly develop the PACT protocol.Some support2 reports3 developments inside
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Patreon, Cloudflare, and Instagram formed a partnership to implement technical blocks against AI crawlers and restrict AI training on creator work.Some support1 report
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Cloudflare expanded partnerships with TD SYNNEX and outperformed US market returns in August 2025.Some support1 report1 development inside
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Nextiva, Cloudflare, and TD SYNNEX shared a focus on inclusive leadership principles.Some support1 report
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Cloudflare is reportedly undergoing layoffs, and Jeff DeGraff is being cited as an expert on the future of work in Business Insider.Some support1 report
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Scotiabank upgraded Cloudflare stock to Outperform amid market volatility affecting both Cloudflare and Occidental Petroleum.Some support2 reports
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OpenAI and Cloudflare launched a joint research pilot to combine network signals with frontier search capabilities.Well supported4 reports
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Benzinga Edge Stock Rankings tracked stock trends on July 7, noting Cloudflare gained 8.60% and FuelCell Energy dropped 12.68%.Some support1 report
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Fortress Stealth Engine, a fork of Chromium, was developed and demonstrated to successfully bypass live Cloudflare security challenges.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Cloudflare this week
News at the entities that move Cloudflare most-
Microsoft OperationalNvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Moves Cloudflare
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OpenAI StructuralExperts, including Dario Amodei at Cornell University, warned about the power and limits of AI, specifically citing risks of AI taking control of the internet.Moves Cloudflare
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Fastly OperationalFastly shares traded on the Nasdaq stock exchange on September 24, 2026.Moves Cloudflare
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SEC StructuralDHS, DOJ, and SEC formed a joint initiative to establish a Trade Fraud Task Force, setting standards for compliance.Moves Cloudflare
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Securities and Exchange Commission StructuralBlackRock, the manager of the iShares Core MSCI EAFE ETF, has made required filings with the Securities and Exchange Commission regarding institutional holdings.Moves Cloudflare
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Meta StructuralMeta is launching a new commercial wing specifically focused on AI deployment.Moves Cloudflare
Connections
The 40 strongest of 262, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Matthew Prince Structural
Matthew Prince serves as the co-founder and CEO of Cloudflare, guiding its strategic direction and operations.
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Microsoft Operational
Microsoft and Cloudflare maintain a dual relationship of active collaboration on security protocols (PACT, Zero Trust) while simultaneously competing in the broader AI and cloud markets.
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Tom Evans Structural
Tom Evans serves as Chief Partner Officer at Cloudflare.
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OpenAI Structural
OpenAI relies on Cloudflare for critical AI infrastructure and network insights, while Cloudflare integrates OpenAI's models into its security services.
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Pat Breen Structural
Pat Breen holds a senior executive leadership role, including Area Vice President, within Cloudflare.
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NET Structural
NET serves as the financial vehicle and market ticker for Cloudflare, with Cloudflare's operational success driving NET's revenue.
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John Graham-Cumming Structural
A serves as a director at Cloudflare, a formal governance role that dictates the relationship.
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Thomas Seifert Structural
Thomas Seifert holds the executive role of Chief Financial Officer at Cloudflare.
Show all 40 connections
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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.
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Google Operational
Cloudflare and Google are active market competitors who integrate services, coordinate industry protocols, and monitor each other's market performance.
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Meta Structural
Meta relies on Cloudflare's infrastructure to host its AI models and drive web traffic.
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Atlassian Operational
The companies maintain an operational relationship through technical integrations, co-development of AI experiences, and competition in the enterprise software market.
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Palo Alto Networks Operational
Cloudflare and Palo Alto Networks are direct competitors in the enterprise cybersecurity market, focusing on SASE and Zero Trust offerings.
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Carl Ledbetter Transactional
Carl Ledbetter, in his capacity as a director and insider, has executed multiple sales of shares in Cloudflare.
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TD SYNNEX Operational
TD SYNNEX and Cloudflare maintain a strategic partnership where TD SYNNEX distributes Cloudflare's cybersecurity solutions.
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CrowdStrike Operational
CrowdStrike and Cloudflare are direct competitors and market leaders in the cybersecurity sector, actively vying for market share.
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Morgan Stanley Operational
Morgan Stanley provides investment coverage, including ratings and price targets, for Cloudflare stock.
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Associated Press Operational
Associated Press actively utilizes and supports Cloudflare's infrastructure and initiatives.
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DOCS Structural
DOCS relies on Cloudflare's infrastructure as a critical service provider for DDoS protection.
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Thomas Seifert Structural
Thomas Seifert holds the formal role of CFO at Cloudflare, a position associated with stock transactions.
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SEC Structural
Cloudflare is subject to formal regulatory oversight and mandatory disclosure requirements by the SEC.
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Zscaler Operational
Cloudflare and Zscaler are direct competitors offering SASE and Zero Trust solutions in the enterprise security market.
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Cloudflare provides data handling and infrastructure services for various federal agencies, including the DHS.
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Akamai Technologies Operational
Akamai and Cloudflare are established competitors operating within the Content Delivery Network (CDN) market.
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Scotiabank Mentioned together
Scotiabank analysts provide financial ratings and price targets for Cloudflare stock.
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Perplexity Operational
Perplexity is accused by Cloudflare of stealthily scraping websites and ignoring protective directives.
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Securities and Exchange Commission Structural
Cloudflare is subject to mandatory regulatory oversight and required institutional filings by the Securities and Exchange Commission.
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Oracle Operational
The two companies are actively engaged in market competition, particularly within the AI cloud sector, and face shared industry pressures.
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Ark Invest Transactional
Ark Invest is currently increasing its investment positions in Cloudflare.
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Dave Structural
Dave utilizes Cloudflare's rule sets as part of his operational setup.
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Michelle Zatlyn Transactional
Michelle Zatlyn, an executive of Cloudflare, sold company stock under various trading plans.
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Mozilla Operational
Cloudflare and Mozilla are actively collaborating on the joint development of the PACT protocol for internet security.
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Evan You Transactional
Evan You's team joins Cloudflare to contribute to the company's open-source roadmap.
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CoreWeave Structural
CoreWeave provides essential cloud services to Cloudflare, while market pressures and competitive dynamics affect both entities' growth and capital requirements.
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LangChain Structural
LangChain relies on Cloudflare's platform and native AI library support for its operational deployment.
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Nebius Group Operational
The relationship is characterized by both client/customer usage and active market competition in the AI cloud sector.
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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.
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State Operational
Cloudflare provides data handling services to various federal agencies.
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Patreon Operational
Patreon and Cloudflare are partners in operational efforts to restrict the use of creator work for AI training and are jointly implementing technical blocks against AI crawlers.
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GPU Transactional
Cloudflare has procured all available capacity of the specific GPU product line.
History
Events by the month they beganSeptember 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- 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.
- Multiple firms, including Raymond James Financial, Susquehanna, Truist Financial, and Needham & Company, have initiated coverage and raised price targets for 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.
July 2026
15 events- Oracle Corporation, Cloudflare, and Salesforce are all involved in the competitive and growing AI-cloud trade.
- Analysts highlighted CrowdStrike, Microsoft, Cloudflare, and Palo Alto Networks as stock picks.
- With increased phishing risks in Australia, Cloudflare's Pat Breen warns citizens about potential struggles, alongside warnings from Yubico.
- Cloudflare filed required disclosures with the SEC regarding insider trading activity on July 30, 2026.
- Major cloud outages in 2026 have been linked to a published report from Cisco's Splunk division, involving multiple companies including Microsoft and Cloudflare.
- Google integrates Gemini into search, leading to reported referral declines by Cloudflare.
- Cloudflare reported on traffic trends related to Google on July 21, 2026.
- Scotiabank upgraded Cloudflare stock rating and jointly issued a warning regarding Russian cyber threats.
- Patreon, Cloudflare, and Instagram formed a partnership to implement technical blocks against AI crawlers and restrict AI training on creator work.
- Nextiva, Cloudflare, and TD SYNNEX shared a focus on inclusive leadership principles.
- Cloudflare is reportedly undergoing layoffs, and Jeff DeGraff is being cited as an expert on the future of work in Business Insider.
- Scotiabank upgraded Cloudflare stock to Outperform amid market volatility affecting both Cloudflare and Occidental Petroleum.
- OpenAI and Cloudflare launched a joint research pilot to combine network signals with frontier search capabilities.
- Benzinga Edge Stock Rankings tracked stock trends on July 7, noting Cloudflare gained 8.60% and FuelCell Energy dropped 12.68%.
- Fortress Stealth Engine, a fork of Chromium, was developed and demonstrated to successfully bypass live Cloudflare security challenges.
Show 1 earlier month
June 2026
8 events- 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.
- Insider Michelle Zatlyn sold significant blocks of Cloudflare stock on May 27, 2026.
- Cloudflare, led by Matthew Prince, is establishing a new permission-based marketplace to address content scraping concerns.
- Cloudflare, OpenAI, and Google are navigating the disruption of traditional content models due to the rise of AI and the need for new monetization strategies.
- AI agents are driving massive traffic growth involving tech companies Cloudflare and Google.
- Microsoft, Cloudflare, Mozilla, Shopify, and Google are collaborating to jointly develop the PACT protocol.
- Cloudflare expanded partnerships with TD SYNNEX and outperformed US market returns in August 2025.