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# Cloudflare (NET)

Cloudflare reports Q3 on 2026-11-05; in October it said more than 10 million developers build on its network and AI agent requests grew more than 1,700% in a year.

Updated Oct 29, 2026

Information and analysis only, not a recommendation to buy, sell or hold any security. The author may own securities discussed.

Researched and drafted with AI agents. Every figure is taken from a source cited on the page.

Analysis and information

## What it does

Cloudflare runs a global network that provides security, performance and developer tools for websites and applications. The network spans 340 cities in more than 130 countries and connects to 13,888 networks.

## Role in the theme

In **Platforms and software**, Cloudflare carries a fast-rising volume of AI agent traffic and offers tools to build and connect agents.

## Latest

- **2026-10-20:** Cloudflare said more than 10 million developers build on its platform, up from 7.4 million in the prior quarter. Daily requests from AI agents on its network grew more than 1,700% over one year.
- **2026-10-19:** Cloudflare named partners for Cloudflare OS, its AI workspace for building agents, including Asana, Box, Canva, GitHub and Notion.
- **2026-08-06 (most recent results):** Q2 revenue rose 36% to $696.1 million. Free cash flow was $56.4 million, 8% of revenue.
- **2026-08-06:** Q3 guidance: revenue of $736.0-737.0 million. Full-year 2026 guidance: revenue of $2,864.0-2,870.0 million.

## What to watch

- Q3 revenue against the $736.0-737.0 million guidance.
- Growth in AI agent traffic and in the developer count.
- Next report: Q3 2026 results on 2026-11-05 after the close, with a call at 5:00 p.m. ET (confirmed).

## Covered in

- Theme: [Platforms and software](/research/themes/platforms-software)

## Sources

Primary means the publisher of the data or the filing; secondary means press or an aggregator.
- [More than 10 million developers are building on Cloudflare](https://www.cloudflare.com/press/press-releases/2026/more-than-10-million-developers-are-building-on-cloudflare/)Primary 2026-10-20
- [Cloudflare's AI workspace platform partners with applications and deployment teams](https://www.cloudflare.com/press/press-releases/2026/cloudflares-ai-workspace-platform-partners-with-leading-applications-and-deployment-teams-to-make-ai-productive-in-the-enterprise/)Primary 2026-10-19
- [Cloudflare announces date of Q3 2026 results](https://cloudflare.net/news/news-details/2026/Cloudflare-Announces-Date-of-Third-Quarter-2026-Financial-Results/default.aspx)Primary 2026-10-13
- [Cloudflare Q2 2026 results (8-K exhibit 99.1)](https://www.sec.gov/Archives/edgar/data/0001477333/000147733326000053/q226exhibit991.htm)Primary 2026-08-06
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