AI StrategyCloudflare is uniquely positioned for its AI pay-per-crawl opportunity, covering around 20% of the internet, with 80% of AI companies as customers, suggesting potential for future benefit.
Product InnovationCloudflare's new use-case bundles streamline consumption of its expanding portfolio, aligning with enterprise aspirations and reducing total cost of ownership.
Revenue GrowthCloudflare's revenue increased 28% year-over-year to $512M, surpassing consensus expectations.