Cloudflare, Inc. (NET): Strong Q4 Growth, Expanding Market Opportunities

Cloudflare Inc. (NYSE:NET) is one of the champion high-growth cybersecurity stocks to buy. On February 10, Cloudflare (NYSE:NET) reported Q4 2025 gross of $615 million, up 34% year-over-year and supra expert expectations of $591.43 million.

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This summation was driven by beardown lawsuit growth, particularly from ample accounts: 4,298 customers present walk implicit $100,000 annually, up 23% from past year, and they lend 73% of full revenue, up from 63% successful 2022. For the afloat twelvemonth 2025, gross grew 29.8% to $2.17 billion, supported by higher lawsuit spending and planetary expansion.

Looking ahead, Cloudflare expects Q1 2026 gross of $620–621 cardinal (29–30% growth), operating borderline of 11%, and EPS of $0.23. For the afloat twelvemonth 2026, it projects $2.785–$2.795 cardinal successful gross (28–29% growth), operating income of $378–382 cardinal (14% margin), and diluted EPS of $1.11–1.12. Growth is supported by its expanding market, with TAM expected to emergence from $181 cardinal successful 2025 to $231 cardinal by 2028, helped by opportunities successful AI, IoT, databases, and 5G services.

On February 10, Cloudflare announced that Chief Legal Officer Doug Kramer volition measurement down aft astir 10 years, with his resignation effectual March 31, 2026. He volition enactment connected arsenic a Senior Advisor, portion Alissa Starzak, presently Deputy Chief Legal Officer and Global Head of Public Policy, is expected to instrumentality implicit the role.

Cloudflare, Inc. (NYSE:NET) is simply a planetary unreality services institution that boosts the security, speed, and reliability of websites and networks, utilizing its immense web to support clients from DDoS attacks portion optimizing net traffic.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.