Cloudflare Inc

NET: XNYS (USA)

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Cloudflare Earnings: AI Inference Demand Continues to Spearhead Top-Line Growth

Malik Ahmed Khan

Aug 7, 2026

Cloudflare reported second-quarter results with sales of $696 million, up 36% from 28% growth last year. Adjusted operating margins contracted by 30 basis points due to increased investment in artificial intelligence infrastructure. Management raised its 2026 sales outlook by $58 million.

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Cloudflare Inc

Cloudflare Earnings: AI Inference Demand Continues to Spearhead Top-Line Growth

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