EarningsNET is expected to post a solid Q1, with billings above consensus, supported by mid-market strength and edge-compute demand.
Market PositionCloudflare is gaining momentum in network security, particularly SASE, which should accelerate as firewall refresh cycles near and enterprises look to modernize with software-based security solutions.
Product DevelopmentCloudflare's Act 3 solutions, featuring its Workers developer platform, saw significant momentum with an impressive increase in developer adoption.