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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we announced partnerships with leading Internet security players, first Cloudflare, and then Akamai, who collectively serve millions of businesses globally”
Visa named Cloudflare a partner in bringing trust to agentic commerce via its trusted agent protocol.
“We're now working with key players such as OpenAI on their agentic commerce protocol and with Google and Cloudflare to set industry standards, all to drive safety and security.”
Mastercard is partnering with Cloudflare to set safety and security standards for agentic commerce.
“Cloudflare is using Nebius to power inference at the edge, a very important part of their overall offering, as a part of their popular Workers API”
Cloudflare is powering edge inference for its Workers API on Nebius, a read-through that Cloudflare is expanding AI inference within its developer platform.
“We've seen a lot of other companies start to try and kind of follow in this trend. You know, Microsoft and Amazon announced content marketplaces.”
Amazon launched a content marketplace, following Cloudflare into the AI-content-monetization space, competing with Cloudflare's Act four ambitions.
“We've seen a lot of other companies start to try and kind of follow in this trend. You know, Microsoft and Amazon announced content marketplaces.”
Microsoft launched a content marketplace, following Cloudflare into the AI-content-monetization space, though Cloudflare frames itself as the preferred neutral broker.
“in combination with great companies that we're working with, like Shopify or Visa or PayPal or Mastercard, we've got to figure out how do we make sure that we bring all of these small businesses along”
Cloudflare names Mastercard among the payment partners it is collaborating with on the future business model of agentic commerce.
“in combination with great companies that we're working with, like Shopify or Visa or PayPal or Mastercard, we've got to figure out how do we make sure that we bring all of these small businesses along”
Cloudflare names PayPal among the payment partners it is collaborating with on agentic-commerce rails for small businesses.
“in combination with great companies that we're working with, like Shopify or Visa or PayPal or Mastercard, we've got to figure out how do we make sure that we bring all of these small businesses along”
Cloudflare names Visa among the payment partners it is collaborating with on the future business model of the agentic internet.
“in combination with great companies that we're working with, like Shopify or Visa or PayPal or Mastercard, we've got to figure out how do we make sure that we bring all of these small businesses along”
Cloudflare names Shopify among the commerce and payment partners it is working with to build agentic-commerce rails that keep small businesses viable, a partnership read-through.
“just looking at Netskope's S1 seeing that 95% of their sales are through channel”
Cloudflare references Netskope's S1 disclosure (95% channel sales) as evidence that SASE products are sold through partners, a competitive read-through on go-to-market.
“seeing the same thing for a while, we thought that, that was sort of an aberration for Zscaler and realizing the way that you sell these products is through partners”
Cloudflare cites Zscaler as a SASE competitor whose channel-heavy sales model it is now emulating by leaning into partner-led selling.
“the partnerships that we're doing with Coinbase around X402, with Visa, Mastercard, American Express, around how you can create agent-to-agent payments”
American Express is named among Cloudflare's payment partners for agent-to-agent commerce, positioning it inside the emerging agentic-payments ecosystem.
“the partnerships that we're doing with Coinbase around X402, with Visa, Mastercard, American Express, around how you can create agent-to-agent payments”
Mastercard is named among Cloudflare's payment partners for agent-to-agent commerce, positioning it inside the emerging agentic-payments ecosystem.
“the partnerships that we're doing with Coinbase around X402, with Visa, Mastercard, American Express, around how you can create agent-to-agent payments”
Visa is named among Cloudflare's payment partners for agent-to-agent commerce, positioning it inside the emerging agentic-payments ecosystem.
“the partnerships that we're doing with Coinbase around X402, with Visa, Mastercard, American Express, around how you can create agent-to-agent payments”
Cloudflare names Coinbase (via the X402 protocol) as a partner for building agent-to-agent payment rails, a read-through for Coinbase's role in agentic commerce infrastructure.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Matt Hedberg | RBC Capital Markets | 10 (0%) |
| Adam Borg | Stifel | 9 (0%) |
| Gabriela Borges | Goldman Sachs | 8 (0%) |
| Andy Nowinski | Wells Fargo | 5 (0%) |
| Keith Weiss | Morgan Stanley | 4 (25%) |
| Jim Fish | Piper Sandler | 4 (0%) |
| Shaul Eyal | TD Cowen | 4 (0%) |
| Fatima Boolani | Citigroup | 3 (0%) |
| Mike Cikos | Needham | 3 (0%) |
| Jackson Ader | KeyBanc Capital Markets | 3 (33%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| RBC Capital Markets | 1 | 10 (0%) |
| Stifel | 1 | 9 (0%) |
| Goldman Sachs | 1 | 8 (0%) |
| Wells Fargo | 1 |
| 5 (0%) |
| Morgan Stanley | 2 | 5 (20%) |
| Piper Sandler | 1 | 4 (0%) |
| TD Cowen | 1 | 4 (0%) |
| William Blair | 1 | 3 (0%) |
Cloudflare closed FY2025 with Q4 revenue of $614.5 million, up 34% year-over-year accelerating for the third consecutive quarter, with RPO surging 48% to $2.5 billion on enterprise momentum and record large customer additions across the $1M and $5M cohorts. Management introduced FY2026 revenue guidance of $2.785-2.795 billion representing 28-29% growth, as the agentic Internet drove fundamental replatforming and a leading AI company signed an $85 million strategic infrastructure deal.
Cloud & AI | Competitive Dynamics | Revenue Growth | Demand | Innovation & R&D | Pricing | Product Launch | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 2 | 2 | 3 | 1 | 1 | 1 |
| 2025Q1 | 3 | 3 | 6 | 2 | 2 | 1 | 1 | |
| 2025Q2 | 6 | 6 | 3 | 3 | 2 | 2 | 1 | 1 |
| 2025Q3 | 5 | 7 | 4 | 2 | 3 | 2 | 1 | |
| 2025Q4 | 5 | 4 | 4 | 2 | 2 | 1 | ||
| 2026Q1 | 6 | 3 | 3 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 4 | 3 | 6 | 5 | 5 | 6 |
| Competitive Dynamics | 4 | 3 | 6 | 7 | 4 | 3 |
| Revenue Growth | 2 | 6 | 3 | 4 | 4 | 3 |
| Demand | 2 | 2 | 3 | 2 | 2 | 2 |
| Innovation & R&D | 3 | 2 | 2 | 3 | 2 | 1 |
| Pricing | 1 | 2 | 2 | 1 | ||
| Product Launch | 1 | 1 | 1 | 1 | ||
| Regulation Policy | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NET Cloudflare, Inc. | 10 | +33.5% | |
| ADBE Adobe Inc. | 9 | +12.7% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 10 | +25.6% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| ORCL Oracle Corporation | 9 | +20.6% | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |