IPO
Key Metrics
Company Snapshot
Cloudflare is a Developer tools company, based in San Francisco, California, USA, founded 2009 by Matthew Prince, Lee Holloway, Michelle Zatlyn. Market cap $99.32B (As of Sep 4, 2026, stockanalysis.com).
Recent changes
- Sep 4, 2026Sep 4, 2026First reported market cap: $99.32B stockanalysis.com
- Aug 7, 2026Aug 7, 2026First reported revenue: $2.864B-$2.870BEstimated Investing.com
- Aug 7, 2026Aug 7, 2026Cloudflare Stock Jumps 15% on Earnings Beat Pulse story
- Jul 1, 2026Jul 1, 2026Cloudflare's New Policy Forces AI Companies to Pay Publishers for Content, Starting September 15 Pulse story
- Jul 1, 2026Jul 1, 2026Cloudflare's New Default Policy Forces AI Crawlers to Pay Publishers for Content Pulse story
Investors
Latest Pulse
- Aug 7, 2026Cloudflare Stock Jumps 15% on Earnings BeatCloudflare shares jumped as much as 17% after beating Q2 estimates and raising full-year guidance, with AI-driven demand for network security and infrastructure cited as the key growth driver.→
- Jul 1, 2026Cloudflare's New Default Policy Forces AI Crawlers to Pay Publishers for ContentCloudflare announced on July 1 that starting September 15, its default settings will block 'mixed-use' AI crawlers from scraping ad-supported content on new customer sites and existing free-tier sites unless the AI company pays, building on its 2025 Pay Per Crawl marketplace with a new 'Pay Per Use' model that compensates publishers when their content actually drives value in an AI answer. CEO Matthew Prince cited crawl-to-referral ratios as extreme as 73,000-to-1 for Anthropic and 1,700-to-1 for OpenAI, versus 14-to-1 for Google.→
- Jul 1, 2026Cloudflare's New Policy Forces AI Companies to Pay Publishers for Content, Starting September 15Cloudflare announced on July 1 that starting September 15, 2026, its default settings will block 'mixed-use' AI crawlers — bots that serve both search and AI training or agent purposes — from any page carrying ads unless the AI company pays for access. The change applies to all free customers and new sites by default, and pairs with a new 'Pay Per Use' model that compensates publishers when their content actually drives value inside an AI answer, not just when it's crawled.→
Coverage Timeline
newest first- Aug 7, 2026IPOCloudflare Stock Jumps 15% on Earnings Beat→
- Jul 1, 2026AICloudflare's New Default Policy Forces AI Crawlers to Pay Publishers for ContentDefault policy shift→
- Jul 1, 2026REGULATIONCloudflare's New Policy Forces AI Companies to Pay Publishers for Content, Starting September 15Default block Sep 15→
All Coverage
IPO
Cloudflare Stock Jumps 15% on Earnings Beat
Cloudflare shares jumped as much as 17% after beating Q2 estimates and raising full-year guidance, with AI-driven demand for network security and infrastructure cited as the key growth driver.
BRIEF
AI
Cloudflare's New Default Policy Forces AI Crawlers to Pay Publishers for Content
AIDefault policy shift
Cloudflare's New Default Policy Forces AI Crawlers to Pay Publishers for Content
Cloudflare announced on July 1 that starting September 15, its default settings will block 'mixed-use' AI crawlers from scraping ad-supported content on new customer sites and existing free-tier sites unless the AI company pays, building on its 2025 Pay Per Crawl marketplace with a new 'Pay Per Use' model that compensates publishers when their content actually drives value in an AI answer. CEO Matthew Prince cited crawl-to-referral ratios as extreme as 73,000-to-1 for Anthropic and 1,700-to-1 for OpenAI, versus 14-to-1 for Google.
REGULATION
Cloudflare's New Policy Forces AI Companies to Pay Publishers for Content, Starting September 15
REGULATIONDefault block Sep 15
Cloudflare's New Policy Forces AI Companies to Pay Publishers for Content, Starting September 15
Cloudflare announced on July 1 that starting September 15, 2026, its default settings will block 'mixed-use' AI crawlers — bots that serve both search and AI training or agent purposes — from any page carrying ads unless the AI company pays for access. The change applies to all free customers and new sites by default, and pairs with a new 'Pay Per Use' model that compensates publishers when their content actually drives value inside an AI answer, not just when it's crawled.
Related Companies
Sources & methodologyshow
Where these figures come from
- Investing.comresearch database1 fact
- stockanalysis.comresearch database1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.