Cloudflare Shares Jump on 30% Revenue Gain and $130M Contract Win
Cloudflare reported 30% revenue growth in 2025 and secured its largest-ever $130M contract, while AI-agent traffic doubled in January 2026. Shares jumped 3.5% after CFO highlighted these results and a Threat Report showing 230 billion daily cyberthreats blocked.
1. Conference Highlights
Cloudflare’s CFO Thomas Seifert spoke at a Technology, Media & Telecom Conference, reporting a 30% rise in 2025 revenue and announcing a record $130 million customer contract, signaling strong enterprise demand.
2. AI Traffic Surge
Seifert revealed that traffic from AI agents doubled in January 2026, underscoring expanding AI-driven service usage and potential new revenue streams.
3. Threat Report and Market Reaction
The 2026 Threat Report detailed an average of 230 billion daily cyberthreats blocked, highlighting Cloudflare’s cybersecurity role, and shares rose 3.5% on this combined news before moderating.