Cloudflare anticipates revenue of 664 to 665 million dollars for the second quarter of 2026, representing approximately 30% year-over-year growth, with non-GAAP EPS projected at 0.27 dollar. The company reported 639.8 million dollars in revenue for the first quarter of 2026, up 34% year-over-year, and maintains full-year guidance between 2.805 and 2.813 billion dollars. The group positions itself as a key player in artificial intelligence, with CEO Matthew Prince calling its impact the biggest tailwind in the company’s history. Cloudflare is also developing programmable stablecoin wallets via the x402 protocol in partnership with Coinbase, enabling AI agents to perform automated micropayments between themselves.
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