Digital Infrastructure
Cloudflare
Cloudflare operates one of the world's largest networks, providing content delivery, DDoS protection, and increasingly AI inference infrastructure at the network edge. Cloudflare was founded, later building one of the world's largest edge networks and expanding into AI inference infrastructure. Cloudflare cut roughly 1,100 jobs (about 20% of its workforce) as part of a shift to an 'agentic AI-first' operating model, even as Q1 2026 revenue rose 34% year-over-year to $639.8 million.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Hiring signal
+10 since last check
Job board · as of Jul 27, 2026
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Federal contract disclosures
General Services Administration — $4,211,281: GOV TOP LEVEL DOMAIN REGISTRY AND DNS SERVICE
USAspending.gov · Nov 29, 2022
Department of Defense — $500: SCALABLE HOMELAND INNOVATIVE ENTERPRISE LAYERED DEFENSE (SHIELD) INITIAL ORDER.
USAspending.gov · Jan 21, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 85% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Cloudflare, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- HostingJournalist — Cloudflare revenue jumps 34% in Q1 2026 as AI and agentic workloads drive edge growth82% source confidence
- CNBC — Cloudflare cuts 20% of workforce in agentic AI-first restructuring, guides FY2026 revenue to $2.8B78% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Cloudflare depends on below, and who depends on Cloudflare above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Cloudflare's Timeline
A sourced, dated history of Cloudflare's key moments — founding to present.
Jan 2009 · Founded
Cloudflare was founded, later building one of the world's largest edge networks and expanding into AI inference infrastructure.
Jan 2026 · Restructures around 'agentic AI-first' model
Cloudflare cut roughly 1,100 jobs (about 20% of its workforce) as part of a shift to an 'agentic AI-first' operating model, even as Q1 2026 revenue rose 34% year-over-year to $639.8 million.
Jan 2026 · Acquires Human Native, pushes AI-pays-for-content model
Cloudflare acquired AI data marketplace Human Native in January 2026 and rolled out policies through the year pushing AI companies to pay publishers for content their crawlers consume, positioning Cloudflare as an intermediary in the emerging 'agentic internet' content economy.