"AWS built its empire centralizing compute in massive data centers. Cloudflare inverts this entirely, operating a distributed network spanning 330+ cities globally, positioning compute and security at the edge - closer to end users and AI workloads. The company landed its largest contract in history during Q1 - over $100 million - driven primarily by the Workers developer platform. This is Cloudflare's answer to AWS Lambda, architected for edge computing from day one."
"We have the scale, the technology, and the team to capture the massive opportunity ahead of us - as evidenced by the size and the length of the deals we're closing and the caliber of customers betting on Cloudflare."
"Q3 2025 delivered $562 million in revenue against estimates of $545 million, with non-GAAP EPS of $0.27 versus $0.23 expected. Operating margins expanded to 15.3% from 10.6% two quarters prior. The company generated $75 million in free cash flow - 13% of revenue - while narrowing GAAP net losses to just $1.3 million from $15.3 million a year ago."
Cloudflare operates a globally distributed edge network across 330+ cities, placing compute and security close to end users and AI workloads, inverting centralized data-center models. The Workers developer platform, built for edge computing, secured the company's largest contract ever (over $100 million). Revenue growth accelerated for two consecutive quarters, reaching 31% year-over-year in Q3 2025, with $562 million in revenue and non-GAAP EPS of $0.27. Operating margins expanded to 15.3%, free cash flow was $75 million (13% of revenue), and GAAP net losses narrowed to $1.3 million. The edge architecture targets low-latency AI inference workloads at scale.
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