AI-driven cyberattacks are scaling rapidly — and $NET is a direct beneficiary

Cloudflare’s AI-powered defense, driven by Cloudforce One and its global network, now blocks ~230 billion threats daily.

Attack sophistication is rising fast. AI is being used for exploit development, network mapping, and deepfakes.

Security is shifting toward real-time intelligence, autonomous DDoS protection, and stronger identity validation.

Peak attacks have already reached 31.4 Tbps — reinforcing the need for automated, high-speed defense.

$NET is starting to reflect that demand. Revenue growth has accelerated over the last three quarters, reaching +33.6% YoY in Q4 2025.

Analysts expect a transition to positive GAAP net income next quarter, even as Cloudflare continues aggressive reinvestment to strengthen its competitive position.