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Cloudflare, Inc. (NET) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Cloudflare reported record Q4 2025 revenue of $4.2 billion, up 32% YoY, driven by AI and quantum-resistant encryption adoption. CEO Matthew Prince highlighted surging demand for post-quantum cryptography solutions amid rising cyber threats. The company unveiled its first quantum-secure global network, integrating NIST-approved algorithms to protect against future quantum attacks. Prince called it a "necessary evolution" as enterprises rush to upgrade infrastructure before quantum computers break current encryption. Cloudflare’s R&D spending hit $1.1 billion in 2025, with 40% allocated to quantum-safe initiatives. CFO Thomas Seifert noted this investment positions the firm as a leader in the $20B+ post-quantum security market by 2030. Enterprise customers grew 28% YoY, with 60% adopting Cloudflare’s quantum-resistant tools. Analysts pressed on monetization timelines; Seifert projected full commercialization of quantum products by late 2026. Macroeconomic uncertainty was cited as a risk, but Cloudflare raised 2026 guidance to $5.1B revenue, banking on quantum and AI-driven growth. Prince emphasized long-term bets despite near-term volatility.
Cloudflare, Inc. (NET) Q4 2025 Earnings Call Transcript

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SA Transcripts158.28K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Cloudflare, Inc. (NET) Q4 2025 Earnings Call February 10, 2026 5:00 PM EST Company Participants Philip Winslow - Vice President of Strategic Finance, Treasury and Investor RelationsMatthew Prince - Co-Founder, Co-Chairman & CEOThomas Seifert - Chief Financial Officer Conference Call Participants Matthew Hedberg - RBC Capital Markets, Research DivisionKeith Weiss - Morgan Stanley, Research DivisionJonathan Ho - William Blair & Company L.L.C., Research DivisionGabriela Borges - Goldman Sachs Group, Inc., Research DivisionFatima Boolani - Citigroup Inc., Research DivisionGray Powell - BTIG, LLC, Research DivisionShrenik Kothari - Robert W. Baird & Co. Incorporated, Research DivisionAdam Borg - Stifel, Nicolaus & Company, Incorporated, Research DivisionJackson Ader - KeyBanc Capital Markets Inc., Research Division Presentation Operator Hello, and welcome to the Cloudflare Fourth Quarter 2025 Earnings Call. [Operator Instructions] I would now like to turn the conference over to Phil Winslow. You may begin. Philip WinslowVice President of Strategic Finance, Treasury and Investor Relations Thank you for joining us today to discuss Cloudflare's financial results for the fourth quarter of 2025. With me on the call, we have Matthew Prince, Co-Founder and CEO; Michelle Zatlyn, Co-Founder and President; and Thomas Seifert, CFO. By now, everyone should have access to our earnings announcement. This announcement as well as our supplemental financial information may be found on our Investor Relations website. As a reminder, we will be making forward-looking statements during today's discussion, including, but not limited to, our customers, vendors and partners, operations and future financial performance, our anticipated product launches and the timing and market potential of those products, our anticipated future financial and operating performance and our expectations regarding future macroeconomic conditions. These statements and other comments are not guarantees of future performance and are subject to risks and uncertainty, much of which is beyond our control. Our actual results may

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Source: Seeking Alpha