Soaring After Earnings! AI Stimulates Network Demand, Cloudflare (NET.US) Raises Its Full-Year Profit Guidance for the Third Time This Year

Cloudflare (NET.US) released its Q3 2026 financial report for the period ending September 30 after the US stock market closed on Thursday, according to Zhitong Finance APP. Revenue reached $782.5 million, a year-on-year increase of 39%, marking the company's fastest single-quarter growth in nearly four years. Annualized revenue exceeded $3 billion, surpassing the consensus estimate ($736.8 million) by 6.2%. Non-GAAP diluted earnings per share were $0.38, $0.04 above expectations, compared to $0.27 in the same period last year.