Rankings/NET/Q2 2022 Analysis

Cloudflare, Inc.

NET

Q2 2022(NET Q1 FY2022)Estimated1% AI

AI Revenue %

AI Fair Value

$169.7M

AI Revenue (Q)

$2.1M

Total Revenue (Q)

$212.2M

Source: SEC EDGAR SEC Filing Filing

View SEC Filing on SEC.gov

Analysis

Pre-AI era for Cloudflare. Only indirect AI exposure through Bot Management (ML-based) and basic ML-powered security features. No dedicated AI products yet. R2 storage still in beta.

Analyzed by claude-opus-4-6

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix

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