Cloudflare, Inc.
NETQ2 2023(NET Q1 FY2023)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$365.5M
AI Revenue (Q)
$0
Total Revenue (Q)
$503.3M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
NET Q1 CY2023 (ended Mar 31, 2023). 10-Q filing. Estimated total quarterly revenue ~$290.2M. Cloudflare did not yet offer AI-specific products. Workers AI was not announced until Birthday Week in Sep 2023. The filing contains no references to artificial intelligence, machine learning, inference, or AI-specific product revenue. R2 object storage existed but was a general-purpose storage product, not AI-specific. Ring 1 AI revenue = $0. Math: $0 / ~$290.2M = 0.00%.
Analyzed by claude-opus-4-6
Quoted Figures
The Company has determined it has a single operating segment.
10-Q for period ending Mar 31, 2023, Note 14 Segment and Geographic Information
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix