Cloudflare, Inc.
NETQ3 2022(NET Q2 FY2022)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$235.6M
AI Revenue (Q)
$0
Total Revenue (Q)
$503.3M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
NET Q2 CY2022 (ended Jun 30, 2022). 10-Q filing. Cloudflare reports a single operating segment and does not break out revenue by product line. Estimated total quarterly revenue ~$234.5M (from public filings). In mid-2022, Cloudflare had no AI-specific products. Workers AI, AI Gateway, and Vectorize did not exist yet. The product suite was CDN, DDoS protection, Zero Trust, and Workers (general serverless). The filing makes zero mention of artificial intelligence, machine learning, or AI products. Ring 1 AI revenue = $0. Math: $0 / ~$234.5M = 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 Jun 30, 2022, Note 14 Segment and Geographic Information
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix