Cloudflare, Inc.
NETQ3 2023(NET Q2 FY2023)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$471.2M
AI Revenue (Q)
$0
Total Revenue (Q)
$503.3M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
NET Q2 CY2023 (ended Jun 30, 2023). 10-Q filing. Estimated total quarterly revenue ~$308.5M. AI products still not launched — Workers AI and AI Gateway were announced in Sep 2023. Constellation (ML inference on Workers) had been announced in May 2023 as beta but was not generating material revenue. The filing contains no references to artificial intelligence or AI-specific products. Ring 1 AI revenue = $0. Math: $0 / ~$308.5M = 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, 2023, Note 14 Segment and Geographic Information
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix