canar.ai
Rankings/NET/Q4 2022 Analysis

Cloudflare, Inc.

NET
Q4 2022(NET Q3 FY2022)Estimated0% AI
AI Revenue %
0%
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

NET Q3 CY2022 (ended Sep 30, 2022). 10-Q filing. Estimated total quarterly revenue ~$253.9M. Cloudflare still had no AI-specific products. Product portfolio focused on CDN, security, Zero Trust, and Workers serverless compute. No mentions of artificial intelligence, machine learning, inference, or AI products in the filing. Ring 1 AI revenue = $0. Math: $0 / ~$253.9M = 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 Sep 30, 2022, Note 14 Segment and Geographic Information

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix