Cloudflare, Inc.
NETQ4 2023(NET Q3 FY2023)Estimated0.25% AI
AI Revenue %
0.25%
AI Fair Value
$78.0M
AI Revenue (Q)
$839,008
Total Revenue (Q)
$335.6M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
NET Q3 CY2023 (ended Sep 30, 2023). 10-Q filing. Estimated total quarterly revenue ~$335.6M. Cloudflare launched Workers AI (inference at the edge) and AI Gateway during Birthday Week in late Sep 2023. Vectorize (vector database) also launched. These products were available for only the final days of the quarter. Revenue impact is minimal — products just launched and were in free/beta tiers for most users. The filing makes no mention of AI-specific revenue. Conservative estimate of negligible AI revenue from very early adopters: ~$0.8M. Math: $0.8M / $335.6M = 0.24%, rounded to 0.25%. Source: 10-Q filing, Birthday Week Sep 2023 blog announcements.
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, 2023, Note 14 Segment and Geographic Information
AI Products Identified (Ring 1)
Workers AIAI GatewayVectorize
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix