Cloudflare, Inc.
NETQ1 2023(NET Q4 FY2022)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$298.1M
AI Revenue (Q)
$0
Total Revenue (Q)
$503.3M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
NET Q4 CY2022 (ended Dec 31, 2022). 10-K filing. Full year 2022 revenue = $975,241K ($975.2M). No AI-specific products existed at Cloudflare during 2022. The 10-K describes products as CDN, DDoS, WAF, Zero Trust, Workers, R2 storage, etc. No mention of AI inference, AI Gateway, Vectorize, or other AI-specific products. Workers AI launched in Sep 2023 — after this period. Ring 1 AI revenue = $0. Math: $0 / $975.2M FY = 0.00%.
Analyzed by claude-opus-4-6
Quoted Figures
The Company has determined it has a single operating segment.
10-K for fiscal year ending Dec 31, 2022, Note 14 Segment and Geographic Information
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix