Cloudflare’s stock surged 10% as it exceeded Q4 estimates and provided strong guidance. CEO Matthew Prince credits rising AI adoption for increased demand in networking and security tools. The company reported revenue of $615 million, up 34% from last year, and expects revenue between $2.79 billion to $2.80 billion for the full year.

The viral rise of Moltbot, an open-source AI assistant, boosted Cloudflare’s shares. The company’s edge infrastructure and security platform proved effective for running AI agents. Cloudflare released Moltworker, a platform for securely running Moltbot, benefiting from the growing demand for AI agents close to the user or ‘edge’ of the network.

Analysts at RBC Capital Markets note the continued proliferation of AI agents benefits Cloudflare and its Workers platform. CEO Matthew Prince says Cloudflare ended 2025 with 4.5 million active human developers, highlighting the company’s success in catering to the evolving demands of the digital landscape.

Read more at CNBC: Cloudflare (NET) Q4 earnings 2025