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1 R40 article on Cloudflare, Inc. (NET). Latest, Aug 18, 2026: Cloudflare Is Still Growing 36%. It Has Paid Six Points of Gross Margin to Do It.

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News Aug 18, 2026

Cloudflare Is Still Growing 36%. It Has Paid Six Points of Gross Margin to Do It.

Cloudflare still grows 36% with a Rule of 40 of 45.6 — but AI buildout took gross margin from 77.8% to 71.8% in four years, and the GAAP loss widened to $170M.

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