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Cloudflare Is Still Growing 36%. It Has Paid Six Points of Gross Margin to Do It.
Cloudflare's June quarter revenue was $696.1M, up 35.9%, with a Rule of 40 of 45.6. But gross margin has fallen from 77.8% to 71.8% over four years as AI inference capacity replaces cached bytes — and the GAAP net loss just widened to $170.0M.
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