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Cloudflare Q2 Revenue Rises 36% and Lifts FY26 Guidance

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Sig1.85Sen+3.10Env0.00Soc+0.50Gov0.00

Cloudflare reported Q2 revenue up 36% YoY, citing large customer growth and strong developer adoption of its Workers platform. Management raised FY26 revenue guidance by 250 bps to 32% and expects non-GAAP operating margins of 15.5%, pointing to surging non-human internet traffic. Shares trade at about 250x FY26 P/E, implying meaningful downside if momentum fades.

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