Cloudflare posts its fastest growth in nearly 4 years and lifts its outlook
THE SO WHAT
Cloudflare’s 39% YoY growth to $782.5M in Q3 and a raised outlook — taking ARR past $3B — underlines how much value is accruing to programmable edge and security in an AI-heavy internet. If you’re still treating network and edge as commodity plumbing, you’re probably underestimating both cost and leverage.
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