Cloudflare reports Q3 revenue up 39% YoY to $782.5M, above $737.2M est., a $34.1M net loss, and lifts its FY 2026 guidance; NET jumps 14%+ after hours
THE SO WHAT
39% YoY growth to $782.5M and a raised 2026 guide toward ~$2.96B says the market is rewarding “connectivity cloud” as a category, even with a net loss still on the books. If you’re building on Cloudflare, assume they’ll keep adding higher-level services — and that your own infra margins will be benchmarked against their pace and pricing.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationTech Selloff Hits Asia After US Market Rout
Systematic de-risking off a US tech rout bleeding into Asian semis is a reminder that AI infra exposure is now a global macro factor, not a sector bet. Operators counting on cheap, steady chip supply should bake in volatility on both price and availability over the next few quarters.
Tech & InnovationJapan’s Nikkei Poised to Enter Bear Market as AI Selloff Deepens
An AI-led drawdown dragging the Nikkei toward a bear market means public markets are re-pricing the AI trade duration and payback. If you’re pitching multi-year AI capex to a board, assume more questions on cash flow timing and less appetite for “growth at any cost.”
Tech & InnovationGoogle, Meta, TikTok sue over social media law
When Google, Meta, and TikTok jointly sue California over a social media law, the next phase of platform regulation will likely be decided in court, not the legislature. Product and policy teams should plan for a patchwork of state rules and slower, more lawyered rollouts of engagement and AI features.
Tech & InnovationT-Mobile Customers Swap Roaming, Hotspots For Streaming Benefits
Carrier bundles are shifting from network utility to content and gaming perks — Apple TV and Xbox Game Pass as plan levers, not just data and roaming. If you own a subscription product, you’re now competing and partnering with telcos as distributors, not just app stores and OEMs.