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Cloudflare, Inc.

NETintermediary

Cloudflare operates a global edge network spanning 300+ cities that provides CDN, DDoS protection, zero-trust security, and serverless computing. Its Workers AI platform enables developers to run AI inference at the edge close to end users.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($1.7B)

Data statis (memuat keuangan langsung…)

Subscription & Support (95%)
Pay-as-you-go & Other (5%)

Komposisi segmen dan pelanggan utama

Detail produk

Application Services (CDN, DDoS)40%

Content delivery, DDoS protection, and web application firewall

Zero Trust / SASE30%

Cloud-native network security replacing legacy VPNs and firewalls

Workers AI & Developer Platform18%

Edge compute, serverless functions, and AI inference at the edge

Hubungan Rantai Pasok

Pesaing

Amazon.com (AWS)

CloudFront CDN, AWS networking

Dampak: Competing in CDN and edge

Microsoft Corporation

Azure CDN, security

Dampak: Competing in security and CDN

Mitra

Alphabet Inc. (Google)

Cloud interconnect and peering

Dampak: Low — peering partner

Konteks makro dan pasar

AI / 클라우드Berita sektor

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Katalis mendatang

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

Berita terkini

Memuat berita...

Analisis AI

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Info Perusahaan

Kantor Pusat

San Francisco, California, USA

Didirikan

2009

Karyawan

4,200+

Gambaran umum sektor — AI / 클라우드

Berita sektor

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Tema utama

  • •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
  • •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
  • •SaaS → AI-as-a-Service 전환 가속

Katalis mendatang

  • ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
  • ◆OpenAI GPT-5 출시 영향