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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產品與營收

產品營收佔比

營收結構 ($1.7B)

靜態數據（加載即時財務…）

Subscription & Support (95%)

Pay-as-you-go & Other (5%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Amazon.com (AWS)

CloudFront CDN, AWS networking

影響: Competing in CDN and edge

Microsoft Corporation

Azure CDN, security

影響: Competing in security and CDN

合作夥伴

Alphabet Inc. (Google)

Cloud interconnect and peering

影響: Low — peering partner

宏觀與市場背景

AI / 클라우드行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

San Francisco, California, USA

成立時間

2009

員工人數

4,200+

官網

cloudflare.com

行業概況 — AI / 클라우드

行業新聞