Morgan Stanley says Cloudflare’s edge AI and platform strengths support growth
Morgan Stanley says its channel checks and edge AI survey point to strong momentum for Cloudflare (NET), supported by the company’s CDN and AppSec businesses, developer platform, and leadership in edge AI inference.
Morgan Stanley says its channel checks and edge AI survey point to strong momentum for Cloudflare (NET), supported by the company’s CDN and AppSec businesses, developer platform, and leadership in edge AI inference.
The firm expects second-quarter revenue to come in above expectations and full-year guidance to rise, with large deals and AI monetization still supporting growth.
The firm expects second-quarter revenue to come in above expectations and full-year guidance to rise, with large deals and AI monetization still supporting growth.