๐ Cloudflare $NET surges +16% โ Q2 revenue up 36%, raises full-year outlook
Cloudflare (NYSE: NET) is flying +16% today after blowing past Q2 expectations: revenue hit $696.1M, up 36% YoY vs. the ~$665M consensus. Non-GAAP EPS of $0.29 also beat, and the company raised its full-year revenue guide to $2.864Bโ$2.870B. Management pointed to resilient AI-driven network demand as the key driver of growth re-acceleration. Not financial advice. With these numbers, do you think NET can hold the gains or is it getting ahead of itself?