Cloudflare raised full-year adjusted EPS guidance to $1.35 from a prior
$1.25–$1.26 range, above the Street consensus of $1.27, saying AI-driven demand
is boosting network-service demand. This is the third upward revision this year.
CEO Matthew Prince said "we have accelerated growth, achieving our fastest
revenue growth in nearly four years while expanding profitability." Shares were
up 24% YTD at Thursday close and jumped about 20% in after-hours trading. Recent
results show rapid growth across internet infrastructure, security and developer
services.