Cloudflare在2025年Q4预测收入暴涨, 提高了2026年的收入指导, Cloudflare beat earnings forecasts in Q4 2025, raised 2026 revenue guidance, and saw stock jump 14% on strong AI demand and cash flow.

Cloudflare报告说,2025年第四季度的结果比预期的要强,收入为6.145亿美元,调整后的收益为每股28美分,超过了分析师的预测。 Cloudflare reported stronger-than-expected fourth-quarter 2025 results, with revenue of $614.5 million and adjusted earnings of 28 cents per share, surpassing analyst forecasts. 该公司的现金流量强劲,以41亿美元的现金结束季度,并将2026年的收入指导提高到27.9亿美元,理由是对其AI基础设施的需求不断增加。 The company posted robust cash flow, ended the quarter with $4.1 billion in cash, and raised its 2026 revenue guidance to $2.79 billion, citing rising demand for its AI infrastructure. 尽管净损失较小,但结果是造成14%的下班后库存激增,这反映了投资者对其增长轨迹的信心得到恢复。 Despite a narrow net loss, the results fueled a 14% after-hours stock surge, reflecting renewed investor confidence in its growth trajectory.