Cloudflare, Inc.

Cloudflare, Inc. has filed its Definitive Proxy Statement (DEF 14A) announcing its 2026 Annual Meeting of Stockholders, scheduled to be held virtually on June 30, 2026. The meeting will cover several key proposals, including the election of directors, ratification of KPMG LLP as the independent registered public accounting firm, an advisory vote on executive compensation, and proposed amendments to the company's certificate of incorporation and equity incentive plans. The record date for stockholders eligible to vote is June 5, 2026. The company encourages stockholders to vote by internet, telephone, mail, or during the virtual meeting.

Cloudflare, Inc. reported Q1 2026 revenue of $639.8 million, a substantial increase from $479.1 million in Q1 2025. The company's net loss for the quarter narrowed to $22.9 million, or $(0.07) per share, significantly improving from a net loss of $38.5 million, or $(0.11) per share, in the prior year period. Operating activities generated $158.3 million in cash during the quarter, reflecting improved cash flow generation.

Cloudflare announced a plan to reduce its workforce by approximately 20%, impacting around 1,100 employees, to accelerate its "agentic AI-first operating model." This restructuring is expected to incur $140 million to $150 million in charges, primarily in Q2 2026. Concurrently, the company reported strong first-quarter 2026 financial results, with revenue increasing 34% year-over-year to $639.8 million and non-GAAP net income per diluted share of $0.25. Cloudflare also provided an optimistic financial outlook for Q2 and the full fiscal year 2026.

Cloudflare announced a plan to reduce its workforce by approximately 20% (1,100 people) to transition to an agentic AI-first operating model, expecting to incur $140 million to $150 million in charges. Concurrently, the company reported strong first-quarter 2026 financial results, with revenue increasing 34% year-over-year to $639.8 million. Non-GAAP net income per diluted share rose to $0.25, up from $0.16 in the prior year.

Cloudflare, Inc. filed Amendment No. 1 to its Annual Report on Form 10-K for the year ended December 31, 2025. This amendment includes the previously omitted Part III information covering directors, executive officers, corporate governance, executive compensation, security ownership, related party transactions, and principal accountant fees and services. The filing also includes new certifications from the principal executive and financial officers and notes the appointment of Alissa Starzak as Chief Legal Officer effective April 1, 2026.

Cloudflare, Inc. filed an Amendment No. 1 to its 2025 Annual Report on Form 10-K to include previously omitted Part III information. This amendment provides details on directors, executive officers, corporate governance, executive compensation, security ownership, related party transactions, and principal accountant fees. Additionally, new certifications from the principal executive and financial officers were filed, and Alissa Starzak was appointed Chief Legal Officer and Secretary effective April 1, 2026.