DafinchiI think we are very disciplined. It's not that we don't get asked, but I don't think that's particularly interesting for us.
NET2026 Q2Technology
1mo
Cloudflare, Inc. 2026 Q2: Workers and agentic workloads driving record large-customer momentum
Workers and agentic workloads driving record large-customer momentum
- Management attributed Q2 strength to another quarter of rapid growth in the Workers developer platform and agentic workloads across the network.
- Large customers grew to 4,698, up 27% year-over-year, with 986 net additions year-over-year (a record over 12 months).
- The largest customer expansion accelerated dollar-based net retention to 120% in the quarter.
- Bookings and pipeline metrics were highlighted as accelerating, including new customer bookings at the fastest rate in more than 5 years.
- Gross margin and operating leverage were discussed as part of the “strength across all major metrics” narrative tied to this momentum.