NET's Omnichannel Edge: How Cloudflare, Inc. (NET) Is Fortifying the Global Internet Fabric
NET's latest product launches and high-profile partnerships underscore how Cloudflare, Inc. continues to innovate across security and developer services.
Workers VPC: Secure Cross-Cloud Connectivity
Cloudflare, Inc. (NET) released Workers VPC and Workers VPC Private Link in April 2025, enabling developers to bridge Cloudflare Workers with legacy cloud VPCs securely[1]. Workers VPC groups Cloudflare resources into isolated networks, while Private Link connects those environments to external VPCs as if they were a single network. These features reduce networking complexity by simple abstraction-turning dozens of configuration steps into a single button push-lowering deployment time by an order of magnitude.
Expanding the Developer Platform
In early April, Cloudflare, Inc. bolstered its Developer Platform by acquiring Outerbase, a database-as-a-developer-experience company[2]. Outerbase integrates into Durable Objects and the Agents SDK, making database-backed applications more accessible. With this move, Cloudflare accelerates AI-driven app development: if database integration time drops from 20 to 5 minutes per project, a team can build four times as many prototypes in a day.
Safeguarding AI at Scale
Cloudflare for AI, launched in March, consolidates AI model discovery, data protection, and prompt security into a single suite[3]. Organizations can now automatically detect unauthorized AI services, block PII leaks, and quarantine toxic prompts-all before malicious actors exploit vulnerabilities. For enterprises adopting AI, this translates to risk reduction that is both linear (identifying every unauthorized model) and exponential (preventing one breach averts dozens of downstream incidents).
Powering Japan's Zero Trust Market
On April 24, 2025, Rakuten Mobile and Cloudflare, Inc. teamed up to deliver managed Zero Trust and network security services across Japan[4]. By embedding $NET's Zero Trust into Rakuten's MSSP offerings, Japanese businesses can access enterprise-grade protection without in-house security expertise. This partnership extends Cloudflare's reach to millions of corporate devices, scaling security adoption by a simple SLA attachment rather than a multi-vendor integration.
Securing Latin America via TD SYNNEX
Just last week, Cloudflare and TD SYNNEX expanded their global alliance to secure Latin America with SASE, Zero Trust, and application security solutions[5]. The collaboration adds new routes to market for Managed Security Services Partners, with daily threat blocks in the region rising to 30 billion-up 27 percent from the previous quarter. Clients adopting the full suite save about 50 percent compared to legacy multi-vendor stacks.
Valuation at a Glance
Despite aggressive expansion, $NET trades at approximately 32× price-to-sales, meaning investors pay about $32 for each $1 of trailing revenue[6]. To put it simply, if Cloudflare grows sales by $100 million, its market value could increase by roughly $3.2 billion. This multiple reflects high expectations for continued double-digit growth, underpinned by recurring subscription revenue and expanding developer services.
Disclaimer:
All views expressed are my own and are provided solely for informational and educational purposes. This is not investment, legal, tax, or accounting advice, nor a recommendation to buy or sell any security. While I aim for accuracy, I cannot guarantee completeness or timeliness of information. The strategies and securities discussed may not suit every investor; past performance does not predict future results, and all investments carry risk, including loss of principal.
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Bullish outlook.
Tags: NET, NET 0.00%↑
Sources:
[1] https://www.cloudflare.com/press-releases/2025/cloudflare-launches-workers-vpc-and-vpc-private-link-for-cross-cloud-apps/
[2] https://www.cloudflare.com/press-releases/2025/cloudflare-acquires-outerbase-to-expand-developer-experience/
[3] https://www.cloudflare.com/press-releases/2025/cloudflare-introduces-cloudflare-for-ai/
[4] https://www.cloudflare.com/press-releases/2025/rakuten-mobile-and-cloudflare-partner-to-deliver-managed-security-services/
[5] https://www.cloudflare.com/press-releases/2025/cloudflare-and-td-synnex-expand-partnership-to-secure-latin-america-with/
[6] https://www.financecharts.com/compare/NET/value/ps-ratio