Cloudflare grows 39%, its fastest in nearly four years, raises 2026 outlook by ~$97M and moves GAAP profit up to Q4
Cloudflare's Q3 revenue rose 39% to $782.5 million. The company lifted its full-year revenue guidance to about $2.96 billion and told analysts it now expects GAAP profitability this quarter instead of in 2028. Developer adoption of Workers drove the quarter. The cost is a lower gross margin.