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user-generated· earnings

Cloudflare's revenue growth will slow to under 20% YoY by 2026-Q4

Cloudflare's revenue growth has been driven by AI-related services, but the 34% YoY surge in Q1 may not be sustainable as AI adoption matures and competition intensifies. Investors may also penalize the company for its layoffs, impacting demand.

earnings · Prediction Market

Implied probability (Yes)
65%

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