Cloudflare's RPO growth will outpace revenue growth by Q4 2026

Market overview

Cloudflare reported RPO of $2.5 billion (34% YoY growth) alongside 34% revenue growth. Given the company's AI-driven efficiency and increasing contract commitments, RPO growth is expected to accelerate faster than revenue by year-end 2026.

macro prediction market

Implied probability (Yes)

68%

Source: user-generated

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