Cloudflare's RPO growth slows to 25% YoY in Q2 2026

Market overview

While Q1 2026 RPO grew 34%, aggressive AI-driven efficiency may reduce demand for Cloudflare's services in the short term. Competitors like Akamai and Fastly could gain market share, impacting Cloudflare's contract obligations.

earnings prediction market

Implied probability (Yes)

60%

Source: user-generated

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