$NET · Meet Kevin · 2026-11-05
Cloudflare 本季度大获成功：受 AI 需求推动，利润增长 39%，年度经常性收入突破 30 亿美元，不过定价能力略有下降，成本涨幅略高于预期。
逐段跳播
Cloudflare 公布了利润。Cloudflare 公布了利润，并取得了巨大成功。不过我得说，他们的定价能力略有下降，尽管由于我们看到的人工智能热潮，他们的利润增长了39%。
他们的成本增幅略高于预期。他们的年度经常性收入（ARR）已突破30亿美元，这确实非常了不起。30亿美元的年度经常性收入。太惊人了。真的非常惊人，真的。所以，干得好，向 Cloudflare 致敬。
Cloudflare announced its profits. Cloudflare announced its profits and achieved resounding success. Although I must say their pricing power has decreased slightly, despite their profits rising by 39% due to the boom we are seeing in artificial intelligence.
Their costs have increased slightly more than expected. They have surpassed $3 billion in annual recurring revenue (ARR), which is truly remarkable. $3 billion in annual recurring revenue. amazing.
Truly amazing, truly. So, good work and kudos to Cloudflare.