Cloudflare Reports Strong Q4 Results Despite Net Loss, AI Boom Drives Revenue Growth
Cloudflare (NET) narrows Q4 2025 loss while revenue jumps 34% to $614.5M, beating expectations. CEO highlights record $42.5M annual deal and AI-driven demand surge.
Cloudflare (NET) narrows Q4 2025 loss while revenue jumps 34% to $614.5M, beating expectations. CEO highlights record $42.5M annual deal and AI-driven demand surge.
Oppenheimer upgrades Unity to Outperform, citing strong fundamentals, cost discipline, and growth potential despite AI fears.
Credo Technology (CRDO) shares jump 9% after preliminary Q3 revenue exceeds expectations. Management forecasts over 200% growth for fiscal year 2026.
Datadog (DDOG) shares jumped 15% after reporting Q4 revenue of $953M, beating estimates. AI-driven demand for cloud monitoring tools fuels growth with 603 customers spending $1M+ annually.
TSMC reports strong 37% revenue growth in January 2026, exceeding annual targets as AI chip demand drives record capital spending and potential US tariff exemptions.
Morgan Stanley resumes coverage of Qualcomm with an Underweight rating, citing optimized earnings and memory shortages that could pressure Android phone demand in 2026.