Company coverage
Research snapshot 2026-08-31
Research activity
NET 90 trade records · 9 option records · 2025-01-06 → 2026-08-17Moat
WideOperates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN to "Connectivity Clo…
Physical assets
Moderate330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth since 2021.
Software / hardware
Software80%
Hardware20%
Growth. Workers/R2/D1 developer platform monetization accelerates enterprise adoption as Cloudflare evolves from CDN to full-stack edge compute capturing a $380B TAM. Primary assets. 330+ data centers (120+ countries), 13,000+ interconnections, Work…
- manual · sw-hw
Growth. Workers/R2/D1 developer platform monetization accelerates enterprise adoption as Cloudflare evolves from CDN to full-stack edge compute capturing a $380B TAM. Primary assets. 330+ data centers (120+ countries), 13,000+ in…
- manual · physical-assets
330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth…
- manual · moat
Operates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-08-17 | BUY | Equity | +10% |
| 2026-08-14 | BUY | Equity | +5% |
| 2026-08-13 | BUY | Equity | +3% |
| 2026-08-13 | BUY | CALL option | +88% |
| 2026-08-13 | SELL | CALL option | +100% |
| 2026-07-24 | BUY | Equity | +8% |
| 2026-07-23 | BUY | Equity | +8% |
| 2026-07-17 | BUY | Equity | +18% |
| 2026-07-17 | BUY | Equity | +18% |
| 2026-07-16 | BUY | Equity | +9% |
| 2026-07-16 | BUY | Equity | +9% |
| 2026-07-15 | BUY | Equity | +17% |
| 2026-07-15 | BUY | Equity | +9% |
| 2026-07-15 | BUY | Equity | +17% |
| 2026-07-15 | BUY | Equity | +18% |
| 2026-07-09 | BUY | Equity | +9% |
| 2026-07-08 | BUY | Equity | +17% |
| 2026-07-08 | BUY | Equity | +17% |
| 2026-07-07 | SELL | CALL option | +37% |
| 2026-07-02 | BUY | Equity | +8% |
| 2026-07-02 | BUY | Equity | +8% |
| 2026-06-25 | SELL | Equity | +80% |
| 2026-05-29 | BUY | CALL option | +42% |
| 2026-05-29 | SELL | CALL option | +55% |
Notes
Full portfolio moat / asset analysis
Operates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN to "Connectivity Cloud" platform increases switching costs. Estimated $380B TAM. Revenue growth 28-30% YoY, reaching $2.5B+.
Full portfolio moat / asset analysis
330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth since 2021.
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