Cloudflare, Inc. (NET) 今日盘中大跌18.62%，引发了市场的广泛关注。
消息面上，公司此前公布了2026财年第一季度财报，虽然营收与利润均超预期，但给出的第二季度营收指引为6.64亿至6.65亿美元，略低于市场分析师的普遍预估。与此同时，公司宣布将进行大规模重组，计划在全球范围内裁员约20%，涉及超过1,100名员工，以配合其向智能体人工智能优先运营模式的战略转型。
市场分析认为，略逊色的营收指引结合大规模裁员及随之产生的巨额重组费用，引发了投资者对公司短期成本压力与盈利前景的担忧，是导致股价盘中承压跳水的主要原因。公司CEO表示，此次调整核心是为了适配AI时代的企业运营模式，重构内部流程。
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