网络安全与云服务提供商 Cloudflare, Inc. (NET) 第一季度营收为 6.398 亿美元，高于 FactSet 预期的 6.553 亿美元。预计第二季度营收在6.64亿至6.65亿美元之间，而分析师此前的预期为6.653亿美元。
Cloudflare宣布将进行大规模重组，计划在全球范围内裁员约20%，即超过1,100名员工。
此次裁员是Cloudflare向“人工智能优先”运营模式转型的一部分，公司管理层表示这反映了业务重组的战略方向，而非单纯的成本削减。然而，大规模裁员以及预计将集中在第二季度确认的重组费用，引发了投资者对公司短期成本压力与未来盈利能力的担忧。
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