Cloudflare is poised to report Q1 earnings, amid high expectations from investors for both revenue growth and improved operating margins. The company has made substantial investments in AI infrastructure, including GPU deployment and low-latency inference at the edge. Analysts anticipate a revenue of $379 million and an EPS of $0.13, with a spotlight on enterprise customer retention and usage-based growth. The company's guidance for FY 2025 projects revenue reaching $2.1 billion, indicating a high expectation for performance and innovation under competitive pressure.
Cloudflare has leaned aggressively into AI infrastructure over the past year, including GPU deployment and low-latency inference at the edge, amidst rising competition.
The Q1 results need to thread the needle, revealing how Cloudflare can balance innovation with profitability in a fast-moving tech environment.
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