Cloudflare (NET) reported third-quarter 2026 revenue of $783 million, a 39% year-over-year increase. Non-GAAP operating income reached $137 million, while non-GAAP earnings per share rose to $0.38 from $0.27 in the same period last year. The company raised its full-year profit forecast, citing AI-driven network demand. Cloudflare expects fourth-quarter revenue between $845 million and $846 million, with full-year revenue projected at $2.963 billion to $2.964 billion and full-year non-GAAP operating income between $462 million and $463 million.