Cloudflare, Inc. (NET)
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ZenaTech, Inc.: the filing proof gates that matter now
ZenaTech, Inc. has an official-source baseline, but the report keeps the decision focused on filings: revenue quality, operating income, cash conversion, balance-sheet risk and the next update.
OpenNET: edge-network growth still has to prove durable profit
Cloudflare reported FY2025 revenue of $2.2 billion and Q1 2026 revenue of $639.8 million. The thesis depends on security demand, developer platform adoption, operating leverage, capex discipline and cash conversion.
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