该公司今年第三次上调盈利预期，因为人工智能的快速采用继续推动网络服务需求增长。
Inc. lifted its profit forecast for a third time this year as rapid adoption of artificial intelligence continues to boost demand for networking services.
这家网络安全公司现在预计全年每股调整后盈利为1.35美元，此前预测为每股1.25至1.26美元，该公司周四在一份声明中表示。华尔街平均预估为每股1.27美元。
The cybersecurity company now expects adjusted profit of $1.35 a share for the year, up from a previous forecast of $1.25 to $1.26 a share, it said in a statement on Thursday. Wall Street estimated $1.27 a share on average.
“我们加速了增长，实现了近四年来最快的收入增长，同时扩大了盈利能力，”首席执行官马修·普林斯在声明中表示。
“We accelerated growth, delivering our fastest revenue growth in nearly four years, while expanding profitability,” Chief Executive Officer Matthew Prince said in the statement.
截至周四收盘，该股今年已上涨24%，超过了罗素1000指数7.5%的涨幅。周四，Cloudflare与更广泛的抛售潮一同下跌，投资者权衡美国民主党可能大胜对数据中心建设的影响。
Shares had gained 24% this year through Thursday’s close, surpassing the Russell 1000’s 7.5% gain. Cloudflare joined a broader selloff Thursday as investors weighed what a Democratic sweep in the US could mean for data center development.
Cloudflare最近的财务报告反映了涵盖互联网基础设施、安全和开发服务的快速增长业务。网络安全股票总体上今年表现强劲，尽管表现因公司和衡量期而异。然而，Fortinet Inc.下调了全年服务收入展望。
Cloudflare’s recent financial reports have reflected a fast-growing business spanning internet infrastructure, security and development services. Cybersecurity stocks have had a strong year overall, though performance varies by company and measurement period. However, Fortinet Inc. cut its full year service revenue outlook.
AI既是Cloudflare的增长机遇，也是安全挑战。该公司的AI平台包括Workers AI，允许开发者运行模型，以及AI Gateway，用于路由和管理来自多个提供商的模型调用。Cloudflare还将其开发工具定位为应用程序和AI代理，随着更多软件使用，这可能会增加对其基础设施和安全服务的需求。
AI is both a growth opportunity and a security challenge for Cloudflare. The company’s AI platform includes Workers AI, which lets developers run models, and AI Gateway, which routes and manages calls to models from multiple providers. Cloudflare has also positioned its developer tools for applications and AI agents, which could increase demand for its infrastructure and security services as more software uses.
Cloudflare在5月表示，将削减五分之一的员工，作为向专注于AI代理的运营模式转型的一部分。
Cloudflare said in May it would cut a fifth of its workforce as part of a shift to an operating model focused on AI agents.