Cloudflare announced its Q4 2025 earnings date and acquired Human Native, an AI data marketplace, to strengthen its content offering for AI companies. It also published a report linking application modernization to AI success. However, Weiss Ratings issued a Sell rating on the stock, citing conflicts of interest among other analysts. Meanwhile, financial commentator Jim Cramer highlighted the stock as a potential buy on weakness. A competitor, IO River, raised significant funding in the same edge computing sector.