Cloudflare (NET) Q1 2026 Full Post-Earnings Analysis: 1,100 Layoffs, a $5B ARR Target, and the Cost of an AI-First Reset
Cloudflare (NET) beat Q1 2026 expectations, then announced a 1,100-person AI-first restructuring. This analysis reviews Q1 results, VoidZero, Investor Day, AgentStack, Cloudflare OS, Rule of 50, and whether the moat is narrowing.
