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Cloudflare

The web performance & security company [API, Developer Tools, Tech]

Developer Tools·by Cloudflare, Inc.·Launched Jul 2014·0 upvotes·cloudflare.com

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ALIVEverified Aug 27, 2026 · HTTP 200

CohortClass of 2014

What it is

The web performance & security company [API, Developer Tools, Tech]

HTTP liveness

34 probes since Jun 16

Jun 16Aug 27

AliveHard-dead (404/5xx/parked)RedirectedUnverified (timeout/DNS/block)

Observed events

probes · press · GitHub

Aug 26, 2026
VentureBeat
The fix for the AI agent that hijacked a company's DNS: it can propose the change, but it can't approve it
Jul 25, 2026
Hacker News
Cloudflare's new AI traffic options for customers
Jun 16, 2026
First probe — live
Alive · 200 OK
May 26, 2026
Hacker News
Cloudflare Flagship

Funding history

2 rounds

Total raised

$152.1M

Latest valuation

$3.1B

Stage

late

Lead investors: New Enterprise Associates (NEA) · New Enterprise Associates (NEA) · Union Square Ventures · Union Square Ventures · Franklin Templeton Investments

Series E

Mar 2019

Franklin Templeton Investments, New Enterprise Associates (NEA), Union Square Ventures

Valuation: $3.1B

$150.0M

source

Seed

Nov 2009

investors undisclosed

$2.0M

SEC

Data from SEC EDGAR Form D filings and press coverage. Round labels for SEC filings are inferred from filing sequence and amount.

Moat

None apparent

The dossier provides no indication of a durable competitive advantage. Cloudflare is described as a web performance and security company offering API‑only developer tools under a SaaS model with paid and freemium tiers. None of the listed tags, comparables, or press suggest that additional users increase product value, that proprietary data is being collected, or that there is brand, IP, or distribution lock‑in.

This assessment relies on the product description, the tag set (pricing_model, capability, compliance, audience, deployment, business_model), the comparable list (dmarcian, Ory, Warrant, Stytch Passwords, 4Comply), the single press headline “Hacker News: Cloudflare Flagship,” and the observed liveness status indicating the service is alive but not evidencing defensibility.

The lack of a moat leaves Cloudflare exposed to competitive pressure from many similar security/dev‑tools providers and to potential customer churn if pricing or feature differentiation changes. Without network effects, proprietary data, or strong brand signals in the dossier, the product’s defensibility remains minimal.

tagsCloudflare is positioned as a SaaS API‑only developer tool with paid‑only and freemium pricing
descriptionThe dossier contains no mention of network effects, proprietary data accumulation, or unique IP
comparablesComparable products include dmarcian, Ory, Warrant, Stytch Passwords, and 4Comply, indicating a crowded security/dev‑tools space
pressPress coverage is limited to a Hacker News headline titled "Cloudflare Flagship," which does not convey market dominance

0.45 confidence · grounded in 4 sources

Grounded analysis from catalog data, tags, comparables, and press · Jul 2026

Press mentions

3 lifetime · 3 shown

Wed
Aug 26

VentureBeat

The fix for the AI agent that hijacked a company's DNS: it can propose the change, but it can't approve it

venturebeat.com·A security demo showed an AI agent could rewrite a company's DNS via Cloudflare logs, highlighting a prompt‑injection vulnerability.

-1.00

Sat
Jul 25

Hacker News

Cloudflare's new AI traffic options for customers

blog.cloudflare.com·Cloudflare introduced AI-powered traffic management options for its customers.

+1.00

Tue
May 26

Hacker News

Cloudflare Flagship

developers.cloudflare.com·Comments

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