The network infrastructure giant projects 30% year-over-year growth and is betting heavily on AI and stablecoin payments to sustain momentumCloudflare is heading into its Q2 2026 earnings release with revenue guidance of $664M to $665M, reflecting year-over-year growth of roughly 30%. The numbers behind the guidanceCloudflare issued the Q2 guidance during its Q1 2026 earnings call on May 7, 2026. In Q1, the company reported revenue of $639.8M, a 34% year-over-year increase, with non-GAAP EPS of $0.25 on approximately 377 million shares. Cloudflare’s full-year 2026 revenue guidance sits between $2.805B and $2.813B, also reflecting around 30% year-over-year growth. According to Cloudflare’s 2026 App Innovation Report, 74% of leading organizations plan to increase AI integration over the coming year.