Cloudflare's 36% growth post-layoffs reveals AI sprinkler economics

Cloudflare's 36% growth post-layoffs reveals AI sprinkler economics

6h ago
SaaStr AI SprinklerAS Gtm_strategy New

The Gist

  • Cloudflare grows 36% to $2.8B run rate after cutting 20% staff
  • Stock now trades at 50x revenue despite recent volatility
  • NRR up to 120% as large customers drive 73% of revenue

RevBots.ai View:

Cost-cutting plus AI feature sprinkles creates short-term financial optics that mask underlying operational fragility.

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