Cloudflare announced that its Cloudflare One Secure Access Service Edge (SASE) platform now supports post‑quantum encryption, making it the first SASE solution to offer full post‑quantum compatibility across all network configurations. The update embeds quantum‑resistant cryptographic algorithms directly into the company’s global network, eliminating the need for customers to deploy separate hardware or software upgrades and reducing total cost of ownership.
The launch builds on Cloudflare’s earlier post‑quantum initiatives, including a 2025 cloud‑native post‑quantum Secure Web Gateway and Zero Trust solution. By integrating post‑quantum encryption into the entire SASE stack, the company removes a significant barrier to adoption and simplifies compliance for enterprises that must meet the National Institute of Standards and Technology’s 2030 deadline for deprecating vulnerable algorithms.
Cloudflare’s announcement follows a strong Q4 2025 earnings report in which the company generated $614.5 million in revenue, up 34% year‑over‑year, and reported a non‑GAAP EPS of $0.28 versus an estimate of $0.27. The earnings beat was driven by disciplined cost control and robust demand across core segments, including AI‑driven workloads and enterprise security services.
Management guidance for the first quarter of 2026 projects revenue of $620 million to $621 million and a full‑year 2026 revenue outlook of $2.785 billion to $2.795 billion, reflecting confidence in continued growth. EPS guidance for Q1 2026 is $0.23 versus an estimate of $0.25, and full‑year EPS guidance is $1.11 to $1.12 versus an estimate of $1.19, indicating modest margin pressure but an overall positive outlook.
CEO Matthew Prince emphasized that post‑quantum encryption is baked into the network fabric, making it the default with no added cost. He also highlighted the shift toward AI agents as a new user base for the web, noting that “if agents are the new users of the web, Cloudflare is the platform they run on and the network they pass through.” The company also announced record annual contract value deals, averaging $42.5 million, underscoring strong enterprise demand.
Analysts described the results as a record quarter and continued acceleration into FY26, praising Cloudflare’s ability to combine AI, post‑quantum security, and a global network to serve a growing market of AI‑driven workloads.
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