$NET Cloudflare Tape Reports
Per Ticker.id: $NET Cloudflare Tape Reports — 21 podcast mentions across 10 podcasts (30 days), latest 2026-08-25 21:26 UTC.
Now, there aren't really pure-play companies with publicly traded stocks that you can use to play that angle yet. We're all familiar with the names out there, your CrowdStrike, Zscalers, Cloudflare, Rubrik, all of these things. And they all talk a good game on this. But those companies were all founded a long, long time before this new environment. So cybersecurity has already changed fundamentally. And so companies will come to market in the next year, 2 years, 3 years, that have never known a world that wasn't machine controlled. And I think that's where we're heading. So the whole playing field has changed. And again, this is, it will never go back. It's now always going to be machine versus machine. I mean, we are, you know, to all intents and purposes in cybersecurity, we do now live in a Matrix environment where humans have a peripheral involvement, but only peripheral. Machines now, rule the day on this, on this, on the cybersecurity surface.
Alex King — Investing Experts · Don't sleep on software · 2026-08-25Yeah, I would have guessed something like 20, 30. I think today, if you just look across at all of my agents, like, I bet they're doing 1000x more than that, maybe 100 to 1000. If you count some of the things that happen at my company, which isn't like assigned to a human. Yeah, it might easily be more than 1000x, but I think we are the outliers rather than the norm. So I think we are very, very early on this journey. I do think I recently saw, I think it was Cloudflare that said that in their monitoring of web traffic, the AI traffic is about the same as human traffic in terms of page reads, which is slightly different from searches because it includes perhaps all crawlers that are out there and a bunch of other stuff. But I think it's, It's going to happen.
Parag Agrawal — Training Data · Search Was Built for Humans. Parallel's Parag Agrawal Is Rebuilding It for Agents · 2026-08-25Absolutely. —burn down. Well, and it's funny too, because if you think about it, I think and I am not operating anymore, thank God, but I think if I think through it with my operators at ON, I think that it's a weird, just with our basic playing around with Opus 4.6 in an environment that we thought was, it was a cloud container, so it had a policy of no internet access, but it still figured out how to get a tunnel out to Cloudflare, how to get around our controls, and then it started tunneling stuff through DNS. It really reminds me of a long time ago when I was building more high-secure environments. You would always have to go through the list, the threat model, which was like, there's all these things an attacker could do. Yep. And you would always be like, well, there's 20 things here, and realistically, attackers only have the patience for maybe these 5, 'cause we've seen them in the wild, and all this other stuff could be done, but we've never really seen it. And it just seems like these models are really good about going after the stuff that could be done. Right. And so the list of 5 now became the list of 20 and you kind of have to fix everything.
Joel de la Garza — The a16z Show · How Microsoft Is Securing the Agentic Enterprise | Aaron Zollman · 2026-08-21But I do take some comfort in that people, unlike 7, 8 years ago when we first started talking about it, are like, well, it's the internet, what are you going to do about it? Which has sort of been what we've been doing for a good 20 years. Like, no, no, no. We're going to do something about this. And now we got to figure out— but here's what I would say is you got to go upstream. You got to go after Apple and Google. They're hosting these apps. You got to go after the CloudFlares, the infrastructure that is enabling these apps to exist. Visa, MasterCard, if they're being used to pay. Like, there's a whole ecosystem that powers these apps. They don't live in isolation. Go after the ecosystem, man. Like, forget about the bad guy creating the app. There's nothing you can do about that person. They're going to pop up. They're like the street-level dealers. You got to go after the kingpins, right? That's who you go after, and you bash them over the head until they get their act together.
Hany Farid — The 404 Media Podcast · The Future of Deepfakes and the Decline of Reality with Hany Farid · 2026-08-17Hello, today is Sunday, August 16th, and I'm your host, Kim Ka. Wall Street gets a series of fresh reads on the health of the US consumer this week with Walmart, Target, and Home Depot reporting earnings. Home Depot kicks off the retail reports Tuesday, giving investors a look at demand for home improvement as consumers continue to contend with elevated elevated borrowing costs and a sluggish housing market. Target follows Wednesday with investors watching for signs of strength in discretionary spending and an update on the retailer's outlook for the second half of the year. And Walmart is the main event Thursday. Investors will be looking for the retail giant's latest read on consumer spending as well as the impact of tariffs on pricing. The company has topped earnings estimates in 15 of the past 16 quarters. Oppenheimer recently downgraded Walmart to perform from outperform warning that U.S. comparable sales could fall short of expectations. Analyst Rupesh Parekh expects comps of about 3%, below the Street figure of 3.8%. "We expect strong grocery momentum to continue in a more difficult backdrop lately and are modeling a moderation for both the general merchandise and health and wellness categories," he said. Here's how the rest of the earnings calendar shapes up: Baidu reports Tuesday. Analog Devices , Lowe's, and Estée Lauder weigh in on Wednesday. and Alibaba, Deere, and Ross Stores report Thursday. Looking to the economy, the minutes of the last Fed meeting where the FOMC held rates with 3 dissents are due Wednesday. Wells Fargo economists say they expect the minutes to reflect that members are willing to be patient for now when it comes to further progress on inflation, but the bar is low for future rate hikes if inflation does not slow further. Next month's employment and inflation data will go a long way toward deciding the September FOMC meeting. but the path is clearly there for policymakers to once again leave the Fed funds rate unchanged, they added. In the news this weekend, Anthropic is forecasting its 2028 revenue to reach roughly $190 to $200 billion, a figure that will help determine its IPO valuation when the AI startup makes its much-anticipated public debut, Reuters reported. Multiple reference points, including cloud infrastructure firm Cloudflare, enterprise software company Palantir, and newly public SpaceX are under consideration as valuation comps.
Kim Ka — Wall Street Breakfast · Retail earnings put consumers in the spotlight · 2026-08-16That's what Cloudflare said this week.
Carl Quintanilla — Squawk on the Street · 9am Hour: SanDisk CEO, SpaceX Climb Continues, Bond Market Signals 8/14/26 · 2026-08-14He said all that stuff, that's for the enterprise, that's for companies. That's where the real money is. And that's who he's going up against. So you may have been excited about the Anthropic angle. I think the real story is that Zoom's business is now thriving with companies and they're putting up very good numbers. Their product just works better than the alternatives and that matters. And by the way, there's no more excuses. You can't just say, well, Zoom's a consumer product, not with all the stuff that Eric just talked about. Plus, even after the stock's excellent run this year, Zoom trades at just 17.5 times this year's earnings estimates, way too cheap versus its renaissance. So you don't need to worry about being late on this one. Doesn't hurt that Zoom added $1 billion to its buyback in May, bringing the total repurchase authorization to $1.625 billion, more than 5% of the company's current market capitalization. So here's this really important bottom line. We'll know more when Zoom reports again in 2 weeks. But honestly, given that it's cheap, it has the strongest management team, and most importantly, it has the best product for the consumer and for the enterprise, you got a mission to buy it tomorrow. Maybe buy some more after the company reports. Never mind. Oh no, man, we got questions! How dynamite is that? I was thinking I was doing my morning show. David, don't talk to me like that. Okay, let's go to Chris in Virginia. Chris. Hey Jim, I want to ask you about Uber. Um, you know, they exceeded their revenue expectations year over year, but its outlook fell short of the estimates. Um, based on the current risk-reward profile Would you consider Uber a buy today? Why or why not? Okay, I love this question. In my book, How to Make Money in the Market, I listed a couple of companies that I thought were going to be really big. I said that Cloudflare would be big. I said that DoorDash would be big. I said that Airbnb would be big, and I said that Uber would be big. All three of the former, they all worked. I'm telling you, this is number four, and it'll work too. I assume it's a great management team. The product is superior to everybody Everybody else's, and it's easy to use.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/12/26 · 2026-08-12my question is on Fastlane. Fastlane, yeah, Fastman. That thing came back from the abyss. I have to tell you, I still like Cloudflare more, but I hand it to those guys. I I also like Akamai, but Fastly's in the game and it's not easy to be in that game. Now we're going to go to Philip in Arkansas. Philip. Yes, Jim.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/12/26 · 2026-08-12