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A afloat transcript is below.

Before you bargain banal successful Cloudflare, see this:

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*Stock Advisor returns arsenic of March 2, 2026.

This podcast was recorded connected Feb. 13, 2026.

Travis Hoium: Welcome to Motley Fool of Money. I'm Travis Hoium, joined contiguous by Jason Moser and Lou Whiteman, and guys, this is truly erstwhile net play kicks into precocious cogwheel for a batch of the companies that we follow. We privation to bash a rapid-fire look astatine immoderate of the fashionable companies, disruptive companies, and find retired what we learned from the quarter. Jason, what did we larn from Cloudflare? Maybe first, what successful the satellite does Cloudflare do?

Jason Moser: That's a bully question. It's like, hey, what does Salesforce do? It's everywhere, but we don't needfully spot it. The due answer, it does a small spot of a batch of stuff, but primarily, it's seen arsenic a contented transportation level focuses connected exertion improvement and, astir importantly, I think, successful today's time and age, cybersecurity. There is simply a large cybersecurity dynamic to Cloudflare, and it's 1 we adjacent speech a batch astir wrong our quantum leap service, reasoning astir beyond classical computing and into that post-quantum cryptography signifier of beingness that we volition yet deed Travis. Cloudflare is simply a institution that is moving to support america connected that front, arsenic well, but that's the reply successful a nutshell. I deliberation this was different bully 4th that showed that the connection we person been talking, we've been utilizing implicit the past mates of years with Cloudflare and with a fig of endeavor bundle benignant companies. The elongated income cycles, the trepidation of their customers to perpetrate to spending, those days seemed to beryllium good past us. It was different precise coagulated report. They grew revenue, 34% for the quarter, good exceeding their ain guidance, guiding for different tremendous year, 28% gross growth. They thin to underpromise and overdeliver, which is surely priced into the stock, but I deliberation the communicative with Cloudflare truly continues to beryllium ample customers. Those customers that wage implicit $100,000 per year, they truly proceed to thrust results, gross publication successful that conception for the 4th was up 42%, and present contributed 73% of gross successful total, and that's up from 69% from a twelvemonth ago. Then, conscionable to apical it each off, that dollar based nett enlargement complaint of 120%. That was up from 111% from a twelvemonth ago. Very encouraging to spot that not lone bash they motion connected caller customers, but they proceed to truly turn those relationships with customers, arsenic we've seen from that ample lawsuit data.