NET Cloudflare
Depreciation Integrity 15
Capex-vs-Demand Gap 60
Insider-Selling Intensity 50
Financing Opacity / Circular Leverage 40
Energy & Diminishing Returns 45
Organic End-User Demand 45
Convergence: Moderate
2 ambers, 1 amber-red, no full reds from sourced data. - Indicator 2 (AI-monetization gap): AMBER–RED — zero AI-specific revenue in SEC filings; entire AI narrative is management assertion. This is the heaviest indicator…
Last updated:
Deep Dossier in Progress

The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.

Key Metrics (engine data)

FY2025 GAAP gross margin:75%Verified sheet
Q4 2025 gross profit / margin:4Verified sheet
Q1 2025 GAAP gross margin:$363Verified sheet
Total FY2025 revenue:$2,167Verified sheet

Layoff Signals

DateHeadcountAI ClaimSummary
2026-051,100 (20%)Company-stated~1,100 (~20%) alongside record revenue; CEO Matthew Prince said AI has made 'an entire category of workers obsolete' and tied the reorg to the 'agentic AI era.'