2Q Preview: Edge AI Leadership and Platform Strength Driving Durable Momentum-20260729
July 29, 2026 04:01 AM GMT Cloudflare Inc | North America 2Q Preview: Edge AI Leadership and Platform Strength Driving Durable Momentum Channel checks point to another solid qtr for Cloudflare, driven by durable CDN/AppSec and Developer Platform strength. Our recent Edge AI survey further reinforces NET's leadership in distributed AI inference and supports an even more constructive 2H26 outlook. Key Takeaways Best Athlete in Software Continues to Execute Across the Platform. Our latest channel checks sugges ...