2Q Review: Current Momentum and Incremental Market Opportunities Continue to Put Company in Rare Category for Growth; Raise PT Cloudflare's Q2 results and forward guidance cleared what were already elevated expectations, in our view reinforcing the company's differentiated position of benefiting from broadening AI tailwinds, and more so without the hurdles in relation to either customer concentration or capital intensity that have been a concern for some other companies in our coverage. Revenue growth accel ...