NET supply chain intelligence for Cloudflare, Inc.: verified suppliers, customers, debt relationships, acquisitions, and ownership data.
Data compiled by Redley Lamar · ChainSifter Intelligence
Cloudflare, Inc. (NET) is shown with relationship data already present in ChainSifter's database. Counts below come from stored supply-chain records and filing/source URLs where available; missing source URLs are not filled in or estimated.
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| USGOV-DEPARTMENT-OF-DEFENSE | USGOV-DEPARTMENT-OF-DEFENSE | 95% | USAspending awards from Department of Defense: $500 across 1 awards. HQ085926FG106 SCALABLE HOMELAND INNOVATIVE ENTERPRISE LAYERED DEFENSE (SHIELD) INITIAL ORDER. | Qwen corrected direction: Explicit… |
| USGOV-GENERAL-SERVICES-ADMINISTRATION | USGOV-GENERAL-SERVICES-ADMINISTRATION | 95% | USAspending awards from General Services Administration: $4,211,281 across 1 awards. 47QFRA23C0001 GOV TOP LEVEL DOMAIN REGISTRY AND DNS SERVICE | Qwen corrected direction: Explicit government contra… |
| CHANNEL-PARTNERS | CHANNEL-PARTNERS | 92% | The following table summarizes the revenue from contracts by type of customer: Three Months Ended March 31, 2026 2025 (dollars in thousands) Amount Percentage of Revenue Amount Percentage of Revenue … |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| NET-DEBT-11223 | Xbrl Convertible | 90% | xbrl convertible detail from xbrl 2025-12-31. |
| NET-DEBT | Debt stack $3.5B | 90% | Market cache reports total debt of $3.5B. |
| NET-DEBT-11222 | Warrants outstanding: 0 | 90% | xbrl warrant detail from xbrl 2021-12-31. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| NET-OWNER-MORGAN-STANLEY | MORGAN STANLEY | 90% | 13F overlay lists MORGAN STANLEY as top holder; 1145 tracked holders. |