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 … |
| CAPITAL-RESOURCES | CAPITAL-RESOURCES | 62% | to 71% from 76%, for the three months ended March 31, 2026, compared to the three months ended March 31, 2025. The decrease in gross margin was primarily due to the increases in costs mentioned above… |
| DELAWARE-GENERAL-CORPORATION | DELAWARE-GENERAL-CORPORATION | 62% | ing and customer relationship management services. If the software, services, or other technology we rely on become unavailable due to extended outages, the third-party provider disabling our access,… |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| 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. |
| NET-DEBT-11223 | Xbrl Convertible | 90% | xbrl convertible detail from xbrl 2025-12-31. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| NET-OWNER-MORGAN-STANLEY | MORGAN STANLEY | 90% | 13F overlay lists MORGAN STANLEY as top holder; 1145 tracked holders. |