Machine traffic passes 50% on Cloudflare, but its bot-paywall has earned nothing yet
FinanceYF5 · x · 2026-10-29
Analysis around Cloudflare's conference: in Q2, non-human traffic on Cloudflare's network crossed 50% for the first time. Its plan to charge AI bots for content access hasn't paid off — no revenue has been announced. What works: a 10M-developer base and fast free bot blocking. Key things to watch in the Nov 5 Q3 earnings: whether developer platform revenue gets reported separately, and whether the first bot-paywall revenue shows up.
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