Cloudfarm's strong financial report confirms a logic discussed at the end of January: in this wave of software stocks being killed, security software was mistakenly killed. Many original software application scenarios will be replaced by agents in the development of agents. Security is a hard requirement, and the more popular agents are, the higher the security requirements will be. 1. Take a look at Cloudflare's financial report Cloudflare's total revenue increased by 34% to $614.5 million, higher than the average Wall Street analyst expectation of about $590 million. Non GAAP earnings per share were about $0.28, meaning a significant year-on-year growth of 47%, higher than the average Wall Street expectation of about $0.27. Cloudflare's total revenue for the fiscal year 2025 increased by 30% year-on-year to $2.1679 billion. Cloudflare's management expects a total revenue range of $620 million to $621 million for the first quarter of 2021, with a median revenue range significantly higher than Wall Street analysts who have recently raised their average expectations significantly due to the global wave of proxy AI agents triggered by OpenClaw - about $615.5 million. Prince, CEO of CloudFlare, said on the conference call: "The global transformation to AI and agents represents the fundamental restructuring of the Internet, which has innovatively driven the market's strong demand for CloudFlare to connect cloud services and network security technology. If the agent AI agent is a new user of the Internet platform, then Cloudflare is the core platform they run and the network they must pass through. This creates a virtuous flywheel: more proxy AI jobs flow to the Cloudflare Workers subscription platform, driving more code and driving demand for our performance, network security, and network connectivity cloud services. We were established for this moment and the rise of proxy Internet. ” 2. Why is it said that CloudFlare's advantages have been strengthened in the AI era? 1 ）The explosive growth of agentic workloads is currently the biggest structural tailwind: the request volume of AI agents is much higher than that of traditional human users (up to 10 times in some scenarios), and Cloudflare's global edge network+Workers platform happens to be the optimal infrastructure for executing these distributed, low latency, high concurrency proxy tasks. The company has repeatedly referred to it as the "biggest tailwind" in its financial reports and conference calls. 2) It does not bear the cost of GPU but can capture the value of AI traffic: Cloudflare is positioned as a "neutral network layer+edge computing platform". AI companies migrate a lot of reasoning and proxy logic to workers to run, enjoying 10 times the efficiency of the super large-scale cloud, but it does not need Cloudflare to build its own expensive GPU cluster, which forms a significant structural cost advantage and gross margin protection. 3) The simultaneous amplification of security and control requirements: The AI era has brought about massive crawlers, content crawling, data breaches, and new types of attacks. Cloudflare's Zero Trust, Bot Management, AI crawling control (Payper Crawl, Bot Audit, etc.), and content monetization tools have become essential needs for publishers, AI companies, and enterprises. From 2025 to 2026, related feature iterations and acquisitions (such as Human Native) are strengthening this moat. 4) Developer and enterprise dual wheel drive acceleration: AI enables more developers to choose edge serverless (Workers, R2, D1, etc.), while large enterprises increase their spending on Cloudflare due to AI projects (surge in million dollar customers, record ACV). The Q4 2025 financial report clearly reflects: revenue acceleration to 34%, new ACV growth of nearly 50%, and guidance to maintain high growth of 28-29% in 2026. In short, AI is not a threat to replace Cloudflare, but a super catalyst that amplifies its original advantages of global edge scale, integrated platform, low cost and high performance, and developer friendliness. 3. What other security software stocks will benefit from the trend of AI development? In the era of AI (especially against the backdrop of explosive growth in agentic AI, generative AI, and AI agents), the advantages of several pure security software stocks have also been significantly strengthened, similar to Cloudflare's logic: AI not only creates a massive number of new threats (AI driven attacks, data breaches, model poisoning, agent abuse, etc.), but also enables the defense side to achieve automated detection, real-time response, and large-scale protection through AI, forming a dual tail wind. These companies are not like GPU manufacturers who directly burn money to build computing power, but they can capture the surge in security spending brought by AI. Let AI sort out security stocks that benefit from AI trends 1) CrowdStrike (CRWD): The most favored company, often regarded as the "AI era cyber leader". Its Falcon platform deeply integrates AI/ML for threat hunting, endpoint detection response (EDR), and agentic security. The 2025-2026 financial report shows that AI threat intelligence and automated response drive the rapid growth of ARR (23%+), and introduces protection for AI agents. AI has amplified its "single platform" advantage, and analysts believe it is leading in the integration of endpoint+cloud+identity. It is considered by many to be the strongest rebounding cyber stock in 2026. 2) Palo Alto Networks (PANW): The "big brother" of network security, with its Prisma AI platform dedicated to protecting the entire lifecycle of AI applications, models, agents, and data (from development to deployment). New attack vectors in the AI era, such as AI model vulnerabilities, directly benefit its Prisma AIRS and other products. Combined with the next-generation firewall and XDR, AI accelerates its transformation from traditional firewalls to AI driven unified platforms. The market regards it as one of the strongest cyber stocks in the "durable moat" market, with high guidance and acquisition activity in 2026. 3) Zscaler (ZS): The cloud native representative of zero trust architecture, with its AI Security, Zero Trust Everywhere, and Data Security Everywhere pillars having an ARR of over $1 billion (AI Security alone is approaching $500 million and growing rapidly), specializing in AI agent protection, data breach prevention, and cloud/generative AI security. In the era of AI, there is an explosive demand for "ubiquitous zero trust" among enterprises, and the advantages of cloud first+AI enhancement are amplified. Analysts believe that it is the fastest growing and most resilient. There are several security software stocks in the US stock market that are listed on the on chain US stock platform @Transactions can be made on MSX_CN, please follow http://(msx. com)