Cathie Wood has strong words about Cloudflare's earnings call

What happened

Cathie Wood said Cloudflare's earnings call ignored stablecoins even though the company is building them into its payments push.

Confirmed

Global impact / market context

If Cloudflare successfully adds stablecoin payments, it could diversify its income, increase transaction volume, and position the firm in the growing digital finance market, affecting investor outlook.

Analyst inference

Cloudflare is expanding into payments by integrating stablecoins, a type of cryptocurrency pegged to a stable asset like the US dollar, which could broaden its service offerings beyond traditional web infrastructure.

Analyst inference

What to watch

1. Whether Cloudflare’s next earnings call will address stablecoin integration, indicating how seriously the company is pursuing its payments strategy. Analyst inference
2. Progress on launching stablecoin‑based payment products, which could affect the company’s revenue streams and attract new enterprise customers. Analyst inference
3. Regulatory developments around stablecoins that might impact Cloudflare’s ability to offer such services and influence its compliance costs. Analyst inference

Affected assets

• ARK — ARK

Evidence

• thestreet.com