On May 7, 2026, Cloudflare reported $639.8 million in Q1 revenue, up 34% year-over-year, and simultaneously announced it was cutting 1,100 employees, approximately 20% of its workforce. The combination of record revenue and mass layoffs attracted significant attention, but the framing CEO Matthew Prince offered is the part worth examining. Prince divided all employees into three categories: builders (engineers), sellers (quota-carrying … Continue reading Cloudflare Called It AI Restructuring. Every Hosting Company Faces the Same Decision.