Cloudflare's 11% drop on April 9 was the opening move; Fastly fell 18% and Akamai 12% in the session that followed.
Category: Stock reports
Cloudflare fell 11% on April 9 as Anthropic's Claude Managed Agents threatened the infrastructure layer Cloudflare spent two years building.
IONOS posted its highest EBITDA margin since going public (36.8%), doubled its net customer additions, and guided for 37-38% margins in 2026. CEO Achim Weiss said on the earnings call that AI will account for 50% of incremental revenue in 2026, rising to 80% by 2028.
hosted·ai has raised a $19 million seed round led by Creandum to build GPU virtualization software for service providers - pooling, multi-tenancy, and overcommit for GPU infrastructure. The founding team previously built OnApp (6,000+ cloud deployments, acquired by Virtuozzo) and ran UK2Group ($77M exit).
Hostinger distributed €11.8 million to employees through its stock option program, backed by €275.4 million in 2025 revenue (+51% YoY) and 4.6 million customers. The payout highlights a growing divide in the hosting industry: companies that share equity with employees versus PE-owned operators that optimize for investor returns.
Tucows just put up a better year on paper $390.3m revenue and $50.6m Adjusted EBITDA in FY2025 - while still posting a $75.8m net loss. The gap is mostly financing weight and depreciation from Ting-era infrastructure: $55.3m net interest expense in FY2025 alone. Management’s answer is blunt: sell Ting, then run a simpler, more capital‑light Tucows.
Wix closed at $70.95 on February 12, 2026. In January 2025, the stock was trading around $240–$247 per share and the 52-week high stands at...
Shares of Team Internet Group are down more than 50% year-on-year after a difficult 2025, mostly caused by a sharp reset in the domain monetization...
GoDaddy shares hit a new 52-week low in January 2026. The company beat quarterly estimates with revenue up 10.3% year over year, yet the market...
We went through OVHcloud’s Q1 revenue update press release, the January 8 revenue deck presentation, and Investor Day materials to see what’s really changing and...