Is Cloudflare’s Post‑Quantum CA Push And Data Platform Expansion Altering The Investment Case For Cloudflare (NET)?

In early October 2026, Cloudflare announced plans to become a public Certificate Authority with support for both traditional TLS and post-quantum Merkle Tree Certificates, alongside launching Cloudflare Basin, an open, serverless Apache Iceberg–based data platform now generally available. The company also expanded its reach in Europe through a partnership with Deutsche Telekom and reported Q2 2026 revenue of US$696.1 million with a higher large-customer count, while deciding to wind down...