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ADSK vs NET

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Autodesk Inc and Cloudflare, Inc. Class A common stock, par value $0.001 per share

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Daily close · 2026-11-13

Price return

Both stocks start at 0% on the first shared trading day.

ADSK-10.92%
NET309.99%
Price return: ADSK and NETHistorical recorded observations on the same scale. Missing metrics leave gaps.-81%44%169%294%418%202120222023202420252026

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Split-adjusted closing prices. Dividends are excluded.Year ranges begin January 1 of the end year minus the selected years.
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CONTEXT ATTACHEDADSK + NETPrices, financials and SEC filing evidence

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Similarity
26.2%
6 shared / 17 total tags

How similar are their businesses?

The score compares business activities in annual filings released in 2025. Core activities receive four times the weight of material activities. Industries that fewer companies share carry more weight.

Artificial intelligenceDeveloper ToolsEnterprise SoftwareSaaSSoftwareTechnology
How we measure overlap ↗
The businesses behind the score

Industry overlap

Filing-derived business activity overlapCounts of retained positive business classifications. Circle sizes do not encode the counts or the weighted similarity score.ADSK only4Shared6NET only7

ADSK only · 4

Shared activities · 6

NET only · 7

View all 7 activitiesShow fewer activities
Positive activities from the two selected annual filings. Expand each group to view all its activities, or use the complete table below. These are classification sets, not revenue shares. The weighted similarity score also accounts for exposure and how common each activity is.
Show business activity table · 17 rows, 3 columns

Core activities receive full weight; material activities receive one quarter. Select a tag to read the filing evidence.

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Artificial intelligence

ADSK Material

Annual filing released 2025-03-06 · GPT 6 Luna

In fiscal 2024, we launched the first set of capabilities in Autodesk Forma, an industry cloud that unifies workflows across the teams that design, build, and operate the built environment. Autodesk Forma’s initial capabilities enable the early-stage planning and design process with automation and Artificial Intelligence (“AI”)-powered insights that simplify the exploration of design concepts, offload repetitive tasks, and help evaluate environmental qualities surrounding a building site. In fiscal 2023, we acquired a cloud-connected, extended reality (XR) platform enabling AECO professionals to present, collaborate and review projects in immersive and interactive experiences, from anywhere and at any time.
One example of these shared capabilities is Autodesk AI. We have been investing in AI for over a decade. Our focus is on building AI capabilities that add value to our customers’ workloads through augmentation, automation and analysis.
Read the annual filing ↗

NET Material

Annual filing released 2025-02-20 · GPT 6 Luna

Our primary developer-based solutions include products categorized for AI, compute, storage & databases, and media. AI •Workers AI: Enables developers to run machine learning models, powered by serverless GPUs, on our global network. •Vectorize: Allows developers to easily store and query embeddings, representations of values or objects commonly consumed by machine learning models. •AI Gateway: Provides observability, caching, security, and routing features for AI applications. Compute •Cloudflare Workers: Allows developers to augment existing applications or create entirely new ones through a lightweight execution environment without configuring or maintaining infrastructure. •Cloudflare Pages: Allows front-end developers to quickly and easily build, collaborate on, and deploy websites. Storage & Databases •R2 Object Storage: Provides global object storage without egress frees. •Workers
KV: Helps developers manage states for their applications with a globally distributed key-value storage. •Durable Objects: Enables a customer to build and run collaborative applications, such as chat rooms, games, and whiteboards, on our global network. •D1: Enables developers to create serverless SQL databases. •Hyperdrive: Accelerates queries to databases by caching frequent query responses, maintaining primed connection pools, and optimizing routing. Media •Cloudflare Stream: Enables live and on-demand video streaming from our global network. •Cloudflare Images: Provides an end-to-end solution to cost-effectively build and maintain image infrastructure. •Cloudflare Calls: Enables developers to build real-time audio and video applications. Consumer Offerings Our consumer products make it easy for individuals to have a performant and secure Internet experience.
Read the annual filing ↗

Developer Tools

ADSK Material

Annual filing released 2025-03-06 · GPT 6 Luna

For example, we have established the Autodesk Platform Services to support innovators that build solutions to facilitate the development of a single connected ecosystem for the future of how things are designed, made, and used. Autodesk Platform Services facilitates the development of a single connected ecosystem for integrating Autodesk applications with other enterprise, web, and mobile solutions. COMPETITION
One of our key strategies is to maintain an API based architecture of our software products to facilitate third-party development of complementary products and industry-specific software solutions. This approach enables customers and third parties to customize solutions for a wide variety of highly specific uses. We offer several programs that provide strategic investment funding, technological platforms, user communities, technical support, forums, and events to developers who develop add-on applications for our products. For example, we have established the Autodesk Platform Services to support innovators that build solutions to facilitate the development of a single connected ecosystem for the future of how things are designed, made, and used.
Read the annual filing ↗

NET Material

Annual filing released 2025-02-20 · GPT 6 Luna

Customers expand their relationships with us by upgrading to premium plans, increasing their usage of our products, or adding products from our different suites of products or across the same product suite. •Develop New Products and Solutions: We continue to invest in new product development and building new solutions for our existing customers and potential new customers, and as we onboard more customers and more traffic on our network, our ability to identify promising new avenues for innovation improves. •Extend Our Developer Solutions Strategy: We have seen a growing number of customers that have chosen to bring applications to market using our developer-based solutions, including Cloudflare Workers. This has opened up an entirely new market for us: storage and compute.
•Cloud Email Security: Protects users of a corporate network from phishing, business email compromise, and email supply chain attacks. •Data Loss Prevention: Inspects HTTP/S traffic for sensitive data like personally identifiable information (PII) and prevents exfiltration of customer information with allow or block policies. Developer-based Solutions By leveraging our serverless platform, developers can build serverless applications on our network that scale without needing to spend time and effort on infrastructure or operations. This enables developers to deliver more performant applications that have global scale, all while improving their productivity.
Read the annual filing ↗

Enterprise Software

ADSK Core

Annual filing released 2025-03-06 · GPT 6 Luna

We are a global leader in 3D design, engineering and entertainment technology solutions, spanning architecture, engineering, construction, product design, manufacturing, media, and entertainment. Our customers design, fabricate, manufacture, and build anything by visualizing, simulating, and analyzing real-world performance early in the design process. These capabilities allow our customers to foster innovation, optimize their designs, streamline their manufacturing and construction processes, save time and money, improve quality, deliver more sustainable outcomes, communicate plans, and collaborate with others. Our professional software products are sold globally through a combination of indirect and direct channels. Corporate Information
We sell our products and services globally, through a combination of direct and indirect channels. We transact directly with our enterprise and named account customers, with customers through our online Autodesk branded store, and with certain customers through our new transaction model whereby Solution Providers provide a quote to customers but the actual transaction occurs directly between Autodesk and the customer. We introduced the new transaction model for our token-based Flex offering in North America, and certain countries in EMEA, and APAC during fiscal 2023 and 2024. Most of our subscription offerings transitioned to the new transaction model in Australia during fiscal 2024. In fiscal 2025, we transitioned most of our indirect business to the new transaction model in our major markets.
Read the annual filing ↗

NET Material

Annual filing released 2025-02-20 · GPT 6 Luna

Our full suite of products consists of (1) our website and application services to deliver security, performance, and reliability for an organization's websites, applications, and application programming interfaces (APIs), (2) our secure access service edge (SASE) platform, which contains our suite of Zero Trust and network services solutions to help ensure traffic in and out of an organization’s internal network and devices is verified and authorized as well as to securely connect data centers, cloud services, and branch offices to an organization with our Connectivity Cloud, (3) our developer-based solutions to build and deploy serverless applications with scale, performance, security and reliability, and (4) our consumer offerings. Website and Application Services 10 Table of contents
This symbiotic relationship that we have with ISPs and the efficiency of our serverless network architecture allows us to introduce new products on our network at low marginal cost. We generate revenue primarily from sales to our customers of subscriptions to access our network and products. We offer a variety of plans to our free and paying customers depending on their required features and functionality. •Contracted customers. Our contracted customers, which consist of customers that enter into contracts for our Enterprise subscription plan, have contracts that typically range from one to three years and are typically billed on a monthly or annual basis. Our agreements with contracted customers are tailored and priced to meet their varying needs and requirements.
Read the annual filing ↗

SaaS

ADSK Material

Annual filing released 2025-03-06 · GPT 6 Luna

As part of Autodesk Construction Cloud, Build connects data originating in design and preconstruction to the construction and operations phase, allowing users to identify, manage and de-risk project decisions. •BIM Collaborate Pro Autodesk BIM Collaborate Pro is cloud-based design collaboration and design management software that enables teams to: organize project data, democratize access, and connect; improve project visibility to deliver on time; and work together on increasingly complex projects. •Building Connected BuildingConnected is a SaaS preconstruction solution that combines the largest real-time, construction network with an easy-to-use tool that helps general contractors and owners streamline subcontractor qualification, and the bid and risk management process. •Revit
Table of Contents Fiscal Year Ended January 31, 2025 Change compared to prior fiscal year Fiscal Year Ended January 31, 2024 Management Comments (in millions, except percentages) $ % Net revenue: Subscription $ 5,717 $ 601 12 % $ 5,116 Increase due to growth in subscription renewal revenue. Also contributing to the growth was an increase in revenue from Cloud Service offerings. Maintenance 41 (13) (24) % 54 Total subscription and maintenance revenue 5,758 588 11 % 5,170 Other 373 46 14 % 327 $ 6,131 $ 634 12 % $ 5,497
Read the annual filing ↗

NET Core

Annual filing released 2025-02-20 · GPT 6 Luna

Customers are therefore looking to consolidate behind a single, global provider that operates in the cloud — what has been described as a “Connectivity Cloud". Cloudflare is a leader in this Connectivity Cloud category. We deliver a broad range of services to businesses of all sizes and in all geographies — making them more secure, enhancing the performance of their business-critical applications, and eliminating the cost and complexity of managing individual network hardware. Our network serves as a scalable, easy-to-use, unified control plane to deliver security, performance, and reliability across on-premises, hybrid, cloud, and software-as-a-service (SaaS) applications.
Usage-based consideration is primarily related to fees charged for the Company’s customer’s use of excess bandwidth when accessing the Company’s network and products in a given period and is recognized as revenue in the period in which the usage occurs. Subscription and Support Revenue The Company generates revenue primarily from sales to its customers of subscriptions to access its network and products, together with related support services. Arrangements with customers generally do not provide the customer with the right to take possession of the Company’s software operating its global network and products at any time. Instead, customers are granted continuous access to the Company’s global network and products over the contractual period. Access to the Company’s network and products is considered a monthly series comprising one performance obligation.
Read the annual filing ↗

Software

ADSK Core

Annual filing released 2025-03-06 · GPT 6 Luna

We are a global leader in 3D design, engineering and entertainment technology solutions, spanning architecture, engineering, construction, product design, manufacturing, media, and entertainment. Our customers design, fabricate, manufacture, and build anything by visualizing, simulating, and analyzing real-world performance early in the design process. These capabilities allow our customers to foster innovation, optimize their designs, streamline their manufacturing and construction processes, save time and money, improve quality, deliver more sustainable outcomes, communicate plans, and collaborate with others. Our professional software products are sold globally through a combination of indirect and direct channels. Corporate Information
1. Business and Summary of Significant Accounting Policies Business Autodesk, Inc. (“Autodesk” or the “Company”) is a global leader in 3D design, engineering and entertainment technology solutions, spanning architecture, engineering, construction, product design, manufacturing, media, and entertainment. The Company’s sophisticated software products, offered through a hybrid of desktop and cloud functionality, enable its customers to design, fabricate, manufacture, and build anything by visualizing, simulating, and analyzing real-world performance early in the design process. These capabilities allow our customers to foster innovation, optimize their designs, streamline their manufacturing and construction processes, save time and money, improve quality, deliver more sustainable outcomes, communicate plans, and collaborate with others.
Read the annual filing ↗

NET Core

Annual filing released 2025-02-20 · GPT 6 Luna

Our developer offerings are attractive in the market because of our architecture and the power of our network, and we believe adoption of these offerings will continue to grow as we further invest in them. Our Products We deliver a suite of deeply integrated products that serve as a unified control plane for our customers, allowing them to build, connect, and secure web applications and corporate infrastructure. Customers can quickly and easily join Cloudflare by using just one of our products and then expand their usage of Cloudflare over time by adding additional products.
This symbiotic relationship that we have with ISPs and the efficiency of our serverless network architecture allows us to introduce new products on our network at low marginal cost. We generate revenue primarily from sales to our customers of subscriptions to access our network and products. We offer a variety of plans to our free and paying customers depending on their required features and functionality. •Contracted customers. Our contracted customers, which consist of customers that enter into contracts for our Enterprise subscription plan, have contracts that typically range from one to three years and are typically billed on a monthly or annual basis. Our agreements with contracted customers are tailored and priced to meet their varying needs and requirements.
Read the annual filing ↗

Technology

ADSK Core

Annual filing released 2025-03-06 · GPT 6 Luna

We are a global leader in 3D design, engineering and entertainment technology solutions, spanning architecture, engineering, construction, product design, manufacturing, media, and entertainment. Our customers design, fabricate, manufacture, and build anything by visualizing, simulating, and analyzing real-world performance early in the design process. These capabilities allow our customers to foster innovation, optimize their designs, streamline their manufacturing and construction processes, save time and money, improve quality, deliver more sustainable outcomes, communicate plans, and collaborate with others. Our professional software products are sold globally through a combination of indirect and direct channels. Corporate Information
1. Business and Summary of Significant Accounting Policies Business Autodesk, Inc. (“Autodesk” or the “Company”) is a global leader in 3D design, engineering and entertainment technology solutions, spanning architecture, engineering, construction, product design, manufacturing, media, and entertainment. The Company’s sophisticated software products, offered through a hybrid of desktop and cloud functionality, enable its customers to design, fabricate, manufacture, and build anything by visualizing, simulating, and analyzing real-world performance early in the design process. These capabilities allow our customers to foster innovation, optimize their designs, streamline their manufacturing and construction processes, save time and money, improve quality, deliver more sustainable outcomes, communicate plans, and collaborate with others.
Read the annual filing ↗

NET Core

Annual filing released 2025-02-20 · GPT 6 Luna

Customers are therefore looking to consolidate behind a single, global provider that operates in the cloud — what has been described as a “Connectivity Cloud". Cloudflare is a leader in this Connectivity Cloud category. We deliver a broad range of services to businesses of all sizes and in all geographies — making them more secure, enhancing the performance of their business-critical applications, and eliminating the cost and complexity of managing individual network hardware. Our network serves as a scalable, easy-to-use, unified control plane to deliver security, performance, and reliability across on-premises, hybrid, cloud, and software-as-a-service (SaaS) applications.
Note 1. Organization and Basis of Presentation Organization and Description of Business Cloudflare, Inc. (the Company, Cloudflare, we, us, or our) is a global cloud services provider that delivers a broad range of services to businesses of all sizes and in all geographies, making them more secure, enhancing the performance of their business-critical applications, and eliminating the cost and complexity of managing individual network hardware. Cloudflare’s network serves as a scalable, easy-to-use, unified control plane to deliver security, performance, and reliability across on-premises, hybrid, cloud, and software-as-a-service (SaaS) applications. The Company was incorporated in Delaware in July 2009.
Read the annual filing ↗

Collaboration Software

ADSK Material

Annual filing released 2025-03-06 · GPT 6 Luna

As part of Autodesk Construction Cloud, Build connects data originating in design and preconstruction to the construction and operations phase, allowing users to identify, manage and de-risk project decisions. •BIM Collaborate Pro Autodesk BIM Collaborate Pro is cloud-based design collaboration and design management software that enables teams to: organize project data, democratize access, and connect; improve project visibility to deliver on time; and work together on increasingly complex projects. •Building Connected BuildingConnected is a SaaS preconstruction solution that combines the largest real-time, construction network with an easy-to-use tool that helps general contractors and owners streamline subcontractor qualification, and the bid and risk management process. •Revit
On March 15, 2024, Autodesk acquired 100% of the PIX business of X2X, LLC (“PIX”), a production management solution for secure review and content collaboration in the media and entertainment industry for total consideration of $266 million in cash. The acquisition is expected to foster broader collaboration and communication, as well as help drive greater efficiencies, in the production process.
Read the annual filing ↗

NET Not tagged

Annual filing released 2025-02-20 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

Read the annual filing ↗

Financial Infrastructure

ADSK Material

Annual filing released 2025-03-06 · GPT 6 Luna

Date of closing Company Details May 2024 Aether Media, Inc. (“Aether”) With the acquisition, Autodesk expects to enhance artificial intelligence capabilities for Autodesk’s visual effects (“VFX”) creation tools and democratize high end VFX work on Autodesk’s Flow platform. March 2024 PIX business of X2X, LLC ("PIX") The acquisition will help foster broader collaboration and communication, as well as help drive greater efficiencies in the production process. February 2024 Payapps Limited ("Payapps") This acquisition will deepen Autodesk Construction Cloud’s footprint and provide a robust payment management offering to serve the needs of general contractors and trade contractors. Through automating the application of the payment process, Payapps’ solution provides greater transparency, reduces risk and helps accelerate time-to-payment.
To support our strategic priority of digital transformation in Architecture, Engineering, Construction and Operations (“AECO”), we are strengthening our AECO solutions’ foundation with both organic and inorganic investments. In the first quarter of fiscal 2025, we acquired Payapps Limited (“Payapps”), a leading cloud-based software platform for managing construction-related payments. This acquisition will deepen Autodesk Construction Cloud’s footprint and provide a robust payment management offering to serve the needs of general contractors and trade contractors. Through automating the application of the payment process, Payapps’ solution provides greater transparency, reduces risk and helps accelerate time-to-payment.
Read the annual filing ↗

NET Not tagged

Annual filing released 2025-02-20 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

Read the annual filing ↗

Industrial Automation

ADSK Material

Annual filing released 2025-03-06 · GPT 6 Luna

In manufacturing, our strategy is to combine organic and acquired software in existing and adjacent verticals to create end-to-end, cloud-based solutions for our customers that drive efficiency and sustainability. We continue to attract global manufacturing leaders and disruptive startups with our generative design and cloud-based Fusion that converges the design process with manufacturing. In fiscal 2024, we acquired a provider of simulation technology that enables factory and logistics center operators to optimize their processes. In fiscal 2023, we acquired a maker of software for optimizing manufacturing processes with automation and digitization from the shop floor upward that provides a real-time system of record for data collection, management, and analysis.
Read the annual filing ↗

NET Not tagged

Annual filing released 2025-02-20 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

Read the annual filing ↗

Payments

ADSK Material

Annual filing released 2025-03-06 · GPT 6 Luna

Date of closing Company Details May 2024 Aether Media, Inc. (“Aether”) With the acquisition, Autodesk expects to enhance artificial intelligence capabilities for Autodesk’s visual effects (“VFX”) creation tools and democratize high end VFX work on Autodesk’s Flow platform. March 2024 PIX business of X2X, LLC ("PIX") The acquisition will help foster broader collaboration and communication, as well as help drive greater efficiencies in the production process. February 2024 Payapps Limited ("Payapps") This acquisition will deepen Autodesk Construction Cloud’s footprint and provide a robust payment management offering to serve the needs of general contractors and trade contractors. Through automating the application of the payment process, Payapps’ solution provides greater transparency, reduces risk and helps accelerate time-to-payment.
On February 20, 2024, Autodesk acquired 100% of the outstanding stock of Payapps Limited (“Payapps”), a leading cloud-based software platform for managing construction-related payments, for total consideration of $387 million in cash. Of the total consideration transferred, $381 million is considered purchase consideration. The remaining amount of $6 million was recorded in “Prepaid expenses and other current assets” and “Long-term other assets” on our Consolidated Balance Sheets and will be amortized to compensation expense using the straight-line method over the vesting period. Autodesk expects to deepen Autodesk Construction Cloud’s footprint and provide a robust payment management offering to serve the needs of general contractors and trade contractors.
Read the annual filing ↗

NET Not tagged

Annual filing released 2025-02-20 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

Read the annual filing ↗

AI infrastructure

ADSK Not tagged

Annual filing released 2025-03-06 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

Read the annual filing ↗

NET Material

Annual filing released 2025-02-20 · GPT 6 Luna

and •our ongoing deployment of graphics processing units (GPUs) across our global network of servers, which will help our customers build performant AI into their applications natively. Growth Strategy Key elements of our growth strategy include: •Acquire New Customers: We believe that anyone that relies on the Internet to deliver products, services, or content or to operate a business can be a Cloudflare customer. We plan to continue to grow our customer base across all of our offerings—contracted, pay-as-you-go, and free. ◦Contracted and Pay-As-You-Go: We are focused on the continued growth of our paying customer base, particularly contracted customers (our customers on an Enterprise plan) and large customers.
Our primary developer-based solutions include products categorized for AI, compute, storage & databases, and media. AI •Workers AI: Enables developers to run machine learning models, powered by serverless GPUs, on our global network. •Vectorize: Allows developers to easily store and query embeddings, representations of values or objects commonly consumed by machine learning models. •AI Gateway: Provides observability, caching, security, and routing features for AI applications. Compute •Cloudflare Workers: Allows developers to augment existing applications or create entirely new ones through a lightweight execution environment without configuring or maintaining infrastructure. •Cloudflare Pages: Allows front-end developers to quickly and easily build, collaborate on, and deploy websites. Storage & Databases •R2 Object Storage: Provides global object storage without egress frees. •Workers
Read the annual filing ↗

Analytics

ADSK Not tagged

Annual filing released 2025-03-06 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

Read the annual filing ↗

NET Material

Annual filing released 2025-02-20 · GPT 6 Luna

Cloudflare offers a suite of website and application services products to help ensure that Internet properties such as websites, applications, and APIs that are exposed to the Internet are safe from attack, and are fast and reliable. This suite of products also includes analytics products to provide a customer with the ability to build customized analytics to provide insights and intelligence to further protect and accelerate their Internet properties, such as monitoring threats, searching for specific search engine crawlers, understanding DNS query traffic, and analyzing real time data traffic. Website and Application Security We provide an integrated cloud-based security solution designed to secure any combination of platforms, including public cloud, private cloud, on-premises, SaaS applications, and “Internet of things” devices.
(API Shield): Keeps customer APIs secure and productive with API discovery, integrated API management and analytics, and layered API defenses. •SSL / TLS Encryption: Manages encrypted secure socket layer (SSL) and transport layer security (TLS) web traffic to prevent data theft and tampering to improve security as well as application and website productivity.
Read the annual filing ↗

Cloud Computing

ADSK Not tagged

Annual filing released 2025-03-06 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

Read the annual filing ↗

NET Material

Annual filing released 2025-02-20 · GPT 6 Luna

Customers expand their relationships with us by upgrading to premium plans, increasing their usage of our products, or adding products from our different suites of products or across the same product suite. •Develop New Products and Solutions: We continue to invest in new product development and building new solutions for our existing customers and potential new customers, and as we onboard more customers and more traffic on our network, our ability to identify promising new avenues for innovation improves. •Extend Our Developer Solutions Strategy: We have seen a growing number of customers that have chosen to bring applications to market using our developer-based solutions, including Cloudflare Workers. This has opened up an entirely new market for us: storage and compute.
In addition, we believe we are increasingly competing with public cloud vendors for storage and compute workloads as more third-party developers utilize our serverless platform. Because of the efficiency of our Cloudflare Workers product, we are able to offer it at prices that are highly competitive with public cloud vendors, and because it is distributed across our entire network, it enables the development of applications that were not previously possible on the traditional public cloud.
Read the annual filing ↗

Cybersecurity

ADSK Not tagged

Annual filing released 2025-03-06 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

Read the annual filing ↗

NET Core

Annual filing released 2025-02-20 · GPT 6 Luna

Cloudflare offers a suite of website and application services products to help ensure that Internet properties such as websites, applications, and APIs that are exposed to the Internet are safe from attack, and are fast and reliable. This suite of products also includes analytics products to provide a customer with the ability to build customized analytics to provide insights and intelligence to further protect and accelerate their Internet properties, such as monitoring threats, searching for specific search engine crawlers, understanding DNS query traffic, and analyzing real time data traffic. Website and Application Security We provide an integrated cloud-based security solution designed to secure any combination of platforms, including public cloud, private cloud, on-premises, SaaS applications, and “Internet of things” devices.
Our primary website and application security product offerings include: •Web Application Firewall (WAF): Protects a customer’s Internet properties from common vulnerabilities like SQL injection attacks, cross-site scripting, and cross-site forgery requests, with no changes to the customer’s existing infrastructure. •Bot Management: Detects and manages undesired or malicious Internet traffic generated by malicious software programs called bots, while still allowing useful bots to access Internet properties through machine learning and behavioral analytics. •Distributed Denial of Service (DDoS) Protection: Protects a customer’s website applications from DDoS attacks, which are malicious attempts to disrupt the normal operations of an application, targeted server, service or network by overwhelming the target or its surrounding infrastructure with a flood of Internet traffic. •API Security
Read the annual filing ↗

Database

ADSK Not tagged

Annual filing released 2025-03-06 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

Read the annual filing ↗

NET Material

Annual filing released 2025-02-20 · GPT 6 Luna

Our primary developer-based solutions include products categorized for AI, compute, storage & databases, and media. AI •Workers AI: Enables developers to run machine learning models, powered by serverless GPUs, on our global network. •Vectorize: Allows developers to easily store and query embeddings, representations of values or objects commonly consumed by machine learning models. •AI Gateway: Provides observability, caching, security, and routing features for AI applications. Compute •Cloudflare Workers: Allows developers to augment existing applications or create entirely new ones through a lightweight execution environment without configuring or maintaining infrastructure. •Cloudflare Pages: Allows front-end developers to quickly and easily build, collaborate on, and deploy websites. Storage & Databases •R2 Object Storage: Provides global object storage without egress frees. •Workers
KV: Helps developers manage states for their applications with a globally distributed key-value storage. •Durable Objects: Enables a customer to build and run collaborative applications, such as chat rooms, games, and whiteboards, on our global network. •D1: Enables developers to create serverless SQL databases. •Hyperdrive: Accelerates queries to databases by caching frequent query responses, maintaining primed connection pools, and optimizing routing. Media •Cloudflare Stream: Enables live and on-demand video streaming from our global network. •Cloudflare Images: Provides an end-to-end solution to cost-effectively build and maintain image infrastructure. •Cloudflare Calls: Enables developers to build real-time audio and video applications. Consumer Offerings Our consumer products make it easy for individuals to have a performant and secure Internet experience.
Read the annual filing ↗

Networking

ADSK Not tagged

Annual filing released 2025-03-06 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

Read the annual filing ↗

NET Core

Annual filing released 2025-02-20 · GPT 6 Luna

ecurity-as-a-service solution that is designed to be secure, fast, reliable, and define the future of the corporate network. Whereas some large companies had built their own proprietary networks to control and protect their employees working in virtual space, that model had significant limitations, including a price tag that was prohibitive for most companies and an inability to adapt well to increased use of mobile devices and remote work. By leveraging the public Internet, Cloudflare’s SASE platform brings together in a single pane of glass how employees connect, on-ramps for branch offices, secure connectivity for applications, and controlled access to SaaS applications. Network Services These products help our customers connect, secure, and accelerate their corporate networks, without the need to manage legacy network hardware.
This effectively enables Cloudflare to act as a secure wide area network (WAN) for all entities on a corporate network regardless of what device they use or where they are located. •Magic WAN: Connects and routes traffic between different networks within an enterprise, which are often broadly geographically dispersed, across Cloudflare's global network. •Magic Transit: Extends the benefits of our network to customers' on-premises and data center networks.
Read the annual filing ↗

Telecommunications

ADSK Not tagged

Annual filing released 2025-03-06 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

Read the annual filing ↗

NET Material

Annual filing released 2025-02-20 · GPT 6 Luna

ecurity-as-a-service solution that is designed to be secure, fast, reliable, and define the future of the corporate network. Whereas some large companies had built their own proprietary networks to control and protect their employees working in virtual space, that model had significant limitations, including a price tag that was prohibitive for most companies and an inability to adapt well to increased use of mobile devices and remote work. By leveraging the public Internet, Cloudflare’s SASE platform brings together in a single pane of glass how employees connect, on-ramps for branch offices, secure connectivity for applications, and controlled access to SaaS applications. Network Services These products help our customers connect, secure, and accelerate their corporate networks, without the need to manage legacy network hardware.
This effectively enables Cloudflare to act as a secure wide area network (WAN) for all entities on a corporate network regardless of what device they use or where they are located. •Magic WAN: Connects and routes traffic between different networks within an enterprise, which are often broadly geographically dispersed, across Cloudflare's global network. •Magic Transit: Extends the benefits of our network to customers' on-premises and data center networks.
Read the annual filing ↗
What each company does

Compare the businesses

Autodesk Inc

ADSK · XNAS

Autodesk, Inc. provides 3D design, engineering, and entertainment technology solutions worldwide. It offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution; Autodesk Build, a toolset for managing, sharing, and accessing project documents for streamlined workflows between the office, trailer, and jobsite; Revit, a software built for building information modeling to help professionals design, build, and maintain energy-efficient buildings; Autodesk BIM Collaborate Pro, cloud-based design collaboration and design management software; BuildingConnected, a SaaS preconstruction solution; and Tandem, a cloud-based platform that transforms the built asset lifecycle. The company also provides AutoCAD software, a customizable and extensible CAD application for professional design, drafting, detailing, and visualization; AutoCAD LT, a drafting and detailing software; Fusion, a 3D CAD, computer-aided manufacturing, and computer-aided engineering tool; Inventor, a software solution that offers a set of tools for 3D mechanical design, simulation, analysis, tooling, visualization, and documentation; product design and manufacturing collection tools; and Vault, a data management software for managing data in one central location, accelerate design processes, and streamline internal/external collaboration. It offers Flow Production Tracking, a cloud-based production management software; Maya software that offers 3D modeling, animation, effects, rendering, and compositing solutions for film and video artists, game developers, and design visualization professionals; Media and Entertainment Collection that offers end-to-end creative tools for entertainment creation; and 3ds Max software, which provides 3D modeling, animation, and rendering solutions. The company sells its products and services through a network of resellers and distributors. The company has a strategic alliance with Eaton Corporation plc for the development of AI-Powered Digital Energy Twin and Software Tools. Autodesk, Inc. was incorpora

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Cloudflare, Inc. Class A common stock, par value $0.001 per share

NET · XNYS

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and website and application security products comprising web application firewall, bot management, distributed denial of service protection, API security, SSL/TLS encryption, script management, security center, and rate limiting products. It also offers website and application performance solutions, such as content delivery, load balancing, DNS, agro smart routing, video stream delivery, web optimization, cache reserve, cloudfare waiting room, and cloudfare data localization suite; SASE platform combines network services and Zero Trust security products that provides a cloud-based network-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services, including cloudflare access and gateway, remote browser isolation, cloud access security broker, cloud email security, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, cloudfare stream, cloudfare images, and cloudflare calls; and consumer offerings, such as 1.1.1.1, a DNS resolver, WARP, a virtual private network, and cloudfare registrar that secures registration and management of domain names. The company serves customers in the technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. Cloudflare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

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Show fundamentals table · 11 rows, 3 columns
MetricADSKNET
ExchangeXNASXNYS
SectorTechnologyTechnology
IndustrySoftware - ApplicationSoftware - Infrastructure
Market observation2026-11-132026-11-13
Closing price (USD)$264.42$305.81
Market cap (USD)$55.26B$108.89B
P/E (TTM)33.66×Unavailable
Latest annual period2026-01-312025-12-31
Revenue (annual, USD)$7.21B$2.17B
Net income (annual, USD)$1.12B$-102.27M
Gross margin (annual)90.98%74.51%

USD values from stored observations. Fiscal period endings and availability dates may differ.

ADSK period ended 2026-01-31 · available 2026-03-03 · SEC filing ↗NET period ended 2025-12-31 · available 2026-02-26 · SEC filing ↗

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Price return uses split-adjusted daily closes and excludes dividends. Both stocks start on the first shared trading day within the selected window. Unavailable metrics leave gaps.

Financials use SEC canonical statements available by the displayed cutoff, retaining each company's fiscal period end. Annual and quarterly amounts are shown separately. P/E is unavailable when earnings do not support a positive ratio.

Business overlap uses industry tags from annual filings released in 2025. Each core activity receives full weight; each material activity receives one quarter of that weight. Rarer industries carry more weight. We sum the smaller exposure for each shared activity and divide it by the sum of the larger exposure for every activity in either company. This measures business overlap, rather than price correlation or expected returns.

Search eligibility requires distinct issuers, a shared core category and at least 20% weighted overlap, supported by industry or sector evidence and specific business activities. Broad classifications require stronger overlap within the same sector. Comparisons also need at least 252 shared price observations within two years, recent trading and a common sourced revenue or net-income trend. Missing P/E or gross margin alone does not exclude a comparison. The eligibility snapshot refreshes daily. Related comparisons use a separate, stricter peer rule; their ten-peer discovery limit does not limit search eligibility. Other stock pairs remain available in the comparison tool.

Statements available through 2026-11-14. Industry snapshot: 2025-12-31 · 5,721 classified issuers.

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