Cloudflare Boosts Japan Security Services With Rakuten Mobile Partnership
Strategic Alliance: Cloudflare has partnered with Rakuten Mobile in Japan to provide Zero Trust security solutions as a managed service, aimed at enhancing cybersecurity for corporate clients and addressing the needs of small and medium-sized businesses (SMBs).
Market Impact: The collaboration is expected to help Japanese businesses improve their security posture amidst rising cyber threats, with Cloudflare's infrastructure and Rakuten's regional expertise facilitating cost-effective cybersecurity solutions.
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- Private Credit Sector: The emergence of private credit "cockroaches" indicates a shift in the market, particularly affecting the software sector.
- Investment Opportunities: This situation may present new investment opportunities in shares of business development companies that hold the debt of these affected companies.

- Private Credit Sector: The private credit sector is facing challenges, likened to "cockroaches" emerging from the software industry.
- Opportunities in Business Development Companies: This situation may present investment opportunities in business development companies that hold the debt of affected firms.
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Purpose of Reports: The reports serve as a sampling of market analysis rather than definitive investment advice.
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- Positive Market Feedback: Analyst Gray Powell noted discussions with five partners indicating over $100 million in annual sales, with recent market checks showing strong positive sentiment, suggesting Cloudflare is rapidly gaining share in the Zero Trust and SASE sectors.
- Revenue Growth Outlook: Powell anticipates Cloudflare can sustain revenue growth in the high 20% range through 2028, based on product-level analysis, indicating a strong momentum in developer services expected to continue into 2026.
- Accelerated Partner Business: Powell highlighted that discussions with major partners revealed an acceleration in their business with Cloudflare in Q4, further validating the company's robust market performance and positive feedback on product innovations.
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- Competitive Market Advantage: Broadcom launched its first Wi-Fi 8 access point and switch, further solidifying its position in the AI-driven networking market, while ranking in the 96th percentile for quality and 78th for momentum in Benzinga's performance metrics, demonstrating its robust market performance.









