Revenue segments as reported by the company.

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Year over year growth in Revenue and Operating Expenses.

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OpEx Y/Y

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Cloudflare

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration and Cloudflare marketplace. The company was founded by Matthew Prince, Michelle Zatlyn and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

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Cloudflare reports strong Q4 earnings, eyes growth through efficiency

Cloudflare's Q4 2022 showcased robust financial performance, strong customer acquisition, and efficient cost management, positioning the company for continued growth.
The company's focus on new products, market expansion, and strategic partnerships like Shopify underscores its commitment to innovation and market leadership.
While challenges exist in achieving higher net retention and balancing expenses with growth, Cloudflare's unique market position and product offerings present significant opportunities for future success.

Cloudflare reports robust Q1 revenue growth amidst sales challenges

Cloudflare's Q1 2023 showed strong revenue growth and operational performance, despite facing challenges in sales cycles and customer expansion. The company remains focused on improving sales team effectiveness, operational efficiency, and seizing growth opportunities.

Cloudflare reports robust Q2 performance amidst challenges and growth opportunities

Cloudflare's Q2 performance was strong, marked by revenue growth, customer additions, and operational stability, despite challenges in net retention rate and regional market dynamics.
The company's strengths lie in high gross margins, differentiated platforms, and competitive advantages in handling AI workloads and data security.
Challenges include maintaining revenue growth, addressing regional market variations, and competing with established vendors in the Zero Trust space.
Opportunities for Cloudflare include growth in AI and inference markets, expanding Zero Trust Solutions, and strategic collaborations to enhance market positioning.

Cloudflare reports robust Q3 earnings, eyes AI and security growth

Cloudflare's Q3 performance reflects strong revenue growth, operational efficiency, and customer value expansion.
The company's strategic focus on profitability, AI innovation, and network security strengths underpin its competitive edge.
While challenges in managing costs and refining monetization strategies exist, Cloudflare is well-positioned to leverage AI opportunities and market demand for security solutions.
Overall, Cloudflare's balanced approach to growth and profitability, coupled with its unique offerings, sets a solid foundation for future success.

Cloudflare reports robust Q4 earnings, eyes AI opportunities in 2024

Cloudflare's Q4 2023 showcased strong financial performance, notable customer growth, and strategic deal acquisitions. With a focus on AI initiatives, cybersecurity solutions, and expanding market segments, Cloudflare is poised for continued success in 2024.

Cloudflare posts strong Q1 earnings, eyes AI growth opportunities

Cloudflare's Q1 performance reflects robust revenue growth, operational efficiency, and strategic investments in AI and product development.
While facing challenges from macroeconomic uncertainties and evolving enterprise sales, the company leverages its strengths in high-margin products and subscription-based model.
Opportunities lie in upmarket growth, new product launches, and acquisitions, positioning Cloudflare for continued success and revenue growth acceleration.

Cloudflare reports stellar Q2 results, poised for continued growth

Cloudflare's Q2 2024 performance showcased robust financials, operational strength, and market expansion, positioning the company for sustained growth.
With a focus on sales effectiveness, product innovation, and network security solutions, Cloudflare is well-positioned to capitalize on market opportunities.
While challenges like market competition and customer retention persist, Cloudflare's strategic focus on efficiency and innovation bodes well for future success.

Cloudflare reports robust Q3 earnings, eyes growth amid market challenges

Cloudflare's Q3 2024 performance reflects financial strength, operational efficiency, and strategic resilience amidst market challenges.
The company's focus on go-to-market transformation, customer diversification, and innovation positions it for sustained growth and value creation.
While facing short-term challenges in deal realization and net retention, Cloudflare's long-term commitment to excellence and growth offers promising opportunities for investors.

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Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

MEXICO CITY--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company on a mission to help build a better Internet, today announced its continued growth in the Mexico market following a year of investment and expansion. Since expanding its Latin American operations in Mexico City one year ago, Cloudflare has extended its Mexico network infrastructure with a new data center location in Guadalajara, grown its integrations with leading customers and partners in the reg.

Cloudflare Expands Presence in Mexico Amid Growing Internet Usage and Cybersecurity Threats

NET is leading the security space with its AI-enhanced products.

Cloudflare Stock Rises 22% in 6 Months: What Should Investors Do?

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, has been named a Leader in the IDC MarketScape Worldwide Edge Delivery Services 2024 Vendor Assessment (doc #US51812424, Nov 2024). A total of eight vendors were evaluated for the report. “Cloudflare was born on the edge, and now delivers all of our offerings as close to the user as possible for the lowest latency and best customer experience,” said Matthew Prince, co-founder and CEO, Cloudflar.

Cloudflare Named a Leader in the 2024 IDC MarketScape for Worldwide Edge Delivery Services

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Here's Why Cloudflare (NET) is a Strong Momentum Stock

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Cloudflare (NET) is a Top-Ranked Growth Stock: Should You Buy?

Cloudflare Inc. NET just flashed a Golden Cross—a classic bullish signal that has technical traders buzzing.

Cloudflare's Golden Cross, AI Innovation Signal Next Growth Phase

Cloudflare's NYSE: NET biggest problem in 2024 is its stock price valuation. Trading well over 100X earnings, the market is pricing in significant growth, implying a 4X gain in earnings, but the concerns will disappear in 2025.

Cloudflare Is a Solid Buy for 2025

Cloudflare has a strong business potential in AI and network security, with Q3 revenues up nearly 28% and $1.8 billion in cash. Despite a great quarter, Cloudflare's Q4 revenue guidance of $451-$452 million fell short of the $456 million consensus. The company is reworking its sales force, with some larger U.S. deals slipping out of Q3 but remaining active in the pipeline.

Cloudflare: Not Good Enough

Zacks.com users have recently been watching Cloudflare (NET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock

Cloudflare's Q3 results showed decent top- and bottom-line beats but were marred by slowing revenue growth and conservative Q4 guidance. Cloudflare is deepening its impetus with large enterprise clients. The pool of funds contract structure typically associated with these clients could cause revenue volatility. Gross margins were stable, the revamped go-to market strategy appears to be delivering results, and cash generation was impressive considering the heightened degree of network CAPEX commitments.

Is Cloudflare A Good Buy After Q3 Results?

I have raised my price target for Cloudflare to $120/share, representing an upside of 33% given its continued momentum in $100K+ ARR customers and growing operating leverage. Its Q3 FY24 earnings showed 28% YoY revenue growth and 49% YoY non-GAAP income growth, as the company doubled down on its product innovation roadmap and sales capacity. Despite a decline in Net Dollar Retention to 110%, Cloudflare's strategic investments in CapEx and sales capacity should help it capture $5.6B whitespace and increase $1M+ ARR customers.

Cloudflare Q3: Another Beat And Raise Gets It Closer To Its $5 Billion Revenue Target

NET's third-quarter results reflect solid performances across its segments, driven by the growing need for stronger security and zero-trust approach.

Can Cloudflare's Q3 Earnings & Revenue Beat Push the Stock Upward?

Cloudflare (NET) came out with quarterly earnings of $0.20 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.16 per share a year ago.

Cloudflare (NET) Q3 Earnings and Revenues Beat Estimates

Cloudflare, Inc. (NET) Q3 2024 Earnings Call Transcript

Cloudflare forecast fourth-quarter revenue below estimates on Thursday, hurt by intense competition in the cybersecurity market while businesses cut back on spending in an uncertain economy.

Cloudflare's Q4 revenue forecast falls short as cybersec competition intensifies

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced financial results for its third quarter ended September 30, 2024. "I am pleased with our results for the third quarter—exceeding expectations for revenue, operating margin, and free cash flow while also reaching a key inflection point in the transformation of our go-to-market organization. In addition, we added a record 219 large customers and achieved a new milestone—35% of the.

Cloudflare Announces Third Quarter 2024 Financial Results

Cloudflare, Inc.'s Q3 '24 earnings forecast is $424mm in revenue and $0.18/share EPS, with analysts upgrading EPS forecasts twice in the last 90 days. Strong growth in Cloudflare's secure network and edge privacy features for AI inferencing may support growth as more enterprises turn to AI for productivity gains. Cloudflare's Q2 '24 saw 30% revenue growth, driven by large new customer accounts and an aggressive go-to-market strategy, improving operating margins.

Cloudflare's Secure Network Can Be Its Golden Ticket For Growth (Earnings Preview)

NET's Q3 2024 results are likely to reflect benefits from an expanding clientele supported by its technological innovations despite macroeconomic headwinds.

Cloudflare Set to Report Q3 Earnings: Buy, Sell or Hold the Stock?

Cloudflare (NET) closed at $89.52 in the latest trading session, marking a +1.8% move from the prior day.

Cloudflare (NET) Beats Stock Market Upswing: What Investors Need to Know

Is Trending Stock Cloudflare, Inc. (NET) a Buy Now?

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Why Cloudflare (NET) is a Top Momentum Stock for the Long-Term

Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know

SAN FRANCISCO & LISBON, Portugal--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the opening of a new headquarters and technical hub in Lisbon, Portugal to further support its growing EMEA operations and offices in London, Paris, Munich, and Dubai. Portugal already represents a growing Cloudflare team. Today, Cloudflare's network currently spans 58 cities in Europe, including Lisbon, Portugal, which was announced in 2016. Cloudflare announ.

Cloudflare Expands EMEA Operations with New Headquarters to Further Support Growing Customer Demand & Innovation

Here's Why Cloudflare (NET) is a Strong Growth Stock

Although NET's strong market position and expansion in the AI market are encouraging, high valuation warrants caution.

News for Cloudflare Stock (NET)