Revenue segments as reported by the company.

EMEA

APAC

Other

Revenue Segments

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

Gross Margin

Operating Margin

Profit Margin

Margins

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

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

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.

Earnings data Q4 2020

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

CrowdStrike

Fortinet

SentinelOne

Zscaler

A major shift in strategy by Palo Alto Networks and a dramatic cut to its growth forecast led to investor pessimism about the cybersecurity industry. The company plans to offer incentives and discounts to attract users to its platforms.

Why Fortinet, SentinelOne, CrowdStrike, and Other Cybersecurity Stocks Plunged Wednesday Morning

NVIDIA

The metaverse is attracting a lot of investors due to its growth potential. The technology brings people into a digital 3D world where they can connect with people.

3 Metaverse Stocks to Turn $250,000 Into $1 Million: February 2024

Cloudflare updated investors with significant information you will not want to miss.

Cloudflare Stock: Buy, Sell, or Hold?

Chipotle

PepsiCo

Shopify

Simpson Manufacturing

Shareholder equity is among the most important metrics for investors to track. Shareholder equity is the value left to investors after all liabilities are covered and represents the business's intrinsic value.

5 stocks growing shareholder equity in 2024

Cloudflare is witnessing solid growth in customer spending thanks to the growing demand for its internet infrastructure services. The company has made a smart move in the AI space by launching a platform that is witnessing rapid adoption.

This Super Artificial Intelligence (AI) Stock Could Be at the Beginning of a Terrific Bull Run

Cloudflare stock has gone on another incredible run. AI hype is part of the reason but, even removing that, Cloudflare has many of the ingredients of a great business.

Up Over 30% So Far in 2024, Is Cloudflare Stock a Buy Right Now?

ARM Holdings PLC

Super Micro Computer

Arm Holdings may have received too much license from investors. Cloudflare's valuation is shooting beyond the clouds.

3 High-Flying AI Stocks Investors Should Stop Buying (for Now)

Thanks to its extensive network, Cloudflare delivers a faster, more secure online experience for its customers. The company continues to attract customers who spend more on its services.

Is It Too Late to Buy Cloudflare Stock?

Datadog

ServiceNow

Cloud computing has revolutionized how we access and protect data. This technology has helped organizations become more efficient and keep costs low.

3 Hidden-Gem Cloud Computing Stocks Ready to Ride a Massive Market Wave

Cloudflare has AI aspirations, but it isn't contributing to its results yet. Demand for cloud infrastructure is growing.

Cloudflare Jumps 20% in a Day: Is It Still a Buy?

Adobe

Advanced Micro Devices

e.l.f. Beauty

Palo Alto Networks

The Magnificent 7 Stocks have a long history of outperforming the market. The tech stocks in this cohort have exposure to multiple high-growth industries and are at the forefront of artificial intelligence (AI).

The Next Magnificent 7 Stock? 7 Growth Plays That Investors Shouldn't Ignore

Cloudflare's stock has surged more than 600% since its public debut. It's growing faster than its closest competitors in the CDN space.

Could Cloudflare Stock Help You Become a Millionaire?

Palantir Technologies

SoFi Technologies

There are a lot of cutting-edge technologies driving the stock market right now. Artificial intelligence ( AI ) remains the main driver.

3 Revolutionary Companies on the Brink of Growth

Microsoft

Reports of successful hacks involving Microsoft and Cloudflare may be shaking confidence in cybersecurity stocks. Reports of successful hacks seem likely to increase demand for cybersecurity services.

Why Microsoft, Cloudflare, and Palo Alto Networks Stocks Just Dropped

Here is how Cloudflare (NET) and American Superconductor (AMSC) have performed compared to their sector so far this year.

Is Cloudflare (NET) Outperforming Other Computer and Technology Stocks This Year?

Alphabet

Broadcom

The stock market gives investors many choices. There are thousands of corporations offering their shares in the public markets.

7 Stock Market Stars on the Verge of a Surge

Cloudflare Inc  (NYSE:NET ) is marginally higher today, last seen trading at $108.10.

Why Cloudflare Stock Could Keep Churning Higher

Pinterest

Roblox

The positive future of the U.S. economy appears promising, with a projected $7 trillion growth over the next decade. This is driven by a surge in immigration.

3 Stocks to Buy for the Next Bull Run: February 2024

Kulicke & Soffa Industries

Google is integrating advanced AI features into Google One, and the Gemini chatbot will enhance many Google Cloud offerings. Despite not being a traditional AI company, Cloudflare plays the long game in support of the AI industry's evolution.

Straight From the CEO's Mouth: How 3 Innovators Are Shaping the Future of AI

Cloudflare delivered better-than-expected financial results for Q4. The company also issued guidance that surpassed expectations.

Why Cloudflare Stock Exploded Higher Friday Morning

The Cloudflare Inc. NYSE: NET Q4 results and guidance sparked an analyst reset that has the cybersecurity stock up 25% in after-hours trading and on track for another 25% gain in 2024. The results confirm a solid growth trajectory, and margins are widening, leading to accelerated earnings growth and higher stock price targets from the analysts.

Cloudflare results spark analysts reset: 25% upside ahead

Cloudflare Inc. won big praise on Wall Street for its latest earnings, but the majority of analysts still decline to recommend its stock, largely due to concerns about the valuation.

Cloudflare earnings send stock toward its best day in 14 months. Here's the caveat.

Cloudflare's (NET) fourth-quarter results reflect gains from multiple client wins and growing momentum among large enterprise customers.

Cloudflare (NET) Jumps 24% as Q4 Earnings & Sales Top Estimates

Cloudflare shares added more than 23% after the cloud services provider's fourth quarter earnings topped estimates and it issued better-than-expected sales and profit guidance for the current quarter. For 4Q, Cloudflare said its revenue increased 32% year-over-year to $362.5 million, ahead of estimates of $353.1 million.

Cloudflare shares surge on 4Q earnings beat and strong guidance

Shares in Cloudflare (NET) surged nearly 25% in premarket trading Friday after the cybersecurity and content delivery solutions provider delivered a better-than-expected quarterly report and issued first-quarter guidance above Street estimates, fueled by the addition of large customers and growing demand for cloud security services.

News for Cloudflare Stock (NET)