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.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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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.

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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.

Cloudflare Inc (NYSE:NET ) Morgan Stanley Technology, Media and Telecom Conference March 6, 2024 5:50 PM ET Company Participants Thomas Seifert - Chief Financial Officer Conference Call Participants Hamza Fodderwala - Morgan Stanley Hamza Fodderwala All right. Well, good afternoon, everybody.

Cloudflare Inc (NET) Morgan Stanley Technology, Media & Telecom Conference (Transcript)

Cloudflare (NET) unlocks the power of the cloud with Magic Cloud Networking, a secure and scalable multicloud connectivity for businesses.

Cloudflare (NET) Forays Into the Multicloud Networking Market

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the launch of Magic Cloud Networking, a simple, secure and scalable way for businesses to connect and secure their public cloud environments. To accelerate its entrance into the new market, Cloudflare acquired the technology of Nefeli Networks – a multicloud networking (MCN) startup focused on reducing the complexity of IT and DevOps teams by providing a unified network manageme.

Cloudflare Enters Multicloud Networking Market: Unlocks Simple, Secure Multicloud for Businesses

Datadog

Fortinet

Cybersecurity is an essential expense for many businesses. Software and professionals help to protect valuable files and data from hackers.

The Top 3 Cybersecurity Stocks to Buy in March 2024

Cloudflare (NET) unveils Defensive.AI to provide customized security solutions to organizations against AI-enhanced web, phishing and insider threats.

Cloudflare's (NET) Defensive.AI to Provide Customized Security

AI stock leader Cloudflare is approaching a new buy point in today's stock market following an earnings-fueled 19% surge on Feb. 9.

AI Stock Cloudflare Offers Buy Point After 19% Surge. Here's Where To Buy.

Super Micro Computer

Trade Desk

Supermicro will profit from the expansion of the AI market. Cloudflare will benefit from the growing demand for edge networking services.

Want $1 Million in Retirement? Invest $50,000 in These 3 Stocks and Wait a Decade.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the development of Firewall for AI, a new layer of protection that will identify abuse and attacks before they reach and tamper with Large Language Models (LLMs), a type of AI application that interprets human language and other types of complex data. Backed by the power of Cloudflare's global network, one of the largest in the world, Firewall for AI will position Cloudflare as.

Cloudflare Firewall for AI Will Help Secure AI Applications, At Scale and For Free

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced Defensive AI, a personalized approach to securing organizations against the new wave of risks presented by emerging technology. Threat actors have begun to successfully test the limits of AI-enhanced attacks, using the power of AI to launch sophisticated phishing scams, help write malicious code and supercharge attacks on critical business functions. Leveraging the unique traffi.

Cloudflare Expands Capabilities to Protect Organizations Against Emerging Threats with Defensive AI

Salesforce

IBM's AI solutions are focused on enterprise-grade applications, with a unique emphasis on audit-friendly reliability. Cloudflare's edge computing network is an ideal platform for running AI inference workloads.

3 Under-the-Radar AI Stocks With Long-Term Growth Plans

Cloudflare (NET) closed the most recent trading day at $99.92, moving +1.4% from the previous trading session.

Cloudflare (NET) Exceeds Market Returns: Some Facts to Consider

Alphabet

Cybersecurity stocks had a rough week after Palo Alto Networks (NASDAQ: PANW ) reported significant growth deceleration. Total billings are expected to range from 2% to 4% in the fiscal third quarter of 2024, and a sudden shift in strategy didn't do the corporation any favors.

3 Cybersecurity Stocks That Will Keep Climbing the Growth Ladder

Cloudflare just reported a strong fourth quarter and gave excellent guidance. Already a networking security leader, its new AI developer platform is gaining traction, challenging the cloud-infrastructure giants.

Missed Out on Nvidia? Buy This Under-the-Radar AI Inference Play Instead

An increased price target from Argus implies 24% upside for Cloudflare stock. Improving profitability and a successful sales team revamp caught the analyst's eye.

1 Wall Street Analyst Raises Cloudflare's Price Target by 55%: Here's Why They're Right.

CrowdStrike

NVIDIA

Palo Alto Networks

A peer reported extremely good financial results on Wednesday. These showed that the demand for artificial intelligence (AI) solutions remains strong and sustainable.

Why Specialty Tech Stocks Zoomed Higher on Thursday

Duolingo

Sterling Construction

The artificial intelligence rally has carried into 2024 after a strong showing in 2023. Many corporations have rushed to launch AI initiatives, and any mention of the technology can send a stock soaring.

3 AI-Exposed Stocks to Grab Before Wall Street Catches On

Zscaler

Cybersecurity stocks are capturing the spotlight as high-profile hacking incidents escalate. Moreover, with the buzz around artificial intelligence ( AI ) intensifying, investor interest in cybersecurity solutions continues to surge.

3 Cybersecurity Stocks That Could Be Multibaggers in the Making: February Edition

SentinelOne

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

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

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.

News for Cloudflare Stock (NET)