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

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Current liabilities

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Stockholders equity

Minority interest

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Purchase/sale of investments

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Cash from financing

Change in stock

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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.

Oppenheimer analysts say ‘breadth and depth of AI use cases are extraordinary' at Cloudflare.

Cloudflare Stock Is Surging. It's ‘Firing Efficiently on All Cylinders.

Cloudflare, Inc. (NET) Q4 2023 Earnings Call Transcript

Cloudflare (NET) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.06 per share a year ago.

Cloudflare (NET) Beats Q4 Earnings and Revenue Estimates

Following their latest earnings release, CloudFlare (NYSE: NET) shares soared by 20% in after hours trading a testament to the company's robust performance and forward-looking guidance if we break down the numbers.

Cloudflare (NET) up 20% After Hours: Here's What Happened

Cloudflare forecast its first-quarter revenue and profit above market estimates on Thursday, betting on strong demand for its cloud and content delivery services, sending its shares up 24% in extended trading.

Cloudflare shares jump after upbeat first-quarter forecasts

Fourth-quarter results and guidance for the current quarter came in higher than expected, with Cloudflare big deals adding up.

Cloudflare stock jumps on earnings beat as the company wins larger deals

Cloudflare Inc. shares surged 8% in Thursday's regular session and were poised to tack on substantial further gains after the company topped expectations with its latest financial results.

Cloudflare's stock catapults higher as earnings beat captures ‘robust momentum'

Cloudflare reported Q4 earnings and revenue that topped estimates while 2024 profit guidance for NET stock came in above views.

Cloudflare Earnings, Revenue Top Wall Street Targets. NET Stock Jumps

Alteryx

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the appointment of Mark Anderson, a current member of Cloudflare's Board of Directors, as President of Revenue to further accelerate the company's next phase of growth at scale to $5 billion in annual recurring revenue and beyond. Anderson most recently served as the CEO of Alteryx (NYSE: AYX) and brings 25+ years of experience building high performing teams and scaling revenue.

Cloudflare Appoints Mark Anderson as President of Revenue

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced financial results for its fourth quarter and fiscal year ended December 31, 2023. "We had an exceptionally strong fourth quarter. We grew revenue by 32% percent year-over-year, to $362.5, blew away our previous records for new ACV—delivering the highest quarterly growth since 2021—and signed both our largest new customer win and lar.

Cloudflare Announces Fourth Quarter and Fiscal Year 2023 Financial Results

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Super Micro Computer

Celsius Holdings

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Fortinet

Palo Alto Networks

Cybersecurity firms have tremendous runways due to the rise of hackers and a constant need to keep data safe. Many cybersecurity corporations generate recurring revenue which creates more predictable cash flow and higher growth rates.

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Cloudflare's (NET) Q4 results are likely to reflect gains from its subscription-based model and high demand for security solutions due to the rise of zero-trust approaches and hybrid work trends.

Cloudflare (NET) to Report Q4 Earnings: What's in Store?

Gen Digital Inc

Qualys

The internet makes things more convenient. We can easily consume information, buy products, and connect with friends from anywhere.

The 3 Best Cybersecurity Stocks to Invest In for Big Gains in 2024

Internet firm Cloudflare said in a statement on Thursday that an advanced group of hackers tried to burrow deep into its global network late last year but were thwarted.

Cloudflare says state-backed hackers tried to burrow into its global network

Cloudflare (NET) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Cloudflare (NET) Reports Next Week: Wall Street Expects Earnings Growth

NVIDIA

Shopify

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In the latest trading session, Cloudflare (NET) closed at $83.93, marking a -0.89% move from the previous day.

Cloudflare (NET) Stock Declines While Market Improves: Some Information for Investors

Citi analyst Fatima Boolani reiterated her neutral rating, but raised her per-share price target on Cloudflare. The analyst acknowledged encouraging channel checks for cloud names ahead of Cloudflare's upcoming Q4 report.

Why Cloudflare Stock Soared Today

Why Cloudflare Stock Soared Yesterday

Arista Networks

ServiceNow

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Cloudflare is a strong competitor in the cloud computing space. AI workloads can be run seamlessly on Cloudflare's servers.

Is Cloudflare a Top Artificial Intelligence (AI) Stock in 2024?

Cloudflare has grown rapidly since its public debut four years ago. It's still growing faster than its closest competitors.

Will Cloudflare Be a Trillion-Dollar Stock by 2050?

Cloudflare is the IBD Stock of the Day as one of 2023's hottest tech stocks looks to rebound from a pullback. Fourth quarter earnings for NET stock are due early Feb. 8.

News for Cloudflare Stock (NET)