Revenue segments as reported by the company.

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APAC

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Revenue Segments

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

Gross Margin

Operating Margin

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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 Q1 2021

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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.

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ORGO, CALM, W, NET and EVH have been added to the Zacks Rank #1 (Strong Buy) List on January 5, 2024.

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Cloudflare (NET) closed at $76.83 in the latest trading session, marking a +0.58% move from the prior day.

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Top Stock Picks for 2024: Cloudflare

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In an age of technological advancement and software development, deterring and thwarting cyber attacks is a priority. Enter cybersecurity firms.

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Cloudflare possesses an uncanny ability to stay ahead of hot emerging trends, such as AI. The company benefits from the tailwind of multiple expanding industries, including cloud computing, AI, and SASE.

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The internet makes it easier for people to communicate with each other and access relevant information. While the digital evolution has yielded many benefits, there are also many openings.

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SAN FRANCISCO--(BUSINESS WIRE)--Report details milestones in protecting vulnerable groups online, shielding critical infrastructure sectors, and supporting secure and accessible AI.

Cloudflare Publishes Third Annual Impact Report

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The S&P 500 is approaching bull market territory, a sign that greater gains are on the horizon. Cloudflare ranked No.

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Coinbase surged higher thanks to strong quarterly earnings and some other news. Shopify crushed expectations and fueled optimism about consumer stocks.

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SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today published its fourth annual Year in Review, exploring global Internet insights and security trends, accompanied by a deeper dive on the most popular Internet services in 2023. The Internet is one of, if not, the most ubiquitous aspect of modern life. Cloudflare's Year in Review revealed that in 2023 alone, there was a 25% increase in global traffic, with no signs of slowing. This growth u.

Cloudflare Publishes Top Internet Trends for 2023

Networking company Cloudflare is determined to create a more secure, connected internet as NET stock rockets on growing AI opportunities.

Cloudflare Is On A Mission As AI Frenzy Sparks A 40% Rally For NET Stock

Cloudflare (NET) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

All You Need to Know About Cloudflare (NET) Rating Upgrade to Buy

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that it has been named a Fortune Future 50 company for 2023, ranked number six of the top fifty companies. Fortune and BCG Henderson Institute examined more than 1,700 publicly traded companies globally, ranking the top 50 based on an assessment of their long-term growth prospects taking into account indicators and signals of their future potential. Cloudflare's inclusion on the.

Cloudflare Achieves #6 on Fortune Future 50 List 2023 for Long-Term Growth and Business Potential

Cloudflare has soared amidst a furious tech rally. The company has shown strong top-line growth that would make most peers envious. The company maintains a strong net cash balance sheet position.

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Many businesses have shifted their operations online to increase revenue and productivity. While the digital landscape has created many opportunities, it has also created more vulnerabilities.

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After Cloudflare posted 167% earnings growth and helped spot a historic cyber threat, NET stock spikes into buy range.

NET Stock Pops After Cloudflare Helps Spot Threat Spurring Largest Attack In Internet History

Cloudflare benefits from a low-cost advantage over its competitors. The growth in artificial intelligence could become a significant revenue opportunity.

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With inflation easing, and both the economy and labor market remaining robust, the macroeconomic picture is enjoying some long-awaited clarity. Now that economists are beginning to expect a more regular economic picture, investors can soon expect interest rates to regulate as well.

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A revised report on gross domestic product (GDP) came in much better than expected, suggesting the economy could experience a "soft landing." There's reason to believe the Federal Reserve Bank may be done raising interest rates.

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Cloudflare, Inc. (NYSE:NET ) Wells Fargo TMT Summit Conference Call November 28, 2023 7:30 PM ET Company Participants Matthew Prince - Chief Executive Officer Conference Call Participants Unidentified Analyst All right. Thank you, everyone, for joining us.

Cloudflare, Inc. (NET) Wells Fargo TMT Summit Conference Call (Transcript)

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced it was cited as a Leader in The Forrester Wave™: Edge Development Platforms, Q4 2023. In this evaluation, Cloudflare received the highest scores possible in 24 criteria, including pricing flexibility and transparency. In the Q4 2023 report, Forrester Research, Inc. evaluated 12 of the most significant vendors in the Edge Development Platform market based on 33-criteria across cu.

News for Cloudflare Stock (NET)