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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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

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Earnings data Q4 2021

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Earnings data Q4 2022

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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.

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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.

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.

Cloudflare: Why I Am Now Downgrading The Stock

Akamai Technologies

CrowdStrike

Fortinet

Palo Alto Networks

Qualys

Zscaler

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.

7 Cybersecurity Stocks That Could Be Multibaggers in the Making

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.

3 Things Smart Investors Know About Cloudflare Stock

Upwork Inc

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.

Interest Rate Cuts on the Horizon: 3 Stocks Primed to Benefit

Super Micro Computer

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.

Why Cloudflare, Super Micro Computer, and Other Artificial Intelligence (AI) Stocks Rallied on Wednesday

Cloudflare is growing at a healthy pace, but the AI hype might be getting a bit overdone. This company is building something special as it helps efficiently deploy new AI computing workloads.

Is Cloudflare's AI Business Really a Reason to Buy the Stock?

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.

Cloudflare Named a Leader in Edge Development Platforms by Industry Research Firm

If you take a close look at the Cloudflare Inc. NYSE: NET chart, you'll notice the stock has come within striking distance of clearing a cup-shaped base with a buy point above $76.07.

Web security powerhouse Cloudflare inches closer to a breakout

Cloudflare began leaving open slots in its servers six years ago in anticipation of one day adding GPUs for AI workloads. That decision is now paying off as the company rapidly scales up its AI capacity.

Cloudflare Started Planning for the AI Revolution 6 Years Ago

Cloudflare Inc (NYSE: NET) has already rallied a whopping 80% over the past seven months but an Oppenheimer analyst still sees further gains ahead. Cloudflare stock has upside to $85 On Tuesday, Timothy Horan upgraded the content delivery company to “outperform”.

Cloudflare stock outlook: Oppenheimer sees 17% upside

C3.ai

DigitalOcean Holdings

Oppenheimer analyst Timothy Horan upgraded shares of C3.ai, Cloudflare, and DigitalOcean to Outperform from Perform.

AI Stock Buys Are C3.ai, Cloudflare, and DigitalOcean, Analyst Says

NVIDIA

Workday

Here, we have discussed four growth-rated tech stocks - NVDA, META, NET and WDAY - that have outperformed the broader equity market year to date and have the potential to increase further.

Buy These 4 Tech Stocks That Can Carry the Momentum Further

Cloudflare Inc  (NYSE:NET ) is today trading at its highest level since early August, last seen up 0.3% at $72.94 at last glance.

Why Cloudflare Stock Looks Poised for a Bull Gap

Cloudflare (NET) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Earnings Estimates Rising for Cloudflare (NET): Will It Gain?

Macroeconomic challenges have led to a slowdown in Cloudflare's growth. With a huge addressable market, this cloud computing company is still on track to deliver healthy gains to investors.

1 Magnificent Growth Stock That Could Jump Another 50% Following Solid Gains This Year

Cloudflare is the IBD Stock of the Day as analysts eye possible long-term revenue upside from the company's investments in artificial intelligence infrastructure. Cloudflare stock has gained 51% in 2023.

Cloudflare Eyes Growth From Artificial Intelligence Investments

Shopify

The S&P 500 is within striking distance of bull market territory, a signpost that signals substantial potential returns ahead for patient investors. Shopify is the second-largest retail e-commerce company in the U.S., and it's gaining momentum in business-to-business e-commerce.

A Bull Market Is Coming: 2 Monster Growth Stocks to Buy With $100 Right Now

AppFolio

Datadog

As one of the trendiest spaces in tech here are several cloud-related stocks that were recently added to the Zacks Rank #1 (Strong Buy) list this week.

3 Cloud Stocks to Buy in the Top-Rated Zacks Internet-Software Industry

Palantir Technologies

Ark Invest sold shares of Tesla and Nvidia throughout the third quarter and redeployed capital in Palantir and Cloudflare. Palantir is a recognized leader among artificial intelligence (AI) and machine learning platform vendors.

Cathie Wood's Ark Invest Is Selling Tesla and Nvidia, and Buying 2 Artificial Intelligence (AI) Growth Stocks

Here is how Cloudflare (NET) and NetEase (NTES) have performed compared to their sector so far this year.

Are Computer and Technology Stocks Lagging Cloudflare (NET) This Year?

Elastic N.V

Morningstar analysts expect Cloudflare and Elastic to grow revenue at rapid clip in the coming years. Cloudflare has the fastest developer platform on the market, which positions it to be a key provider of compute services for AI applications.

A Bull Market Is Coming: 2 Growth Stocks Could Increase Sales 139% and 332% in 5 Years, According to Wall Street Analysts

Cloudflare's Q3 earnings exceeded Wall Street's expectations. Its top-line growth stabilized during the quarter, but it expects its slowdown to continue in Q4 as it faces unpredictable headwinds.

News for Cloudflare Stock (NET)