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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.

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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 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.

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.

Is Cloudflare Stock a Buy Now?

Amazon

In a market environment marked by uncertainty and debates whether S&P 500 is in correction or bear territory, investors are eyeing attractive opportunities in growth stocks trading at discounts compared to their historical valuations.

Two growth stocks to buy before the end of the year

Cloudflare is a leader in several cloud services categories, and management sees artificial intelligence as a powerful tailwind. Amazon is a leader in e-commerce and cloud computing, and the company is quickly gaining ground in digital advertising.

Stock Market Correction: 2 Historically Cheap Growth Stocks I'd Buy Hand Over Fist Right Now

Cloudflare reported Q3 earnings that topped Wall Street targets. But NET stock tumbled on a weak revenue outlook.

Cloudflare Earnings Beat. NET Stock Reverses Up Amid Light Revenue Outlook.

Cloudflare's (NET) third-quarter 2023 results reflect the benefits of the solid demand across its security portfolio amid growing work-and-learn-from-home policies and escalating cyberattacks.

Cloudflare (NET) Q3 Earnings Beat, Stock Falls on Dim View

Cloudflare shares moved lower in premarket trade on Friday after it issued weaker-than-expected sales guidance for the fourth quarter. For the December quarter, the cloud cybersecurity services provider expects sales in the range of $352 million to $353 million, below Wall Street analysts' expectations of $356.38 million.

Cloudflare shares struggle on weak 4Q sales outlook

Cloudflare, Inc. (NYSE:NET ) Q3 2023 Earnings Conference Call November 2, 2023 5:00 PM ET Company Participants Phil Winslow - VP of Strategic Finance, Treasury and IR Matthew Prince - Co-Founder and CEO Thomas Seifert - CFO Conference Call Participants Matt Hedberg - RBC Capital Markets Brent Thill - Jefferies Joel Fishbein - Truist Securities Andrew Nowinski - Wells Fargo Hamza Fodderwala - Morgan Stanley James Fish - Piper Sandler Shrenik Kothari - Baird Alex Henderson - Needham & Company Mark Murphy - JPMorgan Trevor Walsh - JMP Securities Operator Good afternoon. My name is Krista and I'll be your conference operator today.

Cloudflare, Inc. (NET) Q3 2023 Earnings Call Transcript

Cloudflare Inc. shares were declining 6% in Thursday's extended session after the cybersecurity company beat revenue expectations for its latest quarter but came up a bit shy with its top-line view of the ongoing quarter.

Cloudflare's stock drops after earnings as forecast comes up a bit shy

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 third quarter ended September 30, 2023. “We delivered another strong quarter, growing revenue by 32% year-over-year to $335.6 million and delivering our fifth consecutive quarter of record operating profitability,” said Matthew Prince, co-founder & CEO of Cloudflare. “In our third quarter, we relentless.

Cloudflare Announces Third Quarter 2023 Financial Results

Tesla

Tesla's goals in driving down manufacturing costs could pay off handsomely for investors. Growth in artificial intelligence workloads could drive higher margins for Cloudflare.

2 Magnificent Stocks to Build Wealth for Retirement

Cloudflare's (NET) Q3 performance is likely to reflect the benefits of the recurring subscription-based business model and solid demand for security solutions amid growing hybrid working trends and a zero-trust approach.

News for Cloudflare Stock (NET)