Revenue segments as reported by the company.

EMEA

APAC

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Revenue Segments

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

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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.

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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

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

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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.

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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.

CrowdStrike

Zscaler

A strong job openings report fueled a further rise in long-term bond yields. Cybersecurity isn't just a "nice to have" but a "need to have," so growth should continue over the long term.

Why Shares of CrowdStrike, Zscaler, and Cloudflare Got Tattooed Today

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that all connectivity elements of Cloudflare's single-vendor SASE platform, Cloudflare One, are now generally available. Cloudflare's SASE offering addresses both security and networking transformation requirements without adding complexity, a crucial differentiator in protecting today's hybrid workforce. As organizations migrate to the cloud to accelerate innovation and maintai.

Cloudflare Delivers all Connectivity Elements of Single-Vendor Secure Access Service Edge (SASE); Magic WAN Connector Available to All

Cloudflare Inc. NYSE: NET is the world's most connected cloud network, offering a serverless cloud architecture, security and artificial intelligence (AI) on the network edge to thousands of companies and millions of websites. It is a content-delivery-network (CDN) serving and partnering with e-commerce and internet giants like Alphabet Inc. NASDAQ: GOOGL, Meta Platforms Inc. NASDAQ: META, Apple Inc. NASDAQ: AAPL, Netflix Inc. NASDAQ: NFLX, TikTok, Twitch, Reddit and Spotify Technology S.A.

Here's Why Cloudflare may be the Ultimate Cloud Stock to Own

NVIDIA

Workday

Nvidia's sales of chips will keep soaring as the AI market expands. Cloudflare's content delivery network will process more data as more websites deploy AI services.

3 AI Stocks You Can Confidently Buy After a Market Downturn

Cloudflare just launched a new AI platform for developers. It announced new AI-oriented partnerships with Meta, Nvidia, Microsoft, Databricks, and Hugging Face.

6 Green Flags for Cloudflare's Future

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that Microsoft Edge is leveraging Cloudflare's Privacy Proxy technology, a key part of Cloudflare's privacy stack, to enable its Edge Secure Network feature. This integration will allow Microsoft Edge users who opt in to browse the Internet more privately, without being tracked across websites. When people browse the Internet they leave a trail of their activities – where they'v.

Cloudflare Powers Privacy Enhancing Features in Microsoft Edge Secure Network

SAN FRANCISCO--(BUSINESS WIRE)--Now developers can easily build globally distributed applications on Cloudflare Workers without being constrained by their existing infrastructure.

Cloudflare Makes Every Local Database Global; Revolutionizes Database Performance with Hyperdrive

Cloudflare (NET) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Cloudflare (NET) Surges 6.8%: Is This an Indication of Further Gains?

Cloudflare announced new partnerships with leading tech companies to bring more AI capabilities to its platform. Cloudflare will deploy Nvidia's GPUs and work with Microsoft to use AI computing where it's needed most.

Why Cloudflare Stock Was Up Late Wednesday

Cloud connectivity service provider Cloudflare (NYSE: NET ) helped mitigate another dour session on Wall Street. Within the past 24 hours, the company announced a series of partnerships with big technology firms, an apparent effort to bolster its capabilities in artificial intelligence (AI).

NET Stock Alert: Cloudflare Announces Partnerships With AI Giants

Microsoft

Cloudflare, a connectivity cloud company, and Microsoft are now collaborating to enable businesses to run artificial intelligence (AI) models in the most suitable locations for their needs. This partnership aims to seamlessly deploy AI models across devices, network edges and cloud environments, the companies said in a Wednesday (Sept.

Cloudflare and Microsoft Partner to Optimize AI Model Location

LOS ANGELES, CA / ACCESSWIRE / September 27, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE:NET) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

INVESTOR ACTION NOTICE: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses In Excess of $100,000 to Contact the Firm

SAN FRANCISCO--(BUSINESS WIRE)--Businesses can now access Cloudflare's global data center network for affordable and secure AI inference to power leading-edge applications anywhere.

Cloudflare Powers Hyper-Local AI Inference with NVIDIA Accelerated Computing

SAN FRANCISCO--(BUSINESS WIRE)--Hugging Face, the leader in open source AI, will offer optimized Generative AI models to run on Cloudflare's new AI inference platform.

Cloudflare and Hugging Face Partner to Run Optimized Models on Cloudflare's Global Network

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare joins MLflow as an active contributor to bridge the gap between model training and deploying inference on the edge.

Cloudflare partners with Databricks to bring AI inference to the edge through MLflow and the Databricks Marketplace

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare and MSFT are building the AI railroad tracks of the future so inference tasks can move seamlessly across devices, networks, and clouds.

Cloudflare Collaborates with Microsoft to Enable AI Models to Run Anywhere

Looking to cash in on the AI craze, Cloudflare, the cloud services provider, is launching a new collection of products and apps aimed at helping customers build, deploy and run AI models at the network edge.

Cloudflare launches new AI tools to help customers deploy and run models

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare introduces Workers AI to scale and deploy AI models efficiently and affordably for the next era of AI applications.

Cloudflare Launches the Most Complete Platform to Deploy Fast, Secure, Compliant AI Inference at Scale

Cloudflare's new Workers AI service, provides a serverless capability for delivering AI inference models around the world.

Cloudflare ignites AI platform efforts with serverless inference, vectorize database and AI gateway

Atlassian

Atlassian has a data advantage as it unleashes customer-specific AI tools within its software suite. Cloudflare sees an enormous opportunity to win the market for AI inference.

AI Could Supercharge These 2 Growth Stocks

Cloudflare is positioned to benefit from the shift of AI work to the network edge. The company offers a cloud platform for hosting AI data at the edge and has signed contracts with leading AI companies. The stock is slightly expensive at 11.5x '24 sales targets, making the ideal entry point on weakness.

Cloudflare: AI Edge

Snowflake

Cloudflare can win the AI inference market thanks to the unparalleled performance of its cloud platform. Snowflake is uniquely positioned to power AI workloads due to its data-sharing capabilities.

2 Remarkable Artificial Intelligence (AI) Growth Stocks With More Upside Than Apple and Microsoft to Buy Now, According to Wall Street

SAN FRANCISCO--(BUSINESS WIRE)--Llama 2 is now available for global usage on Cloudflare's serverless platform, providing privacy-first, local inference to all.

Cloudflare and Meta Collaborate to Make Llama 2 Available Globally

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today released a commissioned study conducted by Forrester Consulting that underscores companies' growing need to connect everything in their business, while maintaining control over their security, productivity, and competitive growth. To help the industry address this emerging challenge, today Cloudflare is introducing the concept of the connectivity cloud – a unified platform of cloud-native.

New Study Reveals Cloud Giants are Holding Businesses Captive

This is the bull case based on Cloudflare, Inc.'s integration of AI into its solutions. Cloudflare's near-term prospects show promise but are accompanied by uncertainty. Concerns about Cloudflare's valuation persist, with questions about high investor expectations and the stock's multiple compared to established peers like Akamai Technologies.

News for Cloudflare Stock (NET)