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 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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Cost of revenue

Gross profit

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SG&A

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Minority interest

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Net debt

Book value per share

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Cash from financing

Change in stock

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Cash dividends paid

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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.

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.

Cloudflare (NET) to Report Q3 Earnings: What's in Store?

Check Point Software Technologies

CrowdStrike

Fortinet

Palo Alto Networks

Zscaler

Earnings reports from cybersecurity stocks, which recently have outperformed the software sector, kick in next week with Check Point, Fortinet and Cloudflare reporting.

Cybersecurity Stocks: What To Watch In Next Week's Earnings Reports

Okta

Network and security giant Cloudflare and password manager maker 1Password said hackers briefly targeted their systems following a recent breach of Okta's support unit. Both Cloudflare and 1Password said their recent intrusions were linked to the Okta breach, but that the incidents did not affect their customer systems or user data.

Okta's latest hack fallout hits Cloudflare, 1Password

SAN MATEO, Calif.--(BUSINESS WIRE)--Companies using Fauna are scaling faster than ever with serverless and distributed-by-default architectures. Fauna's distributed relational database with a document data model, using Cloudflare Workers' distributed compute, has freed developers to build and deploy exceptional generative AI, gaming, and edge applications without worrying about data and computing operations. With Fauna, development teams simplify code and ship faster using a cloud API that deli.

Fauna Drives Stronger Developer Productivity and Application Performance with Cloudflare

Cloudflare Inc. (NET, Financial) is an internet services company that addresses three spend categories within enterprise and government customers. The company's original offering was content acceleration in the manner of competitors Akamai (AKAM, Financial) and Fastly (FSLY, Financial); later the business added distributed application development and hosting; and most recently it has expanded its capabilities to include zero-trust networking, becoming number two in that market to Zscaler (ZS, Financial).

We Believe Cloudflare Can Move Up

MEXICO CITY--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced its expansion in the Mexico market as part of furthering its commitments across Latin America. Mexico represents a growing Cloudflare team presence, investment in Mexican infrastructure, and focus on customers and partners in the region. Cloudflare's Mexico-based team will help the company acquire and support customers, grow brand awareness, and recruit new talent. The company fir.

Cloudflare Expands Operations in Mexico Amid Growth Across Its Infrastructure and Customer Base

Roku

SentinelOne

Investors should not count out Roku's potential despite its dramatic bear market sell-off. Cloudflare is riding the cloud services wave with 30% revenue growth.

Opinion: 3 Hot Tech Stocks With Mega-Cap Potential

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that it will report its financial results for the third quarter ended September 30, 2023 after the U.S. market closes on Thursday, November 02, 2023. Cloudflare will host an investor conference call that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. Interested parties can access the call by dialing (877) 400-4517 from the United States or (332) 2.

Cloudflare Announces Date of Third Quarter 2023 Financial Results

Datadog

Alphabet

MongoDB

Just last week, amidst a relatively sharp -8% correction in the S&P 500, investors were certain that something in the market was about to break. Three days later and stocks are suddenly screaming higher. What happened?

Cloud Services Stocks: The Key to Outperformance in 2024?

Cloudflare (NYSE: NET ) stock is in the news Tuesday after the cloud-based security solutions company discovered a new cyber vulnerability. According to a press release, Cloudflare helped uncover a new novel zero-day vulnerability named “HTTP/2 Rapid Reset.

NET Stock Alert: Cloudflare Discovers New Cyber Vulnerability

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today made public that it helped lead the disclosure of a new novel zero-day vulnerability, dubbed “HTTP/2 Rapid Reset.” This global vulnerability gives attackers the ability to generate attacks larger than anything the Internet had seen before. To help mitigate the impact of this new threat for the entire Internet ecosystem, Cloudflare developed technology purpose-built to automatically block.

Cloudflare Helps Discover New Online Threat That Led to Largest Attack in Internet History

Ark Invest trimmed its positions in Tesla and Nvidia to rebalance its portfolio, and redeployed some capital in Cloudflare. CEO Matthew Prince says Cloudflare is the cloud provider of choice among leading AI start-ups.

Cathie Wood's Ark Invest Is Selling Tesla and Nvidia, and Buying 1 Little-Known Artificial Intelligence (AI) Growth Stock

The monthly jobs report came in much better than expected, but there were cracks in the facade. More-modest wage growth and seasonal adjustments might have skewed the data.

Why CrowdStrike, Cloudflare, Zscaler, and Other Cybersecurity Stocks Soared on Friday

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that for the second consecutive year it has been recognized as one of the Top 100 Most Loved Workplaces in 2023, following research conducted by Newsweek and Best Practice Institute (BPI), a leadership development and benchmark research company. Cloudflare is ranked #55, described as being a Most Loved Workplace giving its teams the choice to work remotely, in-person, or hybrid,.

News for Cloudflare Stock (NET)