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 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

Earnings data Q2 2023

Earnings data Q3 2023

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.

Revenue

Cost of revenue

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Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

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Income tax payable

Non-current liabilities

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

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Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

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.

An analyst downgraded his recommendation on the specialty tech stock. It is now apparently only worthy of a sell, as opposed to a neutral.

Why Cloudflare Stock Stumbled Today

Fortinet

Cybersecurity stocks underperformed the broader market Monday as analysts continued to update outlooks of the volatile sector, resulting in one firm's simultaneous upgrade of Fortinet Inc. and downgrade of Cloudflare Inc.

Why Fortinet's record selloff was overdone and Cloudflare's stock got ‘way ahead of itself'

Palo Alto Networks

Guggenheim analysts downgraded Cloudflare while Wedbush pulled Palo Alto Networks from its best ideas list as worries spread about cybersecurity spending.

Cloudflare, Palo Alto Get Thumbs Down from Analysts. Cybersecurity Stocks Face Market Skepticism.

Cloudflare had a solid second quarter, making progress in improving its sales processes. The company reported strong revenue growth and positive free cash flow despite a tough economic backdrop.

Cloudflare Stock Is Still Way Too Expensive

Fortinet Inc.'s warning of “macro uncertainties” was weighing on the cybersecurity sector Friday, though at least one industry name managed to buck the trend.

Fortinet's stock sent to the ‘penalty box,' while Cloudflare appears to have exited it

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

Cloudflare (NET) Q2 Earnings & Sales Beat Expectations, Up Y/Y

Cloudflare delivered its second-quarter report after the close Thursday, and beat on both the top and bottom lines. Management's guidance exceeded analysts' expectations.

Why Cloudflare Stock Is Rocking Today

Cloudflare (NET) came out with quarterly earnings of $0.10 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to break-even earnings per share a year ago.

Cloudflare (NET) Beats Q2 Earnings and Revenue Estimates

Cloudflare Inc. shares rallied in the extended session Thursday, after the cybersecurity company's earnings and outlook topped Wall Street expectations.

Cloudflare earnings, outlook tops Street estimates; stock rallies more than 5%

Cloudflare reported second-quarter results that topped estimates. The company raised its full-year 2023 outlook a bit and shares gained.

Cloudflare Earnings Top Estimates, Guidance Tweaked Up

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 second quarter ended June 30, 2023. “In the second quarter, we grew revenue 32% year-over-year to $308.5 million, had a record quarter for new ACV bookings, and delivered the fourth consecutive quarter of record operating profit. Our team has proven that we can execute in good times and can also deliver ope.

Cloudflare Announces Second Quarter 2023 Financial Results

Cloudflare's (NET) second-quarter performance is likely to have been aided by solid demand for security solutions and the benefits of its recurring subscription-based business model.

Cloudflare (NET) to Report Q2 Earnings: What's in the Offing?

Palantir Technologies

Palantir might be more profitable than Cloudflare, but the latter is growing revenue faster.

Best Growth Stocks: Palantir vs. Cloudflare

Confluent

Cloudflare and Confluent have both plunged from their all-time highs. Both companies are struggling to justify their high valuations as their revenue growth cools off.

Better Growth Stock: Cloudflare vs. Confluent

The recent rally in erstwhile tech leader Cloudflare Inc. NYSE: NET is a good reminder of why it's important to stay up to speed on sector rotation, as it can have a big impact on your overall return.

Will Cloudflare Go Back Into Rally Mode After Q2 Earnings Report?

Deere & Company

T-Mobile US

Duke Energy

Humana

Pinterest

Workday

Evercore analysts came up with stocks that the everyday investor can still afford to buy and can expect to make money off of.

T-Mobile, Deere, and 5 More Stocks That Should Gain After Earnings

Coinbase

Roblox

Even from its name, the metaverse seems like a science fiction dream come true. A world of infinite possibilities that anyone can plug into from the comfort of their own home.

3 Metaverse Stocks That Should Make Your July Must-Sell List

Cloudflare, a tech company that provides website and application services, has seen its stock price remain elevated despite the 2022 tech wreck. Cloudflare's management is making a strategic decision to spend on Sales and Marketing, which will continue to push down margin in the near term. The company estimates its total addressable market to be $135 billion in 2024, and analysts predict a 30% annual sales growth until 2025.

Cloudflare Is The Best Growth Story In 2023

Invesco QQQ

Shopify

Twilio

The unprecedented COVID-19 correction of 2020 forced investors to "throw out the baby with the bath water." Quality software stocks are a beneficiary.

Exploit Market Inefficiencies, Buy Software

CrowdStrike

CyberArk Software

Zscaler

Cybersecurity stocks are rallying with several hitting 52-week highs.

These Cybersecurity Stocks Outperform To Hit New Highs

HubSpot

The S&P 500 rose sharply in the first half of the year, and that momentum could propel the index toward a new bull market. Cloudflare operates the fastest cloud network and it provides at least one service to 20% of the web.

History Says the Stock Market Is Headed Higher in 2023: 2 Remarkable Growth Stocks to Buy Before the Bull Market Begins

Investing in growth stocks gives investors an excellent chance to grow their wealth.

Best Growth Stocks to Buy: Cloudflare vs. Confluent

Datadog

Analysts upgraded Datadog and Cloudflare ahead of earnings season. Last week's sell-off from Microsoft's cybersecurity announcements seems to have subsided.

Why SaaS Stars Datadog, Cloudflare, and Zscaler Roared Higher Today

Cloudflare is gaining market share from vendors offering point products and is positioned to deliver 30%-45% revenue growth over the next 3-5 years. The company's strong technology and shift towards advanced service functionalities and large enterprise adoption are driving new customer acquisitions and accelerated revenue growth. As Cloudflare continues to generate durable 30%-45% growth, I believe the company will see strong operating leverage.

Cloudflare Boosts Strong Network Positioning For Long-Term Growth

Microsoft

Atlassian

Cost cuts put in place earlier this year brought operational focus to the tech industry. An anticipated slowdown doesn't seem to have happened.

News for Cloudflare Stock (NET)