Revenue segments as reported by the company.

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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.

Revenue Y/Y

OpEx Y/Y

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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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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.

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.

Unity Software

For investors who want to capitalize on, and immensely profit from, new trends in the market, they should look no further than the novel Metaverse. The Metaverse is a term that describes a virtual world where people can interact with each other and digital content in immersive and realistic ways.

Want to Get Rich? 3 Game-Changing Metaverse Stocks to Buy Right Now

CrowdStrike

In the ever-evolving world of technology, cybersecurity is a pillar that safeguards our digital way of life. As the digitization of everything from banking to healthcare accelerates, the need for robust cybersecurity solutions has become increasingly urgent.

Investing in Cybersecurity: Analyzing Cloudflare and CrowdStrike

SAN FRANCISCO--(BUSINESS WIRE)--Meter, Inc., a leader in Network as a Service (NaaS) for businesses, today announced DNS Security, built in partnership with Cloudflare, the security, performance, and reliability company. Meter DNS Security is now widely available for all Meter Network customers, expanding Meter's existing NaaS offering and saving teams both time and money, while also improving overall network performance and security, powered by Cloudflare's Zero Trust platform. “With the numbe.

Meter Partners with Cloudflare to Launch DNS Security

DigitalOcean Holdings

DigitalOcean made a splash by acquiring Paperspace and giving its customers a simple way to build and deploy AI models. Even as growth has slowed for DigitalOcean, the company continues to churn out free cash flow.

1 AI Growth Stock to Buy, and 1 to Avoid

I cautioned investors to be cautious in July as Cloudflare stock looked like topping out. Accordingly, NET formed its top and has underperformed since then. Despite posting a solid Q2 earnings release, investors weren't convinced by its expensive valuation. Despite that, Cloudflare's worst days are likely over. The company could continue gaining operating leverage and robust free cash flow conversion. As such, Cloudflare is likely to make solid market share gains, given its advantages in AI inferencing.

Cloudflare: Load Up Before The Northbound Train Leaves

Cloudflare's management appears to have moved past the sales execution issues seen in the prior quarter. In its most recent quarter, Cloudflare delivered solid revenue growth of 32% YoY, but saw a dip in its dollar-based net retention rate. Cloudflare has a net cash balance sheet and is generating cash.

Cloudflare: Upgrading To Buy On Strong Execution In Sales Challenges

LOS ANGELES, CA / ACCESSWIRE / August 19, 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 ALERT: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses In Excess of $500,000 to Contact the Firm

Cloudflare's products are witnessing a jump in demand thanks to companies deploying generative AI solutions. The company could turn out to be a stellar pick-and-shovel play on AI, and the good part is that it is already growing rapidly.

Think Nvidia Stock Is Too Expensive? 1 Incredible AI Stock to Buy Instead Before It Rockets Higher.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today released its inaugural 2023 Phishing Threats Report. The findings highlight that phishing remains the most dominant and fastest growing Internet crime, largely due to the ubiquity of email and the ceaseless issue of human error that is preyed upon by today's threat actors. While business email compromise (BEC) losses have topped $50 billion,.

Cloudflare Harnesses the Power of its Global Network to Identify Top Exploited Phishing Methods and Most Impersonated Brands in Inaugural Report

Cloudflare Inc. NYSE: NET shares are up only fractionally since the company's second-quarter report on August 3, after it's been the subject of conflicting analyst calls.

Will Cloudflare See Sunny Skies On Continued Revenue Growth?

Cloudflare had a solid Q2 earnings report, but it's still in the midst of a 2023 slowdown. The market is focused on the AI story.

Cloudflare Stock Is Soaring Again -- Is It Too Late to Buy?

The company's platform provides crucial tools for AI apps. Growth has declined significantly over the past year.

Cloudflare Just Proved Why It's an Unstoppable AI Stock

Roku

U.S. economic growth accelerated in Q2, and that catalyst could send the market higher in the near term. As the top streaming platform in North America, Roku should benefit as more ad dollars are spent on connected TV.

The U.S. Economy Is Gaining Momentum: 2 Extraordinary Growth Stocks to Buy Now and Hold Forever

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today introduced a new initiative aimed at improving cybersecurity for K-12 public school districts at no cost: Project Cybersafe Schools. This new program will provide a suite of Zero Trust cybersecurity solutions to give small school districts faster, safer Internet browsing and email security – at no cost, and with no time limit. Unlike many col.

Cloudflare Announces Project Cybersafe Schools to Better Secure K-12 School Districts For Free

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced that IBM Cloud Internet Services (CIS), powered by Cloudflare, has expanded its offering to include Cloudflare Bot Management, now available to help enterprises on the Enterprise Premier Plan address and combat the growing threat of malicious bot traffic. Cloudflare and IBM Cloud have been working together since 2018, integrating Cl.

Cloudflare Bot Management Now on IBM Cloud Internet Services to Address Growing Threat Landscape for Enterprises

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.

News for Cloudflare Stock (NET)