Revenue segments as reported by the company.

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APAC

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Revenue Segments

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

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Operating Margin

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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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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 Q4 2020

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Earnings data Q4 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.

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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.

Cloudflare is the IBD Stock of the Day as the software maker rebounds from worries over Microsoft and a lowered fiscal 2023 revenue outlook.

Why This AI Stock Takes A Licking But Keeps On Ticking

Zscaler

The companies bounced back heartily from a big Wednesday sell-off. That was due to the looming entry of a monster competitor.

Why Cybersecurity Stocks Like Zscaler and Cloudflare Surged Today

Palo Alto Networks

A monster tech player is about to enter a new product category. The competition for the pair of companies promises to be intense.

Why Cloudflare and Palo Alto Networks Shares Got Crushed Today

Check Point Software Technologies

CrowdStrike

Fortinet

Amplify Cybersecurity ETF

Cybersecurity stocks fell Wednesday after Microsoft Corp. announced an expansion into network security, and rebranded its Azure Active Directory to reflect that move, which could haunt pure-play security vendors in the long term.

Microsoft cybersecurity expansion poses long-term ‘ramifications' for Palo Alto Networks, Cloudflare, others

Microsoft

Microsoft has grown its security business to over $20 billion per year, and the new effort might help the software maker reach $100 billion by 2030.

Cloudflare, Palo Alto Networks and Zscaler tumble as Microsoft expands in cybersecurity

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced that it will report its financial results for the second quarter ended June 30, 2023 after the U.S. market closes on Thursday, August 03, 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) 4.

Cloudflare Announces Date of Second Quarter 2023 Financial Results

C3.ai

Technology growth stocks generally sold off after super strong jobs data. The data suggest the Federal Reserve will continue hiking interest rates.

Why C3.ai, Cloudflare, and Zscaler Fell Today

Twilio

Twilio stock has tumbled from its all-time high, but the company is now taking profitability seriously. Cloudflare is seeing growth slow, but its long-term growth opportunity is enormous.

2 Growth Stocks Gearing Up for a Comeback

LOS ANGELES, CA / ACCESSWIRE / July 3, 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.

SHAREHOLDER 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

Lovesac Company

Atlassian

Many tech stocks are up substantially this year and the overall market sentiment continues to be bullish. The excitement in artificial intelligence companies has spilled into most tech companies that are directly or indirectly linked to AI.

3 Tech Stocks That AI Predicts Will Deliver Triple-Digit Returns in 2023

Okta

Tenable Holdings Inc

With private equity firms showing interest in the cybersecurity sector through acquisitions, now could be an opportune time to invest in cybersecurity stocks. Despite experiencing dips during market downturns, these stocks have maintained a strong growth trajectory.

3 Cybersecurity Stocks That Have Big Investors Running for the Exit

An analyst made a notable adjustment to his price target on the shares. He maintained his equivalent of a buy recommendation while doing so.

Why Cloudflare Stock Zoomed Higher on Wednesday

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, has been named a Leader in three independent research reports that cite different solutions within its Internet-native Zero Trust SASE platform, Cloudflare One. The Forrester Wave and the IDC Marketscape both named Cloudflare a Leader in: The Forrester Wave™: Enterprise Email Security, Q2 2023 IDC Marketscape: Worldwide Zero Trust Network Access 20.

Cloudflare One Positioned as a Leader in Three Reports by Two Independent Research Firms

Cloudflare has long used machine learning models to help protect customers from malicious traffic. The company has put a lot of work into making those models run faster.

AI Is Making Cloudflare Even Faster

Applied Blockchain Inc

Fastly

Mobileye Global Inc

FiscalNote Holdings Inc

This article is an excerpt from the InvestorPlace Digest newsletter. To get news like this delivered straight to your inbox, click here.

5 Stocks That AI Predicts Will Double Your Money in a Year

Cloudflare's growth is slowing, partly due to the economy and partly due to issues with its sales force. The company is now being more aggressive in its efforts to convince enterprises to switch providers.

Cloudflare Looks to Poach Customers as Growth Slows

Organizations increasingly see observability — the ability to measure a system's current state based on the data it generates — as key. In a recent survey from New Relic, more than three-quarters (78%) of IT decision-makers and practitioners said that they saw observability as an enabler for achieving business goals.

Cloudflare launches Observability, a tool to beef up web monitoring

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. announced a partnership with Databricks to enable organizations to safely, simply, and affordably share and collaborate on live data.

Cloudflare Partners with Databricks to Slash the Cost and Complexity of Sharing Data Across Clouds

Cloudflare's internet infrastructure services saw a boost in demand from AI companies. The company is expected to deliver healthy levels of growth which could rival those of AI pioneer Nvidia.

This Hot AI Stock Could Triple, and It Is Cheaper Than Nvidia

DigitalOcean Holdings

Cloudflare stock has more than recovered from a post-earnings plunge. DigitalOcean stock has rallied this year as growth held up despite a tough economic environment.

2 Skyrocketing Stocks That Could Keep Rallying

Halliburton

JD.com

Kraft Heinz

Kinder Morgan

Newmont Mining

Shopify

In the world of investing, discernment is vital, especially in a market that teeters between conviction and indecision. Amidst this ebb and flow, it's imperative to consider the top blue-chip stocks to buy.

7 Blue-Chip Stocks to Buy at an All-Time Low in June

E-commerce and cloud computing promise to reshape the economy over the next decade. Shopify is the leader in e-commerce and omnichannel commerce software.

2 Magnificent Growth Stocks That Could Turn $200,000 Into $1 Million in a Decade

UBS gave Cloudflare stock a sell rating in a recent report. Cloudflare has strong industry positioning, but its valuation profile creates risk.

Why Cloudflare Stock Is Sinking This Week

Cloudflare Inc's shares rallied over 70% in May, sending them to around $70. Analysts at UBS believe the stock may have gotten ahead of itself, as they initiated coverage on the San Francisco-based web content and security platform with a ‘Sell' rating and a $55 12-month price target.

Cloudflare investors may be pricing in too much near-term AI benefit, says broker

Advanced Micro Devices

MongoDB

AI is not a new trend, but the capabilities of AI systems have greatly expanded in recent times, creating a unique inflection point in computing history. Companies like MongoDB, Cloudflare, and AMD are strategically investing in AI systems and services, which is helping their business and their stocks' performance.

News for Cloudflare Stock (NET)