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

Gross Margin

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.

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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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q4 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.

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

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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.

In the latest trading session, Cloudflare (NET) closed at $93.75, marking a +0.3% move from the previous day.

Cloudflare (NET) Rises But Trails Market: What Investors Should Know

Cloudflare's stock has been rising, and recent developments suggest further upside potential. The acquisition of Kivera enhances Cloudflare's security, data protection, and compliance capabilities for preventative cloud control. The company also appointed an executive from a rival firm. Gartner's analysis highlights the cloud and AI-driven upside for cybersecurity providers.

Cloudflare Stock Has Further To Run On Revenue, Margin Improvement

Kivera acquisition is set to enable NET to offer customers more robust, proactive controls, safeguarding cloud environments from misconfigurations before they occur.

Cloudflare Expands Cloud Security Portfolio With Kivera Buyout

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the appointment of Chirantan "CJ" Desai as President of Product & Engineering to further accelerate the company's next phase of growth to $5 billion in annual recurring revenue and beyond. Desai's 25+ years of experience spans product innovation, go-to-market strategies, and operational efficiency—all key in building high-performing teams and driving sustained business growt.

Cloudflare Appoints Chirantan “CJ” Desai as President of Product & Engineering; Continues Strong Leadership Team Momentum in 2024

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The latest trading day saw Cloudflare (NET) settling at $81.76, representing a +1.58% change from its previous close.

Cloudflare (NET) Rises Higher Than Market: Key Facts

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, 2024 after the U.S. market closes on Thursday, November 7, 2024. 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) 25.

Cloudflare Announces Date of Third Quarter 2024 Financial Results

Cloudflare (NET) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Cloudflare (NET) is Poised to Beat Earnings Estimates Again

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the acquisition of Kivera, a cloud security, data protection, and compliance platform. The combination of Kivera and the Cloudflare One platform will put preventive controls directly into the cloud deployment process, or ‘inline', preventing security issues and risks before they happen to create a cloud journey that is faster, simpler, and more secure. Gartner® estimates that, “.

Cloudflare Acquires Kivera to Deliver Simple, Preventive Cloud Security

Recently, Zacks.com users have been paying close attention to Cloudflare (NET). This makes it worthwhile to examine what the stock has in store.

Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It

Cloudflare Inc. has shown significant volatility, making it an exciting stock to trade but challenging to hold long term. Technical indicators suggest potential for a breakout above $83.50, driven by strong momentum and positive MACD trends. Risks include an overbought RSI and the possibility of a "death cross" if the stock faces negative catalysts.

Cloudflare Is About To Run (Technical Analysis)

Cloudflare is making the right moves to capitalize on the proliferation of AI.

Artificial Intelligence (AI) Spending Is Set to Hit $631 Billion in 2028: 1 Magnificent Stock to Buy Right Now Before That Happens

Cloudflare is gearing up to launch a container service sometime next year.

Cloudflare Is Inching Closer to AWS Territory

In the closing of the recent trading day, Cloudflare (NET) stood at $79.34, denoting a +1.57% change from the preceding trading day.

Cloudflare (NET) Laps the Stock Market: Here's Why

Cloudflare's valuation remains high, but its financial performance and product innovation position it as a best-in-class company. Rumors of a DigitalOcean acquisition suggest Cloudflare aims to expand its cloud computing business, though this may distract from current sales execution issues. Cloudflare's revenue growth is likely to dip below 30% in Q3 but should reaccelerate in 2025 on the back of improved sales execution and more favorable macro conditions.

Cloudflare: Growth Set To Accelerate In 2025

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Why Cloudflare (NET) is a Top Growth Stock for the Long-Term

Cloudflare (NET) concluded the recent trading session at $82.36, signifying a -1.26% move from its prior day's close.

Cloudflare (NET) Stock Dips While Market Gains: Key Facts

Awards honor organizations for taking action early to be quantum secure; Migros and DXC Technology selected as award finalists Awards honor organizations for taking action early to be quantum secure; Migros and DXC Technology selected as award finalists

Cloudflare Named Winner of the 2024 DigiCert Quantum Readiness Award

NET expands its web solutions portfolio with the launch of Speed Brain, a product that is capable of minimizing the web page load time by 45%.

Cloudflare Expands Its Web Portfolio: What Should Investors Do?

SAN FRANCISCO--(BUSINESS WIRE)--Applications built on Workers AI can now benefit from faster inference, bigger models, improved performance analytics, and more.

Cloudflare Enhances AI Inference Platform with Powerful GPU Upgrade, Faster Inference, Larger Models, Observability, and Upgraded Vector Database

Cloudflare introduced two new AI-centric features. AI Audit allows website owners to understand and block bots scraping content for AI training, while an upcoming feature lets website owners charge for access.

Here's How AI Could Help Cloudflare Win New Customers

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare announces Speed Brain, a new product that works with the most popular web browsers to speed up how webpages load by 45% faster, for free.

Cloudflare Introduces Speed Brain to Instantly Make Millions of Web Pages 45% Faster

NET is renewing its growth prospects through its expansion in the AI space with the recent launch of the AI Audit toolset.

Cloudflare Expands AI Portfolio: Should You Hold or Fold the Stock?

Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Investors Heavily Search Cloudflare, Inc. (NET): Here is What You Need to Know

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare is helping to build trust that end-to-end encrypted messages are delivered to the intended recipients.

News for Cloudflare Stock (NET)