Revenue segments as reported by the company.

EMEA

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.

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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

Earnings data Q1 2021

Earnings data Q2 2021

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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.

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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.

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.

Cloudflare Helps Secure the World's Most Popular Messaging Applications

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that it is making several critical security tools free, including access to its comprehensive Zero Trust platform, Cloudflare One. By tapping into the power of these tools, security teams will now be able to efficiently gain visibility into and assess the overall health of their organization, without the stress of expensive vendor renewals or diminishing security budgets. Custom.

Cloudflare Democratizes Access to Critical Security Tools For Free, Helps Make the Internet Safer For Everyone

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced its threat intelligence team, Cloudforce One, will make its research public for the first time ever as part of a commitment to democratize access to critical threat insights. Combining the expertise of the Cloudforce One team with the power of the company's global network — one of the largest in the world — security teams can now access timely information on the malicious tactic.

Cloudflare Introduces Threat Intel Team and Commits to Making Precise and Timely Global Threat Research Accessible For Anyone

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare announced AI Audit, a set of tools to help websites of any size analyze and control how their content is used by AI companies.

Cloudflare Helps Content Creators Regain Control of their Content from AI Bots

Cloudflare (NET) closed the most recent trading day at $82.45, moving -0.46% from the previous trading session.

Here's Why Cloudflare (NET) Fell More Than Broader Market

In the most recent trading session, Cloudflare (NET) closed at $78.59, indicating a -0.34% shift from the previous trading day.

Cloudflare (NET) Stock Falls Amid Market Uptick: What Investors Need to Know

ARM Holdings PLC

MicroStrategy Incorporated

Cloudflare is still expanding its cloud-based CDN and security platforms. MicroStrategy is becoming an all-in bet on Bitcoin.

Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade

Zacks.com users have recently been watching Cloudflare (NET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock

Cloudflare stock has performed well since my previous upgrade, outperforming the S&P 500 easily. Its global networking platform is fundamental to its edge computing growth thesis. Cloudflare's CapEx investments helped build a robust competitive advantage that's challenging to replicate.

Cloudflare: Keep On Riding The Recovery

I had upgraded Cloudflare stock to a “buy” in my previous rating in May as the selloff presented an attractive entry point given the company's strong execution in the enterprise market. Cloudflare reported its Q2 FY24 earnings where revenue and earnings grew 30% and 180% YoY respectively as $100K+ customers grew 30% and sales productivity expanded in double digits. While there are risks associated with declining retention rates, along with tougher comps, the management raised its guidance for FY24 with an expected non-GAAP operating margin of 12%.

Cloudflare's Sales Productivity Growth Is Helping It Win $100K+ ARR Deals Faster

Datadog

Northrop Grumman

Aerospace and defense giant Northrop Grumman has raised its dividends annually for 21 consecutive years. Cybersecurity specialist Cloudflare is growing revenue in tandem with an increased demand for its security services.

The Best Stocks to Invest $50,000 In Right Now

Shopify

Sales growth is ultimately the limiting factor where earnings are concerned. Shopify is the market leader in e-commerce and omnichannel-commerce software.

2 Monster Growth Stocks to Buy Before Sales Soar 94% and 136%, According to Wall Street

Cloudflare's better-than-expected results and improved full-year guidance indicate that it is successfully tapping a huge end-market. The company's improving customer base and ability to win a greater share of customers' wallets explain why its growth is expected to remain solid.

1 Cybersecurity Stock You Can Buy and Hold for the Next Decade

Arista Networks

While the stock market recovered from its plunge last Monday, volatility may be on the rise. Two stocks I'll be watching are Arista Networks and Cloudflare.

2 Stocks on My Market Sell-Off Watchlist

Content delivery network (CDN) service provider Cloudflare, Inc. NYSE: NET reported a solid Q2 2024 earnings report, resulting in a 6% gain the following day. This is impressive, considering the Nasdaq composite index fell nearly 418 points that day.

Cloudflare Stock Flares Up on Solid EPS Beat and Raised Guidance

Akamai Technologies

F5 Networks

Fortinet

Palo Alto Networks

Rapid7

Zscaler

The new digital age for cybersecurity stocks to me is reflective of a number of long-term trends that could reshape the industry. One of the significant trends is the growing usage of artificial intelligence and machine learning in cybersecurity.

7 Cybersecurity Stocks That May Thrive in the Digital Age

Cloudflare was one of the few software names to post a "beat and raise" quarter. The company has posted resilient and aggressive top-line growth alongside persistent margin expansion. Even the highest quality companies can make for poor stocks if the price is too high.

Cloudflare: Differentiating Itself Amidst Unprecedented Headwinds (Ratings Downgrade)

IT leader Cloudflare Inc (NYSE:NET) is moving 3.2% higher to trade at $76.74 this morning, after the company posted better-than-expected second-quarter results and raised its full-year outlook.

Cloud Stock Eyes Best Day in Months on Beat-and-Raise

Revenue of $401.0 million exceeded management's expectations by up to $7.5 million. Non-GAAP income from operations was $57.0 million, significantly above the forecasted range.

News for Cloudflare Stock (NET)