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

Gross profit

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

Total debt

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.

Cloudflare One for AI will enable organizations to adopt the latest generative AI technologies without compromising performance or security.

Cloudflare unveils Cloudflare One for AI to enable safe use of generative AI tools

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare will help enterprises to safely and securely use generative AI tools without putting intellectual property and customer data at risk.

Cloudflare Equips Organizations with the Zero Trust Security They Need to Safely Use Generative AI

Cloudflare met the lower end of its Q1 revenue guidance. The company's full-year 2023 guidance has been materially lowered.

Cloudflare Stock Dropped Like a Rock: Here's Why

Twilio

Visa

In the world of investing, the allure of hyper-growth stocks is undeniable. These stocks can potentially deliver exponential returns and are a game-changer for astute investors.

3 Hyper-Growth Stocks That Are Still Under the Radar

Cloudflare has continued to add new customers and build relationships with existing clients. The company's growth is slowing in the face of macroeconomic pressures, and its valuation profile is risky.

1 Green Flag and 1 Red Flag for Cloudflare Stock

Cisco Systems

Johnson Controls

The Internet of Things (IoT) is where the digital and physical worlds seamlessly intertwine to revolutionize everyday life. The best IoT stocks to buy recognize this.

3 Innovative IoT Stocks to Watch for Exponential Growth

CrowdStrike

MongoDB

Macroeconomic headwinds appear to be abating. The rate of inflation hit its lowest level in two years.

Why CrowdStrike, Cloudflare, and MongoDB Rallied Wednesday Morning

Okta

Cybersecurity provider Zscaler ignited a rally among cyber stocks in the market today. Cloudflare announced a partnership with IT giant Kyndryl.

Why CrowdStrike, Cloudflare, and Okta Stocks All Popped Today

Kyndryl Holdings

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced its partnership with Kyndryl Holdings, Inc. (NYSE: KD), the world's largest IT infrastructure services provider, to help enterprises modernize and scale their corporate networks with managed WAN-as-a-Service and Cloudflare Zero Trust. The partnership couples Kyndryl's expert managed end-to-end networking services with Cloudflare's r.

Cloudflare Announces Partnership with Kyndryl to Deliver Managed Network Transformation Services for Enterprises

D.R. Horton

Tesla

Tesla's earnings report forced investors to reconsider valuations for growth stocks. A top homebuilder stock provided a better-than-expected outlook that pleased investors.

4 Stocks that Moved the Market in April

Cloudflare is trading at its lowest valuation since 2020. The company's financials are improving, and GAAP profitability could be on the way.

It's Been 3 Years Since This Stock Was a Buy. Here Is Why You Should Grab Some Shares.

ACM Research

Ambarella

NVIDIA

Asana

ON Semiconductor

Trade Desk

Westport Fuel Systems

TipRanks' analyst ranking service ranks the top Wall Street firms of the past decade in the technology sector.

Here are the top 10 tech stock analysts of the past decade, according to TipRanks

Fortinet

CrowdStrike is rapidly expanding its product line. Cloudflare's mission includes securing the internet.

3 Top Cybersecurity Stocks to Buy in May

After Cloudflare's plunge late last week, one analyst believes it's no longer time to sell. The company's slowing growth and tepid forecast sent investors running for the exits.

Why Cloudflare Stock Rallied Friday Morning

Cloudflare toned down its revenue expectations for 2023, but it still expects to deliver healthy growth. Robust growth in the customer base and an ability to generate more revenue from existing customers are positives.

Down 52%, This Magnificent Growth Stock Is a Screaming Buy

Zscaler

CrowdStrike's analyst day and Cloudflare's quarterly-earnings report both indicated slowing growth for the industry. Growth stocks are struggling against high interest rates and slowing economies across the globe.

Here's Why CrowdStrike, Cloudflare, Zscaler, and Okta Shares Fell in April

Shopify

The Federal Open Market Committee expects the U.S. economy to suffer a recession before the end of 2023. Shopify is the market leader in e-commerce software, and the company is executing on an ambitious growth strategy.

The Fed Issues a Recession Warning: 2 Magnificent Growth Stocks to Buy Now and Hold Forever

Cloudflare released its earnings on Thursday and the stock dropped more than 30% since then. Does this mean the thesis is busted? We look at the three most important reasons why the stock fell so much.

Cloudflare: Bull Case Busted?

While economic uncertainty is causing Cloudflare's customers to pull back, there's another problem slowing growth. Cloudflare's sales organization is not as productive as it should be, dragged down by underperformers.

The 1 Thing Holding Cloudflare Back

Cloudflare's growth is slowing, partly due to a tough economy. The valuation remains optimistic, even after the post-earnings plunge.

Cloudflare Stock Crashes: Is It Time to Buy?

The shares are hit by not one but two analyst price-target cuts. Those moves follow the company's latest quarterly-earnings report.

Why Cloudflare Stock Dived by 5% on Monday

LOS ANGELES--(BUSINESS WIRE)---- $NET #NET--The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm.

INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

Growth is slowing, and the stock is getting cheaper, but there's something more important to understand.

Cloudflare Stock Earnings Crash: You'll Want to Know These 2 Things

Amplify Cybersecurity ETF

Palo Alto Networks

Tenable Holdings Inc

Cybersecurity stocks had a bad week after the effects of the Silicon Valley Bank failure showed up in earnings reports — and after a strength that many companies relied on last earnings season shifted to a liability.

Cybersecurity stocks are getting battered. Here's how the Silicon Valley Bank failure is to blame.

Longer-than-expected sales cycles brought on by economic uncertainty made worse by recent bank failures were key to Cloudflare Inc.'s first poor report as a public company, and the stock paid dearly for it.

News for Cloudflare Stock (NET)