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 Q1 2021

Earnings data Q2 2021

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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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

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

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Earnings per share

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Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

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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.

Advanced Micro Devices

Datadog

Marvell Technology

Spear Alpha ETF

Zscaler

The Spear Alpha ETF (SPRX) topped the list of the best-performing U.S. equity ETFs in May, gaining 28.3%. The rally was driven by the hype surrounding artificial intelligence (AI) and investors' flight to mega-cap tech stocks.

5 Best-Performing Stocks of the Top ETF of May

Snap

Upstart Holdings

The top growth stocks have consistently outperformed other types of stocks over the past decade, and they have done so with relatively little risk to the downside. Most of these growth stocks have been a wild ride since the pandemic era, and the volatility could continue well into 2024 if recession fears turn out to be correct.

3 Growth Stocks That Could Turn $1,000 into $10,000 by 2030

LOS ANGELES, CA / ACCESSWIRE / May 25, 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.

ONGOING INVESTIGATION 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

Etsy

Hedge fund managers David Siegel, John Overdeck, and Ken Griffin were buying shares of Etsy and Cloudflare in the first quarter. Etsy has hardly scratched the surface of its addressable market.

2 Magnificent Growth Stocks Down 70% and 74% That Wall Street Billionaires Are Buying

Cloudflare is still growing fast, but the market was displeased with its downgrade to full-year 2023 revenue. AI was a quick fix for Cloudflare's falling share price.

Cloudflare Stock Rockets Higher on AI "News." But Is It Really a Buy Now?

LOS ANGELES, CA / ACCESSWIRE / May 24, 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.

INVESTIGATION 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 developer platform is still being filled out, and there's some missing functionality. Some of those gaps have been filled, along with significant performance improvements.

Cloudflare Brings Major Improvements to Its Developer Platform

Confluent

Splunk

Macroeconomic headwinds appear to be slowing. Many companies reported financial results that were better than expected.

Why Cloudflare, Confluent, and Other Cloud Stocks Soared This Week

monday.com

Cloudflare's technology is behind many of the websites people visit every day without realizing it. Monday.com is growing fast in a competitive market for work software.

2 Hypergrowth Stocks to Buy in May

Cloudflare recently announced a new service for managing and documenting access to sensitive data. The company has a growth-dependent valuation but appears to be making smart moves as it builds its product ecosystem.

Why Cloudflare Stock Popped Today

The biggest shortcoming of Cloudflare's serverless Workers platform has been the inability to directly connect to external databases. A new feature fixes this problem, although it will take a while before it's fully supported by popular database driver libraries.

Cloudflare Is Fixing the Biggest Problem with Its AWS Killer

LOS ANGELES, CA / ACCESSWIRE / May 17, 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 $500,000 to Contact the Firm

Uninterrupted compounding interest is how to get rich in the stock market. Advanced Micro Devices will be a key player in high-performance computing for many years.

2 Unstoppable Tech Stocks to Buy on the Dip

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare's R2 object storage is providing essential infrastructure for leading generative artificial intelligence (AI) companies.

Cloudflare's R2 Is the Infrastructure Powering Leading AI Companies

From 2017 through 2022, the cloud infrastructure provider grew revenue at a 48% annualized rate. So when it posted 37% top-line growth for the first quarter of 2023, investors panicked.

Cloudflare Is Flaring Up After Post-Earnings Overreaction

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.

News for Cloudflare Stock (NET)