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

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

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

Capital expenditure

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's (NET) first-quarter 2023 results reflect benefits from solid demand across its security portfolio amid the growing work-and-learn-from-home policies and escalating cyberattacks.

Cloudflare (NET) Q1 Earnings Beat Expectations, Sales Rise Y/Y

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Cloudflare, Inc. (NET) Q1 2023 Earnings Call Transcript.

Cloudflare, Inc. (NET) Q1 2023 Earnings Call Transcript

Cloudflare (NET) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.01 per share a year ago.

Cloudflare (NET) Tops Q1 Earnings Estimates

The company issued muted guidance for the full-year and upcoming quarters that sent shares down, despite posting a beat on the bottom line.

Cloudflare stock plunges more than 20% after revising guidance down

Cloudflare Inc. shares were tanking more than 20% in Thursday's after-hours action after the company cut its forecast for the full year, citing a "material lengthening" of its sales cycle that's expected to weigh on results. The cloud-services company now expects $1.280 billion to $1.284 billion in full-year revenue, whereas Cloudflare's prior outlook was for $1.330 billion to $1.342 billion in revenue.

Cloudflare stock melts down as company slashes forecast due to elongated sales cycle

Cloudflare stock plunged after the company reported Q1 earnings that topped estimates but June quarter revenue guidance missed views. The post Cloudflare Stock Plunges On Weak Revenue Guidance appeared first on Investor's Business Daily.

Cloudflare Stock Plunges On Weak Revenue Guidance

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced financial results for its first quarter ended March 31, 2023. “In the first quarter, we grew revenue 37% year-over-year to $290.2 million, delivered the third consecutive quarter of record operating profit and margin, and significantly outperformed on free cash flow,” said Matthew Prince, co-founder & CEO of Cloudflare. “Our wor.

Cloudflare Announces First Quarter 2023 Financial Results

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Here we take a sneak peek at some Internet-Software stocks due to report first-quarter 2023 earnings on Apr 27.

Internet Software Stock Q1 Earnings on Apr 27: PINS, NET & More

MongoDB

Snowflake

Datadog

Fears of a potential recession have been weighing on the market. Cloud providers have been hit particularly hard.

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ServiceNow

Palo Alto Networks

Cybersecurity and cloud stocks were down across the board today. One major cybersecurity peer gave a disappointing outlook for 2023, on top of concerns over the economy.

Why Palo Alto Networks, ServiceNow, and Cloudflare Fell Today

Here is how Cloudflare (NET) and Nvidia (NVDA) have performed compared to their sector so far this year.

Is Cloudflare (NET) Stock Outpacing Its Computer and Technology Peers This Year?

Fastly

A Content Delivery Network (CDN) is a footprint of data center servers that deliver content such as webpages and videos to the user in a secure and fast manner. Almost every major website likely uses a CDN in order to improve the user experience of its website.

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Solid demand for security solutions and the benefits of its recurring subscription-based business model are likely to have aided Cloudflare's (NET) first-quarter performance.

Is Cloudflare (NET) Likely to Surpass Q1 Earnings Estimates?

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NICE Ltd

With the world becoming more interconnected than ever, the demand for cybersecurity solutions will reach unprecedented heights. However, cybersecurity stocks to buy took a massive beating last year, with leading players in the sphere down over 50% from their peak in 2021.

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Cloudflare (NET) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Cloudflare (NET) Earnings Expected to Grow: Should You Buy?

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MercadoLibre

SoFi Technologies

SoFi and Airbnb are reimagining stodgy industries. MercadoLibre and Global-e Online allow investors to take part in the worldwide e-commerce transformation.

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Robust revenue growth and consistently high gross margins make the stock attractive to growth investors. Its unprofitability, negative free cash flow, and high valuation are reasons to be cautious.

Why Cloudflare Is Not Worth the Gamble in This Bear Market

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SolarEdge Technologies

The cloud computing and solar energy systems markets are expected to grow quickly through the end of the decade. Cloudflare operates the fastest cloud network and developer platform on the market.

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Cloudflare: Top Performing Tech Stock Is Rising

Riskified Ltd

Cloudflare operates the fastest cloud network and developer platform on the planet. Riskified uses artificial intelligence to help e-commerce businesses combat fraud.

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DigitalOcean Holdings

Total addressable market (TAM) is a metric that can often be inflated. DigitalOcean genuinely does have a massive opportunity ahead of it as it goes after a big chunk of the cloud infrastructure market.

2 Tech Stocks with Massive Market Opportunities

Coastal Financial Corp

Enphase Energy

With inflation falling to 5%, the expectations for sustained rate hikes have fallen considerably. Even though core inflation did rise and the labor market remains strong, the Federal Reserve, for now, is unlikely to hike interest rates further.

News for Cloudflare Stock (NET)