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.

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Cost of revenue

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SG&A

Operating income

EBITDA

Net income

Earnings per share

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Inventory

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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 stock price has been under a lot of pressure over the past year. The cloud company continues to grow briskly.

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Adyen NV

Twilio

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Cloudflare, Inc. (NYSE:NET ) Morgan Stanley Technology, Media & Telecom Conference March 8, 2023 3:15 PM ET Company Participants Thomas Seifert - CFO Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us.

Cloudflare, Inc. (NET) Morgan Stanley Technology, Media & Telecom Conference Call Transcript

Cloudflare delivered impressive revenue growth and operating earnings. The company issued strong guidance for 2023 financials.

Why Did Cloudflare Stock Rise 13% in February?

Applied Materials

Trade Desk

The Trade Desk delivered an epic conclusion to 2022 and continues to scoop up digital ad market share. Applied Materials makes equipment critical to the manufacture of semiconductors people use every day.

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Zoom Video

Pitting the communications company against the cybersecurity growth stock.

Best Stock to Buy Now: Cloudflare vs. Zoom

CrowdStrike

Pitting two fast-growing cybersecurity stocks against each other.

Best Stock to Buy Now: CrowdStrike vs. Cloudflare

Amazon

Intel

Microsoft

Okta

Riot Blockchain

Yext

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Top-tier products and industry tailwinds could help these stocks quadruple (or more) by the end of the decade.

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Cloudflare has a great offering, but the space is crowded with top competitors.

Cloudflare Stock: Bear vs. Bull

Cloudflare continues to put up impressive results quarter after quarter.

3 Things About Cloudflare That Smart Investors Know

Which of these top cybersecurity stocks will deliver better returns for investors?

Better Buy: Cloudflare vs. CrowdStrike Stock

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Cloudflare continues to execute on record revenues while growing their large enterprise customer base. Founder CEO Matthew Prince is focused on continued scale for the business while improving operational efficiencies internally.

Cloudflare: Consistent Leadership Team And Global Platform For Long-Term Investors

Both companies could win big from adopting artificial intelligence-enabled applications, but which is the better bet?

Better Artificial Intelligence Stock: Cloudflare vs. Microsoft

Airbnb

DigitalOcean Holdings

Airbnb, Cloudflare, and DigitalOcean are fundamentally strong companies poised for bright futures.

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Datadog

Palantir Technologies

Cloudflare (NET 0.31%), Palantir (PLTR -1.12%), and DataDog (DDOG 1.81%) are capturing investors' attention with their rapid growth and innovative services. This video will compare these three growth stocks across key metrics to determine which offers investors the best risk versus return.

Best Stock to Buy: Cloudflare Stock vs. Palantir Stock vs. DataDog Stock

PayPal

Visa

These stocks seem well poised for a robust recovery in the long run.

4 Top Stocks to Buy Now

Cloudflare is a global CDN provider which provides websites with rapid performance and security enhancements. The company's customers includes over one third of the Fortune 500 and even the viral AI platform ChatGPT by Open AI.

Cloudflare: Super Q4 With A ChatGPT Catalyst

These up-and-coming technology stars are setting the stage for stunning rebounds and long-term gains.

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Atlassian

These stocks hold strong competitive positions in quickly growing markets.

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Artificial Intelligence (AI) has garnered a fair amount of hype over the past two months. However, investors may be focusing on the wrong set of companies.

How Is AI Affecting Cybersecurity And Cloud Spending? Takeaways From The Cloudflare Earnings Report

The business is performing well, but slowing revenue growth could limit the stock's returns.

Cloudflare Stock Up 50% in 2023: Time to Buy?

This monster growth stock could produce fivefold returns for shareholders in the next five years.

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A solid earnings report, impressive guidance, and a massive catalyst could help this tech stock sustain its healthy momentum.

News for Cloudflare Stock (NET)