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 Q3 2024

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.

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.

Roblox

Investors are continually searching for the next significant market opportunity to continue augmenting their wealth. Recently, one of the most thrilling trends has been the emergence of the metaverse.

3 Metaverse Stocks Sitting in the Sweet Spot

Apple

Cisco Systems

Foot Locker

Acushnet Hlds

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including Apple and Foot Locker.

Top Wall Street analysts prefer these five stocks despite ongoing uncertainty

Amazon

Cloud services revenue is expected grow at an average rate of 21% annually over the next decade. Cloudflare operates the fastest cloud network on the planet, and its zero trust security solutions represent a particularly big growth opportunity.

Cloud Computing Revenue Is Soaring Toward $4 Trillion -- 2 Growth Stocks to Buy Now and Hold for the Next Decade

The company's revenue is growing nearly 50% annually. Cloudflare is yet to reach positive free cash flow.

Wall Street Thinks This Stock Could Rise Over 30%

Adyen NV

Fiverr

HubSpot

Splunk

Atlassian

Wix.com

If you're looking for undervalued tech stocks, you're certainly in luck. The market is saturated with these names.

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Here is how Cloudflare (NET) and Nova Ltd. (NVMI) have performed compared to their sector so far this year.

Has Cloudflare (NET) Outpaced Other Computer and Technology Stocks This Year?

Cloudflare (NET) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Cloudflare (NET) Upgraded to Buy: What Does It Mean for the Stock?

Cloudflare is scaling rapidly and efficiently and presents a big upside on the heels of sell-offs. Paying premium valuations for Cloudflare in the middle of rising industry headwinds could be risky.

Cloudflare Stock: Bull vs. Bear

Snowflake

SNOW has grown revenue much faster than NET. SNOW has much higher SBC (Stock-Based Compensation) than NET.

Snowflake Vs. Cloudflare Stock: Which Is The Better Buy?

Fortinet

Fortinet generates stable and profitable growth while trading at reasonable valuations. Cloudflare is growing a lot faster, but it's less profitable and its stock is more expensive.

Better Cybersecurity Stock: Fortinet vs. Cloudflare

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it will provide post-quantum cryptography for free by default to all customers to help secure their websites, APIs, cloud tools and remote employees against future threats. Now, all Cloudflare customers will be able to seamlessly migrate to the next era of cybersecurity standards–instantly and for free.

Cloudflare Democratizes Post-Quantum Cryptography By Delivering It For Free, By Default

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it is entering the fraud detection market to help businesses quickly identify and stop online fraud – including fraudulent transactions, fake account signups, account takeover attacks, and carding attacks – before it impacts their brand or their bottom line.

Cloudflare Takes On Online Fraud Detection Market

Airbnb

Down 75% and 46.5% from all-time highs, these stocks look like great plays for growth investors.

A Bull Market Is Coming: Buy These Hot Growth Stocks Before They Take Off

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced new Zero Trust integrations with Atlassian, Microsoft, and Sumo Logic. These new integrations will help businesses of any size easily secure the tools and applications they rely on with enterprise-ready Zero Trust security.

Cloudflare Integrates with Atlassian, Microsoft, and Sumo Logic to Make Zero Trust Security Easy for Businesses

SAN FRANCISCO--(BUSINESS WIRE)--AT&T, PayPal, and Microsoft top the list of most impersonated brands in phishing attempts.

Cloudflare Uses the Power of its Global Network to Identify the Top 50 Most Impersonated Brands and Protect Zero Trust Customers From Phishing Scams

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

Down Nearly 60%, This Growth Stock's Sell-Off Looks Like a Buying Opportunity

Twilio

Cloudflare is rapidly growing its large customer count. Investors have gotten short-sighted with Twilio's stock.

3 Hypergrowth Tech Stocks to Buy in 2023 and Beyond

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.

A Bull Market Is Coming -- 3 Stocks Down at Least 30% to Buy Now

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

Intel

Microsoft

Okta

Riot Blockchain

Yext

With inflation, low earnings, and expectations of higher interest rates, tech stocks have cooled off. However, this is the prime time to look for the best tech stock to buy on the pullbacks.

What Is the Best Tech Stock to Buy Now? Our 7 Top Picks.

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

2 Growth Stocks That Can Turn $250,000 Into $1 Million by 2030

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

News for Cloudflare Stock (NET)