Revenue segments as reported by the company.

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Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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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.

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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

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Earnings data Q4 2021

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Earnings data Q4 2022

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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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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.

It's taken more than three years to get to this point.

Cloudflare Stock: Is This the Moment You've Been Waiting For?

The content-delivery network is making advancements in cybersecurity.

Why Cloudflare Stock Was Up 17% Last Month

Growth stocks popped this week, and Cloudflare led the way.

Why Shares of Cloudflare Jumped This Week

Salesforce

Zoom Video

These companies are riding the steady tailwind of cloud adoption and should put up strong revenue growth for years.

3 Top Cloud Stocks to Buy in February

The company is boosting its long-term addressable market, and the expanding use of AI could play a role in its growth.

Why Cloudflare Stock Was Soaring on Thursday

This tech company has what it takes to be a massive long-term winner.

Down 74%, This Growth Stock Is a Smart Buy That Could Make You a Fortune

Fiverr

Cloudflare and Fiverr are category-leading companies that could deliver incredible rebound returns.

2 Growth Stocks Down More Than 75% to Buy in 2023 and Hold for the Next Decade

Adobe

ServiceNow

2022 was a tough year for nearly all sectors. Tech stocks, however, were among the hardest hit as an interest-rate-driven bear market reared its ugly head.

3 Tech Stocks Getting Ready for a Major Breakout

Trade Desk

These companies are well positioned to earn the title "tech giant" a decade or two down the road.

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Shopify

It's time to buy these growth stocks while they're on sale.

2 No-Brainer Stocks to Buy Right Now for Less than $50

ASML Hld

Broadcom

Fabrinet

Model N

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Tyler Technologies

The nearer we get to a market turnaround, the more investors look for tech stocks to buy. Many growth investors know that the same cyclicality that pummeled tech shares last year will lift them once the market flips.

7 Tech Stocks to Buy as a New Bull Market Emerges

Cloudflare has tons of positive developments going in its favor, but don't expect a quick turnaround in stock price.

Could Cloudflare Stock Return to Growth in 2023?

Airbnb

Advanced Micro Devices

Growth stocks weren't the place to be in 2022 but look ready to bounce back this year.

3 Growth Stocks Poised for a Bull Run in 2023

Cloudflare's CEO said it's "the worst economic conditions that we've seen in the history of Cloudflare, in the last 12 years since 2008, 2009."

Economic optimism at Davos is 'bizarre' and a prolonged downturn is more likely, says Cloudflare CEO

Cloudflare CEO Matthew Prince is looking on the bright side of a potential recession, pointing out positives, including a potential startup boom.

Cloudflare's CEO says he is 'kind of excited' about an upcoming recession for these 4 reasons

The growing popularity of e-commerce and cloud computing should be tailwinds for these growth stocks.

A Bull Market Is Coming: 2 Remarkable Growth Stocks to Buy Hand Over Fist in 2023

SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced the appointment of Phil Winslow as Vice President of Strategic Finance, Treasury, and Investor Relations. Winslow previously covered Cloudflare as a financial analyst at Credit Suisse, where he was the global head of the software team, and at Wells Fargo.

Cloudflare Announces Phil Winslow as VP of Strategic Finance, Treasury, and Investor Relations

SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, has been awarded a $7.2 million contract from the Cybersecurity and Infrastructure Security Agency (CISA) to provide Registry and Authoritative DNS services to the .gov TLD (Top Level Domain).

Cloudflare Wins CISA Contract for Registry and Authoritative Domain Name System (DNS) Services

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

What Makes Cloudflare (NET) a New Buy Stock

The web-services leader's valuation has been crushed by macroeconomic conditions.

Down 65.5% in This Bear Market, Can Cloudflare Recover in 2023?

SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced an expansion of its relationship with Microsoft to help customers easily deploy, automate, and enhance their organization's Zero Trust security.

Cloudflare Expands Relationship with Microsoft, Makes Industry Leading Zero Trust Security Tools Easier than Ever to Deploy

Twilio

These beaten-down growth stocks are winning big from huge end-market opportunities.

2 Growth Stocks Down 62% to 77% That Could Double In 5 Years

SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced several new Zero Trust email security solutions, compatible with any email provider, to protect employees from multichannel phishing attacks, prevent sensitive data being exfiltrated via email, and help businesses speed up and simplify deployments. Now, Cloudflare is providing organizations with its simple and robust phishing and malware protection that is deeply integrated with its Zero Trust platform, helping to secure all of an organization's applications and data.

Cloudflare Announces Comprehensive Email Security & Data Protection Tools to Help Secure Enterprises Against Phishing Attacks

SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced Magic WAN Connector, the open source software-defined software package that makes it easier than ever for any business to connect and secure their entire corporate network with Cloudflare. With Magic WAN Connector, Cloudflare One is now a true integrated SASE security and networking solution to protect and accelerate the performance of enterprise devices, applications, and networks. Additionally, Cloudflare announced new participants in the Network On-ramp partner program as well as OEMs to give customers flexibility and freedom of choice no matter how they connect to Cloudflare's network.

Cloudflare Announces Magic WAN Connector to Speed Up, Simplify, and Secure How Any Business Connects to the Internet

Palantir Technologies

DENVER , Jan. 10, 2023 /PRNewswire/ -- Palantir Technologies Inc. (NYSE: PLTR) today announced a strategic partnership with  Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, to help organizations cut cloud costs, increase control, and improve predictability over multi-cloud workloads.  Understanding cloud spend is complex, especially in environments where customers use multiple cloud vendors.

News for Cloudflare Stock (NET)