Revenue segments as reported by the company.

EMEA

APAC

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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

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Earnings data Q1 2022

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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.

Revenue

Cost of revenue

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Operating expenses

SG&A

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EBITDA

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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

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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.

Bank of America

Zscaler

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SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today published its third annual Year in Review, exploring Internet insights, security trends and the trending online services of 2022.

Cloudflare Publishes Top Internet Trends for 2022

Twilio

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Arista Networks

Here we present two top-ranked tech stocks, ANET and NET, which are poised to benefit from growth opportunities in the edge computing market in 2023.

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This hypergrowth stock still has a lot of upside potential.

Will Cloudflare Be Worth More Than Alphabet by 2030?

SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today published its second annual Impact Report showcasing its commitment to helping build an Internet that is principled, accessible for everyone, and sustainable. Cloudflare began publicly reporting information about its environmental, social, and governance (ESG) impacts in 2021. This year, the company focused on expanding the value and scope of Cloudflare's Impact programs; supporting humanitarian and human rights causes, most notably helping protect Ukrainians' access to the Internet by protecting against DDoS and other cyber attacks; and examining how the company calculates and validates emissions data.

Cloudflare Publishes Second Annual Impact Report

These potentially explosive stocks have been pushed into bargain territory.

2 Growth Stocks Down 69% and 77% to Buy Right Now

Matterport

Tesla

These beaten-down stocks could fly in the new year.

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PayPal

These beaten-down growth stocks are still brimming with potential.

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Datadog

Shopify

Here's a sneak peek into five tech companies, Shopify (SHOP), Datadog (DDOG), Zscaler (ZS), Cloudflare (NET) and Twilio (TWLO), which hold strong fundamentals to grow in the near term.

Buy These 5 Tech Stocks That Have Lost Half Their Value

SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced that it has achieved the U.S. Federal Risk and Authorization Management Program's (FedRAMP®) Moderate Status. Achieving FedRAMP authorization reinforces Cloudflare's commitment to the Public Sector and the U.S. federal agencies, U.S. state and local governments and the Defense Industrial Base (DIB). Cloudflare supports these critical organizations as they aim to provide a faster and safer online experience for constituents, secure remote workforces, and protect network and critical infrastructure, whether using on-premises or hybrid cloud deployments.

Cloudflare Earns FedRAMP® Moderate Authorization to Further Help Government Agencies Modernize and Secure U.S. Infrastructure

NET is a triple net REIT that has witnessed 22x asset growth since 2012. The REIT leases mostly to revenue and location driven tenents, most of which are investment grade.

Canadian Net REIT: A Realty Income Or National Retail Properties In The Making

SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced a new Impact Initiative to provide Zero Trust security at no cost to small and medium critical infrastructure organizations around the world. This new program, named Project Safekeeping, aims to protect under-resourced organizations that provide a critical community benefit but are at high risk for cyberattacks, with initial efforts focused in Australia, Germany, Japan, Portugal, and the United Kingdom.

Cloudflare Introduces Project Safekeeping to Provide Zero Trust Security For Free to Vulnerable Critical Infrastructure Around the World

Wolfspeed

Zscaler, Cloudflare, and Wolfspeed are all potential multi-baggers.

3 Hypergrowth Tech Stocks to Buy as 2023 Approaches

SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced that the Cloudflare One suite of Zero Trust security tools is available at no cost to at-risk public interest groups that are part of Cloudflare's Project Galileo, as well as local and state election sites part of Cloudflare's Athenian Project. These organizations will now have access to the comprehensive and deeply-integrated Zero Trust tools that have typically only been available to large enterprises and are used by over 10,000 customers today.

Cloudflare Makes Zero Trust Security Free for At-Risk Groups like Non-Profits, Public Interest Groups, and Election Sites

Asana

Palantir Technologies

Shares of several software and technology companies, including Asana Inc ASAN, Cloudflare Inc NET and Palantir Technologies Inc PLTR are trading sharply lower going into the close of Monday's trading session amid a rise in yields, which has weighed on growth stock valuations.

Why Software Stocks Are Getting Hammered During Monday's Session - Asana (NYSE:ASAN), Cloudflare (NYSE:NET), Palantir Technologies (NYSE:PLTR)

The consensus price target hints at a 53% upside potential for Cloudflare (NET). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Wall Street Analysts Think Cloudflare (NET) Could Surge 53%: Read This Before Placing a Bet

Trade Desk

With GDP growth returning and the Federal Reserve potentially slowing the pace of rate hikes, growth stocks are looking good.

2 Unstoppable Growth Stocks I'm Buying Before 2022 Ends

Cloudflare is a leading content delivery network (CDN) which provides fast, secure access to millions of websites globally. The company reported strong financial results in the third quarter of 2022, beating both top and bottom line estimates.

Cloudflare: Blistering Growth And Undervalued

Cloudflare, Inc.'s quarter reported last month was judged to be an inadequate beat, and guidance was muted. Cloudflare, like almost all other IT vendors, is suffering from a case of macro headwinds.

Cloudflare: Recommending This Fallen Angel

Amazon

Global X Cybersecurity ETF

CrowdStrike

Cisco Systems

CyberArk Software

Fortinet

Alphabet

iShares North American Tech-Software ETF

KnowBe4

Microsoft

Okta

Palo Alto Networks

Ping Identity Holding Corp

Rapid7

SentinelOne

Tenable Holdings Inc

VMware

Cybersecurity stocks have underperformed vs. the S&P 500.

Cybersecurity Stocks To Watch As Wall Street Eyes 2023 Corporate Budgets

Cloudflare, Inc. (NYSE:NET ) Credit Suisse 26th Annual Technology Conference November 30, 2022 3:00 PM ET Company Participants Thomas Seifert – Chief Financial Officer Conference Call Participants Phil Winslow – Credit Suisse Phil Winslow All right. All right.

Cloudflare, Inc. (NET) Credit Suisse 26th Annual Technology Conference Transcript

The company needs to bring in more cash to go after all its growth opportunities.

Cloudflare Raises Prices for the First Time Ever

Airbnb

Ceridian HCM Holding Inc.

Unity Software

We have narrowed our search to five Internet-based stocks. These are: ABNB, DDOG, CDAY, U and NET.

News for Cloudflare Stock (NET)