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

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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.

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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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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.

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.

Datadog

Unity Software

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

Top 5 Heavily Shorted Internet Stocks Set to Rebound in 2023

Investors have the right to expect perfection from Cloudflare every quarter, given its highly aggressive valuation. Therefore, the market didn't like management's cautious guidance commentary. We discuss why Wall Street analysts have likely lowered the bar sufficiently for Cloudflare to outperform moving ahead. As such, it augurs well for a medium-term re-rating.

Cloudflare: Now We Turn Bullish

Apple

Netflix

The stock market took a beating this year, especially tech stocks, with many of them down significantly. Then again, with margins declining and interest rates rising, investors are no longer willing to pay a premium and have retreated to defensive stocks.

7 Stocks to Buy That Will Make You a Multi-Millionaire

Salesforce

Lithium Americas Corp

Li Auto Inc.

Marvell Technology

Zscaler

Optimists would say that 2023 will indeed be better than 2022. While 2022 has been an exceptionally difficult year for growth stocks, tech stocks, and  stock markets in general, there are signs that 2023 could mark a positive turning point.

7 Growth Stocks to Take Seriously in 2023

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 been recognized as one of the Top 100 Most Loved Workplaces in 2022, following research conducted by Newsweek and Best Practice Institute (BPI), a leadership development and benchmark research company. Cloudflare is ranked #55, described in being Most Loved Because “The only thing worse than a bad idea is no idea: Weekly CEO-led company meetings allow all concerned to provide updates on their work. Workers say they're empowered to develop the next big thing.”

Cloudflare Named to Top 100 Most Loved Workplaces in 2022 by Newsweek

The business has grown remarkably over the past two years, but can it keep it up?

Should You Buy Cloudflare's Stock on the Dip?

SAN FRANCISCO--( BUSINESS WIRE )--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced the Workers Launchpad Funding Program has grown to $2 billion for potential investment in startups building on Cloudflare Workers, an increase of 14 partners and $750 million in less than two months. Cloudflare is also introducing the first cohort of startups participating in the program, featuring 25 companies from 10 countries.

Cloudflare's “Workers Launchpad” Funding Program Grows to $2 Billion, Announces First Cohort of Startups

If you're buying, remember to keep those purchases small of this volatile high-growth business.

Cloudflare's Financials Remain Far From Perfect, but Business Is Still Rolling

DigitalOcean Holdings

Economic uncertainty sent the stock market into a freefall, creating a rare buying opportunity for investors.

A Once-in-a-Decade Opportunity: 2 Top Growth Stocks to Buy Before 2023

The consensus price target hints at an 83.3% 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 See an 83% Upside in Cloudflare (NET): Can the Stock Really Move This High?

These growth stocks have hardly scratched the surface of their large and growing market opportunities.

2 Phenomenal Growth Stocks With "No Downside" to Buy Now, According to Wall Street

Some Wall Street analysts are forecasting triple-digit returns for these growth stocks.

These 2 Monster Growth Stocks Could Rise 124% and 201% From 52-Week Lows, According to Wall Street

Cloudflare (NET) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

After Plunging 26.5% in 4 Weeks, Here's Why the Trend Might Reverse for Cloudflare (NET)

Adobe

ServiceNow

QUALCOMM

Twilio

Discounted tech stocks to buy are plenty. The great tech wreck of 2022 is in stark contrast to the easy gains investors enjoyed between 2020-2021.

7 Tech Stocks to Buy at a Multi-Year Discount

Despite the difficult environment, these two tech companies are still rapidly expanding.

2 Spectacular Growth Stocks You'll Regret Not Buying on the Dip

Data security company Cloudflare ( NET , Financial) gave investors plenty of things to ponder when it reported third-quarter earnings recently. While investors often take these numbers at face value, the recent market volatility has increased speculation about Cloudflare's growth potential.

News for Cloudflare Stock (NET)