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

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Earnings data Q4 2022

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Earnings data Q4 2023

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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.

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

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Total equity

Stockholders equity

Minority interest

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Net debt

Book value per share

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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.

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Cloudflare's rapid development cadence and sturdy technological underpinnings have resulted in the company's ability to target a wide array of end markets. From a sales strategy perspective, Cloudflare is still evidently heavily reliant on direct partners rather than channel partners.

Cloudflare: Cloudy With A Chance Of Hypergrowth

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it has been named by Gartner® as a Leader in the Magic Quadrant™ for Web Application and API Protection (WAAP). This is the first year Cloudflare has been placed in the Leaders quadrant. “More than half of traffic across Cloudflare's network is for APIs. That's why we've invested heavily in building the best platform for protecting

Cloudflare Positioned as a Leader in the Gartner® Magic Quadrant™ for Web Application and API Protection

Internet infrastructure company says it blocked Kiwi Farms because ‘the threats on the site escalated enough in the last 48 hours'

Cloudflare reverses decision and drops trans trolling website Kiwi Farms

Cloudflare, Inc. (NYSE:NET ) Deutsche Bank 2022 Technology Conference September 1, 2022 12:30 PM ET Company Participants Thomas Seifert - Chief Financial Officer Conference Call Participants Brad Zelnick - Deutsche Bank Brad Zelnick Thanks, everybody, for joining. I'm Brad Zelnick with the Deutsche Bank software team.

Cloudflare, Inc. (NET) Presents at Deutsche Bank 2022 Technology Conference (Transcript)

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Datadog

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

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This trailblazing cloud business could make shareholders much richer in the long run.

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Cloud stocks got a lift from Cloudflare results but insider selling may be enough to keep the stock from moving much higher.

Insider Sales At Cloudflare Are No Worry For Investors

The cloud-based software stock is still growing like a weed.

3 Reasons to Buy Cloudflare Stock, and 1 Reason to Sell

Cloudflare reported a very strong Q2 with revenue growing 54% yoy and coming in ahead of expectations. Management also provided Q3 guidance above consensus and raised their full-year expectations, despite the macro environment remaining challenged.

Cloudflare: Impressive Quarter Rewarded With Recent Stock Pop

The content delivery and data security specialist beat Wall Street's expectations with a 54% revenue surge and rosy full-year guidance.

Why Cloudflare Stock Is Skyrocketing Today

Cloudflare sees improving trends in sales cycles, and now it's bringing in more large customers.

Cloudflare soars after beating on revenue and raising annual forecast

Cloudflare stock jumped as June-quarter earnings and revenue topped Wall Street estimates amid strong large customer growth. The post Cloudflare Stock Jumps As Large Customer Growth Fuels Beat appeared first on Investor's Business Daily.

Cloudflare Stock Jumps As Large Customer Growth Fuels Beat

This internet company is knocking it out of the park, but here's why investors should be cautious.

Cloudflare Is Still On A 50% Growth Hot Streak -- Is It Time to Buy the Stock?

RBC Capital Markets analyst Matthew Hedberg says Cloudflare's second-quarter results 'showed no deceleration' despite a difficult macro environment.

Cloudflare Stock Surges as Full-Year Revenue Forecast Is Raised

Cloudflare, Inc. (NYSE:NET ) Q2 2022 Results Conference Call August 4, 2022 5:00 PM ET Company Participants Jayson Noland - VP, IR Matthew Prince - Co-Founder and CEO Michelle Zatlyn - Co-Founder, President and COO Thomas Seifert - CFO Conference Call Participants Matt Hedberg - RBC Capital Markets James Fish - Piper Sandler Alex Henderson - Needham & Co. Shaul Eyal - Cohen Fatima Boolani - Citi Joel Fishbein - Truist Hamza Fodderwala - Morgan Stanley Adam Borg - Stifel Andrew Nowinski - Wells Fargo Trevor Walsh - JMP Securities James Breen - William Blair Gray Powell - BTIG Brent Thill - Jefferies Operator Good afternoon. My name is Emma, and I will be your conference operator today.

Cloudflare, Inc. (NET) CEO Matthew Prince on Q2 2022 Results - Earnings Call Transcript

Cloudflare Inc. shares surged in the extended session Thursday after the cybersecurity company reported results that topped Wall Street expectations and hiked its revenue outlook for the year.

Cloudflare stock rallies 25% following earnings beat, raised revenue outlook

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced financial results for its second quarter ended June 30, 2022. “We delivered another strong quarter, with revenue growth up 54% year-over-year, driven by strength in our large customers, and a record number of large customer additions. Large customers now represent 60% of our revenue, and they are leaning forward to hear how Cloudfla

Cloudflare Announces Second Quarter 2022 Financial Results

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Cloudflare's importance to the internet is at a sharp contrast to its market cap. The company is leveraging its network to build up a suite of unrivaled enterprise solutions.

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Cloudflare shares have gained 17% over the last month, crushing the S&P 500's performance.

News for Cloudflare Stock (NET)