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

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.

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

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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

Cash from operations

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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.

Instead of trying to time when to finally lock down a position, it may be best to buy NET stock now, and simply wait for today's storms to pass. The post Cloudflare Stock Is Back at a Favorable Entry Point After the Latest Tech Pullback appeared first on InvestorPlace.

Cloudflare Stock Is Back at a Favorable Entry Point After the Latest Tech Pullback

Cloudflare today announced that it's collaborating with Deno, the development company behind the eponymous Deno runtime, and individual contributors of the Node.js open source project to create standards that enable developers to write code between Deno, Node.js, and Cloudflare's serverless app platform, Cloudflare Workers. Cloudflare co-founder and CEO Matthew Prince says that the effort will […]

Cloudflare heads effort to make JavaScript environments interoperable

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced that it is collaborating with Deno and individual core contributors of the Node.js open source project, bringing together three of the largest JavaScript environments, to give developers flexibility and choice while creating the standards of the future of edge computing. By collaborating around a common set of standards, the effort

Cloudflare Teams Up With Open Source Community to Create New API Standards for the Applications of the Future

Dollar Tree

Block

Under Armour

Block, Dollar Tree, Cloudflare and Under Armour were our top stock trades for Friday. Here's how the charts are setting up right now.

4 Top Stock Trades for Friday: SQ, DLTR, NET, UAA

Cloudflare (NET) stock is falling on Friday following the release of the cybersecurity company's earnings report for Q1 2022. The post Cloudflare (NET) Stock Falls 15% After Earnings Report.

Cloudflare (NET) Stock Falls 15% After Earnings Report. 17 Things to Know.

The internet-software services company's share price is now down 72% from the peak it hit last November.

Why Cloudflare Stock Is Plummeting Today

Continued sustained high growth shows that NET is executing very well in its top-down strategy and in its monetization of its huge user base. The valuation looks about fair, but there is no doubt this has the opportunity to become an Internet-defining company.

Cloudflare: Sustained Growth And Fair Valuation

Cloudflare stock tumbled despite a March-quarter earnings and revenue beat and guidance above views as software stocks sell off. The post Cloudflare Earnings, Guidance Top Views, But Software Stock Falls appeared first on Investor's Business Daily.

Cloudflare Earnings, Guidance Top Views, But Software Stock Falls

Cloudflare Inc (NYSE: NET) is trading lower Friday despite reporting better-than-expected financial results and issuing strong guidance.  Cloudflare said first-quarter revenue increased 54% year-over-year to $212.17 million, which beat the $205.65 million estimate, according to data.

What's Going On With Cloudflare Stock Today?

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 Carlos Torales Montero as Vice President, Head of Sales, Latin America, to build upon its global network and growing customer base in the region. Carlos brings more than twenty years of experience in the technology sector, specifically in go-to-market strategy and talent development efforts in new markets, to driv

Cloudflare Appoints Carlos Torales Montero as VP, Head of Sales Latin America

Cloudflare, Inc. (NYSE:NET ) Q1 2022 Earnings Conference Call May 5, 2022 5:00 PM ET Company Participants Jayson Noland - Head, IR Matthew Prince - Co-Founder, Chairman & CEO Thomas Seifert - CFO Conference Call Participants Joel Fishbein - Truist Securities Brent Thill - Jefferies James Fish - Piper Sandler & Co. Philip Winslow - Crédit Suisse Adam Borg - Stifel, Nicolaus & Company Amit Daryanani - Evercore ISI James Breen - William Blair & Company Alexander Henderson - Needham & Company Operator Ladies and gentlemen, thank you for standing by, and welcome to Cloudflare's First Quarter 2021 Earnings Call. [Operator Instructions].

Cloudflare, Inc. (NET) CEO Matthew Prince on Q1 2022 Results - Earnings Call Transcript

Cloudflare Inc (NYSE: NET) reported better-than-expected Q1 results on Thursday. Shares still fell nearly 20% in extended trading after the company said it might remain in loss in the current fiscal quarter.

Cloudflare tanks 20% despite solid Q1: how come?

Cloudflare Inc. shares dropped in the extended session Thursday after the cybersecurity company's quarterly results beat Wall Street expectations slightly, but its bottom-line forecast for the current quarter indicated a possible miss in its next report.

Earnings Results: Cloudflare stock drops more than 15% after outlook forecasts possible loss

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 first quarter ended March 31, 2022. “Cloudflare had a terrific first quarter of 2022, beating expectations with revenue growth up 54% year-over-year and adding more than 14,000 new paying customers—a quarterly record,” said Matthew Prince, co-founder & CEO of Cloudflare. “Our largest customers continue

Cloudflare Announces First Quarter 2022 Financial Results

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Datadog

MongoDB

ServiceNow

Palo Alto Networks

Snowflake

Splunk

Workday

What investors can learn from recent history.

Looking Back at Hot Tech IPOs From a Decade Ago

High-growth technologists like Cloudflare continue to tread water at best amid rising interest rates.

Why Cloudflare Tanked 28% in April

Fortinet

Qualys

Radware

Could these cybersecurity stocks continue to flourish with cybersecurity threats rising all over the globe?

5 Cybersecurity Stocks For Your May 2022 Watchlist

Cloudflare is a leading content delivery network (CDN) which has achieved high revenue growth of over 52% in the past year. The company has strong tailwinds from Zero Trust Security industry which is forecasted to grow at a 17.4% CAGR until 2026.

Cloudflare: High Revenue Growth With Cybersecurity Tailwinds

Alibaba

Baidu

Etsy

Shopify

When the going gets tough, the tough cut their price targets. That only makes sense.

Top Wall Street Analysts Still Slashing Price Targets on Red-Hot Tech Stocks

Cloudflare stock has crashed, but that doesn't mean it's a bargain.

This Tumbling Cloud Stock Is Still Way Too Expensive

Bill.com

Coinbase

Li Auto Inc.

Marvell Technology

RingCentral

Zscaler

These growth stocks have lost a chunk of their valuation in the last four months. MRVL, LI, and ZS are great growth candidates for sturdy long-term gains.

7 Growth Stocks That Could Go Parabolic by 2023

Cloudflare stock has been slowly regaining value since February. However, the stock is still risky in the short term.

Why This Is Not the Time to Buy Cloudflare Stock

Palantir Technologies

There are many cybersecurity stocks, and it is difficult to tell which ones are worth investing in. Here are five with proven track records.

5 Cybersecurity Stocks to Buy for Q2

Cloudflare continues to impress each quarter, consistently beating and raising despite revenue growth at 51% CAGR over the past five years. The stock has pulled back nearly 60% as investors rotated out of high-valuation names, though Cloudflare's financial metrics remain very strong.

Cloudflare: Turning Bullish Now, Though Volatility Likely Remains

Cloudflare is an expensive but high-growth Cloud SaaS stock. The company has also executed well consistently. However, given the macro headwinds, we think NET stock's significant growth premium has hampered its momentum recently.

News for Cloudflare Stock (NET)