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 Q1 2021

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Earnings data Q1 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.

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.

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Cost of revenue

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SG&A

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Stockholders equity

Minority interest

Total liabilities & equity

Total debt

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

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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.

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.

Cloudflare: Macro Headwinds Significantly Impeded Its Momentum

This cloud computing company could grow several-fold in value over the next 10 years.

1 High-Conviction Growth Stock Down Over 50% to Buy Now

NET stock is down significantly from its 52-week high. However, anticipated revenue and earnings growth makes it a solid long-term bet.

Cloudflare Is a Long-Term Growth Story Caught in a Short-Term Market

DigitalOcean Holdings

These businesses should benefit as cloud computing adoption continues to rise.

2 Unstoppable Growth Stocks to Buy Now and Hold

MercadoLibre

Both companies are operating in huge markets.

2 Stocks I'm Buying in April

Cloudflare is in for another robust showing in its first quarter results, which could potentially send NET stock on a post-earnings rally. The post What to Expect From Cloudflare's Upcoming Results appeared first on InvestorPlace.

What to Expect From Cloudflare's Upcoming Results

NVIDIA

Investors must understand each valuation metric they use, as some can be misleading.

Why Valuation Isn't Everything When Purchasing a Stock

There's nothing wrong with Cloudflare, but NET stock was overpriced in a world where you can make money at lower risk by lending it. The post Cloudflare Shows the Perils of Buying Growth appeared first on InvestorPlace.

Cloudflare Shows the Perils of Buying Growth

As the bulls eye a return trip to $200 for NET stock, a critical data release could clear the runway for a positive surprise. The post Cloudflare Shoots for $120: How to Trade It Now appeared first on InvestorPlace.

Cloudflare Shoots for $120: How to Trade It Now

Datadog

The 10-year Treasury yield took a step back today, after nabbing three-year highs in the previous session.

2 Cloud Stocks to Target as Tech Rallies

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced that it will report its financial results for the first quarter ended March 31, 2022 after the U.S. market closes on Thursday, May 5, 2022. Cloudflare will host an investor conference call that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. Interested parties can access the call by dialing (888) 330-2

Cloudflare Announces Date of First Quarter 2022 Financial Results and Investor Day

Fastly

Limelight Networks

Shopify

Splunk

VMware

Nasdaq's steep correction in the first quarter of 2022 hurt these fast-growing stocks the most, creating a good entry point. The post 7 Cloud Computing Stocks to Buy for April 2022 appeared first on InvestorPlace.

7 Cloud Computing Stocks to Buy for April 2022

NET stock is delivering strong results. The company is rightly focusing on innovation and expansion in international markets.

Cloudflare Will Perform Well as Strong Cybersecurity Demand Continues

Buying NET stock today carries greater risks, but if investors want to convert a growth narrative into profits, a collar strategy makes sense. The post A Safer Bet on $145 for Cloudflare Stock appeared first on InvestorPlace.

A Safer Bet on $145 for Cloudflare Stock

Cloudflare just completed its acquisition of Area 1 Security. The purchase strengthens its email security.

Cloudflare's Latest Acquisition Makes its Zero Trust Security Platform Better

With another global event -- this time warfare -- generating headlines, NET stock enjoys a second round of cynical tailwinds. The post Rising Threats of Cyberattacks Give Cloudflare a Second Wind appeared first on InvestorPlace.

Rising Threats of Cyberattacks Give Cloudflare a Second Wind

As bond yields continue to soar, high-priced tech stocks such as NET stock are facing massive selling pressure. The post Cloudflare Stock Tumbles As Federal Reserve Takes Aim At Tech Stocks appeared first on InvestorPlace.

Cloudflare Stock Tumbles As Federal Reserve Takes Aim At Tech Stocks

The company may soon be profitable, and timing couldn't be better.

Cloudflare Is About to Take a Huge Step

Chock full of the key ingredient (a long growth runway) needed to make a full comeback, NET stock remains a great opportunity. The post Cloudflare Has the Key Ingredient Needed for a Recovery appeared first on InvestorPlace.

Cloudflare Has the Key Ingredient Needed for a Recovery

NET stock is so far unaffected as it leaves its data centers in Russia, keeping users in the country connected with open internet access. The post Cloudflare Walks a Tight Line With Its Decision to Remain in Russia appeared first on InvestorPlace.

Cloudflare Walks a Tight Line With Its Decision to Remain in Russia

Cloudflare has been overdelivering, but analysts are not impressed. But once they price in the company's strong growth, NET stock will grow The post Cloudflare Stock Is One Growth Stock That Still Makes Sense to Buy appeared first on InvestorPlace.

Cloudflare Stock Is One Growth Stock That Still Makes Sense to Buy

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it has completed its acquisition of Area 1 Security. Email is both one of the largest cloud applications for any business, and the biggest security threats that organizations of all sizes face. Yet legacy email security solutions are often expensive, overly complex, and disjointed from an organization's holistic security strategy. F

Cloudflare Completes Acquisition of Area 1 Security

SentinelOne

Zscaler

Cybersecurity stocks are getting increased attention as the war in Ukraine unnerved many companies regarding possible cyber attacks. The post 3 Top Cybersecurity Stocks to Buy Now appeared first on InvestorPlace.

3 Top Cybersecurity Stocks to Buy Now

CrowdStrike

Microsoft

Okta

Palo Alto Networks

Tenable Holdings Inc

The possibility of Russian cyber-attacks is moving cybersecurity stocks higher. Here are seven choices for investors to consider.

7 Cybersecurity Stocks to Buy Heading Into April

Zero trust security is a major tailwind that could help NET reach profitability as soon as Q4 this year.

News for Cloudflare Stock (NET)