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

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

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

Capital expenditure

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.

Adobe

NIKE

NVIDIA

Riot Blockchain

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, like Nike & Nvidia

Top Wall Street analysts see long-term upside in these stocks even amid investor uncertainty

MercadoLibre

These high-flying tech stocks have fallen over 40% from their highs.

Tech Sell-Off: 2 Unstoppable Stocks You'll Regret Not Buying on the Dip

NET stock is too high for value investors but for growth stock buyers Cloudflare could be seen as a bargain as it rebounds off of a trough. The post Cloudflare Is Cheap to Growth Investors But Expensive to Value Buyers appeared first on InvestorPlace.

Cloudflare Is Cheap to Growth Investors But Expensive to Value Buyers

Apple

Amazon

Bill.com

CrowdStrike

Datadog

Dynatrace Inc

Alphabet

Microsoft

Palantir Technologies

Snowflake

Atlassian

Unity Software

Zscaler

Stock Based Compensation or SBC for short, has exploded over the last decade, creating massive wealth for employees and executives, but it is an often overlooked expense for shareholders.

Stock Based Compensation: A Comparison Of The Market's High Flyers

KnowBe4

Cybersecurity is a complex universe, but I'll break it down and provide you with my favorite stock picks.

The Top 10 Cybersecurity Stocks to Buy Now

President Biden has been warning U.S. companies that they need to step up their cybersecurity efforts.

Why Palantir, CrowdStrike, and Cloudflare Stocks Went Parabolic Today

Shares of cybersecurity companies, including CrowdStrike Holdings Inc (NASDAQ: CRWD), Zscaler Inc (NASDAQ: ZS) and Cloudflare Inc (NYSE: NET), are trading higher Tuesday following Monday comments from President Joe Biden warning of potential Russian cyberattacks on U.S..

Why CrowdStrike, Zscaler And Cloudflare Shares Are Rising Today

Cloudflare is currently caught up in political controversy. Even once that passes, NET stock still has other issues to worry about.

Cloudflare Doesn't Offer Investors Security at This Price

Cloudflare recently has taken a hit due to the sector rotation out of technology. Currently, the international prospects are expanding due to scarcity.

Cloudflare: Expanding International Business Proving Shorts Wrong

Cloudflare (NET) expands its partnership with CrowdStrike to provide better and more powerful Zero Trust solutions to joint customers of both companies.

Cloudflare (NET) Expands Tie Up With CrowdStrike, Boosts Portfolio

The stock is making big gains, but it's still down roughly 17% in 2022.

Why Cloudflare Stock Is Soaring This Week

Cloudflare (NET) introduces API Gateway to gain control over APIs of its client businesses and offer them effective protection from API abuse.

Cloudflare (NET) Releases API Gateway, Boosts System Security

With recent events, the need to have top-of-the-line cybersecurity is evident.

Why These 2 Cybersecurity Stocks Are the Best Value in the Market Right Now

Cloudflare deepened its integration with CrowdStrike recently on its zero-trust services.

Cloudflare: Consolidating Before It Bottoms Out - Buy While You Can

Cloudflare Inc (NYSE: NET) shares are trading higher Thursday alongside several other companies in the technology sector following a decrease in weekly jobless claims. The Fed's decision to raise rates by a quarter percentage point was in line with expectations and has contributed.

Why Cloudflare Shares Are Trading Higher Today

Cloudflare and CrowdStrike are teaming up to help businesses adopt a rigorous zero trust security posture.

Cloudflare and CrowdStrike partner to accelerate shift to zero trust security

SAN FRANCISCO & AUSTIN, Texas--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it is expanding its partnership with CrowdStrike Holdings, Inc. (NASDAQ: CRWD), a leader in cloud-delivered protection of endpoints, cloud workloads, identity and data. Cloudflare is integrating its Zero Trust platform with CrowdStrike Falcon Zero Trust Assessment (ZTA) to give joint customers simple and powerful con

Cloudflare and CrowdStrike Expand Partnership to Bring Integrated Zero Trust Security to Devices, Applications and Networks

Cloudflare stock is down nearly 60% from all time highs. The stock is cheaper than before, but not cheap.

Even After The Tech Crash, Cloudflare Remains Dangerously Overvalued

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced the Cloudflare API Gateway, providing businesses a simple, fast, and effective way to protect and control all of their APIs (application programming interfaces). Organizations are using APIs more than ever before, yet many of them struggle to secure this traffic as legacy solutions are often expensive, overly complex, and slow. Clou

Cloudflare Announces API Gateway; Increases Security for Billions of Devices and Systems with Robust Machine Learning Engine

Cloudflare is expanding its offerings in API security with the debut of a simplified, lower-priced solution, the Cloudflare API Gateway.

Cloudflare aims to boost API security with new gateway

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, has been positioned in the Leaders category in the IDC MarketScape: Worldwide Commercial CDN 2022 Vendor Assessment (doc #US47652821, March 2022). “We aim to be the network that any business can plug into to deliver the fastest, most reliable, and most secure experiences, without having to worry about anything else. That's why we are hyper focused

Cloudflare Named a Leader in IDC MarketScape Worldwide Commercial CDN 2022 Vendor Assessment

Cloudflare (NET) to offer email security solutions to enterprise-level customers after the Area 1 Security acquisition.

Cloudflare (NET) to Offer Enterprise-Grade Email Security to All

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced that it plans to make enterprise-grade email security tools available to Cloudflare customers, once Cloudflare's acquisition of Area 1 Security closes. Email continues to be one of the biggest security threats that organizations of all sizes face, yet legacy email security solutions are often expensive, overly complex, and hard for

Cloudflare to Democratize and Simplify Email Security To Prevent Phishing and Malware Attacks

Cloudflare's CEO stated that some services will stay on in Russia. That move puts a public opinion target on NET stock.

News for Cloudflare Stock (NET)