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

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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Earnings data Q4 2022

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Earnings data Q4 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.

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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Stockholders equity

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Net debt

Book value per share

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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.

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

CrowdStrike

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.

Cloudflare Takes a Risk With its Geopolitical Stance

Can Cloudflare Continue to Disrupt Big Tech?

Fortinet

Palo Alto Networks

SentinelOne

Tenable Holdings Inc

Zscaler

These are the best cybersecurity stocks to invest in now. NET, FTNT, PANW and ZS can make great investments.

7 Cybersecurity Stocks for Increased Cyber Threats

Cloudflare, Inc. (NET) Presents at Morgan Stanley 2022 Technology, Media, and Telecom Conference (Transcript)

The stock was poised for a rebound, but the price gains didn't stick around for long.

Why Cloudflare Shares Rose More Than 20% Last Month

First Trust NASDAQ Cybersecurity ETF

Amplify Cybersecurity ETF

Splunk

Tech stocks, like the rest of the broader market, have seen their fair share of ups and downs since Russia's invasion of Ukraine at the end of February. But for one part of the technology sector — cybersecurity -— it's been a roaring bull market for the past few weeks.

Cybersecurity: A rare bright spot in the stock market may be set to fizzle out

Airbnb

Adyen NV

Datadog

These high-growth companies still have room to run.

4 Hypergrowth Tech Stocks to Buy in 2022 and Beyond

Ping Identity Holding Corp

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, CrowdStrike Holdings, Inc. (Nasdaq: CRWD), a leader in cloud-delivered protection of endpoints, cloud workloads, identity and data, and Ping Identity (NYSE: PING), a leader in identity authentication, authorization, and risk solutions for large enterprises, today announced a new Critical Infrastructure Defense Project to provide free cybersecurity

Cloudflare, CrowdStrike, and Ping Identity Join Forces to Strengthen U.S. Cybersecurity in Light of Increased Cyber Threats

Intel

Increased market volatility can prove to be a buying opportunity for retail investors on a limited budget.

2 Stocks Under $120 You Can Buy and Hold Forever

As investors realize they overreacted to recent market changes, it won't be long before NET stock starts making a recovery. The post Cloudflare Stock Is a Buy While Unnecessary Worries Continue to Subside appeared first on InvestorPlace.

Cloudflare Stock Is a Buy While Unnecessary Worries Continue to Subside

Cloudflare is continuing to grow and its operating cash flow is positive. Cloudflare's security and content delivery technology remain important, even as world events have sent the stock down.

Now Is a Good Time to Buy Cloudflare as Its Stock Is in Favor of Long-Term Trends

The company has posted several years of impressive revenue numbers.

News for Cloudflare Stock (NET)