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

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Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

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Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

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Non-current liabilities

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Total equity

Stockholders equity

Minority interest

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Book value per share

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Cash from investing

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Purchase/sale of investments

Purchase/sale of business

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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.

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Markets are still nervous about Cloudflare's valuations, and justifiably so as the CDN firm invests in its infrastructure. The post Buy Cloudflare Stock as a Big Panic Dip Approaches appeared first on InvestorPlace.

Buy Cloudflare Stock as a Big Panic Dip Approaches

SAN FRANCISCO--(BUSINESS WIRE)-- #cloudflare--Cyber insurance provider At-Bay to provide three free months of Cloudflare services to existing customers to help strengthen their security.

At-Bay Partners With Cloudflare to Provide Insurance Customers 3 Free Months of Cloudflare Pro

The value proposition of NET stock is undeniable after Cloudflare posts robust revenue and acquires a security-enhancing SaaS business. The post Positive Cash Flow Shows Cloudflare Is Still a Great Cybersecurity Play appeared first on InvestorPlace.

Positive Cash Flow Shows Cloudflare Is Still a Great Cybersecurity Play

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Cloudflare reported another robust quarter in FQ4. It demonstrates the significant tailwinds underpinning its land-and-expand strategy. The company also continues to improve its operating leverage. Notably, it reported its first quarter of free cash flow profitability.

Is Cloudflare Stock A Good Pick For 2022? Buy Before It Takes Off

Global Payments

Splunk

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The company reported solid quarterly results, but other factors spooked investors.

Why Cloudflare Shares Fell Hard Today

Analysts mainly bumped up price targets on Cloudflare Inc (NYSE: NET) post Q4 results. KeyBanc analyst Thomas Blakey raised the firm's price target on Cloudflare to $150 from $132 (34% upside) and kept an Overweight rating on the shares.

Read How Analysts Reacted To Cloudflare's Q4 Results

Cloudflare Inc (NYSE:NET) shares are trading higher after the company reported better-than-expected fourth-quarter sales results and issued first-quarter and FY22 EPS and sales guidance above estimates. Cloudflare reported quarterly sales of $193.60 million which beat the analyst consensus estimate of $184.90 million by 5%.

Why CloudFlare Shares Are Rising

Cloudflare, Inc. (NET) CEO Matthew Prince on Q4 2021 Results - Earnings Call Transcript

Cloudflare (NET) delivered earnings and revenue surprises of 100% and 4.77%, respectively, for the quarter ended December 2021. Do the numbers hold clues to what lies ahead for the stock?

Cloudflare (NET) Reports Break-Even Earnings for Q4

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced that it has acquired Vectrix, a company that provides businesses one-click visibility and control across all of their SaaS applications. Vectrix enhances Cloudflare's existing Zero Trust platform, Cloudflare One, by allowing security teams to scan third-party tools–including Google Workspace, GitHub, and AWS–to detect and mitigate i

Cloudflare Acquires Vectrix to Help Businesses Gain Visibility and Control of Their Applications

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 fourth quarter and fiscal year ended December 31, 2021. “We had a most excellent 2021, capping off the year with fourth quarter revenue growth up 54% year-over-year. The full year represented a 52% year-over-year increase in revenue growth and a 71% year-over-year increase in large customer growth. It was a

Cloudflare Announces Fourth Quarter and Fiscal Year 2021 Financial Results

Cloudflare CEO Matthew Prince discussed the acquisition of Vectrix, which brings "modern" CASB features to the Cloudflare One SASE platform.

Cloudflare acquires ‘modern' CASB, aims to become most-deployed SASE

The mean of analysts' price targets for Cloudflare (NET) points to a 57.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Wall Street Analysts See a 57% Upside in Cloudflare (NET): Can the Stock Really Move This High?

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Markets closed higher on Tuesday, primarily due to some buying action in the final hour of trading.

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Although the market is in a bit of a wobbly place right now, it also means there are stocks to buy on discount for brave contrarians. The post 7 Stocks to Buy to Take Advantage of Main Street's Panic Selling appeared first on InvestorPlace.

7 Stocks to Buy to Take Advantage of Main Street's Panic Selling

Despite big sell-offs recently, Cloudflare stock is still up 20.6% over the last year.

Why Cloudflare Stock Fell 26.7% in 2022's First Month

Los Angeles, California--(Newsfile Corp. - February 4, 2022) -  The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE: NET) for violations of the securities laws.The investigation

Investigation Alert: The Schall Law Firm Encourages Investors in Cloudflare, Inc. with Losses of $100,000 to Contact the Firm

Cloudflare (NET) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Will Cloudflare (NET) Report Negative Earnings Next Week? What You Should Know

Los Angeles, California--(Newsfile Corp. - February 3, 2022) - The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE: NET) for violations of the securities laws.The investigation focuses on

Ongoing Investigation Reminder: The Schall Law Firm Encourages Investors in Cloudflare, Inc. with Losses of $100,000 to Contact the Firm

Los Angeles, California--(Newsfile Corp. - February 2, 2022) -  The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE: NET) for violations of the securities laws.The investigation

Investigation Notice: The Schall Law Firm Encourages Investors in Cloudflare, Inc. with Losses of $100,000 to Contact the Firm

Cloudflare, Inc. (NYSE:NET) is a global cloud services provider that delivers a broad range of services to businesses of all sizes and in all geographies.

News for Cloudflare Stock (NET)