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 Q4 2021

Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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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.

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.

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Roblox

Unity Software

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7 Stocks Making Major Metaverse Moves in 2022

Cloudflare, Inc. (NYSE: NET) recently announced it is buying Area 1 Security for $162 million. These are the details.

Why Cloudflare (NET) Is Buying Area 1 Security For About $162 Million

Cloudflare has announced that it plans to acquire Area 1 Security, a security startup that has developed a product that stops phishing attacks before they land in an employee's inbox. Cloudflare plans to spend around $162 million on the acquisition.

Cloudflare to acquire Area 1 Security, a startup that blocks phishing emails

Coinbase

DatChat

Microsoft

Palantir Technologies

Take-Two Interactive Software

So, what are the Web 3.0 stocks to buy now, especially as recent market volatility has knocked them to lower prices? Take a look at these seven, all of which have exposure to the rise of decentralization: Coinbase Global (NASDAQ:COIN) DatChat (NASDAQ:DATS) Microsoft (NASDAQ:MSFT) Cloudflare (NYSE:NET) Palantir Technologies (NYSE:PLTR) Take-Two Interactive (NASDAQ:TTWO) Unity Software (NYSE:U) The post The 7 Best Web 3.0 Stocks to Buy for March 2022 appeared first on InvestorPlace.

The 7 Best Web 3.0 Stocks to Buy for March 2022

Cloudflare's acquisition of Area 1 Security comes amid its SASE push. And email security fits well as part of SASE, CEO Matthew Prince says.

Cloudflare to boost its SASE platform with Area 1 Security acquisition

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 agreed to acquire Area 1 Security. Area 1 Security's cloud-native platform, which works seamlessly with any email offering, stops phishing attacks by preemptively discovering and eliminating them before they can inflict damage in a corporate environment. In 2021 alone, the company blocked more than 40 million malicious p

Cloudflare to Acquire Area 1 Security to Expand Its Zero Trust Platform

NET stock bottomed recently. It can do so again.

NET Stock Is Under Stress But Cloudflare Is Not Under Threat

Cloudflare stock has been decimated since its November 2021 highs. With earnings out, is this stock ready to turn the tide?

Down Over 57%, Is Cloudflare Stock a Buy After Earnings?

Cloudflare's 2021 growth was incredible, and 2022 is shaping up to be just as good.

3 Reasons I'm Bullish on Cloudflare After It Reported Earnings

Cloudflare chalked another impressive quarter, with accelerating revenue growth. The biggest customers keep growing the fastest. There are 3 acts for Cloudflare. Act 1 is the CDN, WAF, DDoS, DNS, etc. Act 2 is zero trust and act 3 will be about Workers, R2, and Pages.

Cloudflare Stock: Accelerating Growth

WILMINGTON, Del.--(BUSINESS WIRE)--Andrews & Springer LLC, a boutique securities class action law firm focused on representing shareholders nationwide, is investigating potential securities fraud violations and breach of fiduciary duty claims against Cloudflare, Inc. (“Cloudflare” or the “Company”) (NYSE: NET). If you currently own shares of Cloudflare and want to receive additional information and protect your investments free of charge, please visit us at http://www.andrewsspringer.com/ca

CLOUDFLARE (NET) SHAREHOLDER ALERT - Andrews & Springer LLC Is Investigating Cloudflare, Inc. For Potential Securities Fraud Violations and Breaches of Fiduciary Duty

CrowdStrike

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Arista Networks

Twilio

These three companies are helping their customers upgrade their operations for the cloud era.

3 Top Cloud Infrastructure Stocks to Buy Now

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

Fiverr

Alphabet

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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%.

News for Cloudflare Stock (NET)