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

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

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.

CrowdStrike

Atlassian

Intraday volatility is back in a big way.

3 Stocks That Bounced Hard in Monday's Wild Market Ride

The cybersecurity stock is defying bearish market momentum.

Why Cloudflare Stock Gained in a Down Market Today

This cloud computing company has crashed back to earth in recent months.

Down 57% From Its High, Is Cloudflare Stock a Smart Buy Right Now?

Credit Suisse analyst Phil Winslow upgraded Cloudflare Inc (NYSE:NET) to Outperform from Neutral with a price target of $140, down from $205, implying an upside of 49%. Winslow sees Cloudflare sustain significant revenue growth, within the high 40% to +50% range, for multiple years.

Credit Suisse Cuts Cloudflare Price Target By 32%

Cloudflare expects to grow 43% when figures for 2021 are tallied, but the stock's value has fallen by half in just hte last two months. The post Cloudflare Stock Isn't Great for Investors Looking to Profit Soon appeared first on InvestorPlace.

Cloudflare Stock Isn't Great for Investors Looking to Profit Soon

Market trends may keep NET stock down in the short-term, but long-term investors may want to buy this latest pullback. The post Now at $100 Per Share, Cloudflare Is in The Buy Zone appeared first on InvestorPlace.

Now at $100 Per Share, Cloudflare Is in The Buy Zone

Roblox

Cloudflare and Roblox are both well-positioned to benefit from the development of the metaverse.

2 Unstoppable Metaverse Stocks to Buy in 2022

Shares of this high-flying internet company have been on a wild ride over the past six months.

Why Cloudflare Tanked by More Than 13% Today

Cloudflare (NET) closed at $113.97 in the latest trading session, marking a -0.15% move from the prior day.

Cloudflare (NET) Stock Sinks As Market Gains: What You Should Know

Cloudflare positioned itself well for the long term. So NET stock 50% correction is an opportunity for new investors but not all in.

The Cloudflare Stock Dip Is an Enticing Buying Opportunity

Fiverr

Elastic N.V

These three supercharged growth stocks were easy targets for a marketwide flight into safer investments last month.

Here's Why Cloudflare, Elastic, and Fiverr Plunged in December

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 fourth quarter ended December 31, 2021 after the U.S. market closes on Thursday, February 10, 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 (

Cloudflare Announces Date of Fourth Quarter 2021 Financial Results

Cloudflare (NYSE:NET) proves there's a price that's too high, even for a good company in a hot niche. I will admit that I was caught off guard.

Valuation Matters in the Short Term for Cloudflare Stock

Zscaler

The pandemic has accelerated the shift towards online marketplaces, in turn raising the demand for cyber protection. This could have a significant impact on the performance of cybersecurity stocks in 2022.

Best cybersecurity stocks for 2022

The high-flying cybersecurity stock is stumbling early in 2022.

Why Cloudflare Stock Plummeted Today

Apple

Amazon

Alphabet

Li Auto Inc.

MercadoLibre

Microsoft

NVIDIA

Tesla

XPeng

We believe that growth investing is a long-term endeavor. Short-term headwinds such as inflation and the supply-chain snafu will normalize over time. Therefore, growth investors need to position their portfolios appropriately for the long run.

Top 10 Growth Investing Stocks For 2022

Cloudflare has had a formidable 2021 and looks to continue a great 2022 run. Revenue growth has supported the growth story and the stock price.

Cloudflare: Own The Data Super Highway

Before taking a new position in NET stock, make sure that the company's story of innovation doesn't become just a tall tale.   The post Cloudflare Has a Good Story That Must Avoid Becoming a Tall Tale appeared first on InvestorPlace.

Cloudflare Has a Good Story That Must Avoid Becoming a Tall Tale

Affirm

Semrush Holdings

Upstart Holdings

Could these growth stocks be a good place to start off a new year of investing?

5 Growth Stocks To Watch In 2022

Cloudflare has a high valuation, but also has a high growth. That said, NET stock is in a bear market.

Cloudflare Stock Is a Victim of Bearish Sentiment That Should Clear Soon

Okta

Tenable Holdings Inc

Here we discuss four cybersecurity stocks -- Okta (OKTA), Tenable Holdings (TENB), CrowdStrike (CRWD) and Cloudflare (NET) -- that can provide significant returns to investors in 2022.

4 Cybersecurity Stocks That Could Enhance Returns in 2022

Funko

Mattel

Here we discuss three stocks with exposure -- Funko (FNKO), Mattel (MAT) and Cloudflare (NET) -- that can provide significant returns to investors.

3 Stocks With NFT Exposure That Could Make You Rich in 2022

Cloudera

Cerence

CVS Health

Dick's Sporting Goods

Home Depot

Lowe's

Merck

Nuance Communications

Target

Trade Desk

TDK Corp

Walmart

Some "CEO of the Year" Nominees for 2021

For long-term investors, a market crash could be a great buying opportunity.

Worried About a Market Crash? 1 Stock to Buy Hand Over Fist if It Happens

Cloudflare is one of our highest conviction companies. Cloudflare stock's momentum spike has fizzled out, and it has dropped nicely into our buy zone.

News for Cloudflare Stock (NET)