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

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Inventory

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Non-current liabilities

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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.

In the latest trading session, Cloudflare (NET) closed at $137.27, marking a +0.34% move from the previous day.

Cloudflare (NET) Gains But Lags Market: What You Should Know

Cloudflare has pulled back 40% from highs in a matter of months. The company generated 51% growth in the latest quarter and is guiding for sustained growth in the next quarter as well.

Should You Buy The Dip In Cloudflare: What To Consider

PagerDuty

Pinterest

Roku

Snap

Twilio

Upstart Holdings

Growth stocks have been body-slammed, with many down 50% or more from the highs. Let's look at seven of them that have a chance at gains.

7 Beaten-Down Growth Stocks to Buy for 2022

NET stock is set to face the market pendulum as it swings back in the opposite direction and shaves its valuations to more reasonable levels The post Cloudflare Stock Could Be at the Beginning of a Very Long Correction appeared first on InvestorPlace. More From InvestorPlace Stock Prodigy Who Found NIO at $2… Says Buy THIS Now Man Who Called Black Monday: “Prepare Now.

Cloudflare Stock Could Be at the Beginning of a Very Long Correction

NET stock was a runner for much of 2021, but no asset can just go up forever. Yet, the recent drawdown is a rare opportunity for dip buyers.

Cloudflare Traders Finally Got the Pullback They've Been Waiting for

Advanced Micro Devices

Big 5 Sporting Goods

Disney

GameStop

NVIDIA

Tesla

Meme stocks continue to impact the markets. Here are seven worth considering; with substantial momentum, you can trade for short-term gains.

7 Top Meme Stocks to Buy Before the Year End

The Metaverse is here, ready to take the 'buzzword' mantle from cryptocurrencies and NFT's.

This Cybersecurity Stock Could Be Your Metaverse Ticket

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today published its first annual Impact Report showcasing its commitment to helping build a better Internet that is principled, accessible for everyone, and sustainable. In 2021, Cloudflare began publicly reporting information about its environment, social and governance (ESG) impacts. The company focused on crafting a blueprint for a zero-emission

Cloudflare Publishes Its First Annual Impact Report

After Nasdaq dropped, markets are selling Cloudflare and ignoring its strong growth momentum in the decade ahead. The post Why NET Stock Dipped Sharply appeared first on InvestorPlace.

Why NET Stock Dipped Sharply

Don't say goodbye to these large-cap stocks; embrace the gift of some very bearish good buys with tons of technical support. The post 3 Large-Cap Stocks Whose Days in Bear Markets Are Numbered appeared first on InvestorPlace.

3 Large-Cap Stocks Whose Days in Bear Markets Are Numbered

Despite Cloudflare's powerful content delivery network and web security offerings, NET stock could continue to come under more pressure. The post Despite a Recent Decline, NET Stock Is Still Frothy appeared first on InvestorPlace.

Despite a Recent Decline, NET Stock Is Still Frothy

Cloudflare has certainly achieved a great deal of success in 2021. However, NET stock ran way ahead of the company's fundamentals.

Cloudflare Stock Could Have a Rough 2022

Cloudflare continues to deliver very strong fundamentals; we see no reason that cannot continue.

We Move Back To Buy On Cloudflare

Adobe

Adobe Inc's (NASDAQ: ADBE) stock faced its second-worst day of the year on December 14, and shares of other cloud software companies plunged after JPMorgan analysts issued a series of downgrades, citing high valuations, CNBC reports. The cloud software companies included Cloudflare Inc (NYSE: NET) and Zscaler Inc (NASDAQ: ZS).

Read Why Adobe, Cloudflare Shares Fell On Tuesday

Apple

Upstart, Apple, Nvidia and Cloudflare were our top stock trades for Wednesday. Let's look at how the charts are setting up now after a dip.

4 Top Stock Trades for Wednesday: AAPL, NVDA, UPST, NET

In a report suggesting that valuations are stretched, JPMorgan analysts downgraded Adobe, Datadog, Cloudflare, Zscaler and other software stocks.

Adobe, Cloudflare lead plunge in cloud stocks after JPMorgan issues wave of downgrades on valuation concerns

NET stock declines as its free cash flow deteriorates. Cloudflare is crashing again as it's still burning cash and making acquisitions.

Cloudflare Deteriorates Along With Its Free Cash Flow

After fears of inflation and coronavirus variants sent NET stock downward, Cloudflare's shares are now challenging a key support area. The post Things Are Looking Up for Cloudflare as Value Collides With Growth appeared first on InvestorPlace.

Things Are Looking Up for Cloudflare as Value Collides With Growth

Datadog

Zscaler

These high-priced cloud security darlings each fell on a big analyst downgrade.

Why Datadog, Zscaler, and Cloudflare Sank by Double-Digits Today

Akamai Technologies

CrowdStrike

SS&C Technologies Hlds

According to data from Fidelity, software companies have added about 44.2% to their share price this year, about 20 points better than the tech sector as a whole and second only to the energy sector's 35% year-to-date gain.

JP Morgan Makes Big Changes to Software Stock Ratings

The market has turned hostile toward expensive growth stocks, which might spell bad news for Cloudflare.

Why I'm Not Buying the Dip on Cloudflare

NET stock may have fallen sharply last week to around $159 but it creates an entry price for growth investors. The post Cloudflare Stock Still Has Exceptional Growth Ahead If You're Patient Enough appeared first on InvestorPlace.

Cloudflare Stock Still Has Exceptional Growth Ahead If You're Patient Enough

Coupling the risk of a severe negative reaction to interest rate changes, against its rebound potential, NET stock today isn't worth it. The post Cloudflare Stock Could Bounce Back From Here, But I Wouldn't Count on It appeared first on InvestorPlace.

Cloudflare Stock Could Bounce Back From Here, But I Wouldn't Count on It

The shares of Cloudflare Inc (NYSE: NET) have received a price target of $200 from DZ Bank. These are the details.

Cloudflare Stock (NET): $200 Price Target From DZ Bank

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it has joined the Microsoft 365 Networking Partner Program (NPP). Customers of Cloudflare's Zero Trust platform, Cloudflare One, will now benefit from enhanced connectivity to Microsoft 365 services, enabling them to get faster performance and optimal user experience with Microsoft 365. “Network design is critical for organizations

News for Cloudflare Stock (NET)