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

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.

Adobe

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

Cloudflare Joins Microsoft 365 Networking Partner Program; Optimizes Cloudflare's Zero Trust Network for Microsoft Customers

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it is partnering with leading cyber insurance companies to help businesses manage their risks online. Eligible Cloudflare customers can qualify for discounts or other added benefits from insurance providers like At-Bay, Coalition, and Cowbell Cyber for using Cloudflare to protect any of their websites, applications, employees, and c

Cloudflare Helps Businesses Manage Their Cyber Risk; Announces Partnerships with Leading Cyber Insurers and Incident Response Providers

Bloom Energy

Buckle

Enphase Energy

Intuit

MaxLinear

NVIDIA

Tesla

Teradyne

ARK Transparency ETF

Cathie Wood's ARK Invest released a brand new, passively managed, Transparency ETF today. Investors are clamoring over the high impact news!

10 Top Stocks to Watch in Cathie Wood's New CTRU Transparency ETF

Despite stellar Q3 results, Cloudflare stock already reflects much of the upside. NET stock is fully priced at today's market value and won't be a bargain unless it falls 28% from here to $112.50.

Despite Stellar Q3 Results, Cloudflare Stock Is Still Too Expensive

Cloudflare has acquired Zaraz, a platform that promises to speed up website performance with a single line of code.

Cloudflare acquires Zaraz to speed up websites with a single line of code

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 Zaraz, a company that has developed technology to speed up and secure websites by reducing the impact of third-party marketing and analytics tools. Zaraz is the first company Cloudflare has acquired built on its own technology, Cloudflare Workers. “Thousands of applications have been built on Workers, and it's b

Cloudflare Acquires Zaraz to Boost Website Speed and Security Without Sacrificing Privacy

NET stock is down 30% since mid-November despite four straight quarters of earnings beats and strong performance, offering an opportunity. The post Cloudflare Stock Is Down, But Strong Performance Points to a Buying Opportunity appeared first on InvestorPlace.

Cloudflare Stock Is Down, But Strong Performance Points to a Buying Opportunity

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it's expanding its Zero Trust firewall capabilities to help companies secure their entire corporate network across all of their branch offices, data centers, and clouds—no matter where their employees are working from. Cloudflare also announced Oahu, a new program to help customers migrate from legacy hardware to the Cloudflare One

Cloudflare Expands Its Zero Trust Platform; Announces New Firewall Capabilities to Help Customers Leave Their Hardware Behind

The edge computing leader could be the next AWS.

I'm Buying This Cloud Stock if the Market Crashes

Fortinet

Okta

Palo Alto Networks

Palantir Technologies

SentinelOne

As more employees work remotely and businesses go digital, these cybersecurity stocks will benefit as demand for their services skyrockets. The post 7 Top Cybersecurity Stocks to Buy Heading Into Year-End appeared first on InvestorPlace.

7 Top Cybersecurity Stocks to Buy Heading Into Year-End

Is the market running a Black Friday sale for would-be investors in the high-flying edge-computing leader Cloudflare?

The Dip In This Edge Computing Leader Is A Gift

Unity Software

The evolving metaverse trend is presenting multiple investment opportunities for retail investors.

2 Top Metaverse Stocks That Could Make You Rich By Retirement

It's been an incredibly successful year for San Francisco-based Cloudflare. Having more than doubled, NET stock has proved to be one of the best performing securities of 2021.

Cloudflare Is Burning Cash, But It Also Still Has a Ton of Room to Run

Cloudflare continues to expand its top and bottom-line but the astronomical valuation of NET stock makes it an ideal 'buy the dip' option The post Wait for the Dip in Cloudflare Stock as It Currently Trades at Astronomical Levels 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.

Wait for the Dip in Cloudflare Stock as It Currently Trades at Astronomical Levels

Arlo Technologies Inc

Mimecast

Add These 3 Cyber Monday Software Charts to Your Watchlist

Cisco Systems

QUALCOMM

Simply put, the Internet of Things (IoT) is where computers and other technological devices communicate with one another and exchange data over the Internet, independent of human beings. The global IoT market is expected to reach a value of $1.39 trillion by 2026, up from $761.4 billion in 2020 for a compound annual growth rate of 10.53%.

News for Cloudflare Stock (NET)