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.

NET stock is a promising growth pick, but Cloudflare is running into some valuation problems that it can't ignore. The post Cloudflare Is Running On Borrowed Time appeared first on InvestorPlace.

Cloudflare Is Running On Borrowed Time

This cloud computing company is firing on all cylinders.

Cloudflare Q3 Earnings: What Investors Should Know

As it keeps on beating expectations, NET stock stands to continue delivering gradual gains in the coming years. The post Cloudflare's Q3 Earnings Show It's Still a Solid Growth Stock appeared first on InvestorPlace.

Cloudflare's Q3 Earnings Show It's Still a Solid Growth Stock

Cloudflare says it has blocked a distributed denial-of-service (DDoS) attack that peaked at just under 2 Tbps, making it one of the largest ever recorded. The internet company said in a blog post that the attack was launched from approximately 15,000 bots running a variant of the original Mirai code on exploited Internet of Things […]

Cloudflare blocked a massive 2 Tbps DDoS attack

Cloudflare announced new tools and integrations to build applications on its serverless computing platform, Cloudflare Workers.

Cloudflare releases tools and database integrations for serverless development

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced new tools and integrations to make developing applications simple, flexible, and fast. Now developers will be able to connect to their existing databases such as MySQL, MongoDB, Prisma, or Postgres alongside Cloudflare's own tools like Durable Objects to easily and intelligently store and access data at the edge. This solves a major

Cloudflare Makes it Easy for Developers to Build Any Application on Its Industry-Leading Serverless Platform

The edge computing leader is picking up large customers at a record pace this year.

Cloudflare's Leading Edge Network Drives a Fifth Straight Quarter of 50%+ Sales Growth

The shares of Cloudflare Inc (NYSE: NET) have received a price target of $250 from Cowen. These are the details.

Cloudflare (NET) Stock: $250 Price Target From Cowen

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, announced that Oracle is joining the Bandwidth Alliance as the latest cloud provider committing to eliminate unnecessary data transfer fees. Now, organizations that use both Cloudflare cybersecurity solutions and Oracle's cloud infrastructure will automatically save money by avoiding the high data transfer fees charged by cloud providers outside of

Cloudflare and Oracle Join Forces to Help Eliminate Data Transfer Fees and Ease Path to Multicloud

NET stock certainly deserves a premium for its present relevance and possible upside trajectory but at 100x sales, it's steep. The post Buying Cloudflare Now Depends on Your Faith in Its Vision appeared first on InvestorPlace.

Buying Cloudflare Now Depends on Your Faith in Its Vision

Despite its massive rise, this company still has plenty of potential left.

Is It Too Late to Buy Cloudflare?

Asana

Bill.com

CrowdStrike

Datadog

MongoDB

Shopify

Snowflake

Atlassian

Zscaler

In the analysis below, we give a brief overview of our universe of cloud stocks and discuss key metrics that investors should be aware of heading into Q3 earnings. Looking forward, Bill.com (BILL) and Snowflake are expected to be the fastest-growing cloud stocks in our universe.

Cloud Q3 2021 Earnings Overview

Fortinet

MercadoLibre

Pinterest

Software stocks to consider as tech stocks continue to surge.

Best Growth StocksTo Buy Now? 5 Software Stocks For Your Watchlist

Cloudflare, Inc. (NET) CEO Matthew Prince On Q3 2021 Results - Earnings Call Transcript

Cloudflare continues to make strides to enhance its indispensable status in our connected world. Q3 earnings validated the bull case for the company, however the bar is incredibly high and the stock price is near euphoric.

Cloudflare Q3 Earnings Impress, Stock Price Near Euphoria

Cloudflare (NET) delivered earnings and revenue surprises of 100.00% and 3.90%, respectively, for the quarter ended September 2021. Do the numbers hold clues to what lies ahead for the stock?

Cloudflare (NET) Reports Break-Even Earnings for Q3

Despite the stock's triple-digit gains this year, the network-software specialist still managed to impress.

Cloudflare's Blistering Growth Continues

Cloudflare (NYSE:NET) reported its Q3 earnings results on Thursday, November 4, 2021 at 04:15 PM. Here's what investors need to know about the announcement.

Recap: Cloudflare Q3 Earnings

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 third quarter ended September 30, 2021. “We had a landmark third quarter, with revenue growth up 51% year-over-year, and large customer growth up 71% year-over-year. Our strong growth and efficiency also propelled us to reach profitability this quarter, achieving that milestone a year ahead of our original

Cloudflare Announces Third Quarter 2021 Financial Results

Livent Corp

Occidental Petroleum

More than 1,500 companies are expected to report quarterly earnings this week. Of three in our watch list for Tuesday afternoon, two (Activision Blizzard and Lyft) beat on both revenue and profits while the other (T-Mobile) missed on revenue.

Earnings Previews: Cloudflare, Livent, Occidental Petroleum

After a 66% gain in the month of October, NET stock looks poised for a pullback and investors should be wary of buying shares now. The post Cloudflare Is Due For A Correction After Its Spectacular Run appeared first on InvestorPlace.

Cloudflare Is Due For A Correction After Its Spectacular Run

Cloudflare's (NET) Q3 results are likely to reflect solid demand for security solutions and benefits from its recurring subscription-based business model and a diversified customer base.

Cloudflare (NET) to Post Q3 Earnings: What's in the Offing?

Investors waiting for a dip in NET stock may not get one, as Cloudflare is run by arguably the smartest CEO of the cloud era. The post It's Never Too Late To Get In On a Great Stock Like Cloudflare appeared first on InvestorPlace.

News for Cloudflare Stock (NET)