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.

SINGAPORE--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today released new findings on security practices across Asia Pacific, revealing how organizations are coping with increased cyberattacks and flexible workforces. The survey solidified that across the region attacks are up, and organizations are looking for new ways to secure their workforce—turning to Zero Trust security models. Organizations Couldn't

Asia Pacific Businesses Identify Zero Trust as Key to Addressing Increasing Cyber Attacks and Flexible Workforces

Reddit users are rooting against Cloudflare, claiming that NET stock's bull run is over. Experts indicate that these critics are wrong.

NET Stock Alert: What Is Reddit Saying About Cloudflare After Big Microsoft Deal?

Shares have already risen nearly 60% this month.

Cloudflare Stock Is Soaring: Is It a Buy?

Cloudflare's services were in the spotlight again after the global Facebook outage, sending NET stock surging to a new high. The post Cloudflare Stock Is Still Surging After the Facebook Outage appeared first on InvestorPlace.

Cloudflare Stock Is Still Surging After the Facebook Outage

Microsoft

Yandex

Cloudflare (NYSE:NET) will work with Microsoft Corp (NASDAQ:MSFT), Yandex NV (NASDAQ:YNDX), and other search engines to help businesses get the most timely and relevant search results to their customers.  Cloudflare via the IndexNow.org initiative will automatically allow websites to notify search engines on content creating, updating, and deleting for more efficient crawling.

Cloudflare Partners With Microsoft, Yandex For Quicker, Relevant Search Results

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, announced it will work with Microsoft, Yandex, and other leading search engines to help businesses get the most timely and relevant search results to their customers. By participating in the IndexNow.org initiative, Cloudflare will allow websites to automatically notify search engines whenever content is created, updated, or deleted so they can be

Cloudflare Collaborates with Microsoft and Major Search Engines to Help Improve Websites' Search Results

Latch

The next decade looks bright for both of these tech companies.

2 Smart Stocks That Could Turn $200,000 Into $1 Million by 2031

In the latest trading session, Cloudflare (NET) closed at $167.69, marking a +1.46% move from the previous day.

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

The growth stock continued its bullish run.

Why Cloudflare Stock Soared This Week

The tech giant's stock is up 117% year to date. It's safe to say that expectations are high.

Cloudflare Earnings Incoming: What to Watch

Apple

Even the cloud computing universe hasn't been spared.

3 Top Tech Stocks to Buy Amid the Ongoing Labor Shortage

Piper Sandler analyst James Fish downgraded Cloudflare (NYSE:NET) to Neutral from Overweight with a price target of $141, up from $125, implying an upside of 0.96% based on the October 8 closing price of $139.66. The stock has to "grow into its valuation at this time" as expectations are already embedding 50% growth, despite a likely 40% starting point guide for 2022, Fish notes.

Piper Sandler Considers Cloudflare As Fairly Valued, Downgrades To Neutral

StoneCo

Trade Desk

These stocks should be on your "watch closely" list.

3 Top Stocks to Buy Without Hesitation If There's an October Stock Market Crash

The sharp gain comes after a beatdown last week.

Why Cloudflare Stock Is Jumping This Week

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 third quarter ended September 30, 2021 after the U.S. market closes on Thursday, November 4, 2021. 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 (8

Cloudflare Announces Date of Third Quarter 2021 Financial Results

Long an intermediary, Cloudflare is turning itself into a viable alternative to AWS.

Cloudflare Is Taking On Amazon by Harnessing the Edge

The innovative cloud network and security specialist announced some new products. One of them could shake Amazon.

How Cloudflare Will Disrupt Amazon

Avoid NET stock because although the company is clearly strong, the market also clearly gave it excessive reward that made it too expensive.  The post There's No Reason to Buy Cloudflare as Market Does an About-Face appeared first on InvestorPlace.

There's No Reason to Buy Cloudflare as Market Does an About-Face

Shopify

Cloudflare, Shopify, and The Trade Desk could see outsized losses in a market sell-off, making them even more attractive to long-term investors.

3 Pricey Tech Stocks to Buy if the Market Slide Continues

There's no need to get shaken out of the trade with NET stock as Cloudflare continues to push the boundaries of internet speed and security. The post Traders Should Capitalize After the Sharp Dip in Cloudflare Stock appeared first on InvestorPlace.

Traders Should Capitalize After the Sharp Dip in Cloudflare Stock

Cloudflare pulled back heavily over the last 10 days as tech stocks were punished nearly across the board. NET stock has experienced sharp pullbacks since IPO; however, is still valued near July 2021 highs with the market looking fearful.

Cloudflare Stock Pulls Back: Opportunity Or Warning Sign?

Asana

Let's take a look at two stocks that have bucked their trends, and have gone up too high too fast.

These Stocks Climbed Too High Too Fast

It could be interest rates, political turmoil, or just a breather from yet another fantastic year for this high-flying stock.

Why Cloudflare Stock Slumped Nearly 15% This Week

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it will extend its network to iconic properties like Salesforce Tower in San Francisco, Willis Tower Chicago, John Hancock Tower in Boston, and 30 Hudson Yards, 4 Times Square & 520 Madison in New York, as well as the planned further expansion into thousands of other office buildings and multi-dwelling units globally. This drama

Cloudflare Extends Zero Trust Security to Businesses' Doorsteps

Cloudflare is a great company, its market niche is growing fast, but 65x revenue is too rich for new investors in NET stock. The post Cloudflare Is a Great Company But Comes at a High Price appeared first on InvestorPlace.

News for Cloudflare Stock (NET)