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.

Cloudflare has a differentiated business model and a big market opportunity.

This Could Be a Monster Stock in the Making

Next week, Cloudflare reports Q3 2021 earnings. There's no doubt that Cloudflare is valued extremely high. Despite the very expensive stock, I won't sell a single share. I explain why.

Cloudflare Before The Earnings: Valuation And Innovation

Cloudflare (NET) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Cloudflare (NET) Q3 Earnings Expected to Decline

Coinbase

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IMAX

CarMax

Lockheed Martin

Olin

With the third quarter so far proving incredibly robust, these are the intriguing stocks worth buying for speculators. The post 7 Stocks Worth Buying in the Heart of This Earnings Season appeared first on InvestorPlace.

7 Stocks Worth Buying in the Heart of This Earnings Season

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, has been named by Forrester Research, Inc. as a Leader in The Forrester New Wave™: Edge Development Platforms, Q4 2021 report. The Cloudflare Workers Developer Platform was ranked as differentiated in eight criteria, including developer experience, programming model, integrations, and roadmap. “With Cloudflare's Workers platform, we hope to empower

Cloudflare Named a Leader in Edge Development

Cloudflare's business is firing on all cylinders.

This Supercharged Growth Stock Is Up Big This Year -- Can It Continue?

Cloudflare is a phenomenal company. It has grown its revenue rapidly and has also improved its operating leverage tremendously.

Cloudflare: We Love The Company, But Don't Buy At This Price

Tesla

The record-breaking performance of these two stocks points to a recovering economy.

Why Tesla and Cloudflare Soared to All-Time Highs Monday

Cloudflare has once again experienced huge gains in a very short period of time.

Cloudflare: Big Gains Made As Investors Brace For Earnings

This security solution stock goes into Q3 earning season sizzling hot. Cloudflare sees large customers spending more than $100K of ARR soaring 67% y/y during Q2.

Cloudflare: What 67x Forward Sales Get You Today

In the latest trading session, Cloudflare (NET) closed at $181.35, marking a -0.36% move from the previous day.

Cloudflare (NET) Dips More Than Broader Markets: What You Should Know

Activision Blizzard

Skillz

Two will require a stellar earnings report to reverse the status quo. The other will need to blow expectations out of the water to trade higher.

3 Stocks to Watch This Earnings Season

Zscaler

Which cloud security stock can better serve investors?

Better Buy: Zscaler vs. Cloudflare

Cloudflare keeps moving higher despite being overvalued. NET stock is worth just $100 despite higher revenue and earnings forecasts.

Cloudflare Is Still Overvalued Despite Higher Analyst Projections

Advanced Micro Devices

Alphabet

Netflix

Upstart Holdings

Stock market corrections are the equivalent of short-term pain, long-term gain. Here are seven stocks to buy, should we get a nice dip.

7 Stocks to Buy on Any Stock Market Dips

It might be tempting to look at NET stock and imagine it would be worth buying if it just dropped a bit, but that's not true without profit. The post Without Profits, Cloudflare Stock Is Too Expensive No Matter What appeared first on InvestorPlace.

Without Profits, Cloudflare Stock Is Too Expensive No Matter What

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.

News for Cloudflare Stock (NET)