Revenue segments as reported by the company.

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Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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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.

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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

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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.

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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 (NYSE: NET) launched Cloudflare R2 Storage for developers to store everything they need with automatic data migration from S3-compatible services to make switching easy.  Cloudflare R2 Storage, designed for the edge, will offer the ability to store large amounts of data while slashing the egress bandwidth fees associated with cloud provider storage to zero intensifying rivalries with Amazon.com Inc's (NASDAQ: AMZN) Amazon Web Services.

Cloudflare Intensifies AWS Rivalry With Latest Offering - Read How

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced Cloudflare R2 Storage, a better way for developers to store everything they need with automatic migration of data from S3-compatible services to make switching easy. Cloudflare R2 Storage, designed for the edge, will offer the ability to store large amounts of data, expanding what's possible with Cloudflare while slashing the egress

Cloudflare Announces R2 Storage; Rapid and Reliable S3-Compatible Object Storage Designed for the Edge

Asana

Datadog

DigitalOcean Holdings

Atlassian

According to the All-in-One Screener and guru portfolio statistics, two of GuruFocus' popular Premium features, Chase Coleman (Trades, Portfolio)'s Tiger Global Management has five technology holdings that have outperformed the Standard & Poor's 500 benchmark by more than 65% over the past six months: Asana Inc. ( ASAN , Financial), Atlassian Corp. PLC ( TEAM , Financial), DigitalOcean Holdings Inc. ( DOCN , Financial), Cloudflare Inc. ( NET , Financial) and Datadog Inc. ( DDOG , Financial).

Top-Performing Tech Stocks of Chase Coleman's Tiger Global Management

Cloudflare, known for protecting websites and their visitors from hackers, is now stepping into email security. Cloudflare, known for providing tools to boost security and reliability for websites, is dipping its toe into another major area of internet communication: email.

Web security firm Cloudflare is getting into email with free services

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced its entry into email security with new offerings to help solve email challenges in an easy-to-use way that gives customers more control. Now, users will be able to create custom email addresses, manage incoming email routing, and prevent email spoofing and phishing on outgoing emails—all for free. Cloudflare also announced that cust

Cloudflare Takes On Email Security

DraftKings

eBay

The non-fungible token market is booming and these companies could play a role in its future.

3 NFT Stocks With High Growth Potential

We've been huge Cloudflare bulls since the middle of last year and remain of the view that the company will form part of the very fabric of Internet 3.0.

Is Cloudflare Stock A Buy Or Sell? Well, We're Doing Neither

Oppenheimer analyst Timothy Horan downgraded Cloudflare (NYSE: NET) to Perform from Outperform without a price target.  Horan continues to be "very positive" on the long-term prospects for the company's nascent edge platform, but he believes that the stock is "now due for a well-deserved pause.

Cloudflare Gets An Analyst Downgrade - Read Why

Shares of Cloudflare Inc. NET, -0.95% dropped 3.4% in premarket trading Friday, after Oppenheimer downgraded the cyber security company, citing valuation and increasing competition. Analyst Timothy Horan, cut his rating to perform, after being at outperform since he started coverage in October 2019, a month after the company went public.

Cloudflare stock drops after one of 'biggest bulls' says it is now due for a pause

Expedia

Plug Power

Expedia Group, Inc (NASDAQ:EXPE), Cloudflare, Inc (NYSE:NET) and Plug Power, Inc (NASDAQ:PLUG) are all trading higher in strong uptrends. An uptrend occurs when a stock consistently makes a series of higher highs and higher lows on the chart.

Why The Trend Is Your Friend For Expedia, Cloudflare, Plug Power Stocks

Analysts keep hiking revenue forecasts for Cloudflare, pushing NET stock higher. NET stock is not worth more than its price today, even making some heroic assumptions about its future sales and FCF.

A Hero Couldn't Even Rescue Cloudflare From Overvalued Territory Now

Upstart Holdings

Cloudflare Inc (NYSE:NET), DataDog, Inc (NASDAQ:DDOG) and Upstart Holdings, Inc (NASDAQ:UPST) reached new all-time highs again on Friday after rallying to new all-time highs on Thursday. When a stock reaches a new all-time high it generates excitement and interest that can translate into increased buying pressure and above average volume.

3 Hot Tech Stocks Hitting All-Time Highs: How Should You Trade Them?

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it's the first to implement server support at scale for Early Hints, a new Internet standard that can help speed up websites on its network by 30% or more for free. By working with prominent browsers, Cloudflare will save Internet users time and create faster, more seamless experiences for businesses and their users. "Everyone shoul

Cloudflare to Speed Up Millions of Websites, Automatically and for Free

The One Stock Every Cloud Investor Needs to Consider Buying

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 grown its network to span more than 250 cities in over 100 countries, more than tripling its overall network capacity to 100Tbps and increasing the cities in its network by 25% in the last two years. By continuously expanding and optimizing its network, Cloudflare is able to deliver a faster and more reliable Internet ex

Cloudflare Grows its Network By 25 Percent to Speed Up and Secure the Internet

In the latest trading session, Cloudflare (NET) closed at $127.48, marking a -0.4% move from the previous day.

Cloudflare (NET) Stock Moves -0.4%: What You Should Know

TEAM, Anywhere/SAN FRANCISCO--(BUSINESS WIRE)--Atlassian Corporation Plc (NASDAQ: TEAM), a leading provider of team collaboration and productivity software, today announced it has appointed Michelle Zatlyn to its board of directors. Michelle is the co-Founder, COO, and President of Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet. “When Michelle and her fellow co-founders started Cloudflare 11 years ago, they began with the miss

Atlassian Appoints Michelle Zatlyn, Cloudflare Co-Founder, President, and COO, to Board of Directors

MongoDB

These tech companies have helped shareholders beat the market (and Buffett) this year.

2 Growth Stocks That Are Beating Warren Buffett This Year

NVIDIA

These three growth stocks have risen 39% or more this year.

3 Surging Tech Stocks: Can They Go Higher?

NET stock is trading near its record high but remains a solid long-term bet given its incredible growth trajectory. The post Cloudflare Is an Excellent Buy-the-Dip Play appeared first on InvestorPlace.

Cloudflare Is an Excellent Buy-the-Dip Play

Cybercriminals will always be looking for new ways to hack systems and steal our data. That's why NET stock will become more important.

Cloudflare Is a Good Hedge Against Data Breaches

Akamai Technologies

Fastly

Could this new Apple feature benefit these three content delivery networks?

Why Fastly and Cloudflare Shares Jumped Today (and Akamai Ticked Higher)

Cloudflare is an exciting company in a dynamic sector with a high valuation, lots of risk and massive potential. The secular possibilities are tremendous and the company has shown great foresight in increasing their addressable market and growing the large customer base.

Where Will Cloudflare Stock Be In 5 Years? Examining Opportunities, Metrics And Valuation

Cloudflare has become an essential tech service, but no company is worth 60 times sales, especially when it's losing money. Buy NET stock on the next dip.

Cloudflare Has an Oversized Sales Multiple, But It's a Buy on the Next Dip

Both Fastly and Cloudflare released earnings earlier in August. Cloudflare's release was another quarter of beat and raise - typical for this company.

News for Cloudflare Stock (NET)