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 (NYSE: NET) priced $1.125 billion 0% Convertible Senior Notes due 2026 in an upsized private institutional offering. Initially, the company proposed to offer $1.0 billion.

Cloudflare Raises $1.1B Via Convertible Senior Notes Via Upsized Institutional Offering

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (“Cloudflare”) (NYSE: NET) today announced the pricing of $1.125 billion aggregate principal amount of 0% Convertible Senior Notes due 2026 (the “notes”) in a private offering (the “offering”) to qualified institutional buyers pursuant to Rule 144A promulgated under the Securities Act of 1933, as amended (the “Securities Act”). The size of the offering was increased from the previously announced $1.0 billion in aggregate principal amount. Cloudfl

Cloudflare, Inc. Announces Upsize and Pricing of Offering of $1.125 Billion of 0% Convertible Senior Notes Due 2026

This growth stock has become a Wall Street darling. Here's why.

6 Metrics Behind Cloudflare's Soaring Stock Price

This deservedly pricey tech pioneer impressed again in the spring quarter.

3 Reasons Cloudflare Stock Is a Buy After Q2 2021 Earnings

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (“Cloudflare”) (NYSE: NET) today announced its intention to offer, subject to market conditions and other factors, $1 billion aggregate principal amount of Convertible Senior Notes due 2026 (the “notes”) in a private offering (the “offering”) to qualified institutional buyers pursuant to Rule 144A promulgated under the Securities Act of 1933, as amended (the “Securities Act”). Cloudflare also expects to grant the initial purchasers of the notes a

Cloudflare, Inc. Announces Proposed Private Offering of $1 Billion of Convertible Senior Notes Due 2026

The shares of Cloudflare Inc (NYSE: NET) have received a price target increase from $100 to $130 by RBC Capital. These are the details.

NET Stock Price: $130 Target From RBC

Cloudflare still can't find profits despite huge growth and a $37 billion market cap. NET stock is not worth more than $83 per share, down 30% from today's price, given its FCF losses.

Cloudflare Can't Make A Profit Despite Huge Growth and Market Cap

Market makers celebrated Cloudflare's position of quiet leadership in an exciting growth market last month -- like they have been doing throughout the coronavirus crisis.

Here's How Cloudflare Shares Gained 12% in July

Cloudflare, Inc. (NET) CEO Matthew Prince on Q2 2021 Results - Earnings Call Transcript

Cloudflare (NET) delivered earnings and revenue surprises of 50.00% and 4.25%, respectively, for the quarter ended June 2021. Do the numbers hold clues to what lies ahead for the stock?

Cloudflare (NET) Reports Q2 Loss, Tops Revenue Estimates

Shares of Cloudflare (NYSE:NET) decreased in after-market trading after the company reported Q2 results. Quarterly Results Earnings per share rose 33.33% over the past year to ($0.02), which beat the estimate of ($0.03).

Cloudflare: Q2 Earnings Insights

Asana

Datadog

Datadog shares jumped 15% on Thursday on better-than-expected results, helping push other cloud stocks to all-time highs.

Cloud stocks soar to fresh records as Datadog's results help boost Cloudflare and Asana

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 second quarter ended June 30, 2021. “We had our strongest quarter ever as a public company, and our revenue growth continued to accelerate, growing 53% year-over-year. We also added a record number of large customers, signing the equivalent of more than two six-figure customers every single business day in

Cloudflare Announces Second Quarter 2021 Financial Results

Fastly

Cloudflare is a good business with great potential, and its stock price has rocketed up recently reflecting that potential. Fastly is a less good business with, in our view, less potential. Its stock price has cratered of late, as growth has slowed and cash flow worsened.

Cloudflare Vs. Fastly Stock:  Which Is The Better Buy?

Cloudflare's (NET) Q2 performance is likely to reflect benefits from its global expansion strategy, continuous addition of large amount customers and solid demand for security solutions amid the pandemic.

What's in the Offing for Cloudflare's (NET) Q2 Earnings?

Skillz

Long-term investors can earn significant returns by investing in these three innovative companies.

3 Stocks That Could Turn $10,000 Into $50,000 by 2030

Fortinet

Amplify Cybersecurity ETF

Palo Alto Networks

Comments from President Biden on Tuesday reaffirmed the significant role that cybersecurity companies have in today's economy.

Charts Suggest It's Time to Buy Cybersecurity Stocks

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.

Analysts Estimate Cloudflare (NET) to Report a Decline in Earnings: What to Look Out for

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it will help power an Internet with zero carbon emissions. Now, not only will one of the world's largest and most interconnected networks operate on 100 percent renewable energy, but Cloudflare will also remove all historical carbon its global network has emitted since its founding by 2025. The Internet is responsible for approximat

Cloudflare Sets Out to Create New Blueprint for a Zero-Emissions Internet

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced a new initiative to improve Internet access for underserved communities around the world. Through Project Pangea, eligible local communities can use Cloudflare's performance and security services–for free–to more reliably and securely connect to the global Internet without paying the high costs of bandwidth. By providing its securit

Cloudflare Launches Project Pangea to Help Underserved Communities Expand Access to the Internet, For Free

Cloudflare is up over 50% in 2021, but you might want to wait for a negative headline before jumping headlong into NET stock. The post Cloudflare: Life on the Bleeding Edge appeared first on InvestorPlace.

Cloudflare: Life on the Bleeding Edge

NET stock has been defying market trends and reaching new heights as global demand for cybersecurity solutions grows stronger. The post Cloudflare Is A Winning Stock That Investors Should Buy appeared first on InvestorPlace.

Cloudflare Is A Winning Stock That Investors Should Buy

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced that it is now listed in the FedRAMP marketplace, the federal government's rigorous cloud security assessment program. Reaching this final step before full FedRAMP authorization will allow more federal agencies to adopt Cloudflare's performance, security and Zero Trust solutions as part of their efforts to build a more secure and re

Cloudflare Hits Milestone in FedRAMP Approval to Offer Zero Trust Cybersecurity to Government Agencies

CrowdStrike

These tech companies have consistently delivered impressive top-line growth.

2 Growth Stocks That Could Make You Rich

Analysts have provided the following ratings for Cloudflare (NYSE:NET) within the last quarter: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 0 1 0 1 Somewhat Bullish 0 0 1 0 Indifferent 0 1 0 1 Somewhat Bearish 0 0 0 0 Bearish 0 0 0 0 7 analysts offering 12-month price targets in the last 3 months for Cloudflare evaluate the company at an average price target of $97.71 with a high of $125.00 and a low of $77.00.

News for Cloudflare Stock (NET)