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.

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Cost of revenue

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SG&A

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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 is displaying impressive financial performance with 54% revenue growth and high gross margins of 77%. 16% of Fortune 100 companies use Cloudflare's technology to better enable their efficient and secure use of the internet.

Cloudflare: Market Leading Network Provider Will Keep On Winning

Apple

Engineers at Cloudflare and Apple say they've developed a new internet protocol that will shore up one of the biggest holes in internet privacy that many don't know even exists. Dubbed Oblivious DNS-over-HTTPS, or ODoH for short, the new protocol makes it far more difficult for internet providers to know which websites you visit.

Cloudflare and Apple design a new privacy-friendly internet protocol

Cloudflare is working on a new product called Cloudflare Pages. The new product could compete directly with Netlify and Vercel, two cloud hosting companies that let you build and deploy sites using Jamstack frameworks.

Cloudflare is testing a Netlify competitor to host Jamstack sites

Cloudflare has launched a new set of features today called the Data Localization Suite. Companies on the Enterprise plan can choose to enable the features through an add-on.

Cloudflare lets you control where data is stored and accessible

SAN FRANCISCO & LONDON--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today released Data Localization Suite to give businesses across the globe tools to address their data locality, privacy, and compliance needs. With Data Localization Suite, businesses can use Cloudflare's global cloud network to control where their data goes and who has access to it––no matter what countries they operate in, their industr

Cloudflare's Data Localization Suite Gives Global Companies the Tools They Need to Control Data Wherever They Do Business

Although shares of Cloudflare Inc (NYSE: NET) have appreciated by around 300% year to date, the stock may be interesting for high-growth software investors, according to KeyBanc Capital Markets. The Cloudflare Analyst: Alex Kurtz initiated coverage of Cloudflare with an Overweight rating and a price target of $87.

KeyBanc Initiates Coverage On Cloudflare Amid New Products

Coherent Corp

Salesforce

Enphase Energy

Fastly

NCR Corporation

NortonLifeLock

QUALCOMM

Xerox

These are the tech stocks with the best value, fastest growth, and most momentum for December.

Top Tech Stocks for December 2020

Check Point Software Technologies

CrowdStrike

Cisco Systems

Okta

Palo Alto Networks

Zscaler

As quarantines persist around the world, the need for network security has soared. Here are 7 cybersecurity stocks to buy for our ongoing stay-at-home reality.

7 Cybersecurity Stocks To Buy For Defense Against The Dark Web

Qorvo

Growth-oriented investors may want to consider the following tech stocks, as they have reported a strong improvement in their quarterly revenue and net income on a year over year basis.

A Trio of Tech Stocks for Growth-Oriented Investors

Splunk

This has been a year of the have and have-nots for sure. The S&P 500 is up about 12% year to date.

Analyst's Top Security and Infrastructure Software Stocks to Buy for 2021

More demand for the company's behind-the-scenes internet services make NET stock attractive for long-term investors. The post You Really Need to Have Cloudfare Stock on Your Watchlist appeared first on InvestorPlace.

You Really Need to Have Cloudfare Stock on Your Watchlist

DraftKings

Horizon Pharma

Ceridian HCM Holding Inc.

Most experienced investors are well aware of the major indexes that compose the equity markets.

5 Stocks Set to Score From MSCI Index Rebalancing

Cloudflare stock dipped recently and at the right price, might reward investors who start a position. The post It's Been a Tough Run, but Don't Dump Your Cloudflare Stock Just Yet appeared first on InvestorPlace.

It's Been a Tough Run, but Don't Dump Your Cloudflare Stock Just Yet

The argument for owning this modern internet infrastructure company only got stronger in the third quarter.

Cloudflare Revenue Surges 54%: Can It Maintain Its Momentum?

Appian

Palantir Technologies

Find out which companies made the biggest moves Friday.

Markets Finish a Winning Week as Cloud Stocks Head Skyward

Cloudflare's (NET) CEO Matthew Prince on Q3 2020 Results - Earnings Call Transcript

Cloudflare (NET) delivered earnings and revenue surprises of 60.00% and 10.71%, respectively, for the quarter ended September 2020. Do the numbers hold clues to what lies ahead for the stock?

Cloudflare (NET) Reports Q3 Loss, Tops Revenue Estimates

Cloudflare Inc. NET shares rallied in the extended session Thursday after the cybersecurity company's results and forecast for the current quarter topped Wall Street expectations. Cloudflare shares surged 11% after hours, following a 3.4% gain in the regular session to close at $58.00.

Cloudflare stock rallies on better-than-expected results, outlook

Cloudflare earnings and revenue handily beat September-quarter analyst estimates while revenue guidance came in above Wall Street targets. Cloudflare stock jumped on the news.

Cloudflare Earnings Guidance Tops Expectations, Computer Networking Stock Jumps

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, 2020. “Our third quarter represented many significant milestones including surpassing $100M in revenue, crossing 100,000 paying customers, and releasing more than a dozen new products and features,” said Matthew Prince, co-founder & CEO of Cloudflare. “I'm incredibly pr

Cloudflare Announces Third Quarter 2020 Financial Results

Investors absolutely loved the network security expert's new business-grade security service.

Why Cloudflare Shares Rose 26.6% Last Month

Cloudflare should rise due to increased demand for web infrastructure services. But wait for the election results before buying NET stock.

Why Politics Tops Cybersecurity Demand for Cloudflare Stock

Cloudflare is one of the two next-generation content delivery network players in our coverage universe. The company is growing at a very rapid rate, but has yet to demonstrate that it can achieve scaled returns on its capex.

Cloudflare Q3 Earnings Preview

In a development that could hurt NET stock down the road, highly innovative Fastly is taking steps to improve its IT security capabilities, The post Cloudflare Looks Overvalued Amid Threat From Fastly appeared first on InvestorPlace. More From InvestorPlace Why Everyone Is Investing in 5G All WRONG Top Stock Picker Reveals His Next 1,000% Winner Radical New Battery Could Dismantle Oil Markets Revolutionary Tech Behind 5G Rollout Is Being Pioneered By This 1 Company Daily Picks: Stocks to Buy Ahead of the Election

Cloudflare Looks Overvalued Amid Threat From Fastly

In 10 years, cybersecurity as we know it will no longer exist, according to Cloudflare cofounder and COO Michelle Zatlyn, who spoke at Business Insider's inaugural roundtable conversation featuring five Enterprise Tech Transformers. "I have a point of view that cybersecurity is going to be a thing of the past the next decade because I think technology is going to solve those problems," Zatlyn said at the round table, during which the executives discussed rising challenges in cybersecurity and where the industry is headed. "We're not there today. Today, it's a real serious threat for businesses."

Cybersecurity as we know it will be 'a thing of the past in the next decade,' says Cloudflare's COO, as security moves towards a 'water treatment' model (NET, OKTA)

News for Cloudflare Stock (NET)