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.

CrowdStrike

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

Okta

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)

CloudFlare has signed up paying customers at an accelerated rate in 2020, setting up CloudFlare stock for long-term growth. The post Pandemic-Driven Tailwinds Set Cloudflare up for Continued Growth appeared first on InvestorPlace.

Pandemic-Driven Tailwinds Set Cloudflare up for Continued Growth

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.

Cloudflare (NET) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release

Cloudflare is stuck in a profitless future as long as R&D sucks up profits. Cloudflare stock is doomed to a non-GAAP profitless and negative FCF future with R&D at over 21% of revenue.

Cloudflare Stock Can't Rise Much More While R&D Costs Eat the Profits

Value seekers might be put off by the price of Cloudflare stock. Yet, the company's Cloudflare One platform ought to convince the skeptics.

Pricey Cloudflare Shares Are Worth Owning in the Zero-Trust Economy

Datadog

Fastly

Livongo Health Inc

Peloton

Boston Beer Company

Block

Trade Desk

Twilio

Zoom Video

"Since we created the Cramer Covid-19 index six months ago, the stay-at-home, work-at-home stocks just have not been able to quit," the "Mad Money" host said.

Jim Cramer reviews top 10 winners on his Cramer Covid-19 index

CNBC's Jim Cramer said investors should consider taking profits in major pandemic winners such as Zoom Video Communications and Cloudflare.

Cramer: Investors should consider taking profits in 'red hot' tech stocks such as Zoom and Cloudflare

Amazon

QUALCOMM

Don't miss out on the chance to buy these industry leaders at a discount.

Got $3,000? Buy These 3 Unstoppable Stocks if the Market Crashes

Cloudflare (NET) stock got a major boost on Monday after announcing the launch of Cloudflare One, its new Zero Trust security offering. The post NET Stock Surges 22% on Cloudflare One Launch appeared first on InvestorPlace.

NET Stock Surges 22% on Cloudflare One Launch

Investors love Cloudflare's new network-as-a-service solution.

News for Cloudflare Stock (NET)