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.

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Despite the level of uncertainty as we enter 2020, we've found seven stocks that look like the new decade’s showstoppers.

7 Stocks That Are Screaming Buys Right Now

Cloud security giant Cloudflare is entering the Seattle market by acquiring S2 Systems, a Kirkland, Wash.

Cloudflare establishes Seattle-area office with purchase of Microsoft Research spinout S2 Systems

Cloudflare establishes Seattle-area office with purchase of browser security startup S2 Systems

Cloudflare announced that it has acquired S2 Systems, a browser isolation startup started by former Microsoft execs. The two companies did not reveal the acquisition price.

Cloudflare acquires stealthy startup S2 Systems, announces Cloudflare for Teams

Microsoft

Microsoft’s GitHub, Mozilla, and Cloudflare have urged India to be transparent about the amendments it is making to an upcoming law that could affect swathes of companies and the way more than half a billion people access information online.

GitHub, Mozilla, and Cloudflare appeal India to be transparent about changes in its intermediary liability rules

CrowdStrike

Datadog

A boom followed by a bust was the big news for a busy 2019 for new public stocks.

3 Recent IPOs to Watch in 2020

Cloudflare (NYSE: NET), a web infrastructure and security company, has seen its stock rally by more than 17% over the last two weeks. The recent rally comes after the company saw a relatively mixed stock market debut in September, with its price briefly dipping below its IPO price of $15.

Why Has Cloudflare Stock Gained In Recent Weeks?

Cloudflare: Patience Required

Double-digit expansion continues, reinforcing a buy thesis.

Cloudflare's Cybersecurity and Web Delivery Software Surges in Its First Post-IPO Report

This web security company has massive profit potential, but the company is bleeding cash and pricing some products low.

3 Big Takeaways From Cloudflare's First Post-IPO Earnings Report

Cloudflare's (NET) CEO Matthew Prince on Q3 2019 Results - Earnings Call Transcript

In the summer of 2017, we wrote about a battle between Cloudflare, the San Francisco-based internet security and content delivery network, and Blackbird Technologies, a Boston- and Chicago-based firm founded by two attorneys who’d previously litigated intellectual property cases on behalf of some of the largest tech companies in the world and had amassed at […]

Cloudflare beat a patent troll. What now?

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A marijuana stock and a hungry young IT company were among the market's victims on Thursday.

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Cloudflare (NET): Latest IPO To Disappoint Investors

Cloudflare is ratcheting up its fight against bots with a new “fight mode,” which it says will frustrate and disincentivize bot operators from their malicious activity. Bots are notorious for scraping websites and abusing developer access to download gobs of user data.

Cloudflare has a new plan to fight bots — and climate change

Cloudflare's IPO is getting oversubscribed. Now is the time to get in.

Cloudflare: Be Patient

The internet security and delivery stock is off to a solid start, but investors should know what they’re getting into.

Is Cloudflare a Buy After Its 20% Post-IPO Pop?

Shares of Cloudflare rose 20% in its first day of trading today on the public market, opening trading at $18 after it priced its IPO at $15 a share on Thursday and holding steady through the day. Put another way,  the performance of the nine-year-old company — which provides cloud-based network services to enterprises —  was […]

Cloudflare cofounder Michelle Zatlyn on the company’s successful IPO — and what’s next

The cloud and cybersecurity company jumps on its first day of trading.

Why Cloudflare Stock Surged Today

Cloudflare Inc. shares burst out of the gate for their first day of trading Friday as the latest cybersecurity company to go public in a space that’s seeing rapid consolidation.

IPO Report: Cloudflare stock bursts out of gate following already elevated IPO range

SmileDirectClub

By Justin Spittler, author of “The Great Disruptors: 3 Breakthrough Stocks Set to Double Your Money” On May 2, Beyond Meat (BYND) went public. At 9:30 am, the opening bell of the New York Stock Exchange rang.

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CloudFlare Inc. (NYSE: NET) entered the market with a bang on Friday. Shares went out at $19.53, well above the announced $15 per share.

CloudFlare Enters the Market with a Bang

Shares of Cloudflare Inc. debuted with some flair Friday, as they opened 20% above the initial public offering price.

Cloudflare's stock surges at open, with first trade 20% above IPO price

Cloudflare (NYSE: NET) made its public debut Friday morning, opening at $18 after being priced at $15 per share.

Cloudflare IPO Opens Above IPO Price

The web security company started trading on Wednesday under the ticker "NET."

News for Cloudflare Stock (NET)