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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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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.

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Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

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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

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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.

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.

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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.

LOS ANGELES, CA / ACCESSWIRE / June 3, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE:NET) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

NET IMPORTANT INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

Cloudflare reported reasonable Q1 results, but cautious commentary, disappointing guidance, and poor results from peers have contributed to a significant decline in the share price. While the ongoing growth deterioration is concerning, there is little to suggest that there are serious company specific issues. Temporary weakness provides a reasonably attractive entry point into a high-quality company with a long growth runway.

Cloudflare: Pullback Presents An Opportunity

LOS ANGELES, CA / ACCESSWIRE / June 2, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE:NET) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

CRUCIAL INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

Cloudflare stock plunged deeply into a bear market, stunning its most ardent supporters and investors. I assess NET's selloff was justified but likely overstated. Cloudflare's AI inferencing opportunity remains a long-term growth driver, likely not captured in its current estimates.

Cloudflare: Why The Selloff Was Necessary But Overblown (Rating Upgrade)

LOS ANGELES, CA / ACCESSWIRE / June 1, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE:NET) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

CRUCIAL INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

Software stocks have been hit hard recently, leading to a sharp pullback in Cloudflare's valuation. Cloudflare's strong top-line growth rates and history of execution justify its premium valuation compared to tech peers. The company has a net cash balance sheet and is generating cash flow alongside aggressive top-line growth.

Cloudflare: Volatility In Software Creates Opportunity (Ratings Upgrade)

Cloudflare reported strong Q1 FY24 earnings with revenue and earnings growth of 30% and 118% YoY, respectively, with large customers spending $100K contributing 67% of Total Revenue. The company is penetrating the enterprise customer segment and has a growing product attach rate among customer cohorts as it acquires new customers and deepens adoption among existing ones. The company is using a combination of product innovation, forging a partnership with CrowdStrike and expanding its sales team to capture market share in the coming years, while expanding its profitability.

Cloudflare: Buy The Dip To Ride For Long-Term Upside (Rating Upgrade)

LOS ANGELES, CA / ACCESSWIRE / May 31, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE:NET) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

CRUCIAL INVESTIGATION UPDATE: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / May 30, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE:NET) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

IMPORTANT SHAREHOLDER ALERT: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

CrowdStrike

AUSTIN, Texas & SAN FRANCISCO--(BUSINESS WIRE)--CrowdStrike (Nasdaq: CRWD) and Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced an expansion of their strategic partnership, connecting their platforms to enhance security from the device to the network, accelerate Security Operations Center (SOC) transformation, and stop breaches at scale. Now combining cloud-native, market-leading Zero Trust protection and connectivity from Cloudflare One™ with best-in-class.

CrowdStrike and Cloudflare Announce Expanded Strategic Partnership to Secure Networks and Power the AI-Native SOC

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the acquisition of BastionZero, a Zero Trust infrastructure access platform, to further strengthen remote access to core IT systems for customers of Cloudflare One, the company's secure access service edge (SASE) platform. Combined with existing Cloudflare One capabilities, the acquisition of BastionZero gives IT and security teams Zero Trust controls for infrastructure like ser.

Cloudflare Acquires BastionZero to Add Zero Trust Infrastructure Access Controls for Cloudflare One, the World's Largest Secure Access Service Edge (SASE) Network

Cloudflare is still growing fast, but it's losing momentum. Profit margins may not be rising as quickly as they should in the current business environment.

Time to Buy the Dip on Cloudflare Stock?

DraftKings

Machine learning stocks are gaining traction as the interest in artificial intelligence (AI) and machine learning soars, especially after the launch of ChatGPT by OpenAI. This technology has given us a glimpse of its potential, sparking curiosity about its future applications, and has led to my list of machine learning stocks to buy.

The 2034 Millionaire's Club: 3 Machine Learning Stocks to Buy Now

LOS ANGELES, CA / ACCESSWIRE / May 19, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE:NET) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

IMPORTANT INVESTOR ALERT: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / May 17, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE:NET) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

IMPORTANT SHAREHOLDER INVESTIGATION: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / May 16, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE:NET) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

SHAREHOLDER ACTION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

AvePoint

Booking Hlds

CyberArk Software

GoDaddy

Roper Technologies

Trade Desk

Tech stocks and software companies have recovered substantially in the past few years and continue to climb upwards as Wall Street feels comfortable slapping a higher and higher premium on these stocks. The tech sector's resilience and growth potential have been the driving forces behind this bullish sentiment.

7 Explosive Tech Stocks Set to Dominate the Decade

LOS ANGELES, CA / ACCESSWIRE / May 15, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Cloudflare, Inc. ("Cloudflare" or "the Company") (NYSE:NET) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

INVESTOR ACTION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

Akamai Technologies

Akamai Technologies Inc (NASDAQ: AKAM) needs to merge with the likes of Cloudflare or Fastly, as per Jim Cramer. Shares of the Cambridge-headquartered firm are down 8.0% on Friday.

Akamai needs to merge with Cloudflare: Jim Cramer

Fortinet

Okta

Palo Alto Networks

Zscaler

At first glance, cybersecurity is a fruitful growth sector for investors to dig into. Because cyber threats are ubiquitous, a cybersecurity's clientele can range from brick-and-mortar restaurants to a government defense contractor. Data breaches can happen to any anything with an internet connection; that's why the global cybersecurity workforce contains roughly 4.7 million people. Malware, ransomware, and cloud intrusions all increased by sizable margins year-over-year. Factor in the proliferation of generative artificial intelligence (AI), and it's all but certain cybersecurity will be on the bleeding edge of the tech sector for years to come.

Cybersecurity Stocks at an Intriguing Entry Point

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare is powering how the U.S Department of Treasury and PNNL share advanced threat intelligence with the financial sector.

U.S. Department of Treasury, Pacific Northwest National Laboratory, and Cloudflare Partner to Share Early Warning Threat Intelligence for Financial Institutions

Fastly

Rapid7

Sprout Social

Teradata

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.

Top 5 Tech Stocks That Could Lead To Your Biggest Gains This Month - Cloudflare (NYSE:NET)

Cloudflare NYSE: NET is a great company growing its business and building leverage. However, despite the massive decline in the share price, the stock remains overvalued and faces headwinds that investors may want to avoid.

No New Highs for Cloudflare in 2024

Cloudflare stock plunged because it didn't upgrade its full-year guidance in its Q1 report. Cloudflare's growing customer base and rising spending by its existing customers point toward better times.

1 Top Growth Stock Down 31% You May Regret Not Buying Right Now as It Could Soar 91%

Cloudflare's Q1 earnings beat Wall Street's expectations last week and guided above estimates as well. Despite the earnings beat, its stock sold off.

News for Cloudflare Stock (NET)