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.

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.

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

CrowdStrike

CyberArk Software

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.

Cloudflare Stock Has 48% Upside, According to 1 Wall Street Analyst

Cloudflare (NET) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Here's Why Cloudflare (NET) is Poised for a Turnaround After Losing -22.06% in 4 Weeks

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced Cloudflare for Unified Risk Posture, a new suite of risk management solutions designed to streamline the process of identifying, evaluating, and managing cyber threats that pose risk to an organization, across all environments. Powered by Cloudflare's rich security suite – including capabilities from Secure Access Service Edge (SASE) and application security – and paired alongsi.

Cloudflare Announces Unified Risk Posture to Provide Comprehensive and Continuous Risk Management at Scale—for Free

Cloudflare's Q1 earnings easily beat Wall Street's expectations. Its revenue growth is still decelerating, but its gross margins are rising.

Where Will Cloudflare Stock Be in 1 Year?

Adjusted EPS of $0.16 surpasses the $0.13 estimate. Revenue of $378.6 million was a 30% increase year over year.

Cloudflare Q1 Earnings, Revenue Top Estimates

KeyBanc's Thomas Blakey was one of many pundits making a reduction recently. This followed first-quarter earnings that were considered lackluster by many.

Is Cloudflare Stock Going to $94? 1 Wall Street Analyst Thinks So.

Cloudflare posted a first-quarter beat, but Wall Street was more focused on full-year guidance. The company is forecasting solid 27% growth in 2024, but that's below its rate from previous years.

Why Cloudflare Investors Are Dealing With Stormy Weather Today

Cloudflare's (NET) first-quarter results reflect gains from multiple client wins and growing momentum among large enterprise customers.

Cloudflare (NET) Q1 Earnings and Revenues Surpass Estimates

Block

Tech stocks looked set to continue their momentum Friday. A boost for Apple's shares was helping.

Cloudflare, Block, Fortinet, Palo Alto, and Other Tech Stocks in Focus Today

Shares in global cloud services provider Cloudflare (NET) fell more than 14% in premarket trading Friday after the company posted a soft current-quarter sales outlook that overshadowed quarterly results that came in ahead of Wall Street expectations.

Cloudflare Stock Plunges as Sales Outlook Disappoints—Monitor This Key Price Level

Shares in Cloudflare Inc (NYSE:NET) plummeted following its disappointing earnings report, released after Thursday's market close. The company, which provides ‘content delivery services' (CDNs) for websites, reported a $35.5 million loss for its first quarter, in line the same period last year.

Cloudflare stock plummets as revenue outlook underwhelms

Cloudflare stock tumbled after the company reported Q1 earnings that topped Wall Street targets while revenue guidance only met expectations.

Cloudflare Tumbles As Revenue Outlook Underwhelms Investors

Cloudflare reported wider first-quarter operating loss on Thursday as sales and marketing costs jumped in the period, sending shares down 12% in trading after the bell.

Cloudflare reports wider first-quarter operating loss, shares slide

Cloudflare Inc.'s stock was free-falling in extended trading Thursday, following a quarterly report that was largely in line with analyst estimates but included a revenue outlook that fell short.

Cloudflare's stock is tanking after revenue outlook disappoints investors

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced financial results for its first quarter ended March 31, 2024. “The first quarter marked a strong start to the year, as we grew revenue 30% year-over-year to $378.6 million—fueled by a record number of net-new customers year-over-year spending more than $100,000, $500,000, and $1 million with Cloudflare on an annualized basis. I'm incredibly proud of the fact that our team has be.

Cloudflare Announces First Quarter 2024 Financial Results

Cloudflare's (NET) Q1 results are likely to reflect gains from the ongoing shift toward a zero-trust security approach and rising hybrid working trend.

Cloudflare (NET) to Report Q1 Earnings: What's in Store?

Paylocity Hlds

Workiva

Here we take a sneak peek at four stocks in the Zacks Computer and Technology sector due to report first-quarter 2024 earnings on May 2.

4 Internet Software Stocks' Q1 Earnings Coming Up: Beat or Miss?

Shopify

Whirlpool

Alphabet's (NASDAQ: GOOG , NASDAQ: GOOGL ) Gemini AI has once again been overtaken by other models, but it remains one of the best choices out there for AI stock predictions. Bard (the company's model preceding Gemini) was previously ranked by analysts as the best AI tool for stock picking, even outperforming human stock pickers a test run.

Google AI Predicts These 3 Stocks Can Make You Rich by 2026

Cloudflare (NYSE: NET) stock price has moved sideways this year as concerns about its growth and valuation remain. It has risen by about 5% this year and by almost 100% in the past 12 months, giving it a market cap of over $30 billion.

News for Cloudflare Stock (NET)