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.

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

Fortinet

Palo Alto Networks

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.

Cloudflare stock: Rule of 40 points to overvaluation pre-earnings

In the closing of the recent trading day, Cloudflare (NET) stood at $88.01, denoting a +1.44% change from the preceding trading day.

Cloudflare (NET) Surpasses Market Returns: Some Facts Worth Knowing

Microsoft

Zscaler

Microsoft is quietly expanding its cybersecurity ecosystem. Cloudflare will continue to protect websites from bot-based attacks.

3 Top Cybersecurity Stocks to Buy in April

CrowdStrike

An ever-growing cyber threat is one of the biggest challenges for businesses and individuals. In a dynamic world of technology, progress is not always in a positive direction.

3 Cybersecurity Stocks to Buy for Multibagger Returns: April Edition

In the latest trading session, Cloudflare (NET) closed at $86.71, marking a -1.47% move from the previous day.

Cloudflare (NET) Suffers a Larger Drop Than the General Market: Key Insights

Rigetti Computing

SentinelOne

United States equities have calmed down since their rally in the first quarter of 2024. The S&P 500, Nasdaq and Russell 2000 have all dipped slightly from their previous highpoints.

CPI Ruins the Party: 3 High-Flying Stocks to Cash Out Of

The collaborative effort between Cloudflare (NET) and Booz Allen aims to empower organizations with the necessary tools and expertise to combat cyber threats effectively and maintain operational resilience in today's dynamic threat landscape.

Cloudflare (NET) & Booz Allen Team Up to Combat Cyber Threats

Booz Allen Hamilton Hld

NURNBERG, Germany--(BUSINESS WIRE)--Embedded World--Quectel Wireless Solutions, a global IoT solutions provider, is delighted to announce the commercial availability of the RG255C-GL 5G RedCap Sub-6 GHz LGA module, delivering comprehensive 5G and 4G coverage across the globe. Based on Qualcomm Technologies, Inc.'s Snapdragon® X35 baseband chipset, the RG255C-GL offers exceptional wireless performance, empowering seamless low-latency 5G communication and advanced features including 5G LAN, URLLC.

Quectel Broadens RedCap Offering With Commercial Availability of RG255C-GL RedCap 5G Module

Cloudflare's (NET) Baselime acquisition revolutionizes serverless observability, empowering developers for enhanced insights.

Cloudflare (NET) Buys Baselime to Enter Observability Market

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced a collaboration with Booz Allen Hamilton (NYSE: BAH), to support enterprises under attack by providing expedited Under Attack as a Service (UAaaS) with 30-Day Rapid Response DDoS Mitigation, including continuous monitoring and protection. Under this new agreement, Booz Allen's Global Commercial clients facing a cyber attack will be connected to Cloudflare for immediate Incident.

News for Cloudflare Stock (NET)