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

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Income tax payable

Non-current liabilities

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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.

Alphabet

Kulicke & Soffa Industries

Google is integrating advanced AI features into Google One, and the Gemini chatbot will enhance many Google Cloud offerings. Despite not being a traditional AI company, Cloudflare plays the long game in support of the AI industry's evolution.

Straight From the CEO's Mouth: How 3 Innovators Are Shaping the Future of AI

Cloudflare delivered better-than-expected financial results for Q4. The company also issued guidance that surpassed expectations.

Why Cloudflare Stock Exploded Higher Friday Morning

The Cloudflare Inc. NYSE: NET Q4 results and guidance sparked an analyst reset that has the cybersecurity stock up 25% in after-hours trading and on track for another 25% gain in 2024. The results confirm a solid growth trajectory, and margins are widening, leading to accelerated earnings growth and higher stock price targets from the analysts.

Cloudflare results spark analysts reset: 25% upside ahead

Cloudflare Inc. won big praise on Wall Street for its latest earnings, but the majority of analysts still decline to recommend its stock, largely due to concerns about the valuation.

Cloudflare earnings send stock toward its best day in 14 months. Here's the caveat.

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

Cloudflare (NET) Jumps 24% as Q4 Earnings & Sales Top Estimates

Cloudflare shares added more than 23% after the cloud services provider's fourth quarter earnings topped estimates and it issued better-than-expected sales and profit guidance for the current quarter. For 4Q, Cloudflare said its revenue increased 32% year-over-year to $362.5 million, ahead of estimates of $353.1 million.

Cloudflare shares surge on 4Q earnings beat and strong guidance

Shares in Cloudflare (NET) surged nearly 25% in premarket trading Friday after the cybersecurity and content delivery solutions provider delivered a better-than-expected quarterly report and issued first-quarter guidance above Street estimates, fueled by the addition of large customers and growing demand for cloud security services.

Cloudflare Stock Surges on Strong Earnings, Upbeat Outlook—Key Price Level to Watch

Oppenheimer analysts say ‘breadth and depth of AI use cases are extraordinary' at Cloudflare.

Cloudflare Stock Is Surging. It's ‘Firing Efficiently on All Cylinders.

Cloudflare, Inc. (NET) Q4 2023 Earnings Call Transcript

Cloudflare (NET) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.06 per share a year ago.

Cloudflare (NET) Beats Q4 Earnings and Revenue Estimates

Following their latest earnings release, CloudFlare (NYSE: NET) shares soared by 20% in after hours trading a testament to the company's robust performance and forward-looking guidance if we break down the numbers.

Cloudflare (NET) up 20% After Hours: Here's What Happened

Cloudflare forecast its first-quarter revenue and profit above market estimates on Thursday, betting on strong demand for its cloud and content delivery services, sending its shares up 24% in extended trading.

Cloudflare shares jump after upbeat first-quarter forecasts

Fourth-quarter results and guidance for the current quarter came in higher than expected, with Cloudflare big deals adding up.

Cloudflare stock jumps on earnings beat as the company wins larger deals

Cloudflare Inc. shares surged 8% in Thursday's regular session and were poised to tack on substantial further gains after the company topped expectations with its latest financial results.

Cloudflare's stock catapults higher as earnings beat captures ‘robust momentum'

Cloudflare reported Q4 earnings and revenue that topped estimates while 2024 profit guidance for NET stock came in above views.

Cloudflare Earnings, Revenue Top Wall Street Targets. NET Stock Jumps

Alteryx

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the appointment of Mark Anderson, a current member of Cloudflare's Board of Directors, as President of Revenue to further accelerate the company's next phase of growth at scale to $5 billion in annual recurring revenue and beyond. Anderson most recently served as the CEO of Alteryx (NYSE: AYX) and brings 25+ years of experience building high performing teams and scaling revenue.

Cloudflare Appoints Mark Anderson as President of Revenue

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 fourth quarter and fiscal year ended December 31, 2023. "We had an exceptionally strong fourth quarter. We grew revenue by 32% percent year-over-year, to $362.5, blew away our previous records for new ACV—delivering the highest quarterly growth since 2021—and signed both our largest new customer win and lar.

Cloudflare Announces Fourth Quarter and Fiscal Year 2023 Financial Results

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HubSpot

Perion Network

Super Micro Computer

Celsius Holdings

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Fortinet

Palo Alto Networks

Cybersecurity firms have tremendous runways due to the rise of hackers and a constant need to keep data safe. Many cybersecurity corporations generate recurring revenue which creates more predictable cash flow and higher growth rates.

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Cloudflare's (NET) Q4 results are likely to reflect gains from its subscription-based model and high demand for security solutions due to the rise of zero-trust approaches and hybrid work trends.

Cloudflare (NET) to Report Q4 Earnings: What's in Store?

Gen Digital Inc

Qualys

The internet makes things more convenient. We can easily consume information, buy products, and connect with friends from anywhere.

The 3 Best Cybersecurity Stocks to Invest In for Big Gains in 2024

Internet firm Cloudflare said in a statement on Thursday that an advanced group of hackers tried to burrow deep into its global network late last year but were thwarted.

Cloudflare says state-backed hackers tried to burrow into its global network

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) Reports Next Week: Wall Street Expects Earnings Growth

NVIDIA

Shopify

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The Federal Reserve is expected to announce lower rates during its March meeting. That March FOMC meeting takes place over a two-day span from March 19th to the 20th.

News for Cloudflare Stock (NET)