Revenue segments as reported by the company.

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APAC

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Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

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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

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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.

Cloudflare is a strong competitor in the cloud computing space. AI workloads can be run seamlessly on Cloudflare's servers.

Is Cloudflare a Top Artificial Intelligence (AI) Stock in 2024?

Cloudflare has grown rapidly since its public debut four years ago. It's still growing faster than its closest competitors.

Will Cloudflare Be a Trillion-Dollar Stock by 2050?

Cloudflare is the IBD Stock of the Day as one of 2023's hottest tech stocks looks to rebound from a pullback. Fourth quarter earnings for NET stock are due early Feb. 8.

Will Cloudflare, A Top 2023 Tech Performer, Catch A New Run?

Palo Alto Networks

Several analysts' revisions and reports have hit the market that have cybersecurity stocks moving lower. The news has names like Cloudflare NYSE: NET to Palo Alto Networks NASDAQ: PANW down 2.5% to over 4%, but not for any change in the business outlook.

Wait to buy the dip in these 2 cybersecurity stocks

Axcelis Technologies

Broadcom

Costco

Fortinet

MercadoLibre

Visa

The New Year gives investors the opportunity to reassess their portfolios, determine their objectives and plan accordingly. Investors often go into a New Year hoping to outperform last year's returns.

January Jamboree: 7 Must-Have Stocks to Kickstart Your 2024 Portfolio

The latest trading day saw Cloudflare (NET) settling at $78.45, representing a -1.16% change from its previous close.

Cloudflare (NET) Falls More Steeply Than Broader Market: What Investors Need to Know

LOS ANGELES, CA / ACCESSWIRE / January 12, 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.

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

Cloudflare is well-positioned to benefit from the trend of customers seeking consolidated cybersecurity solutions. The company's SASE model and Zero Trust Security offerings align with the growing market demand. It has a short-term opportunity in AI by enabling companies to quickly move data to locations with available GPU capacity.

Cybersecurity And AI: Why Cloudflare Is The Perfect Choice For Investors Seeking Long-Term Growth

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that it will report its financial results for the fourth quarter ended December 31, 2023 after the U.S. market closes on Thursday, February 08, 2024. Cloudflare will host an investor conference call that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. Interested parties can access the call by dialing (877) 400-4517 from the United States or (332) 2.

Cloudflare Announces Date of Fourth Quarter 2023 Financial Results

Despite being priced in line with other high-growth peers, Cloudflare, Inc. stands out due to its potential to achieve clean GAAP breakeven within two years, contributing to an attractive valuation. The company's operational excellence, successful go-to-market strategies, and positive outcomes from recent organizational changes highlight its ability to adapt. Here the bull case for Cloudflare, Inc. is described, specifically with a focus on its profitability.

Cloudflare's Valuation Advantage: Progress Toward GAAP Breakeven (Upgrade)

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today published its inaugural API Security and Management Report. Findings from this year's report reveal that APIs, a technology that underpins today's most used sites and apps, are being leveraged by businesses more than ever—ultimately opening the door to more online threats than seen before. The report underscores the gap between organizations' use of APIs and their ability to safeguard the.

New Cloudflare Report Shows Organizations Struggle to Identify and Manage Cybersecurity Risks of APIs

CrowdStrike

NVIDIA

Snowflake

Tesla

Zscaler

As January 2024 is already underway, it is time to start planning investment strategies, taking a look at one's stock watchlist for the ongoing year, and refreshing it with those assets that have demonstrated strong fundamentals, bullish price action, and positive developments.

6 stocks that should be on your watchlist in 2024

Cal-Maine Foods

Organogenesis Holdings

ORGO, CALM and NET made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on January 5, 2024.

Best Momentum Stocks to Buy for January 5th

Evolent Health

Wayfair

ORGO, CALM, W, NET and EVH have been added to the Zacks Rank #1 (Strong Buy) List on January 5, 2024.

New Strong Buy Stocks for January 5th

Cloudflare (NET) closed at $76.83 in the latest trading session, marking a +0.58% move from the prior day.

Cloudflare (NET) Ascends While Market Falls: Some Facts to Note

Every day for the next three weeks, we're going to highlight one of Schaeffer's top 12 picks for 2024.

Top Stock Picks for 2024: Cloudflare

Adobe

Enterprise Products Partners

My Top 2 Stocks For 2024: Why It's Time To Pair Growth With Value

Twilio

The stock market could do anything in 2024, so investors need to be ready to jump on any opportunities that arise. Twilio is struggling to accelerate growth, but the company's plan to become sustainably profitable has my attention.

2 Stocks on My Watchlist for 2024

Advanced Micro Devices

Arista Networks

While Nvidia was the big winner for investors this year in the generative AI boom, other tech stocks have also gotten a boost

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Akamai Technologies

Varonis Systems

In an age of technological advancement and software development, deterring and thwarting cyber attacks is a priority. Enter cybersecurity firms.

3 Cybersecurity Stocks to Shield Your Portfolio in 2024

Cloudflare possesses an uncanny ability to stay ahead of hot emerging trends, such as AI. The company benefits from the tailwind of multiple expanding industries, including cloud computing, AI, and SASE.

Is Cloudflare Stock a Buy?

The internet makes it easier for people to communicate with each other and access relevant information. While the digital evolution has yielded many benefits, there are also many openings.

Best Cybersecurity Stocks 2024: 3 Names to Add to Your Must-Buy LIst

SAN FRANCISCO--(BUSINESS WIRE)--Report details milestones in protecting vulnerable groups online, shielding critical infrastructure sectors, and supporting secure and accessible AI.

Cloudflare Publishes Third Annual Impact Report

The S&P 500 is approaching bull market territory, a sign that greater gains are on the horizon. Cloudflare ranked No.

A Bull Market Is Coming: 2 Monster Growth Stocks Up 300% in 4 Years to Buy Now and Hold Forever

Coinbase

Shopify

Coinbase surged higher thanks to strong quarterly earnings and some other news. Shopify crushed expectations and fueled optimism about consumer stocks.

News for Cloudflare Stock (NET)