Revenue segments as reported by the company.

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

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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.

Outstanding Shares

Market Cap

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.

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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.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare and MSFT are building the AI railroad tracks of the future so inference tasks can move seamlessly across devices, networks, and clouds.

Cloudflare Collaborates with Microsoft to Enable AI Models to Run Anywhere

Looking to cash in on the AI craze, Cloudflare, the cloud services provider, is launching a new collection of products and apps aimed at helping customers build, deploy and run AI models at the network edge.

Cloudflare launches new AI tools to help customers deploy and run models

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare introduces Workers AI to scale and deploy AI models efficiently and affordably for the next era of AI applications.

Cloudflare Launches the Most Complete Platform to Deploy Fast, Secure, Compliant AI Inference at Scale

Cloudflare's new Workers AI service, provides a serverless capability for delivering AI inference models around the world.

Cloudflare ignites AI platform efforts with serverless inference, vectorize database and AI gateway

Atlassian

Atlassian has a data advantage as it unleashes customer-specific AI tools within its software suite. Cloudflare sees an enormous opportunity to win the market for AI inference.

AI Could Supercharge These 2 Growth Stocks

Cloudflare is positioned to benefit from the shift of AI work to the network edge. The company offers a cloud platform for hosting AI data at the edge and has signed contracts with leading AI companies. The stock is slightly expensive at 11.5x '24 sales targets, making the ideal entry point on weakness.

Cloudflare: AI Edge

Snowflake

Cloudflare can win the AI inference market thanks to the unparalleled performance of its cloud platform. Snowflake is uniquely positioned to power AI workloads due to its data-sharing capabilities.

2 Remarkable Artificial Intelligence (AI) Growth Stocks With More Upside Than Apple and Microsoft to Buy Now, According to Wall Street

SAN FRANCISCO--(BUSINESS WIRE)--Llama 2 is now available for global usage on Cloudflare's serverless platform, providing privacy-first, local inference to all.

Cloudflare and Meta Collaborate to Make Llama 2 Available Globally

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today released a commissioned study conducted by Forrester Consulting that underscores companies' growing need to connect everything in their business, while maintaining control over their security, productivity, and competitive growth. To help the industry address this emerging challenge, today Cloudflare is introducing the concept of the connectivity cloud – a unified platform of cloud-native.

New Study Reveals Cloud Giants are Holding Businesses Captive

This is the bull case based on Cloudflare, Inc.'s integration of AI into its solutions. Cloudflare's near-term prospects show promise but are accompanied by uncertainty. Concerns about Cloudflare's valuation persist, with questions about high investor expectations and the stock's multiple compared to established peers like Akamai Technologies.

Cloudflare's AI-Powered Solutions In Demand, But Expectations Are High (Upgrade)

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today shared a new independent report published by Analysys Mason that shows switching enterprise network services from on premises devices to Cloudflare's cloud-based services can cut related carbon emissions up to 78% for very large businesses to up to 96% for small businesses. The report is one of the first of its kind to calculate potential emi.

Cloudflare Helps Companies Reduce Their IT Infrastructure's Carbon Footprint By Up To 96% by Moving To The Cloud

The S&P 500 is just 7% below bull market territory by the most conservative definition, and the index returned an average of 186% during bull markets dating back to 1970. Cloudflare has a strong presence in several cloud verticals, including application development tools and zero trust network security services.

A Bull Market Is Coming: 1 Phenomenal Growth Stock Down 70% You'll Regret Not Buying on the Dip

Cloudflare's Q2 2023 earnings met the expectations, even though the expectations were high. The stock hasn't moved much in the meantime. Cloudflare sees AI as a significant growth driver, with many AI startups using their platform for training, security, and inference tasks. Customers like OpenAI may also use it to be compliant with local legislation.

Cloudflare Has AI Upside

Adobe

NVIDIA

The metaverse gives many companies the opportunity to profit and explore different revenue streams. Some companies contribute with artificial intelligence, computer security, or the creative side.

3 Metaverse Stocks That Should Be on Every Investor's Radar This Fall

Shopify

History says the S&P 500 could climb about 6.8% by the end of 2023. As the second-largest e-commerce company in the U.S., Shopify should benefit as more wholesale and retail sales occur digitally.

History Says the S&P 500 Could Rise Higher This Year: 2 Timely Growth Stocks to Buy Now and Hold Forever

Opera Ltd - ADR

According to Fundstrat's Tom Lee, the U. S. economy has tremendous amounts of green flags to prevent a recession from occurring in the coming years.

Buy the Dip: 3 Tech Stocks to Snag Now for Supercharged Gains

Cloudflare (NET) is set to mitigate modern coding and AI-based cyber security threats with its newly introduced unified data protection suite, Cloudflare One for Data Protection.

Cloudflare (NET) Unveils Its Unified Data Protection Suite

Palantir Technologies

Shopify's recent quarterly report shows it can still grow while cutting costs. Past performance indicates that Palantir could continue moving higher despite a rising valuation.

Up 42% to 138%, Is Now the Time to Buy These 3 Growth Stocks?

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced Cloudflare One Data Protection Suite, a unified set of advanced security solutions designed to protect data across every environment – web, SaaS, and private applications. Powered by Cloudflare's Security Service Edge (SSE), customers can streamline compliance in the cloud, mitigate data exposure and loss of source code, and secure.

Cloudflare Announces Unified Data Protection Suite to Address the Risks of Modern Coding and Increased AI Use

LOS ANGELES, CA / ACCESSWIRE / September 4, 2023 / 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 In Excess of $500,000 to Contact the Firm

Unity Software

For investors who want to capitalize on, and immensely profit from, new trends in the market, they should look no further than the novel Metaverse. The Metaverse is a term that describes a virtual world where people can interact with each other and digital content in immersive and realistic ways.

Want to Get Rich? 3 Game-Changing Metaverse Stocks to Buy Right Now

CrowdStrike

In the ever-evolving world of technology, cybersecurity is a pillar that safeguards our digital way of life. As the digitization of everything from banking to healthcare accelerates, the need for robust cybersecurity solutions has become increasingly urgent.

Investing in Cybersecurity: Analyzing Cloudflare and CrowdStrike

SAN FRANCISCO--(BUSINESS WIRE)--Meter, Inc., a leader in Network as a Service (NaaS) for businesses, today announced DNS Security, built in partnership with Cloudflare, the security, performance, and reliability company. Meter DNS Security is now widely available for all Meter Network customers, expanding Meter's existing NaaS offering and saving teams both time and money, while also improving overall network performance and security, powered by Cloudflare's Zero Trust platform. “With the numbe.

Meter Partners with Cloudflare to Launch DNS Security

DigitalOcean Holdings

DigitalOcean made a splash by acquiring Paperspace and giving its customers a simple way to build and deploy AI models. Even as growth has slowed for DigitalOcean, the company continues to churn out free cash flow.

1 AI Growth Stock to Buy, and 1 to Avoid

I cautioned investors to be cautious in July as Cloudflare stock looked like topping out. Accordingly, NET formed its top and has underperformed since then. Despite posting a solid Q2 earnings release, investors weren't convinced by its expensive valuation. Despite that, Cloudflare's worst days are likely over. The company could continue gaining operating leverage and robust free cash flow conversion. As such, Cloudflare is likely to make solid market share gains, given its advantages in AI inferencing.

News for Cloudflare Stock (NET)