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

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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.

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.

Deere & Company

T-Mobile US

Duke Energy

Humana

Pinterest

Workday

Evercore analysts came up with stocks that the everyday investor can still afford to buy and can expect to make money off of.

T-Mobile, Deere, and 5 More Stocks That Should Gain After Earnings

Coinbase

Roblox

Even from its name, the metaverse seems like a science fiction dream come true. A world of infinite possibilities that anyone can plug into from the comfort of their own home.

3 Metaverse Stocks That Should Make Your July Must-Sell List

Cloudflare, a tech company that provides website and application services, has seen its stock price remain elevated despite the 2022 tech wreck. Cloudflare's management is making a strategic decision to spend on Sales and Marketing, which will continue to push down margin in the near term. The company estimates its total addressable market to be $135 billion in 2024, and analysts predict a 30% annual sales growth until 2025.

Cloudflare Is The Best Growth Story In 2023

Invesco QQQ

Shopify

Twilio

The unprecedented COVID-19 correction of 2020 forced investors to "throw out the baby with the bath water." Quality software stocks are a beneficiary.

Exploit Market Inefficiencies, Buy Software

CrowdStrike

CyberArk Software

Fortinet

Palo Alto Networks

Palantir Technologies

Zscaler

Cybersecurity stocks are rallying with several hitting 52-week highs.

These Cybersecurity Stocks Outperform To Hit New Highs

HubSpot

The S&P 500 rose sharply in the first half of the year, and that momentum could propel the index toward a new bull market. Cloudflare operates the fastest cloud network and it provides at least one service to 20% of the web.

History Says the Stock Market Is Headed Higher in 2023: 2 Remarkable Growth Stocks to Buy Before the Bull Market Begins

Confluent

Investing in growth stocks gives investors an excellent chance to grow their wealth.

Best Growth Stocks to Buy: Cloudflare vs. Confluent

Datadog

Analysts upgraded Datadog and Cloudflare ahead of earnings season. Last week's sell-off from Microsoft's cybersecurity announcements seems to have subsided.

Why SaaS Stars Datadog, Cloudflare, and Zscaler Roared Higher Today

Cloudflare is gaining market share from vendors offering point products and is positioned to deliver 30%-45% revenue growth over the next 3-5 years. The company's strong technology and shift towards advanced service functionalities and large enterprise adoption are driving new customer acquisitions and accelerated revenue growth. As Cloudflare continues to generate durable 30%-45% growth, I believe the company will see strong operating leverage.

Cloudflare Boosts Strong Network Positioning For Long-Term Growth

Microsoft

Atlassian

Cost cuts put in place earlier this year brought operational focus to the tech industry. An anticipated slowdown doesn't seem to have happened.

Why Enterprise Software Stocks Jumped in the First Half of 2023

Cloudflare is the IBD Stock of the Day as the software maker rebounds from worries over Microsoft and a lowered fiscal 2023 revenue outlook.

Why This AI Stock Takes A Licking But Keeps On Ticking

The companies bounced back heartily from a big Wednesday sell-off. That was due to the looming entry of a monster competitor.

Why Cybersecurity Stocks Like Zscaler and Cloudflare Surged Today

A monster tech player is about to enter a new product category. The competition for the pair of companies promises to be intense.

Why Cloudflare and Palo Alto Networks Shares Got Crushed Today

Check Point Software Technologies

Amplify Cybersecurity ETF

Cybersecurity stocks fell Wednesday after Microsoft Corp. announced an expansion into network security, and rebranded its Azure Active Directory to reflect that move, which could haunt pure-play security vendors in the long term.

Microsoft cybersecurity expansion poses long-term ‘ramifications' for Palo Alto Networks, Cloudflare, others

Microsoft has grown its security business to over $20 billion per year, and the new effort might help the software maker reach $100 billion by 2030.

Cloudflare, Palo Alto Networks and Zscaler tumble as Microsoft expands in cybersecurity

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced that it will report its financial results for the second quarter ended June 30, 2023 after the U.S. market closes on Thursday, August 03, 2023. 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) 4.

Cloudflare Announces Date of Second Quarter 2023 Financial Results

C3.ai

Technology growth stocks generally sold off after super strong jobs data. The data suggest the Federal Reserve will continue hiking interest rates.

Why C3.ai, Cloudflare, and Zscaler Fell Today

Twilio stock has tumbled from its all-time high, but the company is now taking profitability seriously. Cloudflare is seeing growth slow, but its long-term growth opportunity is enormous.

2 Growth Stocks Gearing Up for a Comeback

LOS ANGELES, CA / ACCESSWIRE / July 3, 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.

SHAREHOLDER ACTION NOTICE: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses In Excess of $100,000 to Contact the Firm

Lovesac Company

Many tech stocks are up substantially this year and the overall market sentiment continues to be bullish. The excitement in artificial intelligence companies has spilled into most tech companies that are directly or indirectly linked to AI.

3 Tech Stocks That AI Predicts Will Deliver Triple-Digit Returns in 2023

Okta

Tenable Holdings Inc

With private equity firms showing interest in the cybersecurity sector through acquisitions, now could be an opportune time to invest in cybersecurity stocks. Despite experiencing dips during market downturns, these stocks have maintained a strong growth trajectory.

3 Cybersecurity Stocks That Have Big Investors Running for the Exit

An analyst made a notable adjustment to his price target on the shares. He maintained his equivalent of a buy recommendation while doing so.

Why Cloudflare Stock Zoomed Higher on Wednesday

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, has been named a Leader in three independent research reports that cite different solutions within its Internet-native Zero Trust SASE platform, Cloudflare One. The Forrester Wave and the IDC Marketscape both named Cloudflare a Leader in: The Forrester Wave™: Enterprise Email Security, Q2 2023 IDC Marketscape: Worldwide Zero Trust Network Access 20.

Cloudflare One Positioned as a Leader in Three Reports by Two Independent Research Firms

Cloudflare has long used machine learning models to help protect customers from malicious traffic. The company has put a lot of work into making those models run faster.

AI Is Making Cloudflare Even Faster

Applied Blockchain Inc

Fastly

Mobileye Global Inc

FiscalNote Holdings Inc

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News for Cloudflare Stock (NET)