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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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

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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.

Fastly

A Content Delivery Network (CDN) is a footprint of data center servers that deliver content such as webpages and videos to the user in a secure and fast manner. Almost every major website likely uses a CDN in order to improve the user experience of its website.

These 2 Tech Stocks Are Part of the Backbone of the Internet

Solid demand for security solutions and the benefits of its recurring subscription-based business model are likely to have aided Cloudflare's (NET) first-quarter performance.

Is Cloudflare (NET) Likely to Surpass Q1 Earnings Estimates?

CrowdStrike

NICE Ltd

With the world becoming more interconnected than ever, the demand for cybersecurity solutions will reach unprecedented heights. However, cybersecurity stocks to buy took a massive beating last year, with leading players in the sphere down over 50% from their peak in 2021.

3 Cybersecurity Stocks With Big Growth Potential

Cloudflare (NET) possesses 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) Earnings Expected to Grow: Should You Buy?

Airbnb

Global-e Online Ltd

MercadoLibre

SoFi Technologies

SoFi and Airbnb are reimagining stodgy industries. MercadoLibre and Global-e Online allow investors to take part in the worldwide e-commerce transformation.

Want to Get Richer? 5 Best Stocks to Buy Now and Hold Forever.

Robust revenue growth and consistently high gross margins make the stock attractive to growth investors. Its unprofitability, negative free cash flow, and high valuation are reasons to be cautious.

Why Cloudflare Is Not Worth the Gamble in This Bear Market

Direct Digital Holdings

HashiCorp

Upstart Holdings

Asana

Superior Industries International

Wolters Kluwer NV

If you are looking for some excitement in your portfolio, you might be tempted by high-risk, high-reward stocks. These are the stocks that can soar to the moon or crash to the ground, depending on how the market perceives their growth potential and profitability.

7 High-Risk, High-Reward Stocks That Could Pay Off Big-Time

SolarEdge Technologies

The cloud computing and solar energy systems markets are expected to grow quickly through the end of the decade. Cloudflare operates the fastest cloud network and developer platform on the market.

2 Mega-Trend Growth Stocks to Buy Now and Hold Forever

Cloudflare: Top Performing Tech Stock Is Rising

Riskified Ltd

Cloudflare operates the fastest cloud network and developer platform on the planet. Riskified uses artificial intelligence to help e-commerce businesses combat fraud.

2 Growth Stocks That Could Turn $200,000 Into $1 Million in a Decade

Advanced Micro Devices

DraftKings

Floor & Decor Holdings

Samsara

With volatile market conditions, investors can begin looking to add exposure gradually. These five stocks offer investors a variety of options across multiple sectors.

S&P 500 Giant AMD Leads Five Stocks Near Buy Points

DigitalOcean Holdings

Total addressable market (TAM) is a metric that can often be inflated. DigitalOcean genuinely does have a massive opportunity ahead of it as it goes after a big chunk of the cloud infrastructure market.

2 Tech Stocks with Massive Market Opportunities

Coastal Financial Corp

Enphase Energy

With inflation falling to 5%, the expectations for sustained rate hikes have fallen considerably. Even though core inflation did rise and the labor market remains strong, the Federal Reserve, for now, is unlikely to hike interest rates further.

3 High-Cyclical Growth Stocks to Buy at Their Trough

Akamai Technologies

Amazon dominates the cloud infrastructure market, but there are challenges coming from all directions. Cloudflare is betting that a serverless platform, which entirely eliminates the need to manage infrastructure, will draw in customers.

2 Cloud Stocks That Are Challenging Amazon's Dominance

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 first quarter ended March 31, 2023 after the U.S. market closes on Thursday, April 27, 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.

Cloudflare Announces Date of First Quarter 2023 Financial Results and Investor Day

Palantir Technologies

The cybersecurity industry had a better-than-expected Q4 and gave positive guidance that has the group moving higher. While industry leader Palo Alto Networks is leading the group regarding share price and market action, others present attractive opportunities.

3 Cybersecurity Stocks Ready To Rally

Shopify

Some great companies have seen massive valuation pullbacks as the market has pivoted away from growth stocks. Despite near-term macro challenges, demand outlooks for the web services and e-commerce industries remain promising.

2 Magnificent Growth Stocks Down 72% That Are Screaming Buys in April

NVIDIA

Flutter Entertainment PLC

Trade Desk

ARK Invest believes that connected TV, social platforms, online sports betting, video gaming, and NFTs are high-growth consumer trends. Several stocks are poised to benefit from these trends.

These 5 Consumer Trends Could Create a $22.5 Trillion Opportunity by 2030: Here Are the Top Stocks to Buy Now

ServiceNow

Cloudflare and ServiceNow are both great digital transformation plays. The Trade Desk is still one of the most balanced ad tech plays.

4 Best Stocks to Set You Up for Early Retirement

Confluent

These two growth stocks are capitalizing on secular tailwinds.

Best Growth Stock to Buy: Confluent vs. Cloudflare

The cloud computing market is expected to grow rapidly through the end of the decade. Cloudflare is the market leader in content delivery network software and edge development platforms.

1 Monster Growth Stock That Could Turn $200,000 Into $1 Million by 2030

Cloudflare stock could run higher in the wake of a bull market as well as the emergence of a new catalyst. The cloud company is on track to deliver yet another solid year of growth, but it is likely to do better.

A Bull Market Is Coming: 1 AI Stock That Could Jump 93%, According to Wall Street

In another piece of good news, the stock's 50-day line crossed above its 200-day average earlier this month and the gap continues to widen. You can learn more about stocks boasting that kind of action using MarketBeat's Golden Cross Stocks screen.

CloudFlare's Chart Shows Bullish Moving-Average Crossover

Roblox

Investors are continually searching for the next significant market opportunity to continue augmenting their wealth. Recently, one of the most thrilling trends has been the emergence of the metaverse.

3 Metaverse Stocks Sitting in the Sweet Spot

Apple

Cisco Systems

Foot Locker

Acushnet Hlds

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including Apple and Foot Locker.

News for Cloudflare Stock (NET)