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 2021

Earnings data Q1 2022

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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

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Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

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Current liabilities

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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.

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Cloudflare continues to execute on record revenues while growing their large enterprise customer base. Founder CEO Matthew Prince is focused on continued scale for the business while improving operational efficiencies internally.

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Best Stock to Buy: Cloudflare Stock vs. Palantir Stock vs. DataDog Stock

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Cloudflare is a global CDN provider which provides websites with rapid performance and security enhancements. The company's customers includes over one third of the Fortune 500 and even the viral AI platform ChatGPT by Open AI.

Cloudflare: Super Q4 With A ChatGPT Catalyst

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Artificial Intelligence (AI) has garnered a fair amount of hype over the past two months. However, investors may be focusing on the wrong set of companies.

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The business is performing well, but slowing revenue growth could limit the stock's returns.

Cloudflare Stock Up 50% in 2023: Time to Buy?

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Cloudflare delivered strong revenue growth and record cash flows in Q4. Cost discipline and expanding profitability are healthy drivers for cash generation going forward.

Cloudflare: Strong Growth And Record Cash Flows

Cloudflare surpassed a critical customer growth milestone.

Cloudflare Reports Impressive Earnings: Here's What You Need to Know

The company's post-earnings rally fizzled quickly.

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An uncertain economic environment and lagging sales and marketing operations are slowing growth.

This Key Metric Is Slumping for Cloudflare -- Here's How the Company Plans To Fix It

The edge computing specialist reported robust financial results and issued strong guidance.

Why Cloudflare Stock Surged Higher Friday Morning

Cloudflare expects revenue of between $1.33 billion to $1.34 billion in 2023.

Cloudflare Sales Guidance Looks Good. But It's Still Contending With a Spending Slowdown.

As promised, Cloudflare turned the corner on free cash flow, and in grand fashion.

Cloudflare Turns Profitable in 1 Key Metric -- Time to Buy the Stock?

Cloudflare (NASDAQ: NET) still has hurdles to overcome, but the bottom is in for this stock. The price action began showing a bottom in the middle of 2022, confirmed now by the Q4 results and the analyst activity they inspired.

The Bottom Is In For Cloudflare Stock

Cloudflare Stock Surges on Sales Guidance. But It's Still Contending With a Spending Slowdown.

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Start Time: 17:00 January 1, 0000 6:02 PM ET Cloudflare, Inc. (NYSE:NET ) Q4 2022 Earnings Conference Call February 09, 2023, 17:00 PM ET Company Participants Matthew Prince - Co-Founder, Chairman and CEO Thomas Seifert - CFO Phil Winslow - VP of Strategic Finance Conference Call Participants Matthew Hedberg - RBC Capital Markets Sterling Auty - SVB James Breen - William Blair Shaul Eyal - Cowen and Company Joel Fishbein - Truist Securities Andrew Nowinski - Wells Fargo Alex Henderson - Needham Trevor Walsh - JMP Securities Operator Hello, everyone, and welcome to the Cloudflare Q4 2022 Earnings Call. All lines have been placed on mute to prevent any background noise.

Cloudflare, Inc. (NET) Q4 2022 Earnings Call Transcript

Cloudflare Inc. shares jumped in the extended session Thursday, after the cybersecurity company issued an outlook slightly above Wall Street expectations in a stormy cloud-software climate.

News for Cloudflare Stock (NET)