Revenue segments as reported by the company.

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Revenue Segments

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

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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.

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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

Earnings data Q2 2021

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q1 2024

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Earnings data Q3 2024

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.

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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's better-than-expected results and improved full-year guidance indicate that it is successfully tapping a huge end-market. The company's improving customer base and ability to win a greater share of customers' wallets explain why its growth is expected to remain solid.

1 Cybersecurity Stock You Can Buy and Hold for the Next Decade

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Content delivery network (CDN) service provider Cloudflare, Inc. NYSE: NET reported a solid Q2 2024 earnings report, resulting in a 6% gain the following day. This is impressive, considering the Nasdaq composite index fell nearly 418 points that day.

Cloudflare Stock Flares Up on Solid EPS Beat and Raised Guidance

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Cloudflare was one of the few software names to post a "beat and raise" quarter. The company has posted resilient and aggressive top-line growth alongside persistent margin expansion. Even the highest quality companies can make for poor stocks if the price is too high.

Cloudflare: Differentiating Itself Amidst Unprecedented Headwinds (Ratings Downgrade)

IT leader Cloudflare Inc (NYSE:NET) is moving 3.2% higher to trade at $76.74 this morning, after the company posted better-than-expected second-quarter results and raised its full-year outlook.

Cloud Stock Eyes Best Day in Months on Beat-and-Raise

Revenue of $401.0 million exceeded management's expectations by up to $7.5 million. Non-GAAP income from operations was $57.0 million, significantly above the forecasted range.

Cloudflare Posts Impressive Q2 Revenue

Cloudflare's stock increased by 8% after strong Q2 2024 results, priced at 83x next year's non-GAAP operating profits. Despite high valuation, Cloudflare's rapid revenue growth and profitability make it an attractive investment, with promising near-term prospects. Tepidly bullish on NET due to strong results, growth prospects, and potential challenges in the IT-buying environment.

Cloudflare Earnings: 83x Operating Profits, Valuation In The Cloud

Cloudflare's (NET) second-quarter results reflect gains from multiple client wins and growing momentum among large enterprise customers.

Cloudflare (NET) Soars 10% on Q2 Earnings Beat, Raised Guidance

Cloudflare, Inc. (NYSE:NET ) Q2 2024 Earnings Conference Call August 1, 2024 5:00 PM ET Company Participants Phil Winslow - Investor Relations Matthew Prince - Co-Founder and Chief Executive Officer Thomas Seifert - Chief Financial Officer Mark Anderson - President, Revenue Conference Call Participants Matt Hedberg - RBC Capital Markets Shaul Eyal - TD Cowen Jim Fish - Piper Sandler Andrew Nowinski - Wells Fargo Adam Borg - Stifel Fatima Boolani - Citi Hamza Fodderwala - Morgan Stanley Trevor Walsh - JMP Operator Thank you for standing by. My name is Kathleen, and I will be your conference operator today.

Cloudflare, Inc. (NET) Q2 2024 Earnings Call Transcript

Cloudflare (NET) came out with quarterly earnings of $0.20 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.10 per share a year ago.

Cloudflare (NET) Surpasses Q2 Earnings and Revenue Estimates

Cloudflare stock rose on Q2 earnings and revenue that topped Wall Street targets while guidance came in above views.

Cloudflare Stock Climbs On Earnings, Revenue Beat, Guidance

Cloud connectivity company Cloudflare Inc NET reported second-quarter revenue of $401.0 million, up 30% year-over-year. The revenue beat a Street consensus estimate of $394.69 million, according to data from Benzinga Pro.

Cloudflare Q2 Earnings Highlights: Revenue Beat, EPS Beat, Guidance Shines

Cloudflare Inc.'s stock gained more than 8% in the after-hours session Thursday after the cybersecurity and software company beat Wall Street's expectations for its second quarter, which it deemed “terrific,” and also guided for better times ahead.

Cloudflare's ‘terrific' quarter lifts stock by 8%

Software company Cloudflare raised its annual revenue and profit forecast on Thursday after a strong quarter, sending its shares up 9% in post-market trading.

Cloudflare raises full-year forecast after strong quarter, shares rise

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced financial results for its second quarter ended June 30, 2024. “We had a strong second quarter, crossing $1.6 billion in annualized revenue and growing 30% year-over-year. The world is still complicated, but our team remained focused on execution and delivered terrific results, including a double-digit year-over-year improvement in sales productivity,” said Matthew Prince, co-fou.

Cloudflare Announces Second Quarter 2024 Financial Results

LOS ANGELES, CA / ACCESSWIRE / July 30, 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.

Cloudflare Inc Investigated By The Schall Law Firm For Possible Securities Breaches Investors With Losses Urged To Engage In Dialogue

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Cloudflare (NET) is making strides in the cloud-based security market, which makes the stock worth a watch ahead of its second-quarter earnings amid macroeconomic headwinds and elevated valuation.

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In the latest trading session, Cloudflare (NET) closed at $78.06, marking a +0.03% move from the previous day.

Cloudflare (NET) Increases Yet Falls Behind Market: What Investors Need to Know

RADNOR, PA / ACCESSWIRE / July 24, 2024 / The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) is currently investigating potential violations of the federal securities laws on behalf of investors of Cloudflare, Inc. (NYSE:NET) ("Cloudflare"). On May 2, 2024, Cloudflare announced its financial results for its first quarter ended March 31, 2024 and revealed weaker-than-expected current-quarter sales guidance.

NET Investigation: Kessler Topaz Meltzer & Check, LLP Encourages Cloudflare, Inc. (NYSE: NET) Investors to Contact the Firm

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LOS ANGELES, CA / ACCESSWIRE / July 23, 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.

Cloudflare Inc Investigated By The Schall Law Firm For Possible Securities Breaches, Investors With Losses Urged To Engage In Dialogue

RADNOR, Pa., July 23, 2024 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) is currently investigating potential violations of the federal securities laws on behalf of investors of Cloudflare, Inc. (NYSE: NET) (“Cloudflare”).

NET Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages Cloudflare, Inc. (NYSE: NET) Investors to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / July 22, 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.

Cloudflare Inc Is Under Investigation By The Schall Law Firm For Possible Securities Breaches And Investors With Losses Are Encouraged To Initiate Dialogue

News for Cloudflare Stock (NET)