Revenue segments as reported by the company.

EMEA

APAC

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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

Earnings data Q2 2021

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

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Earnings per share

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Receivables

Inventory

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Current liabilities

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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.

StoneCo

Trade Desk

These stocks should be on your "watch closely" list.

3 Top Stocks to Buy Without Hesitation If There's an October Stock Market Crash

The sharp gain comes after a beatdown last week.

Why Cloudflare Stock Is Jumping This Week

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 third quarter ended September 30, 2021 after the U.S. market closes on Thursday, November 4, 2021. 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 (8

Cloudflare Announces Date of Third Quarter 2021 Financial Results

Long an intermediary, Cloudflare is turning itself into a viable alternative to AWS.

Cloudflare Is Taking On Amazon by Harnessing the Edge

The innovative cloud network and security specialist announced some new products. One of them could shake Amazon.

How Cloudflare Will Disrupt Amazon

Avoid NET stock because although the company is clearly strong, the market also clearly gave it excessive reward that made it too expensive.  The post There's No Reason to Buy Cloudflare as Market Does an About-Face appeared first on InvestorPlace.

There's No Reason to Buy Cloudflare as Market Does an About-Face

Shopify

Cloudflare, Shopify, and The Trade Desk could see outsized losses in a market sell-off, making them even more attractive to long-term investors.

3 Pricey Tech Stocks to Buy if the Market Slide Continues

There's no need to get shaken out of the trade with NET stock as Cloudflare continues to push the boundaries of internet speed and security. The post Traders Should Capitalize After the Sharp Dip in Cloudflare Stock appeared first on InvestorPlace.

Traders Should Capitalize After the Sharp Dip in Cloudflare Stock

Cloudflare pulled back heavily over the last 10 days as tech stocks were punished nearly across the board. NET stock has experienced sharp pullbacks since IPO; however, is still valued near July 2021 highs with the market looking fearful.

Cloudflare Stock Pulls Back: Opportunity Or Warning Sign?

Asana

Let's take a look at two stocks that have bucked their trends, and have gone up too high too fast.

These Stocks Climbed Too High Too Fast

It could be interest rates, political turmoil, or just a breather from yet another fantastic year for this high-flying stock.

Why Cloudflare Stock Slumped Nearly 15% This Week

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced it will extend its network to iconic properties like Salesforce Tower in San Francisco, Willis Tower Chicago, John Hancock Tower in Boston, and 30 Hudson Yards, 4 Times Square & 520 Madison in New York, as well as the planned further expansion into thousands of other office buildings and multi-dwelling units globally. This drama

Cloudflare Extends Zero Trust Security to Businesses' Doorsteps

Cloudflare is a great company, its market niche is growing fast, but 65x revenue is too rich for new investors in NET stock. The post Cloudflare Is a Great Company But Comes at a High Price appeared first on InvestorPlace.

Cloudflare Is a Great Company But Comes at a High Price

Cloudflare (NYSE: NET) launched Cloudflare R2 Storage for developers to store everything they need with automatic data migration from S3-compatible services to make switching easy.  Cloudflare R2 Storage, designed for the edge, will offer the ability to store large amounts of data while slashing the egress bandwidth fees associated with cloud provider storage to zero intensifying rivalries with Amazon.com Inc's (NASDAQ: AMZN) Amazon Web Services.

Cloudflare Intensifies AWS Rivalry With Latest Offering - Read How

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced Cloudflare R2 Storage, a better way for developers to store everything they need with automatic migration of data from S3-compatible services to make switching easy. Cloudflare R2 Storage, designed for the edge, will offer the ability to store large amounts of data, expanding what's possible with Cloudflare while slashing the egress

Cloudflare Announces R2 Storage; Rapid and Reliable S3-Compatible Object Storage Designed for the Edge

Datadog

DigitalOcean Holdings

Atlassian

According to the All-in-One Screener and guru portfolio statistics, two of GuruFocus' popular Premium features, Chase Coleman (Trades, Portfolio)'s Tiger Global Management has five technology holdings that have outperformed the Standard & Poor's 500 benchmark by more than 65% over the past six months: Asana Inc. ( ASAN , Financial), Atlassian Corp. PLC ( TEAM , Financial), DigitalOcean Holdings Inc. ( DOCN , Financial), Cloudflare Inc. ( NET , Financial) and Datadog Inc. ( DDOG , Financial).

Top-Performing Tech Stocks of Chase Coleman's Tiger Global Management

Cloudflare, known for protecting websites and their visitors from hackers, is now stepping into email security. Cloudflare, known for providing tools to boost security and reliability for websites, is dipping its toe into another major area of internet communication: email.

Web security firm Cloudflare is getting into email with free services

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced its entry into email security with new offerings to help solve email challenges in an easy-to-use way that gives customers more control. Now, users will be able to create custom email addresses, manage incoming email routing, and prevent email spoofing and phishing on outgoing emails—all for free. Cloudflare also announced that cust

Cloudflare Takes On Email Security

DraftKings

eBay

The non-fungible token market is booming and these companies could play a role in its future.

3 NFT Stocks With High Growth Potential

We've been huge Cloudflare bulls since the middle of last year and remain of the view that the company will form part of the very fabric of Internet 3.0.

Is Cloudflare Stock A Buy Or Sell? Well, We're Doing Neither

Oppenheimer analyst Timothy Horan downgraded Cloudflare (NYSE: NET) to Perform from Outperform without a price target.  Horan continues to be "very positive" on the long-term prospects for the company's nascent edge platform, but he believes that the stock is "now due for a well-deserved pause.

Cloudflare Gets An Analyst Downgrade - Read Why

Shares of Cloudflare Inc. NET, -0.95% dropped 3.4% in premarket trading Friday, after Oppenheimer downgraded the cyber security company, citing valuation and increasing competition. Analyst Timothy Horan, cut his rating to perform, after being at outperform since he started coverage in October 2019, a month after the company went public.

Cloudflare stock drops after one of 'biggest bulls' says it is now due for a pause

Expedia

Plug Power

Expedia Group, Inc (NASDAQ:EXPE), Cloudflare, Inc (NYSE:NET) and Plug Power, Inc (NASDAQ:PLUG) are all trading higher in strong uptrends. An uptrend occurs when a stock consistently makes a series of higher highs and higher lows on the chart.

Why The Trend Is Your Friend For Expedia, Cloudflare, Plug Power Stocks

Analysts keep hiking revenue forecasts for Cloudflare, pushing NET stock higher. NET stock is not worth more than its price today, even making some heroic assumptions about its future sales and FCF.

A Hero Couldn't Even Rescue Cloudflare From Overvalued Territory Now

Upstart Holdings

Cloudflare Inc (NYSE:NET), DataDog, Inc (NASDAQ:DDOG) and Upstart Holdings, Inc (NASDAQ:UPST) reached new all-time highs again on Friday after rallying to new all-time highs on Thursday. When a stock reaches a new all-time high it generates excitement and interest that can translate into increased buying pressure and above average volume.

News for Cloudflare Stock (NET)