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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

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

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.

CrowdStrike

Cisco Systems

DocuSign

Okta

Palo Alto Networks

Zscaler

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Adobe

C3.ai

Coupa Software

Salesforce

Datadog

iShares North American Tech-Software ETF

Microsoft

Palantir Technologies

RingCentral

Snowflake

Sumo Logic

Twilio

Slack

The rise in 10-year U.S. Treasury yields likely will continue to pressure software growth stocks, though the sector could find support if corporate spending on digital transformation stays strong. The post When Will Software Growth Stocks Find Support Amid Rising 10-Year Treasury Yields?

When Will Software Growth Stocks Find Support Amid Rising 10-Year Treasury Yields?

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced that it has been named a Customers' Choice in the March 2021 Gartner Peer Insights ‘Voice of the Customer': Web Application Firewalls. Cloudflare had an overall rating of 4.7 out of 5 based on 77 reviews as of 31st January 2021, and was recognized as a Customers' Choice in North America and Europe, Middle East & Africa. Of the c

Cloudflare is Recognized as a 2021 Gartner Peer Insights Customers' Choice for Web Application Firewalls

FireEye

For as long as there have been computers, there have been hackers. As the quantum and value of information held in the digital domain continues to rise, so does the level of activity on the dark side.

3 Reasons To Watch Zscaler And Other Cybersecurity Stocks

NET provides the infrastructure behind fast internet loading speeds. The company has grown revenues at a 50% CAGR since 2016.

Cloudflare: Invest In The Long-Term Growth Of The Internet, But Sell Those Calls

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today introduced Magic WAN with Magic Firewall and new strategic partnerships with major networking and data center providers as part of Cloudflare One, its cloud-based network-as-a-service solution. Magic WAN with Magic Firewall gives customers of all sizes a one-stop-shop to connect and secure data, devices, offices, cloud networks, and more with

Cloudflare Reinvents the Corporate Network to Speed Up, Simplify, and Secure How Any Business Connects to the Internet

Pacific Biosciences of California

These two disruptive companies have long growth runways ahead of them.

Have $5,000? Buying These 2 Stocks Could Be Your Best Investing Decision of 2021

Cloudflare shares grew rapidly as the pandemic accelerated CDN and security business. The NET stock dip offers a buying opportunity.

The Tech Selloff Has Created a Solid Buy Opportunity in Cloudflare Stock

Varonis Systems

Pull up a chair and grab some coffee. Economics can be fun sometimes.

Why CrowdStrike, Varonis, and Cloudflare Soared on Tuesday

How and when this cloud player is expected to be in the black.

Cloudflare's Path to Profitability Is Becoming Clearer

This cloud play has a long runway of growth ahead.

1 High Growth Stock I'd Buy Right Now

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, has been named by Forrester Research, Inc. as a Leader in The Forrester Wave™: DDoS Mitigation Solutions, Q1 2021 report. Cloudflare's DDoS solutions received the highest possible scores in 15 criteria, including threat detection, burst attacks, speed of implementation, product vision, performance, response automation, and security operations cente

Cloudflare Named a Leader in DDoS Mitigation Services

Alphabet

Peloton

Incredible capability to grow is just one of the reasons.

Why You Should Consider Software Stocks as Part of Your Portfolio

This internet infrastructure specialist ended the year on a high note.

Cloudflare Continues Its Winning Streak

These three letters will tell you if the company is still healthy.

Why This Metric Could Be Less Important for Cloudflare Going Forward

NET has exploited last-mover advantages by taking Software-Defined Networking to the nth degree which will ensure they will continue to trailblaze the competition for many years to come. The 59x P/S makes us neutral in the short term though their profound competitive advantages make us long-term bullish.

Cloudflare: Buy Any Future Dip Due To Profound Competitive Advantages

Three reasons this company is well-positioned to grow.

Why I Just Bought More Cloudflare Stock

Fastly

Lumen Technologies

You don't need to be perfect to profit from emerging technology trends.

I Started Investing In Edge Computing A Year Ago. Here's What I Learned Along the Way

Denny's

Anavex Life Sciences

GoDaddy

Shopify

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, like Shopify & GoDaddy

Top Wall Street analysts say buy stocks like Denny's and Cloudflare as economy reopens

Amazon

Bandwidth

Canada Goose Holdings

Luminar Technologies

Snap

In recent years, the most expensive stocks often have been the biggest winners. If that trend holds, these 8 names should prosper.

The 8 Most Expensive Stocks Worth Buying in 2021

Limelight Networks

Management announced a new strategy after disappointing fourth-quarter results.

Can Limelight Networks Win Against Fastly and Cloudflare?

It has an incredibly steep price tag, sure -- but this cloud and edge computing leader has an incredible growth runway ahead of it.

3 Reasons Cloudflare Stock Should Be on Your Radar in 2021 and Beyond

More importantly, is the cloud stock a buy today?

5 Reasons Investors Love Cloudflare Stock

Cloudflare reported its Q4 on 11 February after the close. Numbers were strong - the company beat on the top and bottom lines. The stock promptly sold off, perhaps a consequence of the weak revenue guide for FY12/2021.

We're At Buy On Cloudflare For The Long-Term Growth Potential

Cloudflare, Inc. (NET) CEO Matthew Prince on Q4 2020 Results - Earnings Call Transcript

News for Cloudflare Stock (NET)