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

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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.

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

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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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Cost of revenue

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SG&A

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Book value per share

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Cash from financing

Change in stock

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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.

Cloudflare is still growing fast, but it's losing momentum. Profit margins may not be rising as quickly as they should in the current business environment.

Time to Buy the Dip on Cloudflare Stock?

CrowdStrike

DraftKings

Machine learning stocks are gaining traction as the interest in artificial intelligence (AI) and machine learning soars, especially after the launch of ChatGPT by OpenAI. This technology has given us a glimpse of its potential, sparking curiosity about its future applications, and has led to my list of machine learning stocks to buy.

The 2034 Millionaire's Club: 3 Machine Learning Stocks to Buy Now

LOS ANGELES, CA / ACCESSWIRE / May 19, 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.

IMPORTANT INVESTOR ALERT: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / May 17, 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.

IMPORTANT SHAREHOLDER INVESTIGATION: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / May 16, 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.

SHAREHOLDER ACTION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

AvePoint

Booking Hlds

CyberArk Software

GoDaddy

Roper Technologies

Trade Desk

Tech stocks and software companies have recovered substantially in the past few years and continue to climb upwards as Wall Street feels comfortable slapping a higher and higher premium on these stocks. The tech sector's resilience and growth potential have been the driving forces behind this bullish sentiment.

7 Explosive Tech Stocks Set to Dominate the Decade

LOS ANGELES, CA / ACCESSWIRE / May 15, 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.

INVESTOR ACTION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Cloudflare, Inc. and Encourages Investors with Losses to Contact the Firm

Akamai Technologies

Akamai Technologies Inc (NASDAQ: AKAM) needs to merge with the likes of Cloudflare or Fastly, as per Jim Cramer. Shares of the Cambridge-headquartered firm are down 8.0% on Friday.

Akamai needs to merge with Cloudflare: Jim Cramer

Fortinet

Okta

Palo Alto Networks

Zscaler

At first glance, cybersecurity is a fruitful growth sector for investors to dig into. Because cyber threats are ubiquitous, a cybersecurity's clientele can range from brick-and-mortar restaurants to a government defense contractor. Data breaches can happen to any anything with an internet connection; that's why the global cybersecurity workforce contains roughly 4.7 million people. Malware, ransomware, and cloud intrusions all increased by sizable margins year-over-year. Factor in the proliferation of generative artificial intelligence (AI), and it's all but certain cybersecurity will be on the bleeding edge of the tech sector for years to come.

Cybersecurity Stocks at an Intriguing Entry Point

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare is powering how the U.S Department of Treasury and PNNL share advanced threat intelligence with the financial sector.

U.S. Department of Treasury, Pacific Northwest National Laboratory, and Cloudflare Partner to Share Early Warning Threat Intelligence for Financial Institutions

Fastly

Rapid7

Sprout Social

Teradata

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.

Top 5 Tech Stocks That Could Lead To Your Biggest Gains This Month - Cloudflare (NYSE:NET)

Cloudflare NYSE: NET is a great company growing its business and building leverage. However, despite the massive decline in the share price, the stock remains overvalued and faces headwinds that investors may want to avoid.

No New Highs for Cloudflare in 2024

Cloudflare stock plunged because it didn't upgrade its full-year guidance in its Q1 report. Cloudflare's growing customer base and rising spending by its existing customers point toward better times.

1 Top Growth Stock Down 31% You May Regret Not Buying Right Now as It Could Soar 91%

Cloudflare's Q1 earnings beat Wall Street's expectations last week and guided above estimates as well. Despite the earnings beat, its stock sold off.

Cloudflare Stock Has 48% Upside, According to 1 Wall Street Analyst

Cloudflare (NET) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Here's Why Cloudflare (NET) is Poised for a Turnaround After Losing -22.06% in 4 Weeks

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced Cloudflare for Unified Risk Posture, a new suite of risk management solutions designed to streamline the process of identifying, evaluating, and managing cyber threats that pose risk to an organization, across all environments. Powered by Cloudflare's rich security suite – including capabilities from Secure Access Service Edge (SASE) and application security – and paired alongsi.

Cloudflare Announces Unified Risk Posture to Provide Comprehensive and Continuous Risk Management at Scale—for Free

Cloudflare's Q1 earnings easily beat Wall Street's expectations. Its revenue growth is still decelerating, but its gross margins are rising.

Where Will Cloudflare Stock Be in 1 Year?

Adjusted EPS of $0.16 surpasses the $0.13 estimate. Revenue of $378.6 million was a 30% increase year over year.

Cloudflare Q1 Earnings, Revenue Top Estimates

KeyBanc's Thomas Blakey was one of many pundits making a reduction recently. This followed first-quarter earnings that were considered lackluster by many.

Is Cloudflare Stock Going to $94? 1 Wall Street Analyst Thinks So.

Cloudflare posted a first-quarter beat, but Wall Street was more focused on full-year guidance. The company is forecasting solid 27% growth in 2024, but that's below its rate from previous years.

Why Cloudflare Investors Are Dealing With Stormy Weather Today

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

Cloudflare (NET) Q1 Earnings and Revenues Surpass Estimates

Block

Tech stocks looked set to continue their momentum Friday. A boost for Apple's shares was helping.

Cloudflare, Block, Fortinet, Palo Alto, and Other Tech Stocks in Focus Today

Shares in global cloud services provider Cloudflare (NET) fell more than 14% in premarket trading Friday after the company posted a soft current-quarter sales outlook that overshadowed quarterly results that came in ahead of Wall Street expectations.

Cloudflare Stock Plunges as Sales Outlook Disappoints—Monitor This Key Price Level

Shares in Cloudflare Inc (NYSE:NET) plummeted following its disappointing earnings report, released after Thursday's market close. The company, which provides ‘content delivery services' (CDNs) for websites, reported a $35.5 million loss for its first quarter, in line the same period last year.

Cloudflare stock plummets as revenue outlook underwhelms

Cloudflare stock tumbled after the company reported Q1 earnings that topped Wall Street targets while revenue guidance only met expectations.

News for Cloudflare Stock (NET)