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.

In the latest trading session, Cloudflare (NET) closed at $96.08, marking a -0.51% move from the previous day.

Why Cloudflare (NET) Dipped More Than Broader Market Today

Kyndryl Holdings

NEW YORK & SAN FRANCISCO--(BUSINESS WIRE)--Kyndryl (NYSE: KD), the world's largest IT infrastructure services provider, and Cloudflare, Inc. (NYSE: NET), a leading connectivity cloud company, today announced a Global Strategic Alliance, an expansion of their partnership, to enable enterprises to migrate and manage networks for multi-cloud connectivity and comprehensive network security. The partnership combines Kyndryl's end-to-end consulting services and expertise across enterprise networking,.

Kyndryl and Cloudflare Announce Global Strategic Alliance to Drive Enterprise Network Transformation, Multi-Cloud Innovation, and Zero Trust Security

Amazon

Nvidia shares skyrocketed 245% over the past year due to insatiable demand for its graphics processing units. Amazon is a leader in cloud AI developer services, and management believes AI will generate tens of billions of dollars in revenue for the business.

Nvidia Led the First Phase of Artificial Intelligence (AI), but These 2 Growth Stocks Will Lead the Next Phases, According to a Wall Street Team

Goldman Sachs Group Inc. senior banker Stephanie Cohen is leaving the bank after 25 years to become the first chief strategy officer at Cloudflare Inc., according to an internal memo seen by MarketWatch.

Goldman senior banker Stephanie Cohen departs for strategy role at Cloudflare

DoorDash

Dell Technologies

GoDaddy

Synopsys

Technology stocks have been the undisputed champions of Wall Street for the past 25 years. While they can be volatile in the short term, with sharp selloffs when markets correct, tech stocks have consistently outperformed over the long run.

7 Unstoppable Tech Stocks to Buy and Hold for the Next Decade

Internet connectivity was disrupted in the West and Central Africa region, the internet observatory Netblocks said on Thursday, adding that the incident had affected networks supplying telecom companies through subsea cables.

Internet disruption hits West and Central Africa, Netblocks and Cloudflare data shows

Fastly

Cloudflare is growing a lot faster than Fastly. Cloudflare also has higher net retention rates and gross margins.

Better Cloud Stock: Cloudflare vs. Fastly

Cloudflare's (NET) aggressive investment in the Middle East underscores its commitment to driving growth and innovation, backed by robust cybersecurity measures and strategic partnerships.

Cloudflare (NET) Expands Presence in the Middle East Region

Cloudflare has soared 433% since it went public in September 2019, and shareholders have good reason to believe that outperformance will continue. It's the leader in the quickly growing market for edge development platforms and has a strong presence in certain cybersecurity categories.

The Bull Market Is Official: 1 Monster Growth Stock Up 433% in 5 Years to Buy Now and Hold Long Term

ServiceNow

Grand View Research expects spending on artificial intelligence (AI) hardware, software, and services to increase 820% by 2030. Cloudflare's leadership among edge development platforms leaves the company well positioned to benefit as more businesses run AI applications in the cloud.

The Artificial Intelligence (AI) Market Could Soar 820% by 2030: 2 AI Growth Stocks to Buy Now and Hold Long-Term

Cloudflare exceeded analyst expectations for revenue and earnings. Its sales guidance and general commentary helped address fears about slowing growth.

Here's Why Cloudflare Stock Climbed 25% in February

SAN FRANCISCO & DUBAI, United Arab Emirates--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced it is pushing forward with aggressive investment plans in the Middle East furthering its nearly decade-long commitment in the region. The investment includes a new office in Dubai Internet City and growing team focused on partner enablement, innovation, and customer success. The company first invested in the Middle East early in 2015 and has been st.

Cloudflare Doubles Down on Middle East; Expands Presence and Team to Support Growing Customer Demand

Cloudflare Inc (NYSE:NET ) Morgan Stanley Technology, Media and Telecom Conference March 6, 2024 5:50 PM ET Company Participants Thomas Seifert - Chief Financial Officer Conference Call Participants Hamza Fodderwala - Morgan Stanley Hamza Fodderwala All right. Well, good afternoon, everybody.

Cloudflare Inc (NET) Morgan Stanley Technology, Media & Telecom Conference (Transcript)

Cloudflare (NET) unlocks the power of the cloud with Magic Cloud Networking, a secure and scalable multicloud connectivity for businesses.

Cloudflare (NET) Forays Into the Multicloud Networking Market

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the launch of Magic Cloud Networking, a simple, secure and scalable way for businesses to connect and secure their public cloud environments. To accelerate its entrance into the new market, Cloudflare acquired the technology of Nefeli Networks – a multicloud networking (MCN) startup focused on reducing the complexity of IT and DevOps teams by providing a unified network manageme.

Cloudflare Enters Multicloud Networking Market: Unlocks Simple, Secure Multicloud for Businesses

Datadog

Fortinet

Cybersecurity is an essential expense for many businesses. Software and professionals help to protect valuable files and data from hackers.

The Top 3 Cybersecurity Stocks to Buy in March 2024

Cloudflare (NET) unveils Defensive.AI to provide customized security solutions to organizations against AI-enhanced web, phishing and insider threats.

Cloudflare's (NET) Defensive.AI to Provide Customized Security

AI stock leader Cloudflare is approaching a new buy point in today's stock market following an earnings-fueled 19% surge on Feb. 9.

AI Stock Cloudflare Offers Buy Point After 19% Surge. Here's Where To Buy.

Super Micro Computer

Trade Desk

Supermicro will profit from the expansion of the AI market. Cloudflare will benefit from the growing demand for edge networking services.

Want $1 Million in Retirement? Invest $50,000 in These 3 Stocks and Wait a Decade.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the development of Firewall for AI, a new layer of protection that will identify abuse and attacks before they reach and tamper with Large Language Models (LLMs), a type of AI application that interprets human language and other types of complex data. Backed by the power of Cloudflare's global network, one of the largest in the world, Firewall for AI will position Cloudflare as.

Cloudflare Firewall for AI Will Help Secure AI Applications, At Scale and For Free

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced Defensive AI, a personalized approach to securing organizations against the new wave of risks presented by emerging technology. Threat actors have begun to successfully test the limits of AI-enhanced attacks, using the power of AI to launch sophisticated phishing scams, help write malicious code and supercharge attacks on critical business functions. Leveraging the unique traffi.

Cloudflare Expands Capabilities to Protect Organizations Against Emerging Threats with Defensive AI

Salesforce

IBM's AI solutions are focused on enterprise-grade applications, with a unique emphasis on audit-friendly reliability. Cloudflare's edge computing network is an ideal platform for running AI inference workloads.

3 Under-the-Radar AI Stocks With Long-Term Growth Plans

Cloudflare (NET) closed the most recent trading day at $99.92, moving +1.4% from the previous trading session.

Cloudflare (NET) Exceeds Market Returns: Some Facts to Consider

Alphabet

Cybersecurity stocks had a rough week after Palo Alto Networks (NASDAQ: PANW ) reported significant growth deceleration. Total billings are expected to range from 2% to 4% in the fiscal third quarter of 2024, and a sudden shift in strategy didn't do the corporation any favors.

3 Cybersecurity Stocks That Will Keep Climbing the Growth Ladder

Cloudflare just reported a strong fourth quarter and gave excellent guidance. Already a networking security leader, its new AI developer platform is gaining traction, challenging the cloud-infrastructure giants.

News for Cloudflare Stock (NET)