Cloudflare, Inc.

Cloudflare, Inc.

NETยทNYSE

$265.49

-2.0%
TechnologySoftware - Infrastructure

CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery and intelligent routing, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, online, and virtual waiting room solutions. Further, the company offers Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to its network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it provides developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, analytics, and data localization management; Consumer DNS Resolver, a consumer app to browse the Internet; and Consumer VPN for consumers to secure and accelerate traffic on mobile devices. The company serves customers in the technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$93.84B
EPS-0.2900
P/E Ratio-915.48
Earnings Date07/30/2026
3Y+122.0%
5Y+403.0%
10Y+2457.0%
3Y-47.0%
5Y-14.0%
10Y+490.0%
3Y+440.0%
5Y-3993.0%
10Y-5107.0%
Cloudflare, Inc.

Cloudflare, Inc. Profit Bridge

NET ยท NYSE
Revenue2.17B
Cost of Goods Sold (554.35M)
Gross Profit1.61B
Operating Expenses (1.82B)
Operating Income-203.30M
Interest Expense (8.77M)
Other Income/Expense110.59M
Pretax Income-92.71M
Income Tax (9.56M)
Net Income-102.27M
Net Income
-102.27M

Profitability Analysis

Gross Margin

74.4%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

-9.4%

Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.

Net Profit Margin

-4.7%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

Profitability Insight

Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.

Cloudflare, Inc. Income Statement

NET โ€ข NYSE

Cloudflare, Inc. Income StatementDec 2025Dec 2024Dec 2023Dec 2022Dec 2021Dec 2020Dec 2019Dec 2018Dec 2017Dec 2016
REVENUE
2.2B
1.7B
1.3B
975.2M
656.4M
431.1M
287M
192.7M
134.9M
84.8M
GROSS PROFIT
(554.4M)
(378.7M)
(307M)
(232.6M)
(147.1M)
(101.1M)
(63.4M)
(43.5M)
(28.8M)
(24M)
1.6B
1.3B
989.7M
742.6M
509.3M
330M
223.6M
149.1M
106.1M
60.8M
OPERATING INCOME
(1.8B)
(1.4B)
(1.2B)
(991.4M)
(657.5M)
(440.5M)
(341.8M)
(234M)
(115.9M)
(77.9M)
(1.3B)
(1B)
(817.1M)
(645.3M)
(447.2M)
(309.1M)
(240.9M)
(179.6M)
(82.2M)
(54.2M)
(512.5M)
(421.4M)
(423.5M)
(346.1M)
(210.3M)
(131.4M)
(101M)
(54.5M)
(33.7M)
(23.7M)
-203.3M
-154.8M
-250.9M
-248.8M
-148.2M
-110.5M
-118.2M
-84.9M
-9.7M
-17M
PRE-TAX INCOME
(8.8M)
(5.2M)
(5.9M)
(5M)
(49.2M)
(25M)
(1.1M)
(992K)
(862K)
(654K)
122.5M
82.2M
62.3M
9.9M
-47.3M
-18.4M
4.7M
903K
-100K
-28K
110.6M
83.9M
7.6M
6.5M
-120.7M
-24.5M
3.2M
-1.2M
15K
-236K
-92.7M
-70.9M
-243.3M
-242.2M
-268.9M
-135M
-115M
-86.1M
-9.7M
-17.3M
NET INCOME
(9.6M)
(7.9M)
-59.3M
-48.9M
-8.6M
-15.6M
-9.2M
(1.1M)
(1M)
(69K)
-102.3M
-78.8M
-183.9M
-193.4M
-260.3M
-119.4M
-105.8M
-87.2M
-10.7M
-17.3M

SEC Filings

NET - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
10-Q

10-Q 2026 Q1

Q1

May 08, 2026
March 31, 2026
2026
8-K/A

8-K/A 2026 (Amended)

N/A

May 07, 2026
May 07, 2026
2026
8-K

8-K 2026

N/A

May 07, 2026
May 07, 2026
2026
10-K/A

10-K/A 2025 FY (Amended)

FY

April 29, 2026
December 31, 2025
2025
10-K

10-K 2025 FY

FY

February 26, 2026
December 31, 2025
2025
8-K

8-K 2026

N/A

February 10, 2026
February 06, 2026
2026
8-K

8-K 2026

N/A

February 10, 2026
February 10, 2026
2026
10-Q

10-Q 2025 Q3

Q3

October 30, 2025
September 30, 2025
2025
8-K

8-K 2025

N/A

October 30, 2025
October 30, 2025
2025
10-Q

10-Q 2025 Q2

Q2

July 31, 2025
June 30, 2025
2025
Showing 1 to 10 of 88 filings