Earnings summaries and quarterly performance for Cloudflare.
Executive leadership at Cloudflare.
Board of directors at Cloudflare.
Research analysts who have asked questions during Cloudflare earnings calls.
Andrew Nowinski
Wells Fargo
4 questions for NET
Also covers: CHKP, CRWD, CYBR +14 more
MH
Matthew Hedberg
RBC Capital Markets
4 questions for NET
Also covers: ADSK, ALTR, BASE +28 more
AB
Adam Borg
Stifel Financial Corp.
3 questions for NET
Also covers: ADSK, CRWD, CYBR +7 more
JH
Jonathan Ho
William Blair & Company
3 questions for NET
Also covers: AKAM, ALLT, AXON +15 more
GB
Gabriela Borges
Goldman Sachs
2 questions for NET
Also covers: AVPT, BIGC, BRZE +20 more
JF
Joel Fishbein
Truist Securities
2 questions for NET
Also covers: CHKP, CRWD, ESTC +10 more
Keith Weiss
Morgan Stanley
2 questions for NET
Also covers: ADBE, APPN, BILL +19 more
MM
Mark Murphy
JPMorgan Chase & Co.
2 questions for NET
Also covers: ADBE, AKAM, CFLT +23 more
SE
Shaul Eyal
TD Cowen
2 questions for NET
Also covers: ALLT, CGNT, CHKP +14 more
Brent Thill
Jefferies
1 question for NET
Also covers: ADBE, AMZN, ASAN +26 more
Fatima Boolani
Citi
1 question for NET
Also covers: AKAM, AVPT, CHKP +16 more
HF
Hamza Fodderwala
Morgan Stanley
1 question for NET
Also covers: CHKP, CRWD, CYBR +10 more
James Fish
Piper Sandler Companies
1 question for NET
Also covers: AKAM, ANET, BAND +15 more
MC
Michael Cikos
Needham & Company
1 question for NET
Also covers: AI, BASE, BLZE +20 more
PC
Patrick Colville
Scotiabank
1 question for NET
Also covers: AKAM, CHKP, CRWD +16 more
RB
Roger Boyd
UBS
1 question for NET
Also covers: AKAM, CHKP, CRWD +10 more
Timothy Horan
Oppenheimer & Co. Inc.
1 question for NET
Also covers: AI, ASTS, BKSY +18 more
TW
Trevor Walsh
Citizens JMP
1 question for NET
Also covers: AMTM, AVAV, AXON +10 more
Recent press releases and 8-K filings for NET.
Cloudflare acquires Human Native
NET
M&A
New Projects/Investments
- Cloudflare, Inc. (NYSE: NET) announced the acquisition of Human Native, an AI data marketplace, on January 16, 2026.
- The acquisition aims to transform original content into high-quality, AI-ready data and establish a new business model for the internet, enabling transparent value exchange in the AI era.
- Human Native connects creatives and AI developers, making it easier for AI developers to find content and for content creators to optimize data provision for AI companies.
- Cloudflare's CEO, Matthew Prince, stated that the acquisition will accelerate their vision for an AI-driven internet economy and provide tools for content to be found, valued, and acquired through transparent channels.
Jan 16, 2026, 8:00 AM
Cloudflare and JD Cloud Announce Expanded Partnership for AI Inference
NET
New Projects/Investments
Product Launch
- Cloudflare and JD Cloud have announced an expanded partnership to accelerate the deployment and scaling of AI inference for developers globally.
- This collaboration aims to reduce latency for AI inference workloads by up to 80 percent, creating a truly global, high-performance AI cloud.
- The partnership will seamlessly connect developers worldwide with the Chinese market and Chinese developers with the rest of the world.
- It integrates Cloudflare's global platform with JD Cloud's robust infrastructure, providing a unified network experience that includes automatic traffic routing for Chinese users to local JD Cloud data centers.
Dec 18, 2025, 8:00 AM
Cloudflare (NET) Reports Strong Q3 2025 Results and Provides Guidance
NET
Earnings
Guidance Update
Management Change
- Cloudflare (NET) achieved revenue of $562 million in Q3 2025, marking a 30.7% year-over-year increase, and reported an operating profit of $85.9 million.
- The company expanded its large customer base (those paying over $100,000 annually) to 4,009, a 23% increase year over year, with these customers contributing 73% of total revenue. The dollar-based net retention rate accelerated to 119%.
- Remaining Performance Obligations (RPO) increased 43% year over year to $2,143 million, driven by strong performance from large customer cohorts and the Cloudflare Workers platform.
- For Q4 2025, Cloudflare anticipates revenue between $588.5 million and $589.5 million and diluted net income per share of $0.27. The full-year 2025 revenue is projected to be between $2,142 million and $2,143 million, with diluted net income per share of $0.91.
- CJ Desai, a speaker on the earnings call, is departing Cloudflare to become the CEO of another public technology company.
Oct 30, 2025, 9:00 PM
Cloudflare Reports Q3 2025 Results and Provides Q4 and Full-Year 2025 Guidance
NET
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Cloudflare reported Q3 2025 revenue of $562 million, marking 31% year-over-year growth.
- The company achieved a Non-GAAP gross margin of 75% and a Non-GAAP operating margin of 15% for Q3 2025.
- As of September 30, 2025, Cloudflare had 295,552 total paying customers and 4,009 large customers (those with over $100,000 in annualized revenue), with large customer growth at 23% year-over-year.
- For Q4 2025, revenue is guided between $588.5 million and $589.5 million, with full-year 2025 revenue expected between $2,142.0 million and $2,143.0 million.
Oct 30, 2025, 9:00 PM
Cloudflare Announces Third Quarter 2025 Financial Results and Outlook
NET
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Cloudflare reported Q3 2025 revenue of $562.0 million, an increase of 31% year-over-year.
- The company achieved non-GAAP net income per diluted share of $0.27 for Q3 2025.
- Free cash flow for Q3 2025 was $75.0 million, or 13% of revenue.
- For Q4 2025, Cloudflare expects total revenue to range from $588.5 million to $589.5 million.
- The full-year fiscal 2025 non-GAAP net income per share is projected to be $0.91.
Oct 30, 2025, 8:16 PM
Cloudflare Announces Third Quarter 2025 Financial Results and Leadership Change
NET
Earnings
Guidance Update
Management Change
- Cloudflare reported third quarter 2025 revenue of $562.0 million, representing a 31% increase year-over-year.
- For Q3 2025, the company achieved non-GAAP income from operations of $85.9 million (15.3% of revenue) and non-GAAP net income per diluted share of $0.27.
- Free cash flow for the third quarter of 2025 was $75.0 million, or 13% of revenue.
- CJ Desai will step down as President of Product & Engineering effective November 7, 2025, to assume a CEO role at another publicly-traded company.
- Cloudflare provided a full year fiscal 2025 outlook, expecting total revenue between $2,142.0 to $2,143.0 million and non-GAAP net income per share of $0.91.
Oct 30, 2025, 8:15 PM
Cloudflare Discusses Strategic Shifts, Product Growth, and Future Initiatives
NET
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Cloudflare positions itself as "the network" that makes the Internet faster and protects it, fundamentally differing from hyperscalers by focusing on moving data efficiently rather than hoarding it.
- The company is transitioning from a product-led growth model to a more sophisticated enterprise sales strategy, which has led to an earlier-than-expected upswing in sales, particularly in APAC, EMEA, and North America.
- Growth is increasingly driven by "pool of funds" deals, where customers commit to spending a certain amount and are encouraged to adopt Cloudflare's entire platform, including its "Act one" (security/performance), "Act two" (Zero Trust), and "Act three" (developer platform like Workers) products.
- The Workers developer platform (Act three) is growing significantly faster than anticipated and is expected to surpass Act one and Act two in revenue within the next few years.
- Cloudflare is exploring a new initiative, referred to as "Act Four," to act as a broker between AI companies and content creators, aiming to compensate creators for their content used by AI, drawing parallels to the music industry's shift to streaming models.
Aug 12, 2025, 7:30 PM
Cloudflare Implements Permission-Based AI Crawler Blocking
NET
Product Launch
New Projects/Investments
- Cloudflare has launched a permission-based model that defaults to blocking AI crawlers from accessing website content, requiring explicit consent from website owners.
- This initiative aims to re-establish control for content creators and foster a new economic model, addressing the issue of AI models using content without compensation or attribution.
- Since September 2024, over one million customers have already utilized Cloudflare's option to block AI crawlers.
- Cloudflare is actively involved in developing a new standardized protocol for AI bot authentication and identification, providing enhanced control for website operators.
- The new model is supported by major global publishers and media companies, including Condé Nast, Dotdash Meredith, Gannett Media, Pinterest, Reddit, Universal Music Group, and TIME.
Jul 3, 2025, 7:00 AM
Cloudflare AGM 2025: Key Voting Outcomes Announced
NET
Proxy Vote Outcomes
Board Change
Auditor Change
- Cloudflare held its FY 2025 AGM on June 05, 2025, conducting the meeting virtually with clear proxy instructions and a record date of 04/10/2025.
- All three board nominees—Stacy Cunningham, Mark Hawkins, and Carl Ledbetter—were elected as class three directors based on preliminary voting results.
- The meeting ratified KPMG LLP as the independent auditor for the year ending 12/31/2025 and approved advisory executive compensation proposals.
Jun 5, 2025, 4:41 PM
Cloudflare Reports Strong Q1 2025 Performance and Earnings
NET
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Q1 2025 revenue reached $479.1 million demonstrating robust YoY growth (20% / 27% ).
- Secured its largest contract in company history (exceeding $100M) and its longest-term SASE agreement .
- Updated guidance for Q2 2025 and FY 2025 with Q2 revenue expected in the $500M range and FY revenue projected between $2.09B and $2.094B .
- Profitability highlights included an operating profit of $56M, a GAAP loss from operations of $53.2M, and a 77% Non-GAAP gross margin .
- Expanded customer base to 250,819 paying customers with 3,527 large customers now contributing 69% of total revenue .
- Improved operational efficiency with free cash flow of $52.9M and strong APAC performance up 54% YoY .
May 8, 2025, 9:01 PM
Quarterly earnings call transcripts for Cloudflare.
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