NETCloudflare, Inc.SEC EDGAR
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  • Income statement
  • Balance sheet
  • Cash flow
  • Earnings

Cloudflare, Inc. (NET) Earnings history

5 quarters held7/7 transcripts analyzed3/25 figures attestedNext: Nov 18, 2026, 9:20 AM · webcast
Ask your agent: get_earnings
PeriodRevenueYoYNet incomeEPS (dil.)Filed
Q3 2026$782.5M+39.2%$-34.1M$-0.10Nov 5, 2026
LATESTEarnings filing (8-K)10-QFiled Nov 5, 2026, 4:18 PM ET
Earnings call · Nov 5, 2026transcriptView originalprepared remarksQ&Adeckwebcast
Q3 FY26YoY
Revenue$782.5M1+39.2%
Net income$-34.1M-2540.7%
Op income$-67.9M–
EPS (dil.)$-0.10–
EPS (basic)$-0.10–
Gross margin71.2%-2.8pp
Op margin-8.7%-2.0pp
Net margin-4.3%–
  1. [1] “Third quarter revenue totaled $782.5 million, representing an increase of 39% year-over-year” view source

Guidance & outlook

Management guidance

Q3 2026

FY 2026

revenue
$3.0B—$3.0B

Q4 2026

revenue
$845.0M—$846.0M

Call guidance

Q3 2026
MetricValuePeriodSpecificityvs Prior
revenue$845-846 millionQ4 FY2026tight_rangeNew
operating_income$156-137 millionQ4 FY2026tight_rangeNew
effective_tax_rate20%Q4 FY2026pointNew
diluted_net_income_per_share43 centsQ4 FY2026pointNew
revenue$2,963-2,964 millionFY2026tight_rangeRaised
operating_income$462-163 millionFY2026wide_rangeLowered
effective_tax_rate20%FY2026pointMaintained
diluted_net_income_per_share$1.35FY2026pointNew
Q2 2026$696.1M+35.9%$-170.0M$-0.48Aug 6, 2026
Earnings filing (8-K)10-QFiled Aug 6, 2026, 4:20 PM ET
Earnings call · Aug 6, 2026transcriptView originalprepared remarksQ&Adeckwebcast
Q2 FY26YoY
Revenue$696.1M1+35.9%
Net income$-170.0M-237.0%
Op income––
EPS (dil.)$-0.48-220.0%
EPS (basic)$-0.48-220.0%
Gross margin71.8%-3.1pp
Op margin-29.6%-16.5pp
Net margin-24.4%-14.6pp
  1. [1] “Revenue $ 696,061” view source
Q1 2026$639.8M+33.5%$-22.9M$-0.07Aug 5, 2026
Earnings filing (8-K)10-QFiled May 7, 2026, 5:15 PM ET
Earnings call · May 7, 2026transcriptView originalprepared remarksQ&Adeckwebcast
Q1 FY26YoY
Revenue$639.8M1+33.5%
Net income$-22.9M+40.4%
Op income––
EPS (dil.)$-0.07+36.4%
EPS (basic)$-0.07+36.4%
Gross margin71.2%-4.7pp
Op margin-9.7%+1.4pp
Net margin-3.6%+4.5pp
  1. [1] “First quarter revenue totaled $639.8 million, representing an increase of 34% year-over-year” view source
Q4 2025$614.5M+33.6%$-12.1M$-0.03Feb 10, 2026
Earnings filing (8-K)10-KFiled Feb 10, 2026, 4:15 PM ET
Earnings call · Feb 10, 2026transcriptView originalprepared remarksQ&Adeckwebcast
Q4 FY25YoYFY25
Revenue$614.5M+33.6%$2.2B
Net income$-12.1M+6.0%$-102.3M
Op income–––
EPS (dil.)$-0.03+25.0%$-0.29
EPS (basic)–––
Gross margin73.6%-2.8pp
Op margin-8.0%-0.5pp
Net margin-2.0%+0.8pp
Q3 2025$562.0M+30.7%$-1.3M$0.00Oct 30, 2025
Earnings filing (8-K)10-QFiled Oct 30, 2025, 4:16 PM ET
Earnings call · Oct 30, 2025transcriptView originalprepared remarksQ&Adeckwebcast
Q3 FY25YoY9M FY25
Revenue$562.0M+30.7%$1.6B
Net income$-1.3M–$-90.2M
Op income$-37.5M–$-158.0M
EPS (dil.)$0.00–$-0.26
EPS (basic)$0.00–$-0.26
Gross margin74.0%-3.7pp
Op margin-6.7%+0.5pp
Net margin-0.2%+3.3pp

IR event calendar

Upcoming
  • RBC Capital Markets' 2026 Global Technology, Internet, Media and Telecommunications (TIMT) ConferenceNov 18, 2026, 9:20 AM
    webcastwebcast
  • Barclays 24th Annual Global Technology ConferenceDec 9, 2026, 9:20 AM
Past
  • Cloudflare Q3'26 EarningsNov 5, 2026, 5:00 PM
    webcasttranscriptwebcast
  • Goldman Sachs Communacopia + Technology ConferenceSep 9, 2026, 10:10 AM
    webcastwebcast
  • Stifel Tech Executive SummitAug 24, 2026, 1:45 PM
  • Cloudflare Q2'26 EarningsAug 6, 2026, 5:00 PM
    webcasttranscriptwebcast
  • Cloudflare Investor Day 2026Jun 9, 2026, 1:00 PM
    webcastpresentationwebcast
  • Cloudflare Q1'26 EarningsMay 7, 2026, 2:00 PM
    webcasttranscriptwebcast

+49 more

IR event calendar last checked 2026-11-13 20:00:04+00; events announced since are not shown.

Filing coverage

62 filings indexed · 30,112 XBRL facts
FilingDatePeriodSectionsTables
8-K2026-11-05Q3 2026120
10-Q2026-11-05–4466
8-K2026-08-13–70
8-K2026-08-06Q2 2026100
10-Q2026-08-06–4150
8-K/A2026-07-01–30
8-K2026-06-30–30
DEF 14A2026-06-09–120
10-Q2026-05-08–3935
8-K2026-05-07Q1 2026100

Showing the latest 10 of 62 — the full set is in the API.

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