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    Cloudflare, Inc.

    NET
    Last price US$315.67
    Market cap US$94.7b
    12M price change 61.65%
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    Check Point Software Technologies LtdCHKP Industry peer Microsoft CorporationMSFT Industry peer Adobe Systems IncorporatedADBE Industry peer Applied Materials IncAMAT Sector peer
    Overview Earnings Report Price History News Competitors Earnings per Share Return on Equity Net Margin Share Buyback Leverage Financial Statements Financial Ratio
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    Cloudflare, Inc. Overview

    Industry: Software Infrastructure

    Sector: Technology

    CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides 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; and website and application security products comprising web application firewall, bot management, distributed denial of service, API gateways, SSL/TLS encryption, secure origin connection, and rate limiting products. It also offers website and application performance solutions, including content delivery, load balancing, DNS, agro smart routing, video stream delivery, content optimization, virtual backbone, always online, and cloudflare waiting room and registrar; and network services, which deliver network connectivity, security, and performance to customers as a service, including WAN, WARP, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust services, such as cloudflare access, cloudflare gateway, remote browser isolation, cloud access security broker, cloudflare area 1 email security, and data loss prevention products that protect, inspect, and privilege data. Further, it provides developer-based solutions consisting of cloudflare workers, pages, stream, and images, as well as Cloudflare Data Localization suite, a tool that set rules and controls at the network edge; durable objects and R2 object storage products; 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. CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides 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 a Read More

    Mavefund brings filings, fundamentals, valuation, price history and news for Cloudflare, Inc. into one research view. The sections below show what strengthens or weakens the research case.

    Score

    Reported Results

    What the company reported, with filing details kept small.

    Filed Aug 06, 2026

    Quarterly result summary

    Revenue was $96.1M (reported). Net income/share was $0.34. Income from operations was $96.1M.

    Revenue $96.1M reported
    Net income/share $0.34 reported
    Income from operations $96.1M reported
    Operating income $96.1M +33% YoY

    What changed

    • Revenue reported to $96.1M.
    • Capital return update: free cash flow $56.4M.
    • Operating income +33% YoY to $96.1M.

    Guidance / outlook

    For the third quarter of fiscal 2026, we expect: • Total revenue of $736.0 to $737.0 million • Non-GAAP income from operations of $129.0 to $130.0 million • Non-GAAP net income per share of $0.34, utilizing weighted average common shares outstanding of approximately 374 million For the full year fiscal 2026, we expect: • Total revenue of $2,864.0 to $2,870.0 million • Non-GAAP income from operations of $443.0 to $44...

    Earnings release Open filing

    Source: SEC EDGAR company-filed earnings materials. Dates are shown only for verification; review the source filing before relying on extracted report details.

    Other recent earnings materials
    SEC filing 10-Q Aug 06, 2026 SEC filing 8-K Aug 06, 2026 SEC filing 10-Q May 08, 2026 SEC filing 8-K/A May 07, 2026 Earnings release Earnings release May 07, 2026 SEC filing 8-K May 07, 2026 Earnings release Earnings release May 07, 2026 SEC filing 10-K/A Apr 29, 2026 SEC filing 10-K Feb 26, 2026 SEC filing 8-K Feb 10, 2026 Earnings release Earnings release Feb 10, 2026

    Prediction-grade evidence

    Recent News

    Company-relevant articles from sources that pass the Mave Signal relevance and reliability checks.

    Earnings Per Share

    Score 4.00/5
    Cloudflare, Inc. boasts a high score, as its Earnings Per Share (EPS) has demonstrated consistent growth over the past six years. Notable counterparts in the sector with high scores includes Applied Materials Inc Alphabet Inc Class A Check Point Software Technologies Ltd
    In Software Infrastructure industry , Check Point Software Technologies Ltd , Microsoft Corporation , Adobe Systems Incorporated are companies with high ratings.

    Return on Equity

    Score 1.81/5
    Cloudflare, Inc. exhibits a lower score in the Return on Equity (ROE) section, falling below the sector median value and indicating a comparatively weaker performance in this metric. The top companies in the same sector include Applied Materials Inc Alphabet Inc Class A Check Point Software Technologies Ltd
    Cloudflare, ... NET US$94.7b
    Applied Mate... AMAT US$478.4b
    Alphabet Inc... GOOGL US$4.3t
    Check Point ... CHKP US$14.4b

    Net Margin

    Score 1.10/5
    Cloudflare, Inc. olds a low score as its net margin consistently trails below the sector median value and doesn't exhibit continuous growth over the last six years; notable companies in the sector with commendable scores include Applied Materials Inc Alphabet Inc Class A Check Point Software Technologies Ltd
    Cloudflare, ... NET US$94.7b
    Applied Mate... AMAT US$478.4b
    Alphabet Inc... GOOGL US$4.3t
    Check Point ... CHKP US$14.4b

    Share Buyback

    In Software Infrastructure industry , Check Point Software Technologies Ltd , Microsoft Corporation , Adobe Systems Incorporated are companies with high ratings.

    Leverage

    Score 1.66/5
    Cloudflare, Inc. registers a lower score in the category as a result of its elevated leverage ratio over the past six years compared to the sector median value. Conversely, other companies in the same sector, including Applied Materials Inc Alphabet Inc Class A Check Point Software Technologies Ltd have achieved high scores.
    Cloudflare, ... NET US$94.7b
    Applied Mate... AMAT US$478.4b
    Alphabet Inc... GOOGL US$4.3t
    Check Point ... CHKP US$14.4b

    Financial Statements

    Company-reported SEC EDGAR facts organized into the three core statements.

    Reported currency
    Verified SEC statements load when this section enters view.

    Source: SEC EDGAR companyfacts. Values are standardized company filings for research support, not personalized financial advice.

    Financial Ratio

    Yearly Quarterly

    Financial
    Profitability
    Growth
    Cash Flow
    Financial Health
    Efficiency Ratios

    Cloudflare, Inc. logo

    Cloudflare, Inc.

    US$315.67

    US$16.77

    -94.7% vs price

    US$94.7b

    5.13%

    61.65%