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 MoreMavefund 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.
Quarterly result summary
Revenue was $73.1M (reported). Net income/share was $0.27. Income from operations was $73.1M.
Revenue
$73.1M
reported
Net income/share
$0.27
reported
Income from operations
$73.1M
reported
Operating income
$73.1M
+31% YoY
What changed
- Revenue reported to $73.1M.
- Capital return update: free cash flow $84.1M.
- Operating income +31% YoY to $73.1M.
Guidance / outlook
For the second quarter of fiscal 2026, we expect: • Total revenue of $664.0 to $665.0 million • Non-GAAP income from operations of $90.0 to $91.0 million • Non-GAAP net income per share of $0.27, utilizing weighted average common shares outstanding of approximately 377 million For the full year fiscal 2026, we expect: • Total revenue of $2,805.0 to $2,813.0 million • Non-GAAP income from operations of $418.0 to $421...
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
May 08, 2026
SEC filing
8-K/A
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
Earnings release
Earnings release
Feb 10, 2026
SEC filing
8-K
Feb 10, 2026
SEC filing
10-Q
Oct 30, 2025
SEC filing
8-K
Oct 30, 2025
Earnings release
Earnings release
Oct 30, 2025
Prediction-grade evidence
Recent News
Company-relevant articles from sources that pass the Mave Signal relevance and reliability checks.
Julius Baer net new money beats expectations, but de-risking clouds outlook
Headline from Reuters: Julius Baer net new money beats expectations, but de-risking clouds outlook.
Central Pacific Financial Corp (CPF) Q2 2026 Earnings Call Highlights: Strong Net Income Growth ...
Headline from Yahoo Finance: Central Pacific Financial Corp (CPF) Q2 2026 Earnings Call Highlights: Strong Net Income Growth .
Southside Bancshares Inc (SBSI) Q2 2026 Earnings Call Highlights: Strong Net Income Growth Amid ...
Headline from Yahoo Finance UK: Southside Bancshares Inc (SBSI) Q2 2026 Earnings Call Highlights: Strong Net Income Growth Amid .
Logansport Financial Corp. Reports Net Earnings for the Quarter Ended June 30, 2026
Headline from Yahoo Finance: Logansport Financial Corp. Reports Net Earnings for the Quarter Ended June 30, 2026.
Arrow Reports 2nd Quarter Net Income of $11.0 Million, or $0.66 per Share, and Declares 3rd Quarter Dividend of $0.30 per Share
Headline from PR Newswire: Arrow Reports 2nd Quarter Net Income of $11.0 Million, or $0.66 per Share, and Declares 3rd Quarter Dividend of $0.30 per Share.
With a $15 billion net worth, Palantir CEO Alex Karp predicts he will get 20x richer from AI—but that middle-class workers will get just modest raises
Headline from Yahoo Finance: With a $15 billion net worth, Palantir CEO Alex Karp predicts he will get 20x richer from AI—but that middle-class workers will get just modest raises.
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
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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
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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.
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Financial Statements
Company-reported SEC EDGAR facts organized into the three core statements.
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Source: SEC EDGAR companyfacts. Values are standardized company filings for research support, not personalized financial advice.
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