Cloudflare Inc (NET)

Currency in USD
189.41
+9.43(+5.24%)
Closed·
191.83+2.42(+1.28%)
·

NET Earnings

Latest Release
Feb 10, 2026
EPS / Forecast
0.28 / 0.27
Revenue / Forecast
614.50M / 591.43M
EPS Revisions
Last 90 days
Release Date
Period End
EPS
/Forecast
Revenue
/Forecast
EPS Surprise %
Revenue Surprise %
Reaction
03/2026--/0.255--/614.35M----Free Sign Up
12/20250.28/0.27614.5M/591.43M+3.7%+3.9%Free Sign Up
09/20250.27/0.23562M/544.56M+17.39%+3.2%Free Sign Up
06/20250.21/0.18512.3M/501.21M+16.67%+2.21%Free Sign Up
03/20250.16/0.16479.1M/469.65M0%+2.01%Free Sign Up
12/20240.19/0.18459.9M/452.04M+5.56%+1.74%Free Sign Up
09/20240.2/0.18430.1M/424.14M+11.11%+1.41%Free Sign Up
06/20240.2/0.14401M/394.11M+42.86%+1.75%Free Sign Up
03/20240.16/0.13378.6M/373.24M+23.08%+1.44%Free Sign Up
12/20230.15/0.12362.5M/353.11M+25%+2.66%Free Sign Up

All numbers in USD

Cloudflare Inc Earnings Call Summary for Q4/2025

  • Cloudflare (NET) exceeded Q4 2025 forecasts with EPS of $0.28 and revenue of $614.5 million, representing 34% year-over-year growth and driving a 3.55% stock increase to $179.50.
  • The company reported strong financial metrics with a 74.9% gross margin, $89.6 million operating income (14.6% margin), and free cash flow of $99.4 million (16% of revenue).
  • Customer growth remains robust with 4,298 customers paying over $100,000 annually, a 23% increase, as Cloudflare expands its AI and developer platform offerings.
  • For 2026, Cloudflare projects revenue between $2.785-$2.795 billion with operating income of $378-$382 million; Q1 2026 revenue is expected at $620-$621 million.
  • CEO Matthew Prince positioned Cloudflare as the platform and network for AI agents, emphasizing the company's role in building a more robust internet to maximize AI's potential.
Last Updated: 2026-02-10, 06:16 p/m
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FAQ

What Is Cloudflare's Earnings Per Share (TTM)?

The Cloudflare EPS (TTM) is -0.29.

When Is The Next Cloudflare Earnings Date?

Cloudflare will release its next earnings report on Apr 30, 2026.

What Is Cloudflare’s Revenue Forecasts For Upcoming Quarters?

Cloudflare’s revenue forecast is 614.35M.
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