US · Technology · Software - Infrastructure
EPS came in at -0.05 against a street estimate of -0.03 — a miss of 66.7%.
Analysts rate Cloudflare Inc a buy (23 buy, 9 hold, 2 sell out of 34) with an average price target of $343.42.
CONFIDENT Cloudflare delivered Q2 revenue of $696.1M (+36% YoY), driven by record 986 large customer net additions and 2M developer signups. Non-human traffic now exceeds human traffic. Operating margin expanded to 13.8%, with NRR at 120%. Q2 2026 All regions accelerating. US remains 51% of revenue; EMEA 27%, APAC 14%. Analysts pressed on developer/PLG reversion (addressed: enterprise sales still core for $10M+ deals, more technical), gross margin stabilization (Thomas: focus on unit economics, margin stabilizes), and NRR modeling (Thomas: strength across all products/cohorts; pool-of-funds volatility expected). Management emphasized agentic-first platform positioning and avoided commodity GPU wars. 2026-08-06…
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| Fund | Stake |
|---|---|
| Capital World Investors | 6.83% |
| BlackRock Inc | 6.07% |
| Vanguard Portfolio Management, LLC | 4.72% |
| Morgan Stanley - Brokerage Accounts | 4.29% |
| Baillie Gifford & Co Limited. | 4.10% |
| Vanguard Capital Management, LLC | 4.05% |
| FMR Inc | 3.55% |
| Capital Research & Mgmt Co - Division 3 | 3.08% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 CLOUDFLARE, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • Issued $2.50 billion aggregate principal amount of 0% Convertible Senior Notes due 2031 • Ini | 2026-08-13 |
| Quarterly report · Q2 2026 CLOUDFLARE, INC. – FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Revenue Q2 2026: $696.1 million (up 36% vs Q2 2025: $51 | 2026-08-06 |
| Results announced · Q3 2026 CLOUDFLARE Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $696.1 million, up 36% year-over-year (Q2 2025: $512.3 million) • Current RP | 2026-08-06 |
| Board / officer change · Q2 2026 CLOUDFLARE, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 30, 2026 with 93.36% quorum (279,413,484 Class A shares and 33,563,4 | 2026-06-30 |
| Proxy statement · Q2 2026 CLOUDFLARE, INC. – 2026 ANNUAL MEETING PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Share structure as of June 5, 2026 (Record Date): 321,184,834 shar | 2026-06-09 |
| Quarterly report · Q1 2026 CLOUDFLARE, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q1 2026: $639.8 million (up 33.5% year-over-year from $479.1 million in Q1 2025) | 2026-05-08 |
| Results announced · Q2 2026 CLOUDFLARE Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Q1 2026 revenue: $639.8 million, up 34% year-over-year • GAAP net loss: $22.9 million ( | 2026-05-07 |
| Annual report FY2025 CLOUDFLARE, INC. — FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Public company: Cloudflare, Inc. (Ticker: NET, NYSE); Delaware incorpor | 2026-02-26 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.