logo
logo
NET stock ticker logo

Cloudflare, Inc.

NYSE•NET
CEO: Mr. Matthew Prince J.D.
Sector: Technology
Industry: Software - Infrastructure
Listing Date: 2019-09-13
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, script management, security center, and rate limiting products. It offers website and application performance solutions, including content delivery, load balancing, DNS, agro smart routing, video stream delivery, web optimization, cache reserve, cloudfare waiting room, and cloudfare data localization suite; SASE platform through cloudfare one that provides a cloud-based network-as-a-service; network services which deliver network connectivity, security, and performance, including magic WAN, 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, cloud email security, and data loss prevention products that protects, inspects, and provides privilege rules to grant access to data and application. Further, it provides developer-based solutions consisting of cloudflare workers, R2 object storage, workers KV, durable objects, cloudfare pages, cloudfare stream, and cloudfare images; and consumer products comprising of 1.1.1.1, a DNS resolver, WARP, a virtual private network, and cloudfare registrar that secures registration and management of domain names. The company serves customers in the technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. Cloudflare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
Contact Information
101 Townsend Street, San Francisco, CA, 94107, United States
888-993-5273
www.cloudflare.com
Market Cap
$76.41B
P/E (TTM)
-878.8
38
Dividend Yield
--
52W High
$260.00
52W Low
$154.93
52W Range
58%
Rank57Top 83.3%
2.4
F-Score
Modified Piotroski Analysis
Based on 9-year fundamentals
Weak • 2.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2017-2025

Financial Dashboard

Q1 2026 Data

Revenue

$639.76M+0.00%
4-Quarter Trend

EPS

-$0.07+0.00%
4-Quarter Trend

FCF

$107.08M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Revenue Growth Strong Revenue reached $2.17B USD, marking a 30% increase for 2025, driven by new paying customers.
Customer Base Expanding Rapidly Paying customers grew 40% to 332,466; large customer count increased to 4,298 entities.
Retention Rate Improves Dollar-Based Net Retention Rate hit 120% for the period, showing strong expansion within existing base.
Cash Flow Generation Rises Net cash provided by operating activities was $603.1M USD, a 59% increase over the prior year.

Risk Factors

Profitability Remains Elusive Incurred net loss of $102.3M USD in 2025; history of net losses makes sustaining profitability difficult.
Macroeconomic Spending Uncertainty Adverse economic conditions, inflation, and geopolitical tension may reduce customer spending on security solutions.
Reliance on Key Personnel Loss of co-founders or inability to retain key technical/sales staff could severely harm business execution.
Network Security Threats Continuous cybersecurity threats and potential breaches risk damaging reputation and eroding customer trust.

Outlook

Invest in Product Development Continue significant investment in R&D to enhance network functionality and support AI workloads natively.
Focus on Large Customer Growth Growth strategy centers on attracting, expanding, and retaining sales to large enterprise customers globally.
Network Infrastructure Expansion Intend to make substantial investments in global network infrastructure, including adding more servers and capacity.
Developer Solutions Strategy Expect continued adoption growth for developer offerings like Cloudflare Workers, expanding storage and compute markets.

Peer Comparison

Revenue (TTM)

GLW stock ticker logoGLW
$16.32B
+20.1%
NTES stock ticker logoNTES
$16.11B
+6.6%
MSI stock ticker logoMSI
$11.87B
+8.3%

Gross Margin (Latest Quarter)

CDNS stock ticker logoCDNS
95.8%
+8.7pp
ADSK stock ticker logoADSK
91.5%
+2.7pp
FTNT stock ticker logoFTNT
80.3%
-1.0pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
MRVL$171.90B62.419.4%20.1%
GLW$167.01B92.515.6%28.7%
CDNS$103.04B86.821.1%25.5%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
7.7%
Steady Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:Jul 30, 2026
|
EPS:$0.26
|
Revenue:$665.41M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement
LTM
No Data