NETCloudflare, Inc.
Price
+60%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, a flag to check, demanding price, growth steady, the market undecided.
Cloudflare is a leader in this Connectivity Cloud category. We deliver a broad range of services to businesses of all sizes and in all geographies — making them more secure, enhancing the performance of their business-critical applications, and eliminating the cost and complexity of managing individual network hardware. Our network serves as a scalable, easy-to-use, unified control plane to deliver security, performance, and reliability across on-premises, hybrid, cloud, and software-as-a-service (SaaS) applications.
In the company’s own words · 10-K filed Feb 26, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Cloudflare, Inc. (NET) reported revenue of $696M in Q2 2026 (quarter ended Jun 30, 2026), up 36% from the same quarter a year earlier. That came with a gross margin of 72% and net loss of $170M. For the full year FY2025, revenue was $2.17B (+30% year on year) and net income −$102M. Its largest region in Q2 2026 was United States at $354M, 51% of the disclosed total, well ahead of EMEA at 27%. The next results filing is expected around Oct 29, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 13, 2026Convertible Notes and the Indenture On August 13, 2026, Cloudflare, Inc. (the “Company”) issued $2.50 billion aggregate principal amount of 0% Convertible Senior Notes due 2031 (the “Notes”) pursuant to an indenture, dated August 13, 2026 (the “Indenture”), between the Company and U.S. Bank Trust Company, National …Material agreement entered · Form 8-K
- Aug 6, 2026Cloudflare Announces Second Quarter 2026 Financial Results.Earnings release · press release
- Jul 1, 2026Approval of the amendment and restatement of the 2019 Equity Incentive Plan and the Amended and Restated 2019 Employee Stock Purchase Plan On June 30, 2026, Cloudflare, Inc. (the "Company") held its 2026 Annual Meeting of Stockholders (the “Annual Meeting”)Director or officer change · Form 8-K/A
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $696.1MThe company’s own SEC segment disclosure.
- United States$354.4M51%
- EMEA$187.0M27%
- Asia Pacific$99.4M14%
- Other Geographical Regions$55.1M8%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Software, Infrastructure
Ranks #57 of 80 by RyuScore