Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $639.8M | +33.5% | $-22.9M | $-0.07 | +36.4% | 71.2% | -9.7% |
| Q4 2025 Dec 2025 | $614.5M | — | $-12.1M | $-0.03 | — | 73.6% | -8.0% |
| Q3 2025 Sep 2025 | $562.0M | — | $-1.3M | $0.00 | — | 74.0% | -6.7% |
| Q2 2025 Jun 2025 | $512.3M | — | $-50.4M | $-0.15 | — | 74.9% | -13.1% |
| Q1 2025 Mar 2025 | $479.1M | — | $-38.5M | $-0.11 | — | 75.9% | -11.1% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can the radical Cloudflare AI Strategy justify a 20% workforce cut while the stock tanks over 21% in a single session? Maik Kemper Editor in Chief Conclusion In…
