NET — Cloudflare, Inc.
NYSE · Technology · Software - Infrastructure
About Cloudflare, Inc.
Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools such as cloud firewalls, bot mitigation, distributed denial-of-service (DDoS) protection, IoT security, SSL/TLS encryption, secure origin connections, and rate limiting capabilities. Beyond security, Cloudflare also boosts online performance through services like content delivery networks (CDNs), intelligent routing, and various content, mobile, and image optimization tools. For enhanced reliability and availability, it provides solutions such as load balancing, its proprietary Anycast network, a virtual backbone, DNS services, DNS resolvers, and virtual waiting rooms. Furthermore, the company offers internal infrastructure tools, including "on-ramps" that facilitate seamless connections for users, devices, or locations to its expansive network, alongside "filters" engineered for data protection, inspection, and access management. Developer-centric solutions encompass serverless computing, programmable networks, website creation, domain registration, a suite of Cloudflare applications, advanced analytics, and data localization management. For individual consumers, Cloudflare provides a DNS Resolver application to improve internet browsing and a Consumer VPN to secure and speed up mobile device traffic. Its clientele spans a broad spectrum of industries, including technology, healthcare, financial services, consumer and retail, non-profit organizations, and government agencies. Established in 2009, Cloudflare, Inc. is headquartered in San Francisco, California.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-06 | Q2 2026 | 0.21 | 0.29 | +38.10% | $696.1M | ✅ Beat | +5.57% | +16.31% | -1.94% |
| 2026-08-05 | 0.27 | 0.29 | +8.05% | $696.1M | ✅ Beat | -5.61% | +1.87% | -9.49% | |
| 2026-05-07 | Q1 2026 | 0.17 | 0.25 | +47.06% | $639.8M | ✅ Beat | -23.62% | -22.19% | -3.50% |
| 2026-02-10 | Q4 2025 | 0.17 | 0.28 | +64.71% | $614.5M | ✅ Beat | +5.24% | +6.37% | +17.85% |
| 2025-10-30 | Q3 2025 | 0.13 | 0.27 | +107.69% | $562.0M | ✅ Beat | +13.84% | +1.53% | -11.37% |
| 2025-07-31 | Q2 2025 | 0.09 | 0.21 | +133.33% | $512.3M | ✅ Beat | -3.65% | +1.33% | +0.50% |
| 2025-05-08 | Q1 2025 | 0.16 | 0.16 | +0.00% | $479.1M | ➖ Inline | +6.46% | +22.92% | +43.03% |
| 2025-02-06 | Q4 2024 | 0.18 | 0.19 | +5.56% | $459.9M | ✅ Beat | +17.76% | +24.72% | -17.60% |
Showing last 8 quarters.
Revenue by segment & region
By region
Q2 FY26 · $696.1M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 50.9% | $354.4M | +40.7% | $231.1M | $234.9M | $251.9M | $282.6M |
| EMEA | 26.9% | $187.0M | +30.4% | $128.3M | $133.9M | $143.4M | $153.3M |
| Asia Pacific | 14.3% | $99.4M | +32.3% | $64.4M | $73.4M | $75.1M | $84.7M |
| Other Geographical Regions | 7.9% | $55.1M | +31.8% | $36.2M | $37.0M | $41.8M | $41.5M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.