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net proceeds ~$1.971B after discounts and expenses.","Initial conversion price ~$247.67/share (45% premium to $170.81 closing on June 12).","Used ~$283.4M of proceeds to enter capped call transactions with cap price ~$469.73/share (175% premium).","Remainder for general corporate purposes, including working capital, capex, debt repayment, or acquisitions.","Credit agreement amended to allow deduction of up to $1.0B of convertible indebtedness (beyond 2026 notes) from net leverage ratio."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":79650084750.22789,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154596,"accession_number":"0001477333-25-000096","cik":1477333,"company_name":"Cloudflare, Inc.","ticker":"NET","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Cloudflare shareholders elect three Class III directors, ratify KPMG as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stacey Cunningham, Mark Hawkins, Carl Ledbetter elected as Class III directors to serve until 2028.","KPMG LLP ratified as independent auditor for fiscal 2025 with 610M votes for, 3.6M against.","Advisory vote on named executive officer compensation approved with 516M for, 63.6M against.","Approximately 91.38% of total voting power represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":79650084750.22789,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154595,"accession_number":"0001477333-25-000081","cik":1477333,"company_name":"Cloudflare, Inc.","ticker":"NET","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Cloudflare Q1 revenue $479.1M (+27% YoY); 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