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acquisitions >$100M using Class C require independent director approval (4F).","Michelle Zatlyn, Scott Sandell, Karim Lakhani re-elected as Class I directors; say-on-pay approved with ~76% of votes cast in favor.","2019 Equity Incentive Plan and ESPP amended and restated; share reserve includes evergreen increase of up to 5% of outstanding common stock annually."],"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":1362396,"accession_number":"0001477333-26-000042","cik":1477333,"company_name":"Cloudflare, Inc.","ticker":"NET","form_type":"8-K","filed_at":"2026-06-30T20:56:13+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Cloudflare stockholders approve Class C common stock creation and share increase at 2026 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved creation of Class C common stock (382M for, 200M against) and Class C split.","Authorized Class A shares doubled to 4.5B; 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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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company elects combination settlement with $1,000 cash per $1,000 principal.","Notes originally issued under indenture; redemption notice issued May 11, 2023."],"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":0.55,"calibrated_materiality_score":0.55,"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":295940,"accession_number":"0001477333-23-000041","cik":1477333,"company_name":"Cloudflare, Inc.","ticker":"NET","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Cloudflare Q1 revenue $290.2M (+37% YoY); non-GAAP EPS $0.08, free cash flow $13.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $290.2M (+37% YoY); 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court closes case","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Putative class action filed in Delaware Chancery on Apr 6, 2022 alleged fiduciary duty breaches over proxy disclosures.","Company took corrective actions: supplementing proxy statement and amending performance award vote definition.","Plaintiff dismissed suit with prejudice as to herself only; company agreed to pay $1.6M in attorneys' fees.","Court of Chancery closed the action on May 18, 2022; no judgment on reasonableness of fees.","Lawsuit challenged stock-option awards to co-founders Prince and Zatlyn and related stockholder vote."],"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":0.3,"calibrated_materiality_score":0.3,"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":369680,"accession_number":"0001477333-22-000029","cik":1477333,"company_name":"Cloudflare, Inc.","ticker":"NET","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Cloudflare Q1 revenue $212.2M (+54% YoY); 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full year $656.4M (+52% YoY) with record net retention 125%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $193.6M, up 54% YoY; FY revenue $656.4M, up 52% YoY.","Record dollar-based net retention of 125%, up 600 bps YoY, driven by large enterprise customers.","Q4 GAAP net loss $77.5M ($0.24 loss per share); non-GAAP net income $0.1M ($0.00 diluted EPS).","Q4 operating cash flow $40.6M (21% of revenue) and free cash flow $8.6M (4% of revenue) — both records.","Large customer growth up 71% YoY; fifth straight year of 50%+ compounded growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":656426000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"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":406762,"accession_number":"0001193125-21-367029","cik":1477333,"company_name":"Cloudflare, Inc.","ticker":"NET","form_type":"8-K","filed_at":"2021-12-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Cloudflare grants 10-year performance stock options to co-founders; stock price targets up to $979","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Co-founders Prince (CEO) and Zatlyn (COO) each receive an option for 3.96M shares (1.22% of outstanding).","Options vest upon stock price milestones: first at $156, final at $979 (~616% above $136.81 grant-date close).","Subject to disinterested stockholder approval at 2022 meeting; forfeited if not approved by Dec 22, 2022.","Options expire Dec 21, 2031; exercise price $136.81; 10-year term; eight tranches back-weighted for higher targets.","Compensation Committee set targets based on $120 share price (stock was ~$54 when planning began)."],"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":0.55,"calibrated_materiality_score":0.55,"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":406761,"accession_number":"0001477333-21-000042","cik":1477333,"company_name":"Cloudflare, Inc.","ticker":"NET","form_type":"8-K","filed_at":"2021-11-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Cloudflare Q3 revenue $172.3M (+51% YoY); 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GAAP net loss $0.12 EPS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $152.4M, up 53% YoY; GAAP gross margin 77.0%, non-GAAP 78.0%.","GAAP net loss $35.5M ($0.12/share); non-GAAP net loss $7.3M ($0.02).","Record add of ~140 large customers, total 1,088; dollar-based net retention 124% (+900 bps YoY).","Free cash flow -$9.8M (6% of revenue) vs -$20.2M (20%) YoY; cash & securities $1.03B.","CEO cites 'strongest quarter ever as a public company' with accelerating growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":290483000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"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}],"next_cursor":null}