{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-07T14:28:25.836890+00:00","company":{"ticker":"NET","cik":1477333,"company_name":"Cloudflare, Inc."},"pagination":{"limit":100,"returned":13,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"earnings_release","fact_key":"fef0cb898b9feb3412a9c3104b8319ac27179984","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2026-05-07T23:59:59+00:00","payload":{"eps_text":"$0.07","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$22.9 million","period_text":"the fiscal quarter ended March 31, 2026","report_date":"2026-05-07","result_type":"reported_results","revenue_text":"$639.8 million"},"claim":"Cloudflare, Inc. reported the fiscal quarter ended March 31, 2026 results: revenue $639.8 million, net income $22.9 million, EPS $0.07.","evidence_excerpt":"expressly set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nCloudflare Announces First Quarter 2026 Financial Results • First quarter revenue totaled $639.8 million, representing an increase of 34% year-over-year • GAAP loss from operations of $62.0 million, or 10% of total revenue, and non-GAAP income from operations of $73.1 million, or","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001477333-26-000035","anchor_url":"https://secwatch.observer/filing/0001477333-26-000035#claim-fef0cb898b9feb3412a9c3104b8319ac27179984","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm"},{"fact_type":"earnings_release","fact_key":"f6b43112da769dc4abb7a8e749c7a17be909a221","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2026-05-07T23:59:59+00:00","payload":{"eps_text":"$0.07","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$22.9 million","period_text":"the fiscal quarter ended March 31, 2026","report_date":"2026-05-07","result_type":"reported_results","revenue_text":"$639.8 million"},"claim":"Cloudflare, Inc. reported the fiscal quarter ended March 31, 2026 results: revenue $639.8 million, net income $22.9 million, EPS $0.07.","evidence_excerpt":"expressly set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nCloudflare Announces First Quarter 2026 Financial Results • First quarter revenue totaled $639.8 million, representing an increase of 34% year-over-year • GAAP loss from operations of $62.0 million, or 10% of total revenue, and non-GAAP income from operations of $73.1 million, or","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001477333-26-000033","anchor_url":"https://secwatch.observer/filing/0001477333-26-000033#claim-f6b43112da769dc4abb7a8e749c7a17be909a221","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000033/0001477333-26-000033-index.htm"},{"fact_type":"restructuring_charge","fact_key":"b61aac483a500777b2e996b760f87037d26c53e0","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2026-05-07T23:59:59+00:00","payload":{"affected_area":null,"charge_text":"between $140 million and $150 million","effective_date":"2026-05-07","event_type":"restructuring","headcount_text":"approximately 20%","item_codes_triggered":["2.05"]},"claim":"Cloudflare, Inc. announced a restructuring with charges of between $140 million and $150 million (approximately 20%).","evidence_excerpt":"On May 7, 2026, the Company announced a plan (the “Plan”) designed to further accelerate its evolution to an agentic AI-first operating model. As part of the Plan, the Company expects to reduce its current workforce by approximately 20%. The Company currently estimates that it will incur charges of between $140 million and $150 million in connection with the Plan","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001477333-26-000035","anchor_url":"https://secwatch.observer/filing/0001477333-26-000035#claim-b61aac483a500777b2e996b760f87037d26c53e0","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm"},{"fact_type":"restructuring_charge","fact_key":"02fe110021a9466ce9730f0d94cc62a707e36566","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2026-05-07T23:59:59+00:00","payload":{"affected_area":null,"charge_text":"between $140 million and $150 million","effective_date":"2026-05-07","event_type":"restructuring","headcount_text":"approximately 20%","item_codes_triggered":["2.05"]},"claim":"Cloudflare, Inc. announced a restructuring with charges of between $140 million and $150 million (approximately 20%).","evidence_excerpt":"On May 7, 2026, the Company announced a plan (the “Plan”) designed to further accelerate its evolution to an agentic AI-first operating model. As part of the Plan, the Company expects to reduce its current workforce by approximately 20%. The Company currently estimates that it will incur charges of between $140 million and $150 million in connection with the Plan","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001477333-26-000033","anchor_url":"https://secwatch.observer/filing/0001477333-26-000033#claim-02fe110021a9466ce9730f0d94cc62a707e36566","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000033/0001477333-26-000033-index.htm"},{"fact_type":"debt_financing","fact_key":"bc59b9acd1949238736585b8dd338269dbfe0618","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2025-06-17T23:59:59+00:00","payload":{"counterparty":null,"effective_date":"2025-06-17","event":"incurrence","instrument_type":"convertible_notes","interest_rate_text":"0%","item_codes_triggered":["2.03"],"maturity_text":"June 15, 2030","principal_text":"$2.0 billion aggregate principal amount"},"claim":"Cloudflare, Inc. incurred convertible notes of $2.0 billion aggregate principal amount at 0% maturing June 15, 2030.","evidence_excerpt":"On June 17, 2025, Cloudflare, Inc. (the “Company”) issued $2.0 billion aggregate principal amount of 0% Convertible Senior Notes due 2030 (the “Notes”) pursuant to an indenture, dated June 17, 2025 (the “Indenture”), between the Company and U.S. Bank Trust Company, National Association, as trustee.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-25-060250","anchor_url":"https://secwatch.observer/filing/0001104659-25-060250#claim-bc59b9acd1949238736585b8dd338269dbfe0618","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000110465925060250/0001104659-25-060250-index.htm"},{"fact_type":"executive_change","fact_key":"c71bd84a69","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2025-03-27T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-03-27","interim":false,"role":"Class II Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"John Graham-Cumming was appointed as Class II Director at Cloudflare, Inc..","evidence_excerpt":"Effective immediately after the effectiveness of Ms. Eitel’s resignation, the Board increased the size of the Board to nine members and appointed Stacey Cunningham, Karim Lakhani, and John Graham-Cumming to serve as members of the Board.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001477333-25-000054","anchor_url":"https://secwatch.observer/filing/0001477333-25-000054#claim-c71bd84a69","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733325000054/0001477333-25-000054-index.htm"},{"fact_type":"executive_change","fact_key":"d892ee09ba","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2025-03-27T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-03-27","interim":false,"role":"Class I Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Karim Lakhani was appointed as Class I Director at Cloudflare, Inc..","evidence_excerpt":"Effective immediately after the effectiveness of Ms. Eitel’s resignation, the Board increased the size of the Board to nine members and appointed Stacey Cunningham, Karim Lakhani, and John Graham-Cumming to serve as members of the Board.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001477333-25-000054","anchor_url":"https://secwatch.observer/filing/0001477333-25-000054#claim-d892ee09ba","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733325000054/0001477333-25-000054-index.htm"},{"fact_type":"executive_change","fact_key":"2e1a2aa95a","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2025-03-27T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-03-27","interim":false,"role":"Class III Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Stacey Cunningham was appointed as Class III Director at Cloudflare, Inc..","evidence_excerpt":"Effective immediately after the effectiveness of Ms. Eitel’s resignation, the Board increased the size of the Board to nine members and appointed Stacey Cunningham, Karim Lakhani, and John Graham-Cumming to serve as members of the Board.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001477333-25-000054","anchor_url":"https://secwatch.observer/filing/0001477333-25-000054#claim-2e1a2aa95a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733325000054/0001477333-25-000054-index.htm"},{"fact_type":"executive_change","fact_key":"3be11a8ea7","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2025-03-27T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"routine","effective_date":"2025-03-27","interim":false,"role":"Class II Director and Chair of the Nominating Committee","role_category":"director","successor_name":null,"successor_named":false},"claim":"Maria Eitel resigned as Class II Director and Chair of the Nominating Committee at Cloudflare, Inc..","evidence_excerpt":"On March 25, 2025, Maria Eitel, a Class II director of the Board of Directors (the “Board”) of Cloudflare, Inc. (the “Company”) and chair of the Nominating and Corporate Governance Committee of the Board (the “Nominating Committee”), notified the Company of her resignation from the Board, effective as of March 27, 2025.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001477333-25-000054","anchor_url":"https://secwatch.observer/filing/0001477333-25-000054#claim-3be11a8ea7","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733325000054/0001477333-25-000054-index.htm"},{"fact_type":"executive_change","fact_key":"597f52f722","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2025-02-06T23:59:59+00:00","payload":{"action":"appointed","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2025-02-05","interim":false,"role":"Co-Chair of the Board","role_category":"chair","successor_name":null,"successor_named":false},"claim":"Michelle Zatlyn was appointed as Co-Chair of the Board at Cloudflare, Inc..","evidence_excerpt":"the Board of Directors of the Company (the “Board”) appointed Ms. Zatlyn as Co-Chair of the Board.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001477333-25-000018","anchor_url":"https://secwatch.observer/filing/0001477333-25-000018#claim-597f52f722","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733325000018/0001477333-25-000018-index.htm"},{"fact_type":"earnings_release","fact_key":"98fac8e890ca67e097054162b9d62118c0867004","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2024-05-02T23:59:59+00:00","payload":{"eps_text":"$0.10","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"GAAP net loss was $35.5 million, compared to $38.1 million in the first quarter of 2023. GAAP net loss per basic and dil","period_text":"the fiscal quarter ended March 31, 2024","report_date":"2024-05-02","result_type":"reported_results","revenue_text":"$378.6 million"},"claim":"Cloudflare, Inc. reported the fiscal quarter ended March 31, 2024 results: revenue $378.6 million, net income GAAP net loss was $35.5 million, compared to $38.1 million in the first quarter of 2023. GAAP net loss per basic and dil, EPS $0.10.","evidence_excerpt":"loudflare Announces First Quarter 2024 Financial Results • First quarter revenue totaled $378.6 million, representing an increase of 30% year-over-year • GAAP loss from operations of $54.6 million, or 14% of revenue, and non-GAAP income from operations of $42.4 million, or 11% of revenue • Operating cash flow of $73.6 million, or 19% of revenue, and free cash flow of $35.6 million, or 9% of revenue San Francisco, CA, May 2, 2024 — Cloudflare, Inc.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001477333-24-000048","anchor_url":"https://secwatch.observer/filing/0001477333-24-000048#claim-98fac8e890ca67e097054162b9d62118c0867004","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733324000048/0001477333-24-000048-index.htm"},{"fact_type":"executive_change","fact_key":"19c0bcd6c9","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2024-03-01T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"routine","effective_date":"2024-02-29","interim":false,"role":"Class III Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Mark Anderson resigned as Class III Director at Cloudflare, Inc..","evidence_excerpt":"On February 29, 2024, Mark Anderson, a Class III director of the Board of Directors (the “Board”) of Cloudflare, Inc. (the “Company”) and a previous member of the Board’s Compensation Committee and Nominating and Corporate Governance Committee, notified the Company of his decision to resign from the Board, effective immediately.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001477333-24-000022","anchor_url":"https://secwatch.observer/filing/0001477333-24-000022#claim-19c0bcd6c9","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733324000022/0001477333-24-000022-index.htm"},{"fact_type":"earnings_release","fact_key":"2e470dce6afaf53cc4599acc627a7655ee156068","cik":1477333,"ticker":"NET","company_name":"Cloudflare, Inc.","filed_at":"2024-02-08T23:59:59+00:00","payload":{"eps_text":"GAAP net loss per basic and diluted share was $0.08","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"GAAP net loss was $27.9 million","period_text":"Q4 2023","report_date":"2024-02-08","result_type":"reported_results","revenue_text":"$362.5 million"},"claim":"Cloudflare, Inc. reported Q4 2023 results: revenue $362.5 million, net income GAAP net loss was $27.9 million, EPS GAAP net loss per basic and diluted share was $0.08.","evidence_excerpt":"by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nCloudflare Announces Fourth Quarter and Fiscal Year 2023 Financial Results • Fourth quarter revenue totaled $362.5 million, representing an increase of 32% year-over-year; fiscal year 2023 revenue totaled $1,296.7 million, representing an increase of 33% year-over-year • GAAP loss from operations of","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001477333-24-000004","anchor_url":"https://secwatch.observer/filing/0001477333-24-000004#claim-2e470dce6afaf53cc4599acc627a7655ee156068","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733324000004/0001477333-24-000004-index.htm"}]}