{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-22-034540","form_type":"8-K","ticker":"NET","cik":"0001477333","company_name":"Cloudflare, Inc.","filed_at":"2022-02-10T23:59:59+00:00","discovered_at":"2026-05-14T18:04:06.649456+00:00","generated_at":"2026-06-27T09:09:56.679727+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Cloudflare Q4 revenue $193.6M (+54% YoY); full year $656.4M (+52% YoY) with record net retention 125%","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-22-034540","json":"https://secwatch.observer/filing/0001193125-22-034540.json","markdown":"https://secwatch.observer/filing/0001193125-22-034540.md","text":"https://secwatch.observer/filing/0001193125-22-034540.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1477333/000119312522034540/0001193125-22-034540-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1477333/000119312522034540/d243920d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-27T09:09:56.679727+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}