{"schema_version":"secwatch.filing_event.v1","accession":"0001477333-21-000042","form_type":"8-K","ticker":"NET","cik":"0001477333","company_name":"Cloudflare, Inc.","filed_at":"2021-11-04T23:59:59+00:00","discovered_at":"2026-05-14T18:04:12.692288+00:00","generated_at":"2026-06-28T12:50:49.232420+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Cloudflare Q3 revenue $172.3M (+51% YoY); non-GAAP net income positive for first time","bullets":["Revenue $172.3M, up 51% YoY; GAAP net loss $107.3M ($0.34 loss per share) vs $26.5M loss year ago.","Non-GAAP net income $1.4M ($0.00 diluted EPS), achieving profitability milestone a year ahead of schedule.","Added record ~170 large customers, total 1,260 (+71% YoY); large customer growth strong.","Non-GAAP gross margin 79.2%; free cash flow negative $39.7M (-23% of revenue) vs -$17.9M year ago.","Cash, cash equivalents and securities $1,813.9M; no explicit forward guidance provided."],"urls":{"canonical":"https://secwatch.observer/filing/0001477333-21-000042","json":"https://secwatch.observer/filing/0001477333-21-000042.json","markdown":"https://secwatch.observer/filing/0001477333-21-000042.md","text":"https://secwatch.observer/filing/0001477333-21-000042.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1477333/000147733321000042/0001477333-21-000042-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1477333/000147733321000042/cloud-20211104.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-28T12:50:49.232420+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"}