{"schema_version":"secwatch.filing_event.v1","accession":"0001477333-22-000029","form_type":"8-K","ticker":"NET","cik":"0001477333","company_name":"Cloudflare, Inc.","filed_at":"2022-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:04:00.855029+00:00","generated_at":"2026-06-25T23:35:07.024433+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 Q1 revenue $212.2M (+54% YoY); non-GAAP operating income turns positive","bullets":["Revenue $212.2M (+54% YoY); GAAP net loss $41.4M ($0.13 loss/share), non-GAAP net income $3.5M ($0.01 EPS).","Record dollar-based net retention of 127%, up 400 bps YoY; added ~14,000 paying customers to total 154,109.","Customers spending >$1M annually grew 72% YoY; GAAP operating loss narrowed to 18.9% of revenue from 22.6%.","Non-GAAP operating income $4.9M (2.3% rev) vs. loss of $7.5M in prior year; free cash flow was negative $64.4M.","Cash and securities $1,725.2M; management cited strong demand for single-vendor network services."],"urls":{"canonical":"https://secwatch.observer/filing/0001477333-22-000029","json":"https://secwatch.observer/filing/0001477333-22-000029.json","markdown":"https://secwatch.observer/filing/0001477333-22-000029.md","text":"https://secwatch.observer/filing/0001477333-22-000029.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1477333/000147733322000029/0001477333-22-000029-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1477333/000147733322000029/cloud-20220505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-25T23:35:07.024433+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"}