{"schema_version":"secwatch.filing_event.v1","accession":"0001477333-22-000059","form_type":"8-K","ticker":"NET","cik":"0001477333","company_name":"Cloudflare, Inc.","filed_at":"2022-11-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:50.790894+00:00","generated_at":"2026-06-22T08:47:28.410874+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 $254M (+47% YoY); non-GAAP EPS $0.06, annualized revenue tops $1B","bullets":["Total revenue $253.9M, up 47% YoY; GAAP net loss $0.13/sh; non-GAAP net income $0.06/diluted share.","Added 159 large customers (total 1,908); free cash flow improved to -$4.6M from -$39.7M YoY.","GAAP operating loss $45.9M (18.1% revenue); non-GAAP operating income $14.8M (5.8% revenue).","Cash and securities $1,636.3M; company targets $5B annualized revenue within 5 years."],"urls":{"canonical":"https://secwatch.observer/filing/0001477333-22-000059","json":"https://secwatch.observer/filing/0001477333-22-000059.json","markdown":"https://secwatch.observer/filing/0001477333-22-000059.md","text":"https://secwatch.observer/filing/0001477333-22-000059.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1477333/000147733322000059/0001477333-22-000059-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1477333/000147733322000059/cloud-20221103.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T08:47:28.410874+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":[{"claim_id":"81d1231c99b1d3e456d53c055186ed9eeacfecdf","claim":"Cloudflare, Inc. reported the fiscal quarter ended September 30, 2022 results: revenue Total revenue of $253.9 million, net income GAAP net loss was $42.5 million, EPS GAAP net loss per basic and diluted share was $0.13.","evidence_excerpt":"set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces Third Quarter 2022 Financial Results • Third quarter total revenue totaled $253.9 million, representing an increase of 47% year-over-year, surpassing $1 billion in annualized revenue • Strong large customer growth, with an addition of 159 large customers in the","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733322000059/0001477333-22-000059-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal quarter ended September 30, 2022"},{"label":"Revenue","value":"Total revenue of $253.9 million"},{"label":"Net income","value":"GAAP net loss was $42.5 million"},{"label":"EPS","value":"GAAP net loss per basic and diluted share was $0.13"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}