{"schema_version":"secwatch.filing_event.v1","accession":"0001477333-23-000041","form_type":"8-K","ticker":"NET","cik":"0001477333","company_name":"Cloudflare, Inc.","filed_at":"2023-04-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:38.986227+00:00","generated_at":"2026-06-16T08:49:17.688868+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 $290.2M (+37% YoY); non-GAAP EPS $0.08, free cash flow $13.9M","bullets":["Revenue $290.2M (+37% YoY); GAAP gross margin 75.7%, non-GAAP 77.8%.","GAAP net loss $38.1M ($0.12 loss per share); non-GAAP net income $27.2M ($0.08 diluted EPS).","Operating cash flow $36.4M (13% of revenue); free cash flow $13.9M (5% of revenue) vs -$64.4M in Q1 2022.","Cash, equivalents and securities $1,715.6M as of March 31, 2023.","CEO cites record operating profit/margin for third consecutive quarter."],"urls":{"canonical":"https://secwatch.observer/filing/0001477333-23-000041","json":"https://secwatch.observer/filing/0001477333-23-000041.json","markdown":"https://secwatch.observer/filing/0001477333-23-000041.md","text":"https://secwatch.observer/filing/0001477333-23-000041.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1477333/000147733323000041/0001477333-23-000041-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1477333/000147733323000041/cloud-20230427.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T08:49:17.688868+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":"347bbc4951a8175181366d2dbea595ee72e8a6b5","claim":"Cloudflare, Inc. reported the fiscal quarter ended March 31, 2023 results: revenue $290.2 million, net income $38.1 million, EPS $0.12.","evidence_excerpt":"First Quarter Fiscal 2023 Financial Highlights • Revenue : Total revenue of $290.2 million, representing an increase of 37% year-over-year. • Gross Profit : GAAP gross profit was $219.7 million, or 75.7% gross margin, compared to $165.1 million, or 77.8%, in the first quarter of 2022. Non-GAAP gross profit was $225.9 million, or 77.8% gross margin, compared to $166.9 million, or 78.7%, in the first quarter of 2022. • Operating Income (Loss) : GAAP loss from operations was $47.3 million, or 16.3% of total revenue, compared to $40.0 million, or 18.9% of total revenue, in the first quarter of 2022. Non-GAAP income from operations was $19.4 million, or 6.7% of total revenue, compared to $4.9 million, or 2.3% of total revenue, in the first quarter of 2022. • Net Income (Loss) : GAAP net loss was $38.1 million, compared to $41.4 million in the first quarter of 2022. GAAP net loss per basic and diluted share was $0.12, compared to $0.13 in the first quarter of 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733323000041/0001477333-23-000041-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal quarter ended March 31, 2023"},{"label":"Revenue","value":"$290.2 million"},{"label":"Net income","value":"$38.1 million"},{"label":"EPS","value":"$0.12"},{"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"}