{"schema_version":"secwatch.filing_event.v1","accession":"0001477333-23-000062","form_type":"8-K","ticker":"NET","cik":"0001477333","company_name":"Cloudflare, Inc.","filed_at":"2023-11-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.192304+00:00","generated_at":"2026-06-08T23:57:38.766702+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 $335.6M (+32% YoY); non-GAAP EPS $0.16, beats estimates","bullets":["GAAP net loss $23.5M ($0.07 loss/share) vs $42.5M loss a year ago; non-GAAP net income $55.3M ($0.16 diluted EPS).","Non-GAAP operating income $42.5M (12.7% of revenue) vs $14.8M (5.8%) in Q3 2022; record fifth consecutive quarter.","Operating cash flow $68.1M (20% of revenue); free cash flow $34.9M (10% of revenue), up from negative $4.6M a year ago.","Workers AI platform announced; expects inference-optimized GPUs in nearly all locations by end of 2024.","Cash and securities $1,574.3M as of Sept 30, 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0001477333-23-000062","json":"https://secwatch.observer/filing/0001477333-23-000062.json","markdown":"https://secwatch.observer/filing/0001477333-23-000062.md","text":"https://secwatch.observer/filing/0001477333-23-000062.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1477333/000147733323000062/0001477333-23-000062-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1477333/000147733323000062/cloud-20231102.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T23:57:38.766702+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":"567d22ecd7ea81b65774461b95f25634f96f61b8","claim":"Cloudflare, Inc. reported the fiscal quarter ended September 30, 2023 results: revenue $335.6 million, net income GAAP net loss was $23.5 million, EPS GAAP net loss per basic and diluted share was $0.07.","evidence_excerpt":"expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces Third Quarter 2023 Financial Results • Third quarter revenue totaled $335.6 million, representing an increase of 32% year-over-year • GAAP loss from operations of $39.2 million, or 12% of revenue, and non-GAAP income from operations of $42.5 million, or 13% of","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733323000062/0001477333-23-000062-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal quarter ended September 30, 2023"},{"label":"Revenue","value":"$335.6 million"},{"label":"Net income","value":"GAAP net loss was $23.5 million"},{"label":"EPS","value":"GAAP net loss per basic and diluted share was $0.07"},{"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"}