{"schema_version":"secwatch.filing_event.v1","accession":"0001477333-24-000004","form_type":"8-K","ticker":"NET","cik":"0001477333","company_name":"Cloudflare, Inc.","filed_at":"2024-02-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.286615+00:00","generated_at":"2026-06-06T05:35:05.986932+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 Q4 revenue $362.5M (+32% YoY); record operating cash flow $85.4M","bullets":["Q4 revenue $362.5M (+32% YoY); FY2023 revenue $1,296.7M (+33% YoY).","Q4 GAAP net loss $27.9M ($0.08 loss per share); Non-GAAP net income $53.5M ($0.15 diluted EPS).","Record Q4 operating cash flow $85.4M (24% of revenue); free cash flow $50.7M (14% of revenue).","FY2023 non-GAAP income from operations $122.0M (9.4% of revenue) vs. loss of $35.7M in 2022.","CEO reports record new ACV, largest customer win and renewal, and Cloudflare One momentum."],"urls":{"canonical":"https://secwatch.observer/filing/0001477333-24-000004","json":"https://secwatch.observer/filing/0001477333-24-000004.json","markdown":"https://secwatch.observer/filing/0001477333-24-000004.md","text":"https://secwatch.observer/filing/0001477333-24-000004.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1477333/000147733324000004/0001477333-24-000004-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1477333/000147733324000004/cloud-20240208.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T05:35:05.986932+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":"2e470dce6afaf53cc4599acc627a7655ee156068","claim":"Cloudflare, Inc. reported Q4 2023 results: revenue $362.5 million, net income GAAP net loss was $27.9 million, EPS GAAP net loss per basic and diluted share was $0.08.","evidence_excerpt":"by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces Fourth Quarter and Fiscal Year 2023 Financial Results • Fourth quarter revenue totaled $362.5 million, representing an increase of 32% year-over-year; fiscal year 2023 revenue totaled $1,296.7 million, representing an increase of 33% year-over-year • GAAP loss from operations of","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733324000004/0001477333-24-000004-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q4 2023"},{"label":"Revenue","value":"$362.5 million"},{"label":"Net income","value":"GAAP net loss was $27.9 million"},{"label":"EPS","value":"GAAP net loss per basic and diluted share was $0.08"},{"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"}