{"schema_version":"secwatch.filing_event.v1","accession":"0001477333-24-000048","form_type":"8-K","ticker":"NET","cik":"0001477333","company_name":"Cloudflare, Inc.","filed_at":"2024-05-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:18.586330+00:00","generated_at":"2026-06-03T00:19:05.064686+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Cloudflare Q1 revenue $378.6M (+30% YoY); non-GAAP EPS $0.16","bullets":["GAAP net loss $35.5M ($0.10/sh) vs $38.1M ($0.12/sh) a year ago; non-GAAP net income $58.2M ($0.16 diluted EPS) vs $27.2M ($0.08).","Record net-new customers spending >$100k, $500k, $1M annualized; sales productivity improved double-digit YoY.","Operating cash flow $73.6M (19% of revenue); free cash flow $35.6M (9% of revenue), up from $13.9M (5%) YoY.","Non-GAAP gross margin 79.5% vs 77.8% YoY; non-GAAP operating margin 11.2% vs 6.7% YoY."],"urls":{"canonical":"https://secwatch.observer/filing/0001477333-24-000048","json":"https://secwatch.observer/filing/0001477333-24-000048.json","markdown":"https://secwatch.observer/filing/0001477333-24-000048.md","text":"https://secwatch.observer/filing/0001477333-24-000048.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1477333/000147733324000048/0001477333-24-000048-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1477333/000147733324000048/cloud-20240502.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T00:19:05.064686+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":"98fac8e890ca67e097054162b9d62118c0867004","claim":"Cloudflare, Inc. reported the fiscal quarter ended March 31, 2024 results: revenue $378.6 million, net income GAAP net loss was $35.5 million, compared to $38.1 million in the first quarter of 2023. GAAP net loss per basic and dil, EPS $0.10.","evidence_excerpt":"loudflare Announces First Quarter 2024 Financial Results • First quarter revenue totaled $378.6 million, representing an increase of 30% year-over-year • GAAP loss from operations of $54.6 million, or 14% of revenue, and non-GAAP income from operations of $42.4 million, or 11% of revenue • Operating cash flow of $73.6 million, or 19% of revenue, and free cash flow of $35.6 million, or 9% of revenue San Francisco, CA, May 2, 2024 — Cloudflare, Inc.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733324000048/0001477333-24-000048-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal quarter ended March 31, 2024"},{"label":"Revenue","value":"$378.6 million"},{"label":"Net income","value":"GAAP net loss was $35.5 million, compared to $38.1 million in the first quarter of 2023. GAAP net loss per basic and dil"},{"label":"EPS","value":"$0.10"},{"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"}