secwatch.observer — SEC 8-K summary ====================================== Issuer: Cloudflare, Inc. (NET) CIK: 0001477333 Form: 8-K Filed at: 2024-11-07T23:59:59+00:00 Accession: 0001477333-24-000083 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Cloudflare Q3 revenue $430.1M, up 28% YoY; non-GAAP EPS $0.20 beats ------------------------------------------------------------------- - Revenue $430.1M (+28% YoY); GAAP gross margin 77.7%, non-GAAP 78.8%. - Non-GAAP income from ops $63.5M (14.8% margin) vs $42.5M (12.7%) YoY. - GAAP net loss $15.3M ($0.04/sh) from $23.5M; non-GAAP net income $72.6M ($0.20/sh). - Operating cash flow $104.7M (24% rev), free cash flow $45.3M (11% rev). - Added record 219 large customers; 35% of Fortune 500 now paying customers. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1477333/000147733324000083/0001477333-24-000083-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1477333/000147733324000083/cloud-20241107.htm HTML page: https://secwatch.observer/filing/0001477333-24-000083 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer