earnings
confidence high
sentiment positive
materiality 0.85
Cloudflare Q2 revenue $512.3M (+28% YoY); annualized run rate tops $2B
Cloudflare, Inc.
2025-Q2 EPS reported
-$0.26
revenue$991,403,000
- Total revenue $512.3M, up 28% YoY; annualized revenue exceeded $2B.
- GAAP net loss $50.4M ($0.15 per share) vs $15.1M loss YoY; non-GAAP net income $75.1M ($0.21 per diluted share).
- GAAP operating loss $67.3M (13.1% of revenue) vs $34.7M loss YoY; non-GAAP operating income $72.3M (14.1% of revenue).
- Current RPO grew 33% YoY; RPO grew 39% YoY. CEO cites highest large customer investment levels since 2022.
- Operating cash flow $99.8M, up from $74.8M YoY; free cash flow $33.3M (6% of revenue) vs $38.3M (10% of revenue) YoY.
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