{"schema_version":"secwatch.filing_event.v1","accession":"0001477333-25-000136","form_type":"8-K","ticker":"NET","cik":"0001477333","company_name":"Cloudflare, Inc.","filed_at":"2025-07-31T23:59:59+00:00","discovered_at":"2026-05-14T18:02:44.072916+00:00","generated_at":"2026-05-17T22:16:52.915055+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Cloudflare Q2 revenue $512.3M (+28% YoY); annualized run rate tops $2B","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001477333-25-000136","json":"https://secwatch.observer/filing/0001477333-25-000136.json","markdown":"https://secwatch.observer/filing/0001477333-25-000136.md","text":"https://secwatch.observer/filing/0001477333-25-000136.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1477333/000147733325000136/0001477333-25-000136-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1477333/000147733325000136/cloud-20250731.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T22:16:52.915055+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}