earnings
confidence high
sentiment positive
materiality 0.80
Cloudflare Q3 revenue $562M (+31% YoY), non-GAAP EPS $0.27, FCF $75M
Cloudflare, Inc.
2025-Q3 EPS reported
-$0.26
revenue$1,553,430,000
- Revenue $562M (+31% YoY); GAAP net loss narrowed to $1.3M from $15.3M; non-GAAP net income $102.6M ($0.27 diluted EPS).
- Non-GAAP operating income $85.9M (15.3% margin) vs $63.5M (14.8%) YoY; GAAP loss from ops $37.5M.
- Free cash flow $75.0M (13% of revenue) vs $45.3M (11%) YoY; cash and securities $4.04B.
- Remaining performance obligations grew 43% YoY; current RPO up 30% YoY.
- CEO Matthew Prince cited accelerating momentum with second consecutive quarter of revenue growth acceleration.