{"schema_version":"secwatch.filing_event.v1","accession":"0001477333-25-000140","form_type":"8-K","ticker":"NET","cik":"0001477333","company_name":"Cloudflare, Inc.","filed_at":"2025-10-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.489661+00:00","generated_at":"2026-05-17T01:18:47.989070+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 Q3 revenue $562M (+31% YoY), non-GAAP EPS $0.27, FCF $75M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001477333-25-000140","json":"https://secwatch.observer/filing/0001477333-25-000140.json","markdown":"https://secwatch.observer/filing/0001477333-25-000140.md","text":"https://secwatch.observer/filing/0001477333-25-000140.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1477333/000147733325000140/0001477333-25-000140-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1477333/000147733325000140/cloud-20251030.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T01:18:47.989070+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"}