---
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"
generated_at: "2026-05-17T01:18:47.989070+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Cloudflare Q3 revenue $562M (+31% YoY), non-GAAP EPS $0.27, FCF $75M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001477333-25-000140
- JSON: https://secwatch.observer/filing/0001477333-25-000140.json
- Plain text: https://secwatch.observer/filing/0001477333-25-000140.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.