secwatch.observer — SEC 8-K summary
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Issuer:     Cloudflare, Inc. (NET)
CIK:        0001477333
Form:       8-K
Filed at:   2025-10-30T23:59:59+00:00
Accession:  0001477333-25-000140
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1477333/000147733325000140/0001477333-25-000140-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1477333/000147733325000140/cloud-20251030.htm
  HTML page:      https://secwatch.observer/filing/0001477333-25-000140

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer