{"schema_version":"secwatch.filing_event.v1","accession":"0001477333-26-000008","form_type":"8-K","ticker":"NET","cik":"0001477333","company_name":"Cloudflare, Inc.","filed_at":"2026-02-10T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.160979+00:00","generated_at":"2026-05-16T03:34:24.757486+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 Q4 revenue $614.5M (+34% YoY); record $42.5M ACV deal","bullets":["Q4 revenue $614.5M (+34% YoY); FY2025 revenue $2,167.9M (+30% YoY).","GAAP operating loss $49.2M (8% of revenue); non-GAAP operating income $89.6M (15% of revenue).","Closed largest annual contract value deal ever at $42.5M; new ACV grew ~50% YoY.","Q4 free cash flow $99.4M (16.2% of revenue) vs $47.8M (10.4%) a year ago.","Non-GAAP diluted EPS $0.28, up from $0.19 in Q4 2024."],"urls":{"canonical":"https://secwatch.observer/filing/0001477333-26-000008","json":"https://secwatch.observer/filing/0001477333-26-000008.json","markdown":"https://secwatch.observer/filing/0001477333-26-000008.md","text":"https://secwatch.observer/filing/0001477333-26-000008.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000008/0001477333-26-000008-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000008/cloud-20260210.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T03:34:24.757486+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"}