secwatch / observer
8-K filed May 7, 2026, 7:59 PM ET ticker NET CIK 0001477333
other material confidence high sentiment neutral materiality 0.85

Cloudflare Q1 revenue $639.8M +34% YoY; announces 20% workforce reduction

Cloudflare, Inc.

Machine-readable event card

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0001477333-26-000033
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8-K
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cik
0001477333
company_name
Cloudflare, Inc.
filed_at
2026-05-07T23:59:59+00:00
discovered_at
2026-05-14T18:02:32.339182+00:00
generated_at
2026-05-14T21:35:39.587217+00:00
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edgar_index_url
https://www.sec.gov/Archives/edgar/data/1477333/000147733326000033/0001477333-26-000033-index.htm
edgar_primary_document_url
https://www.sec.gov/Archives/edgar/data/1477333/000147733326000033/cloud-20260507.htm
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Source-grounded claims

f6b43112da769dc4abb7a8e749c7a17be909a221

Cloudflare, Inc. reported the fiscal quarter ended March 31, 2026 results: revenue $639.8 million, net income $22.9 million, EPS $0.07.

expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces First Quarter 2026 Financial Results • First quarter revenue totaled $639.8 million, representing an increase of 34% year-over-year • GAAP loss from operations of $62.0 million, or 10% of total revenue, and non-GAAP income from operations of $73.1 million, or

SEC 8-K Item 2.02 confidence 0.9 SEC evidence

02fe110021a9466ce9730f0d94cc62a707e36566

Cloudflare, Inc. announced a restructuring with charges of between $140 million and $150 million (approximately 20%).

On May 7, 2026, the Company announced a plan (the “Plan”) designed to further accelerate its evolution to an agentic AI-first operating model. As part of the Plan, the Company expects to reduce its current workforce by approximately 20%. The Company currently estimates that it will incur charges of between $140 million and $150 million in connection with the Plan

SEC 8-K Item 2.05/2.06 confidence 0.9 SEC evidence

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same fact type: earnings_release, restructuring_charge same SEC item: 2.02, 2.05, 7.01, 9.01 same event type: other_material similar materiality

This filing

expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces First Quarter 2026 Financial Results • First quarter revenue totaled $639.8 million, representing an increase of 34% year-over-year • GAAP loss from operations of $62.0 million, or 10% of total revenue, and non-GAAP income from operations of $73.1 million, or

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expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces First Quarter 2026 Financial Results • First quarter revenue totaled $639.8 million, representing an increase of 34% year-over-year • GAAP loss from operations of $62.0 million, or 10% of total revenue, and non-GAAP income from operations of $73.1 million, or

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On May 7, 2026, the Company announced a plan (the “Plan”) designed to further accelerate its evolution to an agentic AI-first operating model. As part of the Plan, the Company expects to reduce its current workforce by approximately 20%. The Company currently estimates that it will incur charges of between $140 million and $150 million in connection with the Plan

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expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces First Quarter 2026 Financial Results • First quarter revenue totaled $639.8 million, representing an increase of 34% year-over-year • GAAP loss from operations of $62.0 million, or 10% of total revenue, and non-GAAP income from operations of $73.1 million, or

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expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces First Quarter 2026 Financial Results • First quarter revenue totaled $639.8 million, representing an increase of 34% year-over-year • GAAP loss from operations of $62.0 million, or 10% of total revenue, and non-GAAP income from operations of $73.1 million, or

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same fact type: earnings_release same SEC item: 2.02, 7.01, 9.01 similar materiality

This filing

expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces First Quarter 2026 Financial Results • First quarter revenue totaled $639.8 million, representing an increase of 34% year-over-year • GAAP loss from operations of $62.0 million, or 10% of total revenue, and non-GAAP income from operations of $73.1 million, or

Comparable filing

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Filing page SEC filing

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same fact type: earnings_release same SEC item: 2.02, 7.01, 9.01 similar materiality

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expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces First Quarter 2026 Financial Results • First quarter revenue totaled $639.8 million, representing an increase of 34% year-over-year • GAAP loss from operations of $62.0 million, or 10% of total revenue, and non-GAAP income from operations of $73.1 million, or

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same fact type: earnings_release same SEC item: 2.02, 7.01, 9.01 similar materiality

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expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces First Quarter 2026 Financial Results • First quarter revenue totaled $639.8 million, representing an increase of 34% year-over-year • GAAP loss from operations of $62.0 million, or 10% of total revenue, and non-GAAP income from operations of $73.1 million, or

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Source: SEC EDGAR
accession 0001477333-26-000033

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