{"schema_version":"secwatch.filing_event.v1","accession":"0001477333-26-000035","form_type":"8-K/A","ticker":"NET","cik":"0001477333","company_name":"Cloudflare, Inc.","filed_at":"2026-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.338886+00:00","generated_at":"2026-05-14T21:35:40.376069+00:00","sec_items":["2.05","2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Cloudflare Q1 revenue $639.8M (+34% YoY), non-GAAP EPS $0.25; to cut ~20% of workforce","bullets":["Revenue $639.8M (+34% YoY); non-GAAP EPS $0.25 vs $0.16 prior year; GAAP net loss $22.9M ($0.07 loss per share).","Free cash flow $84.1M (13% of revenue) vs $52.9M (11%) prior year.","Announced plan to cut ~20% of workforce to shift to agentic AI-first operating model.","Estimated restructuring charges of $140M-$150M, majority in Q2 2026, completion by end of Q3 2026.","Current RPO grew 34% YoY, a positive demand indicator."],"urls":{"canonical":"https://secwatch.observer/filing/0001477333-26-000035","json":"https://secwatch.observer/filing/0001477333-26-000035.json","markdown":"https://secwatch.observer/filing/0001477333-26-000035.md","text":"https://secwatch.observer/filing/0001477333-26-000035.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/cloud-20260507.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T21:35:40.376069+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":[{"claim_id":"fef0cb898b9feb3412a9c3104b8319ac27179984","claim":"Cloudflare, Inc. reported the fiscal quarter ended March 31, 2026 results: revenue $639.8 million, net income $22.9 million, EPS $0.07.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm","confidence":0.9},{"claim_id":"b61aac483a500777b2e996b760f87037d26c53e0","claim":"Cloudflare, Inc. announced a restructuring with charges of between $140 million and $150 million (approximately 20%).","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.05/2.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001645590-26-000052","ticker":"HPE","company_name":"Hewlett Packard Enterprise Co","filed_at":"2026-06-01T20:09:22+00:00","headline":"HPE Q2 FY26: record revenue $10.7B (+40%), raises FY26 guidance, introduces FY27 framework","event_type":"earnings","sec_items":["1.01","2.02","5.02","7.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001645590-26-000052","json":"https://secwatch.observer/filing/0001645590-26-000052.json","markdown":"https://secwatch.observer/filing/0001645590-26-000052.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/hpe-20260601.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"expressly set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nCloudflare 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","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm","comparable_excerpt":"gross margin, and non-GAAP diluted net EPS, as well as its highest-ever free cash flow generation for a second quarter. Second Quarter Fiscal 2026 Financial Results • Revenue : $10.7 billion, up 40% from the prior-year period • Gross margins : ◦ GAAP of 36.5%, up 810 basis points from the prior-year period and up 60 basis points sequentially ◦ Non-GAAP (1) of 36.9%,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm"}},{"accession":"0001104659-26-058226","ticker":"ACH","company_name":"ACCENDRA HEALTH INC/VA/","filed_at":"2026-05-11T23:59:59+00:00","headline":"Accendra Health Q1 revenue $627.8M, adj. EBITDA $58.4M; >$1.5B debt optimization","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058226","json":"https://secwatch.observer/filing/0001104659-26-058226.json","markdown":"https://secwatch.observer/filing/0001104659-26-058226.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/0001104659-26-058226-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/ach-20260511x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"expressly set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nCloudflare 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 $73.1 million, or","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm","comparable_excerpt":"Commission this morning. ​ Details on First Quarter 2026 Results ​ ​ First Quarter Results (1) ​ ($ in millions, except per share data) ​ ​ ​ 1Q26 ​ ​ ​ 1Q25 Net Revenue ​ $ 627.8 ​ $ 673.9 ​ ​ ​ ​ ​ ​ ​ Loss from continuing operations, net of tax, GAAP ​ $ (6.5) ​ $ (3.8) Adj. net (loss) income from continuing operations, Non-GAAP ​ $ (3.1) ​ $ 23.2 ​ ​ ​","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/0001104659-26-058226-index.htm"}},{"accession":"0001104659-26-058250","ticker":"FSK","company_name":"FS KKR Capital Corp","filed_at":"2026-05-11T23:59:59+00:00","headline":"FSK posts Q1 GAAP loss of $1.57/sh, NAV falls to $18.83; announces $150M preferred, tender, buyback","event_type":"earnings","sec_items":["1.01","2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058250","json":"https://secwatch.observer/filing/0001104659-26-058250.json","markdown":"https://secwatch.observer/filing/0001104659-26-058250.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/0001104659-26-058250-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/tm2614112d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"expressly set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nCloudflare 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","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm","comparable_excerpt":"Earnings (Loss) per share of ($1.57), compared to Earnings (Loss) per share of ($0.41) for the quarter ended December 31, 2025","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/0001104659-26-058250-index.htm"}},{"accession":"0001493152-26-022140","ticker":"SBET","company_name":"Sharplink, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Sharplink Q1 revenue $12.1M, net loss $685.6M; plans $125M Galaxy Onchain Yield Fund","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001493152-26-022140","json":"https://secwatch.observer/filing/0001493152-26-022140.json","markdown":"https://secwatch.observer/filing/0001493152-26-022140.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1981535/000149315226022140/0001493152-26-022140-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1981535/000149315226022140/form8-k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"expressly set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nCloudflare 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","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm","comparable_excerpt":"First Quarter 2026 Highlights Income Statement and Balance Sheet ● Total revenue increased materially to $12.1 million in Q1 2026, compared to $0.7 million for the three months ended March 31, 2025. The increase was primarily driven by the continued success of Sharplink’s actively managed ETH treasury strategy, which was launched on June 2, 2025. ● SG&A expenses were $9.9 million for the three months ended March 31, 2026, compared to $1.1 million in the prior year’s first quarter. The increase was primarily due to expenditures for investments in infrastructure, talent and systems required to scale and actively manage Sharplink’s institutional-grade ETH treasury platform. ● Net loss was $685.6 million in Q1 2026, compared to $1.0 million for the three months ended March 31, 2025.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1981535/000149315226022140/0001493152-26-022140-index.htm"}},{"accession":"0001868275-26-000063","ticker":null,"company_name":"CONSTELLATION ENERGY GENERATION LLC","filed_at":"2026-05-11T23:59:59+00:00","headline":"Constellation Q1 adjusted EPS $2.74 beats prior year $2.14; affirms FY guidance $11-$12","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001868275-26-000063","json":"https://secwatch.observer/filing/0001868275-26-000063.json","markdown":"https://secwatch.observer/filing/0001868275-26-000063.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/0001868275-26-000063-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/ceg-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"expressly set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nCloudflare 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","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm","comparable_excerpt":"GAAP Net Income of $4.49 per share and Adjusted (non-GAAP) Operating Earnings of $2.74 per share for the first quarter of 2026 • Affirming full year 2026 Adjusted Operating Earnings guidance of $11.00 - $12.00 per share","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/0001868275-26-000063-index.htm"}},{"accession":"0000908311-26-000053","ticker":"CMCT","company_name":"Creative Media & Community Trust Corp","filed_at":"2026-05-08T23:59:59+00:00","headline":"CMCT Q1 net loss $34.7M; sells lending business for $44.9M, redeems $242.8M preferred stock","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0000908311-26-000053","json":"https://secwatch.observer/filing/0000908311-26-000053.json","markdown":"https://secwatch.observer/filing/0000908311-26-000053.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/908311/000090831126000053/0000908311-26-000053-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/908311/000090831126000053/cmct-20260508.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"expressly set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nCloudflare 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","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm","comparable_excerpt":"was 91.4% as of March 31, 2026, representing a 1,120 basis point improvement from the first quarter of 2025. Financial Results • Net loss attributable to common stockholders of $(34.7) million, or $(70.52) per diluted share. • Funds from operations attributable to common stockholders (“FFO”) (3)1 was $(28.8) million, or $(58.47) per diluted share. • Core FFO","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/908311/000090831126000053/0000908311-26-000053-index.htm"}},{"accession":"0000911147-26-000024","ticker":"CNTY","company_name":"CENTURY CASINOS INC /CO/","filed_at":"2026-05-08T23:59:59+00:00","headline":"Century Casinos posts record Q1 net operating revenue of $137.2M; EBITDAR up 24%","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0000911147-26-000024","json":"https://secwatch.observer/filing/0000911147-26-000024.json","markdown":"https://secwatch.observer/filing/0000911147-26-000024.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/911147/000091114726000024/0000911147-26-000024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/911147/000091114726000024/cnty-20260507x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"expressly set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nCloudflare 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","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm","comparable_excerpt":"Net operating revenue was $137.2 million, an increase of 5%. · Earnings from operations was $11.8 million, an increase of 65%. · Net loss attributable to Century Casinos, Inc. shareholders was ($16.5) million, a change of 20%, and basic net loss per share was ($0.58).","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/911147/000091114726000024/0000911147-26-000024-index.htm"}},{"accession":"0001104659-26-057571","ticker":"GLP","company_name":"GLOBAL PARTNERS LP","filed_at":"2026-05-08T23:59:59+00:00","headline":"Global Partners Q1 net income surges to $70.1M ($1.85/unit) from $18.7M","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-057571","json":"https://secwatch.observer/filing/0001104659-26-057571.json","markdown":"https://secwatch.observer/filing/0001104659-26-057571.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1323468/000110465926057571/0001104659-26-057571-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1323468/000110465926057571/tm2613603d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"expressly set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nCloudflare 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","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1477333/000147733326000035/0001477333-26-000035-index.htm","comparable_excerpt":"Net income in the first quarter of 2026 was $70.1 million, or $1.85 per diluted common limited partner unit","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1323468/000110465926057571/0001104659-26-057571-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}