---
schema_version: "secwatch.filing_event.v1"
accession: "0001477333-26-000053"
form_type: "8-K"
ticker: "NET"
cik: "0001477333"
company_name: "Cloudflare, Inc."
filed_at: "2026-08-06T20:20:52+00:00"
generated_at: "2026-08-06T20:22:09.657767+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Cloudflare Q2 revenue $696.1M (+36% YoY); GAAP net loss $170M vs $50.4M

## Summary
- Revenue $696.1M, up 36% YoY; GAAP gross margin 71.8% vs 74.9% YoY.
- GAAP loss from operations $205.7M (29.6% of revenue) vs $67.3M (13.1%) YoY.
- Non-GAAP income from operations $96.1M (13.8% of revenue) vs $72.3M (14.1%) YoY.
- Non-GAAP EPS $0.29 vs $0.21; free cash flow $56.4M (8% of revenue) vs $33.3M.
- Current RPO grew 35% YoY; record customer and developer growth cited.

## SEC filing metadata
- accession: 0001477333-26-000053
- form_type: 8-K
- ticker: NET
- cik: 0001477333
- company_name: Cloudflare, Inc.
- filed_at: 2026-08-06T20:20:52+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1477333/000147733326000053/0001477333-26-000053-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1477333/000147733326000053/cloud-20260806.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001477333-26-000053
- JSON: https://secwatch.observer/filing/0001477333-26-000053.json
- Plain text: https://secwatch.observer/filing/0001477333-26-000053.txt

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