secwatch.observer — SEC 8-K summary
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Issuer:     Cloudflare, Inc. (NET)
CIK:        0001477333
Form:       8-K
Filed at:   2026-08-06T20:20:52+00:00
Accession:  0001477333-26-000053
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1477333/000147733326000053/0001477333-26-000053-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1477333/000147733326000053/cloud-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001477333-26-000053

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