Highest-materiality recent filing
Cloudflare Q1 revenue $639.8M (+34% YoY), non-GAAP EPS $0.25; to cut ~20% of workforce
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).
Cloudflare Q1 revenue $639.8M +34% YoY; announces 20% workforce reduction
Q1 revenue $639.8M (+34% YoY); GAAP net loss $22.9M ($0.07 loss/share); non-GAAP net income $94.0M ($0.25 diluted EPS).
Cloudflare Q4 revenue $614.5M (+34% YoY); record $42.5M ACV deal
Q4 revenue $614.5M (+34% YoY); FY2025 revenue $2,167.9M (+30% YoY).
Cloudflare CLO Doug Kramer resigning; Alissa Starzak appointed successor
Doug Kramer resigns as Chief Legal Officer effective March 31, 2026, after nearly 10 years.
Cloudflare Q3 revenue $562M (+31% YoY), non-GAAP EPS $0.27, FCF $75M
Revenue $562M (+31% YoY); GAAP net loss narrowed to $1.3M from $15.3M; non-GAAP net income $102.6M ($0.27 diluted EPS).
Cloudflare Q2 revenue $512.3M (+28% YoY); annualized run rate tops $2B
Total revenue $512.3M, up 28% YoY; annualized revenue exceeded $2B.
Cloudflare issues $2.0B zero-coupon convertible notes due 2030; conversion premium 45%
$2.0B aggregate principal of 0% Convertible Senior Notes due 2030; net proceeds ~$1.971B after discounts and expenses.
Cloudflare shareholders elect three Class III directors, ratify KPMG as auditor
Stacey Cunningham, Mark Hawkins, Carl Ledbetter elected as Class III directors to serve until 2028.
Cloudflare Q1 revenue $479.1M (+27% YoY); largest contract >$100M
Revenue $479.1M, up 27% YoY; GAAP gross margin 75.9% (down from 77.5%).
Cloudflare adds three new board members; Maria Eitel resigns after 7 years
Maria Eitel resigned as Class II director and chair of Nominating Committee, effective March 27, 2025; not due to any disagreement.
Cloudflare Q4 revenue $459.9M (+27% YoY); non-GAAP EPS $0.19 beats
Q4 revenue $459.9M (+27% YoY); FY24 revenue $1,669.6M (+29% YoY).
Cloudflare appoints Michelle Zatlyn as Co-Chair of the Board, drops COO title
Michelle Zatlyn appointed Co-Chair of the Board effective Feb 5, 2025, alongside CEO Matthew Prince.
Cloudflare Q3 revenue $430.1M, up 28% YoY; non-GAAP EPS $0.20 beats
Revenue $430.1M (+28% YoY); GAAP gross margin 77.7%, non-GAAP 78.8%.
Cloudflare Q2 revenue $401M (+30% YoY); non-GAAP EPS $0.20 beats $0.10 YoY
Revenue $401.0M, up 30% YoY; annualized revenue crossed $1.6B.
Cloudflare adopts 2024 Key Executive Change in Control and Severance Policy effective Sept 13, 2024
Named executive officers eligible for severance: 6 months base salary + 12 months COBRA for non-CIC termination.
Cloudflare stockholders elect all three Class II directors, ratify KPMG, approve say-on-pay
Maria Eitel, Matthew Prince, and Katrin Suder elected as Class II directors with votes for ranging from 520.9M to 590.0M.
Cloudflare enters $400M senior secured revolver due 2029; no initial borrowings
$400M revolving credit facility with $30M sublimits for letters of credit and swingline loans.
Cloudflare Q1 revenue $378.6M (+30% YoY); non-GAAP EPS $0.16
GAAP net loss $35.5M ($0.10/sh) vs $38.1M ($0.12/sh) a year ago; non-GAAP net income $58.2M ($0.16 diluted EPS) vs $27.2M ($0.08).
Director Mark Anderson resigns from Cloudflare board; remains as President of Revenue
Mark Anderson resigned as Class III director effective February 29, 2024.
Cloudflare Q4 revenue $362.5M (+32% YoY); record operating cash flow $85.4M
Q4 revenue $362.5M (+32% YoY); FY2023 revenue $1,296.7M (+33% YoY).
Effective immediately after the effectiveness of Ms. Eitel’s resignation, the Board increased the size of the Board to nine members and appointed Stacey Cunningham, Karim Lakhani, and John Graham-Cumming to serve as members of the Board.
On March 25, 2025, Maria Eitel, a Class II director of the Board of Directors (the “Board”) of Cloudflare, Inc. (the “Company”) and chair of the Nominating and Corporate Governance Committee of the Board (the “Nominating Committee”), notified the Company of her resignation from the Board, effective as of March 27, 2025.
Effective immediately after the effectiveness of Ms. Eitel’s resignation, the Board increased the size of the Board to nine members and appointed Stacey Cunningham, Karim Lakhani, and John Graham-Cumming to serve as members of the Board.
Effective immediately after the effectiveness of Ms. Eitel’s resignation, the Board increased the size of the Board to nine members and appointed Stacey Cunningham, Karim Lakhani, and John Graham-Cumming to serve as members of the Board.
the Board of Directors of the Company (the “Board”) appointed Ms. Zatlyn as Co-Chair of the Board.
On February 29, 2024, Mark Anderson, a Class III director of the Board of Directors (the “Board”) of Cloudflare, Inc. (the “Company”) and a previous member of the Board’s Compensation Committee and Nominating and Corporate Governance Committee, notified the Company of his decision to resign from the Board, effective immediately.
Max materiality 0.85 · Median 0.75 · Most common event earnings