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”
Earnings Releases
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”
Restructurings & Charges
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”
Restructurings & Charges
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”
Debt Financings
Cloudflare, Inc. incurred convertible notes of $2.0 billion aggregate principal amount at 0% maturing June 15, 2030.
“On June 17, 2025, Cloudflare, Inc. (the “Company”) issued $2.0 billion aggregate principal amount of 0% Convertible Senior Notes due 2030 (the “Notes”) pursuant to an indenture, dated June 17, 2025 (the “Indenture”), between the Company and U.S. Bank Trust Company, National Association, as trustee.”
John Graham-Cumming was appointed as Class II Director at Cloudflare, Inc..
“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.”
Karim Lakhani was appointed as Class I Director at Cloudflare, Inc..
“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.”
Stacey Cunningham was appointed as Class III Director at Cloudflare, Inc..
“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.”
Maria Eitel resigned as Class II Director and Chair of the Nominating Committee at Cloudflare, Inc..
“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.”
Michelle Zatlyn was appointed as Co-Chair of the Board at Cloudflare, Inc..
“the Board of Directors of the Company (the “Board”) appointed Ms. Zatlyn as Co-Chair of the Board.”
Earnings Releases
Cloudflare, Inc. reported the fiscal quarter ended March 31, 2024 results: revenue $378.6 million, net income GAAP net loss was $35.5 million, compared to $38.1 million in the first quarter of 2023. GAAP net loss per basic and dil, EPS $0.10.
“loudflare Announces First Quarter 2024 Financial Results • First quarter revenue totaled $378.6 million, representing an increase of 30% year-over-year • GAAP loss from operations of $54.6 million, or 14% of revenue, and non-GAAP income from operations of $42.4 million, or 11% of revenue • Operating cash flow of $73.6 million, or 19% of revenue, and free cash flow of $35.6 million, or 9% of revenue San Francisco, CA, May 2, 2024 — Cloudflare, Inc.”
Mark Anderson resigned as Class III Director at Cloudflare, Inc..
“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.”
Earnings Releases
Cloudflare, Inc. reported Q4 2023 results: revenue $362.5 million, net income GAAP net loss was $27.9 million, EPS GAAP net loss per basic and diluted share was $0.08.
“by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces Fourth Quarter and Fiscal Year 2023 Financial Results • Fourth quarter revenue totaled $362.5 million, representing an increase of 32% year-over-year; fiscal year 2023 revenue totaled $1,296.7 million, representing an increase of 33% year-over-year • GAAP loss from operations of”
Earnings Releases
Cloudflare, Inc. reported the fiscal quarter ended September 30, 2023 results: revenue $335.6 million, net income GAAP net loss was $23.5 million, EPS GAAP net loss per basic and diluted share was $0.07.
“expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces Third Quarter 2023 Financial Results • Third quarter revenue totaled $335.6 million, representing an increase of 32% year-over-year • GAAP loss from operations of $39.2 million, or 12% of revenue, and non-GAAP income from operations of $42.5 million, or 13% of”
Earnings Releases
Cloudflare, Inc. reported the fiscal quarter ended June 30, 2023 results: revenue $308.5 million, net income $94.5 million, EPS $0.28.
“set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces Second Quarter 2023 Financial Results • Second quarter revenue totaled $308.5 million, representing an increase of 32% year-over-year • Delivered GAAP loss from operations of $56.2 million, or 18% of revenue, and non-GAAP income from operations of $20.3 million,”
Shareholder Votes
Cloudflare, Inc. shareholders approved Advisory Vote to Approve the Compensation of Named Executive Officers at the 2023-06-01 meeting.
“Proposal Three - Advisory Vote to Approve the Compensation of Named Executive Officers. The stockholders approved, on an advisory non-binding basis, the compensation of the Company’s named executive officers, as disclosed in the 2023 Proxy Statement. The results of such vote were: For Against Abstained Broker Non-Votes 442,513,765 157,079,612 684,537 44,379,221”
Shareholder Votes
Cloudflare, Inc. shareholders approved Ratification of the Appointment of Independent Registered Public Accounting Firm at the 2023-06-01 meeting.
“Proposal Two - Ratification of the Appointment of Independent Registered Public Accounting Firm . The appointment of KPMG LLP as the Company’s independent registered public accounting firm for the Company’s fiscal year ending December 31, 2023 was ratified. The results of such vote were: For Against Abstained Broker Non-Votes 643,402,965 882,004 372,166 —”
Shareholder Votes
Cloudflare, Inc. shareholders approved Election of Class I Directors at the 2023-06-01 meeting.
“Proposal One - Election of Class I Directors. The following nominees were each elected as a Class I director to serve until the Company's 2026 annual meeting of stockholders or until his or her successor is duly elected and qualified. The results of such vote were: Nominee For Withheld Broker Non-Votes Scott Sandell 469,657,302 130,620,612 44,379,221 Michelle Zatlyn 535,818,854 64,459,060 44,379,221”
Earnings Releases
Cloudflare, Inc. reported the fiscal quarter ended March 31, 2023 results: revenue $290.2 million, net income $38.1 million, EPS $0.12.
“First Quarter Fiscal 2023 Financial Highlights • Revenue : Total revenue of $290.2 million, representing an increase of 37% year-over-year. • Gross Profit : GAAP gross profit was $219.7 million, or 75.7% gross margin, compared to $165.1 million, or 77.8%, in the first quarter of 2022. Non-GAAP gross profit was $225.9 million, or 77.8% gross margin, compared to $166.9 million, or 78.7%, in the first quarter of 2022. • Operating Income (Loss) : GAAP loss from operations was $47.3 million, or 16.3% of total revenue, compared to $40.0 million, or 18.9% of total revenue, in the first quarter of 2022. Non-GAAP income from operations was $19.4 million, or 6.7% of total revenue, compared to $4.9 million, or 2.3% of total revenue, in the first quarter of 2022. • Net Income (Loss) : GAAP net loss was $38.1 million, compared to $41.4 million in the first quarter of 2022. GAAP net loss per basic and diluted share was $0.12, compared to $0.13 in the first quarter of 2022.”
Earnings Releases
Cloudflare, Inc. reported financial results for the fiscal quarter and year ended December 31, 2022.
“On February 9, 2023, Cloudflare, Inc. (the "Company") reported financial results for the fiscal quarter and year ended December 31, 2022.”
Paul Underwood departed as Vice President, Head of Finance and Chief Accounting Officer at Cloudflare, Inc..
“On January 25, 2023, Paul Underwood, the Company's Vice President, Head of Finance and Chief Accounting Officer, announced his decision to step down.”
Janel Riley was appointed as Vice President, Finance and Chief Accounting Officer at Cloudflare, Inc..
“On January 25, 2023, Janel Riley signed an offer letter with Cloudflare, Inc. (the “Company”), pursuant to which she will hold the position of Vice President, Finance effective upon her commencement of employment with the Company on May 1, 2023.”
Earnings Releases
Cloudflare, Inc. reported the fiscal quarter ended September 30, 2022 results: revenue Total revenue of $253.9 million, net income GAAP net loss was $42.5 million, EPS GAAP net loss per basic and diluted share was $0.13.
“set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Cloudflare Announces Third Quarter 2022 Financial Results • Third quarter total revenue totaled $253.9 million, representing an increase of 47% year-over-year, surpassing $1 billion in annualized revenue • Strong large customer growth, with an addition of 159 large customers in the”
Governance Changes
Cloudflare, Inc.: Amended and restated bylaws, including revisions to director nomination procedures, stockholder meeting procedures, board committee rules, and other conforming changes (effective 2022-10-26).
“On October 26, 2022, the Board of Directors of Cloudflare, Inc. (the “Company”) approved and adopted an amendment and restatement of the Company’s bylaws (the “Amended and Restated Bylaws”), effective as of such date.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.