NET Cloudflare, Inc.

CIK 0001477333 43 ready 8-Ks latest August 13, 2026, 5:01 PM ET RSS · JSON

Activity: NORMAL 2 filings / 30d vs 1 baseline

Ready 8-Ks 43

Latest filing August 13, 2026, 5:01 PM ET

Top materiality 0.85

Event mix earnings ×21 · leadership ×6 · debt ×5

Sentiment 20 pos · 0 neg · 23 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for NET

Highest-materiality recent filing

Cloudflare Q1 revenue $639.8M (+34% YoY), non-GAAP EPS $0.25; to cut ~20% of workforce

May 7, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.05 item 2.02 item 7.01 item 9.01 ◈ Earnings Releases◈ Restructurings & Charges

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.

Read filing →

August 13, 2026, 5:01 PM ET debt materiality 0.70 neutral item 1.01 item 2.03 item 3.02 item 8.01 item 9.01

Cloudflare raises $2.5B in 0% convertible notes due 2031; conversion premium 60%

$2.5B aggregate principal of 0% convertible senior notes due 2031; net proceeds ~$2.462B.
August 6, 2026, 4:20 PM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 9.01

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

Revenue $696.1M, up 36% YoY; GAAP gross margin 71.8% vs 74.9% YoY.
July 1, 2026, 5:09 PM ET other material materiality 0.70 neutral item 5.02 item 5.07 item 9.01

Cloudflare shareholders approve Class C stock creation, authorized share increases, equity plan amendments

Shareholders approved creation of Class C common stock and increase in authorized Class A shares from 2.25B to 4.5B (Proposal 4B) and preferred from 225M to 450M (Proposal 4C).
June 30, 2026, 4:56 PM ET other material materiality 0.60 neutral item 5.02 item 5.07 item 9.01

Cloudflare stockholders approve Class C common stock creation and share increase at 2026 annual meeting

Stockholders approved creation of Class C common stock (382M for, 200M against) and Class C split.
May 7, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.05 item 2.02 item 7.01 item 9.01 ◈ Earnings Releases◈ Restructurings & Charges

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).
May 7, 2026, 7:59 PM ET other material materiality 0.85 neutral item 2.02 item 2.05 item 7.01 item 9.01 ◈ Earnings Releases◈ Restructurings & Charges

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).
February 10, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

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).
October 30, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

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).
July 31, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01

Cloudflare Q2 revenue $512.3M (+28% YoY); annualized run rate tops $2B

Total revenue $512.3M, up 28% YoY; annualized revenue exceeded $2B.
June 17, 2025, 7:59 PM ET debt materiality 0.70 neutral item 1.01 item 2.03 item 3.02 item 8.01 item 9.01 ◈ Debt Financings

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.
May 8, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

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%).
February 6, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

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).
November 7, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

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%.
August 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

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.
May 21, 2024, 7:59 PM ET debt materiality 0.65 neutral item 1.01 item 2.03 item 9.01

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.
May 2, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

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).
February 8, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

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).
November 2, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Cloudflare Q3 revenue $335.6M (+32% YoY); non-GAAP EPS $0.16, beats estimates

GAAP net loss $23.5M ($0.07 loss/share) vs $42.5M loss a year ago; non-GAAP net income $55.3M ($0.16 diluted EPS).
August 3, 2023, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Cloudflare Q2 revenue $308.5M (+32% YoY); record bookings and operating profit

Revenue $308.5M, +32% YoY; GAAP net loss $94.5M ($0.28 per share).
April 27, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Cloudflare Q1 revenue $290.2M (+37% YoY); non-GAAP EPS $0.08, free cash flow $13.9M

Revenue $290.2M (+37% YoY); GAAP gross margin 75.7%, non-GAAP 77.8%.
February 9, 2023, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Cloudflare Q4 revenue $274.7M (+42% YoY); record non-GAAP op income $16.8M, FCF $33.7M

Q4 revenue $274.7M (+42% YoY); FY revenue $975.2M (+49% YoY).
November 3, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Cloudflare Q3 revenue $254M (+47% YoY); non-GAAP EPS $0.06, annualized revenue tops $1B

Total revenue $253.9M, up 47% YoY; GAAP net loss $0.13/sh; non-GAAP net income $0.06/diluted share.
August 4, 2022, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01

Cloudflare Q2 revenue up 54% to $234.5M; record 212 large customer additions

Revenue $234.5M (+54% YoY); GAAP gross margin 76.2%; non-GAAP gross margin 78.9%.
May 5, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

Cloudflare Q1 revenue $212.2M (+54% YoY); non-GAAP operating income turns positive

Revenue $212.2M (+54% YoY); GAAP net loss $41.4M ($0.13 loss/share), non-GAAP net income $3.5M ($0.01 EPS).
February 10, 2022, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

Cloudflare Q4 revenue $193.6M (+54% YoY); full year $656.4M (+52% YoY) with record net retention 125%

Q4 revenue $193.6M, up 54% YoY; FY revenue $656.4M, up 52% YoY.
November 4, 2021, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

Cloudflare Q3 revenue $172.3M (+51% YoY); non-GAAP net income positive for first time

Revenue $172.3M, up 51% YoY; GAAP net loss $107.3M ($0.34 loss per share) vs $26.5M loss year ago.
August 13, 2021, 7:59 PM ET debt materiality 0.70 neutral item 1.01 item 2.03 item 3.02 item 8.01 item 9.01

Cloudflare prices $1.125B 0% convertible notes due 2026; exchanges $400M of 2025 notes

Offering upsized from $1B to $1.125B; initial conversion price ~$191.34 per share (52.5% premium to $125.47 close).
August 5, 2021, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

Cloudflare Q2 revenue $152.4M (+53% YoY); GAAP net loss $0.12 EPS

Revenue $152.4M, up 53% YoY; GAAP gross margin 77.0%, non-GAAP 78.0%.

Executive changes

Appointed

Stacey Cunningham

Class III Director

NET · Cloudflare, Inc.

Effective: 2025-03-27
Filed: March 27, 2025, 7:59 PM ET

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.

Departed

Maria Eitel

Class II Director and Chair of the Nominating Committee

NET · Cloudflare, Inc.

Effective: 2025-03-27
Filed: March 27, 2025, 7:59 PM ET

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.

Appointed

John Graham-Cumming

Class II Director

NET · Cloudflare, Inc.

Effective: 2025-03-27
Filed: March 27, 2025, 7:59 PM ET

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.

Appointed

Karim Lakhani

Class I Director

NET · Cloudflare, Inc.

Effective: 2025-03-27
Filed: March 27, 2025, 7:59 PM ET

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.

Role change

Michelle Zatlyn

Co-Chair of the Board

NET · Cloudflare, Inc.

Effective: 2025-02-05
Filed: February 6, 2025, 6:59 PM ET

the Board of Directors of the Company (the “Board”) appointed Ms. Zatlyn as Co-Chair of the Board.

Departed

Mark Anderson

Class III Director

NET · Cloudflare, Inc.

Effective: 2024-02-29
Filed: March 1, 2024, 6:59 PM ET

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.

Appointed

Janel Riley

Vice President, Finance and Chief Accounting Officer

NET · Cloudflare, Inc.

Effective: 2023-05-01
Filed: January 31, 2023, 6:59 PM ET

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.

Departed

Paul Underwood

Vice President, Head of Finance and Chief Accounting Officer

NET · Cloudflare, Inc.

Effective: 2023-06-01
Successor: Janel Riley
Filed: January 31, 2023, 6:59 PM ET

On January 25, 2023, Paul Underwood, the Company's Vice President, Head of Finance and Chief Accounting Officer, announced his decision to step down.

Earnings & guidance

2026-Q1 EPS reported -$0.07 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

20 positive 0 negative 23 neutral

source · NET on sec.gov