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 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 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 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 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 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).
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