Companies /Technology

Cloudflare Inc - Class A

NYSE: NET Software - Infrastructure
$300.94
▼ $7.29 (−2.37%) today
Markets open · 4:01pm ET

Earnings History & Trends

EPS and revenue vs. Street estimates · SEC filings
90%
EPS beat rate
+12.85%
Avg. EPS surprise
Consecutive EPS beats
NET vs Market · 30-day return after each reportNETS&P 500
−20%0%+20%+25.5%+1.6%Q3 24−28.4%−7.0%Q4 24+35.8%+6.6%Q1 25+2.8%+3.5%Q2 25−19.3%+0.3%Q3 25+9.5%−3.3%Q4 25+12.0%−1.7%Q1 26
−20%0%+20%Q3 24Q1 25Q3 25Q1 26
NET EPS Trend · estimate vs actualEstimateActual
$0.00$0.08$0.16$0.24$0.18$0.20Q3 24$0.18$0.19Q4 24$0.16$0.16Q1 25$0.18$0.21Q2 25$0.23$0.27Q3 25$0.27$0.28Q4 25$0.23$0.25Q1 26$0.27$0.29Q2 26
$0.00$0.08$0.16$0.24Q3 24Q1 25Q3 25Q1 26
NET Revenue Trend · estimate vs actualEstimateActual
$0$200.0M$400.0M$600.0M$424.1M$430.1MQ3 24$452.1M$459.9MQ4 24$469.7M$479.1MQ1 25$501.6M$512.3MQ2 25$544.9M$562.0MQ3 25$591.4M$614.5MQ4 25$622.8M$639.8MQ1 26$666.3M$696.1MQ2 26
$0$200.0M$400.0M$600.0MQ3 24Q1 25Q3 25Q1 26

Quarter by Quarter

Quarter EPS · est. Surprise Revenue · est. Surprise
Q2 2026 GAAP net loss includes $150.7 million in restructuring and other charges related to workforce reduction and agentic AI-first operating model realignment, $140.6 million in stock-based compensation and related employer payroll taxes, $7.4 million in amortization of acquired intangible assets, $2.1 million in acquisition-related and other expenses, $2.4 million in amortization of debt issuance costs, and $1.0 million in legal reserve and settlements. $0.29 est. $0.27 +7.49% $696.1M est. $666.3M +4.46%
Q1 2026 $0.25 est. $0.23 +6.47% $639.8M est. $622.8M +2.72%
Q4 2025 $0.28 est. $0.27 +3.21% $614.5M est. $591.4M +3.91%
Q3 2025 $0.27 est. $0.23 +15.34% $562.0M est. $544.9M +3.13%
Q2 2025 $0.21 est. $0.18 +15.51% $512.3M est. $501.6M +2.14%
Q1 2025 $0.16 est. $0.16 −1.54% $479.1M est. $469.7M +2.00%
Q4 2024 $0.19 est. $0.18 +4.97% $459.9M est. $452.1M +1.73%
Q3 2024 $0.20 est. $0.18 +11.11% $430.1M est. $424.1M +1.41%
Q2 2024 $0.20 est. $0.14 +42.86% $401.0M est. $394.9M +1.53%
Q1 2024 $0.16 est. $0.13 +23.08% $378.6M est. $373.1M +1.48%

Figures from SEC filings and company reports. Not investment advice.