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Company / Finance

Cloudflare, Inc.

NET · NYSE

Cloudflare reported FY2025 revenue of $2.2 billion and Q1 2026 revenue of $639.8 million. The thesis depends on security demand, developer platform adoption, operating leverage, capex discipline and cash conversion.

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NYSENETCoverage BootstrapCloudflare, Inc.
Latest ReportMay 20, 2026NET: edge-network growth still has to prove durable profitView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

NET: edge-network growth still has to prove durable profit

Cloudflare reported FY2025 revenue of $2.2 billion and Q1 2026 revenue of $639.8 million. The thesis depends on security demand, developer platform adoption, operating leverage, capex discipline and cash conversion.

May 20, 2026Research reportSlides available
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Cloudflare, Inc.edge-network growth still has to prove durable profitMay 20, 2026
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NET: edge-network growth still has to prove durable profitCloudflare reported FY2025 revenue of $2.2 billion and Q1 2026 revenue of $639.8 million. The thesis depends on security demand, developer platform adoption, operating leverage, capex discipline and cash conversion.NYSEMay 20, 2026Research reportReadSlides