NET · Cloudflare, Inc. · Webcasts, Transcripts & Audio
$305.81
-12.69 (-3.98%)
At close · Nov 13
Return incl. dividend (before tax)
Play latest call
Q3 2026 earnings call transcript
Market Cap
$109.60B
Shares
358.39M
Volume · Nov 13
4.17M
Avg daily vol (3M)
3.42M
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Cloudflare, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Cloudflare, Inc. (NET), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Conference
Investor event
2026-12-09
Cloudflare, Inc. (NET) December 9, 2026 Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-11-18
Cloudflare, Inc. (NET) November 18, 2026 Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-11-05
Cloudflare, Inc. (NET) Q3 2026 Earnings Call Transcript
Confident tone
Large-customer expansion
Workers and developer platform
Go-to-market execution and leadership transition
Revenue
$782.51M
▲ 39.2% YoY Diluted EPS
$-0.10
Gross margin
71.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-09-09
Cloudflare, Inc. (NET) September 9, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-08-06
Cloudflare, Inc. (NET) Q2 2026 Earnings Call Transcript
Confident tone
Agentic AI and developer platform
Revenue and customer growth
Customer wins and contract expansion
Revenue
$696.06M
▲ 35.9% YoY Diluted EPS
$-0.48
Gross margin
71.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Capital Markets Day
Investor event
2026-06-09
Cloudflare, Inc. (NET) June 9, 2026 Capital Markets Day
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-07
Cloudflare, Inc. (NET) Q1 2026 Earnings Call Transcript
Positive tone
Revenue and large customer growth
AI and agentic workloads
Macroeconomic and competitive outlook
Revenue
$639.75M
▲ 33.5% YoY Diluted EPS
$-0.07
Gross margin
71.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-03
Cloudflare, Inc. (NET) March 3, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-10
Cloudflare, Inc. (NET) Q4 2025 Earnings Call Transcript
Confident tone
Revenue and growth metrics
Zero Trust and security portfolio wins
Large customer wins and contract sizes
Revenue
$614.51M*
▲ 33.6% YoY Gross margin
73.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
Cloudflare, Inc. (NET) Q3 2025 Earnings Call Transcript
Confident tone
Revenue growth and large customer expansion
Workers platform and developer business wins
Profitability and cash flow
Revenue
$562.03M
▲ 30.7% YoY Diluted EPS
$0.00
Gross margin
74.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Cloudflare, Inc. (NET) Q2 2025 Earnings Call Transcript
Confident tone
Revenue growth and financial performance
Large customer expansion and land-and-expand
Go-to-market execution under Mark Anderson
Revenue
$512.32M
▲ 27.8% YoY Diluted EPS
$-0.15
Gross margin
74.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Cloudflare, Inc. (NET) Q1 2025 Earnings Call Transcript
Confident tone
Revenue and large customer growth
Go-to-market and sales productivity
Zero Trust and SASE wins
Revenue
$479.09M
▲ 26.5% YoY Diluted EPS
$-0.11
Gross margin
75.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-06
Cloudflare, Inc. (NET) Q4 2024 Earnings Call Transcript
Confident tone
Revenue and large customer growth
AI inference and GPU utilization
Developer platform and Workers/Workers AI
Revenue
$459.95M*
▲ 26.9% YoY Gross margin
76.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Cloudflare, Inc. (NET) Q3 2024 Earnings Call Transcript
Confident tone
Go-to-market rebuild and sales transformation
Developer platform and primitives
Customer growth and large customer wins
Revenue
$430.08M
▲ 28.2% YoY Diluted EPS
$-0.04
Gross margin
77.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Cloudflare, Inc. (NET) Q2 2024 Earnings Call Transcript
Confident tone
Go-to-market execution and sales productivity
SASE and Zero Trust platform
Public sector and federal business
Revenue
$401.00M
▲ 30% YoY Diluted EPS
$-0.04
Gross margin
77.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Cloudflare, Inc. (NET) Q1 2024 Earnings Call Transcript
Positive tone
Strong Q1 Financial Results
Competitive Positioning / Connectivity Cloud
AI Product Strategy and Adoption vs. Monetization
Revenue
$378.60M
▲ 30.5% YoY Diluted EPS
$-0.10
Gross margin
77.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-08
Cloudflare, Inc. (NET) Q4 2023 Earnings Call Transcript
Confident tone
Strong Q4 financial results
Go-to-market transformation and new leadership
Record new ACV and large customer wins
Revenue
$362.47M*
▲ 32% YoY Gross margin
77.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Cloudflare, Inc. (NET) Q3 2023 Earnings Call Transcript
Revenue
$335.60M
▲ 32.2% YoY Diluted EPS
$-0.07
Gross margin
76.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Cloudflare, Inc. (NET) Q2 2023 Earnings Call Transcript
Revenue
$308.49M
▲ 31.5% YoY Diluted EPS
$-0.28
Gross margin
75.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Cloudflare, Inc. (NET) Q1 2023 Earnings Call Transcript
Revenue
$290.18M
▲ 36.8% YoY Diluted EPS
$-0.12
Gross margin
75.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-09
Cloudflare, Inc. (NET) Q4 2022 Earnings Call Transcript
Revenue
$274.70M*
▲ 41.9% YoY Gross margin
75.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Cloudflare, Inc. (NET) Q3 2022 Earnings Call Transcript
Revenue
$253.86M
▲ 47.3% YoY Diluted EPS
$-0.13
Gross margin
75.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Cloudflare, Inc. (NET) Q2 2022 Earnings Call Transcript
Revenue
$234.52M
▲ 53.9% YoY Diluted EPS
$-0.20
Gross margin
76.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Cloudflare, Inc. (NET) Q1 2022 Earnings Call Transcript
Revenue
$212.17M
▲ 53.7% YoY Diluted EPS
$-0.13
Gross margin
77.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-10
Cloudflare, Inc. (NET) Q4 2021 Earnings Call Transcript
Revenue
$193.60M*
▲ 53.7% YoY Gross margin
78.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Cloudflare, Inc. (NET) Q3 2021 Earnings Call Transcript
Revenue
$172.35M
▲ 51% YoY Diluted EPS
$-0.34
Gross margin
78.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Cloudflare, Inc. (NET) Q2 2021 Earnings Call Transcript
Revenue
$152.43M
▲ 52.9% YoY Diluted EPS
$-0.12
Gross margin
77.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Cloudflare, Inc. (NET) Q1 2021 Earnings Call Transcript
Revenue
$138.06M
▲ 51.3% YoY Diluted EPS
$-0.13
Gross margin
76.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-11
Cloudflare, Inc. (NET) Q4 2020 Earnings Call Transcript
Revenue
$125.93M*
▲ 50% YoY Gross margin
76.9%
Rev · 7q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Cloudflare, Inc. (NET) Q3 2020 Earnings Call Transcript
Revenue
$114.16M
▲ 54.4% YoY Diluted EPS
$-0.09
Gross margin
76.3%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Cloudflare, Inc. (NET) Q2 2020 Earnings Call Transcript
Revenue
$99.72M
▲ 47.9% YoY Diluted EPS
$-0.09
Gross margin
75.8%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Cloudflare, Inc. (NET) Q1 2020 Earnings Call Transcript
Revenue
$91.25M
▲ 47.8% YoY Gross margin
77.2%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-13
Cloudflare, Inc. (NET) Q4 2019 Earnings Call
Revenue
$83.93M*
Gross margin
78.3%
Rev · 4q
Audio
Transcript
Slides
8-K10-K
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