NET · Cloudflare, Inc. · Earnings Call Transcripts & Audio
$347.28
-4.98 (-1.41%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$124.28B
Shares
356.08M
Volume · Sep 30
2.59M
Avg daily vol (3M)
3.39M
Cloudflare, Inc. Earnings Call Transcripts
Quarterly earnings calls for Cloudflare, Inc. (NET), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲47.3%
$253.86M
−$42.55M
'22 Q3
22-11-03
▲41.9%
$274.70M
−$45.92M
'22 Q4
23-02-09
▲36.8%
$290.18M
−$38.08M
'23 Q1
23-04-27
▲31.5%
$308.49M
−$94.47M
'23 Q2
23-08-03
▲32.2%
$335.60M
−$23.54M
'23 Q3
23-11-02
▲32%
$362.47M
−$27.86M
'23 Q4
24-02-08
▲30.5%
$378.60M
−$35.54M
'24 Q1
24-05-02
▲30%
$401.00M
−$15.08M
'24 Q2
24-08-01
▲28.2%
$430.08M
−$15.33M
'24 Q3
24-11-07
▲26.9%
$459.95M
−$12.85M
'24 Q4
25-02-06
▲26.5%
$479.09M
−$38.45M
'25 Q1
25-05-08
▲27.8%
$512.32M
−$50.45M
'25 Q2
25-07-31
▲30.7%
$562.03M
−$1.29M
'25 Q3
25-10-30
▲33.6%
$614.51M
−$12.08M
'25 Q4
26-02-10
▲33.5%
$639.75M
−$22.93M
'26 Q1
26-05-07
LATEST
▲35.9%
$696.06M
−$169.98M
'26 Q2
26-08-06
Conference
Investor event
2026-09-09
Cloudflare, Inc. (NET) September 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
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 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
Showing 1–29 of 29 earnings calls
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1477333
CUSIP
18915M107
13F (30d)
24 filings
17 filers
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