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Cloudflare reported third-quarter revenue of $782.5 million, up 39% year-over-year, while operating margin reached 17.5%. Dollar-based net retention rose to 122%, and more than 158,000 paying customers were added.
Cloudflare reported revenue of $782,513 thousand for the three months ended September 30, 2026; its agentic AI-first plan reduced approximately 20% of its workforce and carried up to $165 million in restructuring charges.
Cloudflare reported third-quarter revenue of $782.5 million, up 39% year over year, and appointed Christian Smith as President of Revenue effective November 2, 2026.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Cloudflare delivered 39% revenue growth, record customer additions, a record 17.5% operating margin, and strong fourth-quarter guidance. The main negatives were lower gross and free-cash-flow margins, wider GAAP losses, and continuing cybersecurity vulnerabilities.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Current RPO year-over-year growth | 35% | Q2 FY2026 | — |
| Dollar-based net retention rate | 120% | Three Months Ended June 30, 2026 filing | — |
| Free cash flow non-GAAP | $56.4M | Q2 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 117.56M
-49.96M Purchases of property and equipment
-11.22M Capitalized internal-use software
= Free cash flow 56.38M
|
|||
| Non-GAAP income from operations non-GAAP | $96.11M | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Loss from operations -205.7M
+140.59M Stock-based compensation expense and related employer payroll taxes
+7.44M Amortization of acquired intangible assets
+2.08M Acquisition-related and other expenses
+0K Lease impairment charges
+1M Legal reserve and settlements
+150.69M Restructuring and other charges
= Non-GAAP income from operations 96.11M
|
|||
| Paying customers (> $100,000 Annualized Revenue) | 4,698 | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NET
this stock
Cloudflare, Inc.
|
$109.60B | +55.1% | +29.8% | — | 2.2% |
|
MSFT
Microsoft Corp
|
$3.89T | +8.3% | +6.9% | 27.4 | 0.8% |
|
PLTR
Palantir Technologies Inc.
|
$404.77B | -5.5% | +56.2% | 117.5 | 2.3% |
|
ORCL
Oracle Corp
|
$379.03B | -35.7% | +17.3% | 19.7 | 1.5% |
|
PANW
Palo Alto Networks Inc
|
$263.59B | +74.9% | +29.0% | — | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Cloudflare reported revenue of $782,513 thousand for the three months ended September 30, 2026; its agentic AI-first plan reduced approximately 20% of its workforce and carried up to $165 million in restructuring charges.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NET | +13.8% | +3.2% | +40.6% | +9.0% | +55.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +11.2% | +4.4% | +40.1% | +9.1% | +44.5% |
