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Cloudflare (NET)
NYSE:NET
Earnings Data
Report Date
Feb 05, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.27Last Year’s EPS
0.19Same Quarter Last Year
Moderate Buy
Based on 22 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Cloudflare reported strong financial and operational results with robust revenue growth and strategic partnerships driving its success. Despite the departure of a key executive, the company's future outlook remains positive, supported by increased sales productivity and strategic investments in AI and partnerships.Company Guidance
Revenue Growth and Large Customer Expansion
Cloudflare achieved revenue of $562 million, up 30.7% year-over-year. Large customers, those paying over $100,000 per year, increased by 23% year-over-year, contributing 73% of the total revenue.
Strong Operating and Financial Performance
Operating profit was $85.9 million with a 15.3% operating margin. Free cash flow was $75 million, exceeding expectations.
Partnerships and Strategic Wins
Cloudflare expanded its relationships with several high-profile companies, including a Global 2000 digital media platform and a leading European technology company, with significant multi-year contracts.
Innovation and AI Integration
Cloudflare's Workers developer platform saw significant adoption for running AI inference tasks, contributing to the company's growth.
Sales and Market Strategy Success
Sales productivity increased for the seventh consecutive quarter, with close rates and bookings from partner-initiated opportunities doubling year-over-year.
NET Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NET Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | $222.50 | $253.30 | +13.84% |
Jul 31, 2025 | $207.68 | $200.11 | -3.65% |
May 08, 2025 | $124.31 | $132.34 | +6.46% |
Feb 06, 2025 | $141.52 | $166.66 | +17.76% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cloudflare (NET) report earnings?
Cloudflare (NET) is schdueled to report earning on Feb 05, 2026, After Close (Confirmed).
What is Cloudflare (NET) earnings time?
Cloudflare (NET) earnings time is at Feb 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NET EPS forecast?
NET EPS forecast for the fiscal quarter 2025 (Q4) is 0.27.
