Cloudflare (GB:0A3Z)
LSE:0A3Z
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.27Last Year’s EPS
0.21Same Quarter Last Year
Moderate Buy
Based on 24 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial momentum—robust revenue growth (34% YoY), expanding large-customer base, record large deals, solid profitability, and strong free cash flow—paired with aggressive strategic moves to replatform the company for agentic AI. Key near-term negatives include a substantial workforce reduction (~20%) with related $140M–$150M restructuring charges, and pressure on gross margins from mix shifts toward lower-margin developer products and reclassification of traffic costs. On balance, the growth, cash generation, customer wins, and clear strategic positioning for AI materially outweigh the immediate costs and execution risks of the transition.Company Guidance
Strong Revenue Growth
Total revenue of $639.8 million, up 34% year-over-year; Q2 revenue guide of $664M–$665M (~30% YoY) and full-year 2026 revenue guide of $2.805B–$2.813B (~30% YoY at midpoint).
Large Customer Expansion
4,416 customers paying >$100k annually (up 25% YoY); revenue from these large customers grew 38% YoY and represented 72% of revenue (up from 69% a year ago).
Record Enterprise and Large Deals
Deals >$1M were up 73% YoY; record number of $5M+ customers added in Q1 (equal to total added in all of prior year); customers spending >$5M grew 50% YoY.
High Dollar-Based Net Retention and Customer Retention Signals
Dollar-based net retention (DBNR) of 118% (up 7% YoY, down 2% sequentially); quarterly gross retention reached its highest level in four years, and bookings from new customers grew at the highest rate since 2023.
Developer Platform Momentum
Developers on Workers increased to >5.5 million, adding 1 million new developers in the quarter; new pipeline generation grew sequentially at the fastest pace in five years.
Profitability and Cash Generation
Operating income of $73.1 million (operating margin 11.4%); net income $94 million; strong free cash flow of $84.1 million (13% of revenue), up from $52.9 million (11%) YoY; $4.2 billion in cash and securities on hand.
Geographic and Product Diversification
Revenue growth across regions: U.S. +34% YoY (49% of revenue), EMEA +31% YoY (28% of revenue), APAC +34% YoY (15% of revenue). Broad wins across application services, Workers, Zero Trust, SASE, and AI workloads.
Strong Sales Productivity and GTM Execution
Sales productivity increased YoY for the ninth consecutive quarter; accelerated hiring of quota-carrying sales capacity (fastest pace since 2023); partners contributed 30% of revenue and pool-of-funds motion showing high renewal rates.
GB:0A3Z 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
GB:0A3Z Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $254.01 | $199.20 | -21.58% |
Feb 10, 2026 | $181.53 | $190.04 | +4.69% |
Oct 30, 2025 | $227.46 | $250.21 | +10.00% |
Jul 31, 2025 | $207.78 | $199.69 | -3.90% |
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 (GB:0A3Z) report earnings?
Cloudflare (GB:0A3Z) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Cloudflare (GB:0A3Z) earnings time?
Cloudflare (GB:0A3Z) earnings time is at Jul 30, 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 the P/E ratio of Cloudflare stock?
The P/E ratio of Cloudflare is N/A.
What is GB:0A3Z EPS forecast?
GB:0A3Z EPS forecast for the fiscal quarter 2026 (Q2) is 0.27.
