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NETNew York Stock Exchange

Cloudflare Financial Results (NET)

Report publication dates, analyst consensus, and how Cloudflare's share price reacted to previous earnings — all in one place, in English.

Updated: October 11, 2026

Share Price
360.93 USD
+5.57%
Market Cap
$128.52 bn
Next Report
October 29, 2026
estimated date
Earnings Beat
100%
out of 4 last quarters
Average Share Price Movement
11.00%
on the session after publication
Cloudflare's Performance vs. ForecastsThe company beat analyst forecasts in 100% of the last 4 quarters.100%above forecasts
Percentage of quarters in which Cloudflare's results beat analyst consensus — from the last 4 reports.

When Cloudflare Publishes Earnings

The next Cloudflare earnings report is scheduled for October 29, 2026. The company has not yet confirmed this date, and it may be subject to change.

The expected earnings per share (EPS) is 0.34 USD. Analyst forecasts range from 0.34 to 0.37 USD. The market reacts not to the absolute earnings, but to the difference between the actual result and this forecast.

Expected revenue: $738.09M.

Cloudflare's Last Earnings Report: What the Numbers Showed

Cloudflare's last earnings report was for the quarter ending June 30, 2026. Revenue was $696.06M, and net income was -$169.98M. Earnings per share reached $0.29 compared to analysts' forecasts of $0.27 — 7.50% above expectations. The share price changed by +2.50% in the first trading session after the release.

Revenue
$696.06 million
for the quarter
Net income
-169.98 million USD
for the quarter
EPS
0.29 USD
forecast 0.27
Surprise
+7.50%
vs. consensus
Share price after report
+2.50%
next trading day
Net margin
-24.42%
net income to revenue

Insider Transactions: Cloudflare

Who from the management board, supervisory board, US Congress, or government bought and sold shares of this company — based on official filings.

Insider Buys · 12 mo.
8
≈ $10.9M
Sales · 12 mo.
149
Unique individuals
14
in the last year
Last transaction
October 7, 2026
Latest transactionsForm 4, STOCK Act, OGE, MAR
Gil Cisneros
$1k–$15kAugust 18, 2026
Cloudflare · Duquesne Family Office fund
$10.8M June 30, 2026
Michelle Zatlyn · sale NET
Cloudflare · indirectly
$11.5M October 7, 2026
Michelle Zatlyn · sale NET
Cloudflare · indirectly
$12.1M October 6, 2026
Michelle Zatlyn · sale NET
Cloudflare · indirectly
$11.6M October 5, 2026
Carl Ledbetter · sale NET
Cloudflare · indirectly
$1.8MSeptember 22, 2026
Thomas J Seifert · sale NET
$3.3MSeptember 17, 2026
Carl Ledbetter · sale NET
Cloudflare · indirectly
$1.6MSeptember 14, 2026
See insider faces on the chart in the app →

How the stock reacted to past earnings

The company beat analyst estimates in 100% of the last 4 quarters.

The average share price change on the day after earnings release is 11.00% — regardless of direction. The largest move was 21.10%. This number says more about the risk of holding a position through an earnings report than the earnings forecast itself.

Cloudflare Share Price Reaction to EarningsBar chart: Cloudflare share price change on the trading day after the last 4 earnings releases. Increased after 3 of them, decreased after 1. Largest movement: 21.10%.+11.40%X 25+9.01%Feb 26-21.10%V 26+2.50%Aug 26
Cloudflare share price change on the trading day after the report's release. Green bar indicates an increase, red indicates a decrease.
EPS Forecast vs. Actual — CloudflareBar chart comparing EPS forecasts with Cloudflare's actual results over the last 4 quarters. Results were higher than forecast in 4 of them.0.230.27Q3 250.270.28Q4 250.230.25Q1 260.270.29Q2 26analyst forecastCompany earnings
Cloudflare earnings per share: analyst forecast and actual result, in USD.
Cloudflare quarterly results — forecast, actual, and share price movement on the trading day after release. EPS values in USD.
QuarterRelease dateEPS estimateActual EPSSurpriseShare price reaction
June 30, 2026August 6, 20260.270.29+7.50%+2.50%
March 31, 2026May 7, 20260.230.25+7.03%-21.10%
December 31, 2025February 10, 20260.270.28+3.21%+9.01%
September 30, 2025October 30, 20250.230.27+15.36%+11.40%

How much this company's stock moves after earnings

Cloudflare's share price changes by an average of 11.00% on the first trading day after earnings releases — based on the last 4 reports, regardless of direction. This ranks 19 out of 180 companies for which we calculated this statistic.

Analyst forecasts for upcoming periods

The consensus is the average of many analysts' forecasts. The more analysts behind a number, the less likely it is to be a single error—but forecast agreement is never a guarantee of the actual result.

Cloudflare EPS forecasts in USD.
PeriodEPS estimateEPS a year agoChangeRevenue forecastAnalysts
Current quarter0.340.27+27.07%$738.09 million29
Next quarter0.380.28+35.19%$798.03 million29
Current year1.260.93+35.82%$2.87 bn32
Next year1.681.26+32.69%$3.70 bn33

Revenue and margins quarter by quarter

Margin shows how much of sales a company retains. Rising revenue with shrinking margins means growth is coming at the expense of profitability—and that's usually more interesting than sales growth alone.

Cloudflare Revenue and MarginCloudflare's quarterly revenue bar chart for the last 5 quarters; revenue is growing, with net margin overlaid as a line.Q2 25Q3 25Q4 25Q1 26Q2 26-9.85%-0.23%-1.97%-3.58%-24.42%Quarterly revenueNet margin
Cloudflare quarterly revenue in USD and net margin for the same quarter.
Cloudflare Income Statement Quarterly.
QuarterRevenueGross marginOperating marginNet margin
June 30, 2026$696.06 million71.76%-7.90%-24.42%
March 31, 2026$639.75 million71.21%-9.69%-3.58%
December 31, 2025$614.51 million73.64%-8.01%-1.97%
September 30, 2025$562.03 million73.97%-6.67%-0.23%
June 30, 2025$512.32 million74.88%-13.13%-9.85%

Who Reports in the Coming Weeks

Dates from the Portevo calendar — companies in the same industry are listed first, as their earnings often move the share prices of their peers even before their own reports.

About Cloudflare

Cloudflare, Inc. is listed on the New York Stock Exchange under the ticker NET, and its headquarters are in the United States. The company belongs to the technology sector (industry: Software - Infrastructure).

  • Ticker: NET
  • Exchange: New York Stock Exchange
  • Trading Currency: USD
  • Sector: Technology
  • Number of Analysts Providing Estimates: 31
  • 52-Week Range: 158.83 – 370.35
  • Company website: https://www.cloudflare.com

Frequently Asked Questions

When does Cloudflare publish earnings?

The next report is scheduled for October 29, 2026. This date is an estimate and may be subject to change by the company.

What were Cloudflare's earnings last quarter?

For the quarter ended June 30, 2026: revenue $696.06M, net income -$169.98M, EPS $0.29. This is +7.50% compared to analyst forecasts.

What is Cloudflare's stock ticker?

NET — on the New York Stock Exchange. You may also see NET. on quote services.

What is the EPS forecast for Cloudflare?

The analyst consensus for the upcoming quarter is $0.34 per share. Individual forecasts range from $0.34 to $0.37.

How much does Cloudflare's share price usually change after earnings?

On average, 11.00% in the session after publication, counting both directions. The largest recorded movement was 21.10%.

Does Cloudflare usually beat analyst forecasts?

In the last 4 quarters, results exceeded forecasts in 100% of cases. History does not predict the next report, but it shows how cautiously analysts approach this company.

Where can I check Cloudflare's financial results in English?

On Portevo — the earnings calendar, analyst forecasts, surprise history, and share price reactions are available for free and without an account.

Other Companies in the Technology Sector

A company's earnings are most informative when compared to competitors in the same industry — this shows whether a weak quarter was a company-specific issue or a market-wide trend.

Related

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Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.

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