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Cloudflare Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.231 |
| EPS actual | $0.250 |
| EPS Surprise | 8.41% |
| Revenue estimate | 620.826M |
| Revenue actual | 639.755M |
| Revenue Surprise | 3.05% |
| Release date | Feb 10, 2026 |
| EPS estimate | $0.271 |
| EPS actual | $0.280 |
| EPS Surprise | 3.21% |
| Revenue estimate | 591.344M |
| Revenue actual | 614.507M |
| Revenue Surprise | 3.92% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.230 |
| EPS actual | $0.270 |
| EPS Surprise | 17.34% |
| Revenue estimate | 544.648M |
| Revenue actual | 562.027M |
| Revenue Surprise | 3.19% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.183 |
| EPS actual | $0.210 |
| EPS Surprise | 14.50% |
| Revenue estimate | 501.274M |
| Revenue actual | 512.316M |
| Revenue Surprise | 2.20% |
Last 4 Quarters for Cloudflare
Below you can see how NET performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $207.68 |
| EPS estimate | $0.183 |
| EPS actual | $0.210 |
| EPS surprise | 14.50% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $198.42 |
| Jul 28, 2025 | $199.41 |
| Jul 29, 2025 | $199.43 |
| Jul 30, 2025 | $200.85 |
| Jul 31, 2025 | $207.68 |
| Aug 01, 2025 | $200.11 |
| Aug 04, 2025 | $208.80 |
| Aug 05, 2025 | $207.81 |
| Aug 06, 2025 | $215.53 |
| 4 days before | 4.67% |
| 4 days after | 3.78% |
| On release day | -3.65% |
| Change in period | 8.62% |
| Release date | Oct 30, 2025 |
| Price on release | $222.50 |
| EPS estimate | $0.230 |
| EPS actual | $0.270 |
| EPS surprise | 17.34% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $217.85 |
| Oct 27, 2025 | $225.11 |
| Oct 28, 2025 | $223.99 |
| Oct 29, 2025 | $227.38 |
| Oct 30, 2025 | $222.50 |
| Oct 31, 2025 | $253.30 |
| Nov 03, 2025 | $248.11 |
| Nov 04, 2025 | $232.91 |
| Nov 05, 2025 | $228.51 |
| 4 days before | 2.13% |
| 4 days after | 2.70% |
| On release day | 13.84% |
| Change in period | 4.89% |
| Release date | Feb 10, 2026 |
| Price on release | $179.91 |
| EPS estimate | $0.271 |
| EPS actual | $0.280 |
| EPS surprise | 3.21% |
| Date | Price |
|---|---|
| Feb 04, 2026 | $166.69 |
| Feb 05, 2026 | $162.89 |
| Feb 06, 2026 | $173.35 |
| Feb 09, 2026 | $173.84 |
| Feb 10, 2026 | $179.91 |
| Feb 11, 2026 | $189.13 |
| Feb 12, 2026 | $185.11 |
| Feb 13, 2026 | $195.85 |
| Feb 17, 2026 | $193.68 |
| 4 days before | 7.93% |
| 4 days after | 7.65% |
| On release day | 5.12% |
| Change in period | 16.19% |
| Release date | May 07, 2026 |
| Price on release | $257.05 |
| EPS estimate | $0.231 |
| EPS actual | $0.250 |
| EPS surprise | 8.41% |
| Date | Price |
|---|---|
| May 01, 2026 | $217.50 |
| May 04, 2026 | $224.19 |
| May 05, 2026 | $244.43 |
| May 06, 2026 | $248.59 |
| May 07, 2026 | $257.05 |
| May 08, 2026 | $195.81 |
| May 11, 2026 | $193.52 |
| May 12, 2026 | $186.94 |
| May 13, 2026 | $192.62 |
| 4 days before | 18.18% |
| 4 days after | -25.07% |
| On release day | -23.83% |
| Change in period | -11.44% |
Cloudflare Earnings Call Transcript Summary of Q1 2026
Cloudflare reported a strong start to 2026 with Q1 revenue of $639.8M, up 34% year-over-year, driven by growth in large customers (4,416 customers paying >$100K, +25% YoY) and a dollar-based net retention of 118%. Gross profit margin was 72.8%; operating income was $73.1M (11.4% margin); free cash flow was $84.1M. Developer engagement accelerated (added ~1M developers in Q1 to >5.5M), bookings from new customers and large deals (>$1M and $5M+) showed significant acceleration, and partners comprised ~30% of revenue. Management announced a strategic shift to an “agentic AI–first” operating model that will reduce headcount by ~1,100 people (~20% of workforce) and incur severance/restructuring charges of $140–$150M (≈$40M noncash), concentrated in Q2. Guidance: Q2 revenue $664M–$665M (~30% YoY), Q2 operating income $90M–$91M; full-year revenue $2.805B–$2.813B (~30% YoY) and full-year operating income $418M–$421M. Management emphasized continued investment in quota-carrying sales capacity and GPU/edge infrastructure to capture AI/agent-driven demand, while noting near-term margin pressure from traffic mix (paid vs free) and expanding lower-margin developer products but expecting improving unit economics and Rule-of-40/50 progress over time. Investor-day scheduled for June 9, 2026.
