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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Matt Hedberg | RBC Capital Markets | 10 | 0% |
| Adam Borg | Stifel | 9 | 0% |
| Gabriela Borges | Goldman Sachs | 8 | 0% |
| Andy Nowinski | Wells Fargo | 5 | 0% |
| Keith Weiss | Morgan Stanley | 4 | 25% |
| Jim Fish | Piper Sandler | 4 | 0% |
| Shaul Eyal | TD Cowen | 4 | 0% |
| Mike Cikos | Needham | 3 | 0% |
| Fatima Boolani | Citigroup | 3 | 0% |
| Jon Ho | William Blair | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| RBC Capital Markets | 1 | 10 | 0% |
| Stifel | 1 | 9 | 0% |
| Goldman Sachs | 1 | 8 | 0% |
| Wells Fargo | 1 |
| 5 |
| 0% |
| Morgan Stanley | 2 | 5 | 20% |
| Piper Sandler | 1 | 4 | 0% |
| TD Cowen | 1 | 4 | 0% |
| William Blair | 1 | 3 | 0% |
Cloudflare delivered Q1 revenue of $639.8 million, up 34% year-over-year, with dollar-based net retention at 118% and record sales productivity as AI and agentic workloads drove massive platform adoption with 5.5 million developers on Workers. Management raised both FY2026 revenue guidance to $2.805-2.813 billion and EPS guidance to $1.19-1.20, a 7% EPS raise reflecting strong operating leverage, while executing a 20% workforce reduction to restructure around an agentic AI-first organization.
Cloud & AI | Competitive Dynamics | Revenue Growth | Demand | Innovation & R&D | Pricing | Product Launch | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 2 | 2 | 3 | 1 | 1 | 1 |
| 2025Q1 | 3 | 3 | 6 | 2 | 2 | 1 | 1 | |
| 2025Q2 | 6 | 6 | 3 | 3 | 2 | 2 | 1 | 1 |
| 2025Q3 | 5 | 7 | 4 | 2 | 3 | 2 | 1 | |
| 2025Q4 | 5 | 4 | 4 | 2 | 2 | 1 | ||
| 2026Q1 | 6 | 3 | 3 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 4 | 3 | 6 | 5 | 5 | 6 |
| Competitive Dynamics | 4 | 3 | 6 | 7 | 4 | 3 |
| Revenue Growth | 2 | 6 | 3 | 4 | 4 | 3 |
| Demand | 2 | 2 | 3 | 2 | 2 | 2 |
| Innovation & R&D | 3 | 2 | 2 | 3 | 2 | 1 |
| Pricing | 1 | 2 | 2 | 1 | ||
| Product Launch | 1 | 1 | 1 | 1 | ||
| Regulation Policy | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NET Cloudflare, Inc. | 10 | +33.5% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |