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Calendar quarter Q2 2026Earnings call Aug 6, 2026 · most recent call
NET’s newest analyzed quarter is part of Tellvest Pro: its score, breakdown, narrative and analyst Q&A. Every prior quarter is free.
Sources. Scores: Cloudflare, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: NET daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
The breakdown for this quarter is part of Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $460M | +26.9% | $-0.04 | +55.0% | 76.4% | -7.5% | -2.8% | $48M |
| FY2025 Q1 | $479M | +26.5% | $-0.11 | -10.0% | 75.9% | -11.1% | -8.0% | $53M |
| FY2025 Q2 | $512M | +27.8% | $-0.15 | -227.8% | 74.9% | -13.1% | -9.8% | $33M |
| FY2025 Q3 | $562M | +30.7% | $-0.00 | +91.7% | 74.0% | -6.7% | -0.2% | $82M |
| FY2025 Q4 | $615M | +33.6% | $-0.03 | +7.8% | 73.6% | -8.0% | -2.0% | $156M |
| FY2026 Q1 | $640M | +33.5% | $-0.07 | +40.9% | 71.2% | -9.7% | -3.6% | $84M |
| FY2026 Q2Selected | $696M | +35.9% | $-0.48 | -230.6% | 71.8% | -29.6% | -24.4% | $140M |
Management-stated figures from NET’s newest call are part of Tellvest Pro.
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No 8-K events recorded since this call day.