N NET

Cloudflare Inc - Class A

SOFTWARE - INFRASTRUCTURE · TECHNOLOGY

Cloudflare Inc. (ticker: NET) is a prominent global cloud services provider headquartered in San Francisco, California, delivering an extensive range of security, performance, and reliability solutions for websites and applications. Its portfolio, which includes cutting-edge content delivery network...

$280.70

-9.54% ($29.60)

Volume 5.02M

52W High $370.35

52W Low $158.83

Market Cap $99.95B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.34

Whisper EPS

$0.30

10.4% below consensus

Last Quarter

--

Current Streak

1 Beat

Avg Surprise (4Q)

-29.63%

Next Earnings Report

Reports in 2 days

Report Date Nov 5, 2026

Time AMC

Whisper Spread -10.35%

Consensus Estimate

$0.34

Official analyst average

Whisper Number

$0.30

What traders expect

Cautious Sentiment: The whisper number is 10.4% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 10 quarters

Price Movement Around Earnings

Q3 2026 Oct 29, 2026

1-Day: -9.54%

Q2 2026 Aug 6, 2026

1-Day: +5.57%

5-Day: +7.92%

Q2 2026 Aug 5, 2026

1-Day: -2.91%

5-Day: +6.02%

Q2 2026 Jul 30, 2026

1-Day: -1.56%

5-Day: +6.33%

Revenue & Financial Performance

Revenue Whisper

$705.0M

TWN Proprietary Estimate

Last Quarter Revenue

$696.1M

+35.9% YoY

Gross Margin

71.8%

Net Margin: -24.4%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q2'26	$696.1M	+35.9%	71.8%	-29.6%	-$170.0M
Q1'26	$639.8M	+33.5%	71.2%	-9.7%	-$22.9M
Q4'25	$614.5M	+33.6%	73.6%	-8.0%	-$12.1M
Q3'25	$562.0M	+30.7%	74.0%	-6.7%	-$1.3M
Q2'25	$512.3M	+27.8%	74.9%	-13.1%	-$50.4M
Q1'25	$479.1M	+26.5%	75.9%	-11.1%	-$38.5M
Q4'24	$459.9M	+26.9%	76.4%	-7.6%	-$12.8M
Q3'24	$430.1M	+28.2%	77.7%	-7.2%	-$15.3M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q3 2026	Oct 29, 2026	$0.34	$0.31	--	--	--
Q2 2026	Aug 6, 2026	$0.27	$0.29	$0.29	+7.41%	Met
Q2 2026	Aug 5, 2026	-$0.03	-$0.03	-$0.05	-66.67%	Missed
Q2 2026	Jul 30, 2026	-$0.03	$0.29	-$0.05	-66.67%	Missed
Q1 2026	May 7, 2026	$0.23	$0.24	$0.25	+8.70%	Beat
Q1 2026	Apr 30, 2026	$0.25	$0.27	--	--	--
Q4 2025	Feb 10, 2026	$0.27	$0.28	$0.28	+3.70%	Missed
Q3 2025	Oct 30, 2025	$0.23	$0.25	$0.27	+17.39%	Beat
Q2 2025	Jul 31, 2025	$0.18	$0.20	$0.21	+16.67%	Beat
Q1 2025	May 8, 2025	$0.16	$0.18	$0.16	+0.00%	Missed
Q4 2024	Feb 6, 2025	$0.18	$0.21	$0.19	+5.56%	Missed
Q3 2024	Nov 7, 2024	$0.18	-$0.07	$0.20	+11.11%	Beat