NET
Cloudflare·NYSE
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NET fundamentals
Cloudflare (NET) released its earnings on Oct 30, 2025: revenue was 562.00M (YoY +30.67%), beat estimates; EPS was 0.27 (YoY +35.00%), beat estimates.
Revenue / YoY
562.00M
+30.67%
EPS / YoY
0.27
+35.00%
Report date
Oct 30, 2025
NET Earnings Call Summary for Q3,2025
- Revenue Acceleration: Q3 2025 revenue up 30.7% YoY to $562M, with large customers contributing 73% (+42% YoY) and 119% net retention.
- AI-Driven Wins: Secured $22.8M, $34.3M, and $16.1M contracts leveraging AI/ML, Workers, and SASE platforms for global enterprises.
- Financial Strength: Free cash flow $75M, operating margin 15.3%, with 2028 $5B revenue target on track.
- Strategic Innovations: Launched NET Dollar for agnostic commerce, AI Gateway for media-AI partnerships, and quantum-safe security.
- Pipeline Momentum: 43% YoY RPO growth, 7x consecutive QoQ sales productivity gains, and 2026 $3B annualized revenue run rate.
EPS
Revenue
Revenue & Expenses
NET has released its 2025 Q3 earnings report, with revenue of 562.03M, reflecting a YoY change of 30.68%, and net profit of -1.29M, showing a YoY change of 91.59%. The Sankey diagram below clearly presents NET's revenue sources and cost distribution.
Key Indicators
Cloudflare (NET) key financial stats and ratios, covering profitability, financial health, and leverage.
Cloudflare (NET)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Cloudflare (NET)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Breakdown
Cloudflare (NET)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Breakdown
Where does Cloudflare (NET) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
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Track Cloudflare (NET) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What factors drove the changes in Cloudflare's revenue and profit?What were the key takeaways from Cloudflare’s earnings call?What is Cloudflare's latest dividend and current dividend yield?Did Cloudflare beat or miss consensus estimates last quarter?What is the market's earnings forecast for Cloudflare next quarter?What does Cloudflare do and what are its main business segments?What were the key takeaways from Cloudflare's earnings call?What is the revenue and EPS growth rate for Cloudflare year over year?
