NYSE$NET

Cloudflare · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Cloudflare Q1 fiscal 2026: $639.8M revenue, $22.9M net loss

for the year ended December 31, 2025 that may have a material impact on the Company's condensed consolidated financial statements. (SEC accession 0001477333-26-000038)

  • Revenue: $639.8M
  • Net loss: $22.9M
  • Diluted EPS: $-0.07
  • Operating income: $-62.0M
  • Gross profit: $455.6M

Headline financials

Total Revenue

$640M

Previous: $479M+33.5%
EPS (adj)

-$0.07

Previous: $0.16-143.8%
Capital Expenditures

-$65.2M

Previous: -$85.9M+24.1%
Free Cash Flow

$93.1M

No prior period
Net Income

-$22.9M

Previous: -$38.5M+40.4%
Operating Income

-$62M

Previous: -$53.2M-16.4%
Gross Profit

$456M

Previous: $364M+25.3%
Cash & Equivalents

$932M

No prior period
Total Assets

$6.16B

No prior period

Revenue & EPS history

Cloudflare · Revenue · Quarterly

$640M

Q1 2026+33.5%vs Q1 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.3%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.8%

Avg return

30 days after

48%

13 / 27 earnings

Positive

+29.5%

Q4 2023

Best reaction

-27.4%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-23.8%-25.0%
Q4 2025+5.2%+8.8%+18.0%
Q3 2025+11.6%+2.7%-10.0%
Q2 2025-3.6%+3.8%+0.5%
Q1 2025+6.3%+24.3%+44.5%
Q4 2024+17.8%+22.1%-10.4%
Q3 2024-1.4%-1.7%+22.1%
Q2 2024+2.5%-1.6%+6.0%
Q1 2024-15.5%-15.8%-23.1%
Q4 2023+29.5%+19.8%+17.6%
Q3 2023+17.2%+20.1%+43.4%
Q2 2023+8.4%+3.9%-0.2%
Q1 2023-21.0%-28.0%+2.7%
Q4 2022+3.5%+17.8%-9.2%
Q3 2022-17.7%-19.2%-3.1%
Q2 2022+27.2%+22.7%+0.6%
Q1 2022-27.4%-37.0%-39.7%
Q4 2021-8.6%+0.5%-22.7%
Q3 2021+1.2%+5.0%-18.0%
Q2 2021-1.0%+4.6%+8.7%
Q1 2021-9.4%-9.8%+5.1%
Q4 2020-5.5%-9.7%-16.1%
Q3 2020+14.9%+9.1%+37.8%
Q2 2020-5.7%-11.0%-18.2%
Q1 2020+5.3%+15.4%+16.8%
Q4 2019-0.4%-1.8%+7.0%
Q3 2019-0.6%-0.4%+13.9%
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro