NYSE$NET
Cloudflare · Q4 2019 earnings
Q4 2019 earnings · · Investor relations
Briefing
Announced fourth quarter and fiscal year 2019 financial results, demonstrating robust revenue growth and strategic market expansion.
Cloudflare reported a strong Q4 2019, with revenue growing 51% year-over-year to $84 million. The company also achieved a GAAP gross margin of 78.3% and made strides in the enterprise security market with its Cloudflare for Teams offering.
- Q4 revenue increased by 51% year-over-year, reaching $84 million.
- GAAP gross margin was 78.3%, a 160 basis point increase year-over-year.
- Non-GAAP gross margin was 78.7%, a 180 basis point increase year-over-year.
- Cloudflare entered the enterprise security market with Cloudflare for Teams.
Headline financials
Revenue & EPS history
Cloudflare · Revenue · Quarterly
$83.9M
Forward guidance
For Q1 2020, Cloudflare anticipates revenue between $87 and $88 million and a non-GAAP loss per share between $0.06 and $0.05. For the full year 2020, the company projects revenue between $389 and $393 million and a non-GAAP loss per share between $0.21 and $0.19.
Tailwinds
- Expects Q1 2020 revenue of $87 to $88 million
- Anticipates FY 2020 revenue of $389 to $393 million
- Projects Q1 2020 non-GAAP loss from operations of $20 to $19 million
- Estimates FY 2020 non-GAAP loss from operations of $65 to $61 million
- Forecasts Q1 2020 non-GAAP net loss per share of $0.06 to $0.05
Headwinds
- Projects Q1 2020 non-GAAP loss from operations of $20 to $19 million
- Estimates FY 2020 non-GAAP loss from operations of $65 to $61 million
- Forecasts Q1 2020 non-GAAP net loss per share of $0.06 to $0.05
- Estimates FY 2020 non-GAAP net loss per share of $0.21 to $0.19
- Uncertainty of expenses that may be incurred in the future
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2019
+0.3%
Avg return
Earnings day
+0.7%
Avg return
5 days after
+2.6%
Avg return
30 days after
48%
13 / 27 earnings
Positive
+29.5%
Q4 2023
Best reaction
-27.4%
Q1 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -23.8% | -25.0% | -2.6% | |
| 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 | — | — | — |
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