NET 2025 Q3

Cloudflare (NET) reports earnings:

Profit: $0.21 vs. $0.20 = +5%
Profit Est: $0.18 vs. $0.20 = -10%
Beat the street by $0.03
Revenue: +28%
Revenue Est: +25%

Research Library

Stocks Retreats as Rising Oil Prices Stoke Inflation Worries

September 8, 2026

Oil prices fueled inflation fears as stocks slid on Tuesday. Cloudflare (NET) is positioned to lead the next phase of the agentic internet. Read More >>

Cloudflare (NET) Is Positioned to Lead the Next Phase of the Agentic Internet

September 4, 2026

Cloudflare (NET) is benefiting as more than half of the traffic on its network was already coming from non-human sources (AI agents). Read More >>

NET 2026 Q3

August 6, 2026

Cloudflare (NET) reports earnings:

Profit: $0.29 vs. $0.21 =+38%
Profit Est: $0.27 vs. $0.21 = +29%
Beat the street by $0.02
Revenue: +36%
Revenue Est: +30% Read More >>

Stocks Surge as Preliminary Iran Deal Eases Oil Supply Fears

June 15, 2026

Stocks rally on Monday on hopes of Strait of Hormuz reopening. Cloudflare (NET) restructured amid the AI agent boom. Read More >>

Cloudflare (NET) Reshapes its Business & Fires Staff Around the AI Agent Boom

June 10, 2026

Cloudflare (NET) is betting AI agents will reshape the Internet, so it is rebuilding both its very own workforce around that shift. Read More >>

NET 2026 Q2

May 7, 2026

Cloudflare (NET) reports earnings:

Profit: $0.25 vs. $0.16 = +56%
Profit Est: $0.23 vs. $0.16 = +44%
Beat the street by $0.02
Revenue: +34%
Revenue Est: +30% Read More >>

Stocks Slide as Oil Price Nears $100 and Inflation Fears Rise

March 13, 2026

Stocks fell on Thursday amid rising Middle East tensions and surging oil prices. Cloudflare's (NET) AI agents are seen to boost growth. Read More >>

Cloudflare (NET) is Seeing Accelerating Revenue Growth Due to AI Agents

March 10, 2026

AI is the biggest tailwind for Cloudflare's (NET) network, as AI agent activity helped push company revenue up 34% last quarter. Read More >>

NET 2026 Q1

February 10, 2026

Cloudflare (NET) reports earnings:

Profit: $0.28 vs. $0.19 = +47%
Profit Est: $0.27 vs. $0.19 = +42%
Beat the street by $0.01
Revenue: +34%
Revenue Est: +29% Read More >>

Stocks Rise for Fourth Straight Day as AI Stocks Lead and GDP Beats Expectations

December 23, 2025

Stocks grew on Tuesday on AI strength, strong GDP. Cloudflare (NET) stock breaks out to a new all-time high after earnings. Read More >>

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Trisha Concepcion

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