Cloudflare reports Q4 revenue up 34% YoY to $614.5M, above $591.3M est., a $12.1M net loss, and forecasts full-year and Q1 revenue above est.; NET jumps 10%+
Shares of the cloud content delivery network CloudFlare Inc. jumped more than 14% in extended trading on the back of a solid top …
SiliconANGLE Mike Wheatley
Related Coverage
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Discussion
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@thetranscript_
@thetranscript_
on x
CloudFlare CEO @eastdakota: “We had an exceptionally strong end to 2025. In Q4, we closed our largest annual contract value deal ever—averaging $42.5 million per year—and total new ACV grew nearly 50 percent year-over-year, our fastest growth rate since 2021” $NET: +8% AH [image]
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@stocksavvyshay
Shay Boloor
on x
$NET just reported its largest RPO growth (+48% YoY) in over three years. This is a software platform proving it can win in the AI economy by monetizing the control layer that agents must pass through to access data, APIs & users in real time. [image]
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@stocksavvyshay
Shay Boloor
on x
$NET CRUSHED THEIR EARNINGS • Revenue $615M vs Est. $591M • EPS $0.28 vs Est. $0.27 • Non-GAAP Op Income $90M vs Est. $84M • RPO up +48% FY26 Guidance • Revenue $2.80 vs Est. $2.74B • EPS $1.12 vs Est. $1.18 [image]
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@beth_kindig
Beth Kindig
on x
Cloudflare $NET reported Q4 revenue of $614.5 million, accelerating to 33.6% YoY from 30.7% growth in Q3 and 26.5% growth at the start of 2025. For Q1, Cloudflare guided revenue to be $620-621 million, decelerating to 29.5% at midpoint. $DDOG $NOW $PLTR $SNOW [image]
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@stocksavvyshay
Shay Boloor
on x
The AI Tsunami is flattening all software into one bucket but a handful of AI application winners will emerge from this cycle as true platform-scale businesses. $PLTR has already cemented itself as one of those winners and with three straight quarters of accelerating RPO at [imag…