Cloudflare, INC

Market Movers (8-K)

NYSE
Cloudflare's 2026 Annual Meeting saw stockholder approval for amendments to its 2019 Equity Incentive Plan and Employee Stock Purchase Plan, alongside significant corporate structure changes.
Capital raise
NYSE
Cloudflare's stockholders approved amendments to its 2019 Equity Incentive Plan and Employee Stock Purchase Plan, alongside significant changes to its corporate charter, including the creation of Class C common stock and increased authorized shares.
Capital raise
NYSE
Cloudflare reported 34% year-over-year revenue growth for Q1 2026 while announcing a 20% workforce reduction to pivot toward an agentic AI-first operating model.
NYSE
Cloudflare reports strong fourth quarter and fiscal year 2025 financial results, exceeding revenue expectations and demonstrating significant growth in key metrics, driven by the 'Agentic Internet' trend.
Capital raise
Better than expected
NYSE
Cloudflare, Inc. reported strong third-quarter 2025 financial results with revenue increasing 31% year-over-year and significant improvements in non-GAAP profitability and cash flow.
Capital raise
Better than expected
NYSE
Cloudflare, Inc. announced its second quarter 2025 financial results, showcasing a reacceleration of revenue growth to 28% year-over-year and surpassing $2 billion in annualized revenue.
Capital raise
Better than expected

Quarterly Earnings (10-Q)

NYSE
Cloudflare, Inc. reported its first quarter 2026 financial results, showing a significant increase in revenue but also a wider net loss compared to the previous year.
Worse than expected
NYSE
Cloudflare reports strong Q3 2025 revenue growth of 31% year-over-year, driven by new customer acquisition and expansion, despite a slight dip in gross margin and increased operating expenses.
Capital raise
Delay expected
NYSE
Cloudflare, Inc. reported a significant increase in net losses for the second quarter and first half of 2025, despite robust revenue growth, driven by higher operating expenses and a new $2.0 billion convertible senior notes offering.
Delay expected
Worse than expected
Capital raise
NYSE
Cloudflare's Q1 2025 shows a 27% increase in revenue year-over-year, but the company still reports a net loss.
NYSE
Cloudflare's Q3 2024 results show continued revenue growth, reaching $430.1 million, while navigating a complex macroeconomic environment.
NYSE
Cloudflare's second quarter 2024 results show a 30% year-over-year revenue increase, reaching $401 million.

Annual Reports (10-K)

NYSE
Cloudflare reports strong 30% revenue growth to $2.17 billion in 2025, driven by new customer acquisition and expansion, despite continued net losses and macroeconomic uncertainties.
Worse than expected
Delay expected
Capital raise
NYSE
Cloudflare's 2024 annual report reveals continued revenue growth, driven by new customer acquisition and expansion, despite facing economic headwinds and geopolitical tensions.
Better than expected
NYSE
Cloudflare's 2023 10-K filing highlights its position as a leader in the Connectivity Cloud category, emphasizing growth, strategic investments, and a commitment to a better internet.
Worse than expected
Delay expected
Capital raise

Insider Trading (Form 4)

NYSE
Thomas J Seifert, Chief Financial Officer of Cloudflare, Inc., sold 10,000 shares of common stock on July 15, 2026.
NYSE
Michelle Zatlyn, President and Board Co-Chair and a Director of Cloudflare, Inc., reported multiple transactions in common stock on July 13, 2026.
NYSE
Michelle Zatlyn, President and Board Co-Chair and a Director of Cloudflare, Inc., sold 99,064 shares of common stock on July 13, 2026.
NYSE
Cloudflare, Inc. Director Carl Ledbetter reported the sale of 5,000 shares of Class A Common Stock for approximately $1.34 million, executed under a pre-arranged Rule 10b5-1 trading plan.
NYSE
Cloudflare, Inc. Director John Graham-Cumming has reported the sale of Class A Common Stock valued at approximately $112.7 million, executed under a pre-arranged trading plan.
NYSE
Cloudflare, Inc. (NET) CEO Matthew Prince reported significant sales of Class A Common Stock under a pre-arranged Rule 10b5-1 trading plan.

Proxy Statements (Def-14A)

NYSE
Cloudflare, Inc. has issued its proxy statement for the 2026 Annual Meeting of Stockholders, scheduled for June 30, 2026, detailing proposals for director elections, auditor ratification, executive compensation, and amendments to its corporate structure and equity plans.
NYSE
Cloudflare, Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
NYSE
Cloudflare's 2025 Annual Meeting of Stockholders will be held virtually on June 5, 2025, to elect directors, ratify the appointment of KPMG LLP, and approve executive compensation.
NYSE
Cloudflare, Inc. has filed a definitive proxy statement with the SEC.
NYSE
Cloudflare will hold its 2024 Annual Meeting of Stockholders virtually on June 4, 2024, to vote on director elections, ratification of the accounting firm, executive compensation, and other business.

Schedule 13G - Passive Investments

NYSE
Baillie Gifford & Co reports a beneficial ownership of 14,598,594 shares of Cloudflare, Inc. Class A Common Stock, representing 4.6% of the class.
NYSE
Capital World Investors has disclosed a beneficial ownership of 7.3% in Cloudflare, Inc., holding over 23 million shares.
NYSE
Vanguard Capital Management has reported beneficial ownership of over 16.49 million shares, representing 5.19% of Cloudflare Inc.'s common stock as of March 31, 2026.
NYSE
Vanguard Portfolio Management has reported beneficial ownership of 16,122,179 shares of Cloudflare Inc. common stock, representing 5.07% of the class.
NYSE
The Vanguard Group has filed an amendment to its Schedule 13G for Cloudflare Inc., reporting 0% beneficial ownership due to an internal realignment.
NYSE
Capital World Investors has disclosed an 11.5% beneficial ownership stake in Cloudflare, Inc., holding over 36 million shares as of December 31, 2025.