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Cloudflare, Inc. (NET) Guidance & Earnings Results

On 2026-08-06 Cloudflare, Inc. raised guidance: "Q3 FY26 revenue $736-737M; Q3 FY26 non-GAAP op income $129-130M; Q3 FY26 non-GAAP EPS $0.34 on ~374M shares; FY26 guidance raised (implied by strong Q2 beat and…" — from its own filing, as read by EquiReason.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

NETCloudflare, Inc.Follow NET — free
Software - Infrastructure · Technology
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Market cap
116.0B
P/E TTM
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Dividend yield
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52-week
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Next earnings
5 Nov, in 11 days

What management guided

each earnings 8-K · figures checked against the filing text
ReleaseDirectionWhat they said
6 Aug 26RaisedQ3 FY26 revenue $736-737M; Q3 FY26 non-GAAP op income $129-130M; Q3 FY26 non-GAAP EPS $0.34 on ~374M shares; FY26 guidance raised (implied by strong Q2 beat and acceleration)
7 May 26RaisedQ2 FY2026 revenue $696-697M; FY2026 revenue $2,785-2,795M · full year
10 Feb 26RaisedQ1 FY2026 revenue $620-621M; FY2026 revenue $2,785-2,795M · full year
30 Oct 25RaisedQ4 FY2025 revenue $588.5-589.5M; FY2025 revenue $2,142-2,143M · full year
31 Jul 25RaisedQ3 FY2025 revenue $543.5-$544.5M; non-GAAP op income $75-$76M; non-GAAP EPS $0.23. FY2025 revenue $2,113.5-$2,115.5M; non-GAAP op income $284-$286M; non-GAAP EPS $0.85-$0.86. · full year

Cloudflare, Inc. — questions

What guidance did Cloudflare, Inc. give?
On 2026-08-06: "Q3 FY26 revenue $736-737M; Q3 FY26 non-GAAP op income $129-130M; Q3 FY26 non-GAAP EPS $0.34 on ~374M shares; FY26 guidance raised (implied by strong Q2 beat and acceleration)"
When does Cloudflare, Inc. report earnings?
Cloudflare, Inc.'s next earnings report is expected on 2026-11-05.

Every figure on this page comes from Cloudflare, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.