$NETCloudflare, Inc. · Cloud software
Cloudflare (NET) Next Earnings Date & AI Catalysts
Global edge network with AI inference.
Profile
Shares outstanding
Not shown (multiple share classes or no recent cover-page figure)
Not shown (multiple share classes or no recent cover-page figure)
Industry (SEC SIC)
Services-Prepackaged Software
Services-Prepackaged Software
AI angle
Cloudflare runs GPUs at the edge for inference and sells tools to manage AI crawlers and AI apps on its network.
Key metrics
Revenue (latest quarter) $696.1M
10-Q period ended 2026-06-30; +36% y/y · SEC filing
Gross margin 71.8%
Gross profit / revenue, same quarter · SEC filing
Operating income -$205.7M
Same quarter; -30% operating margin · SEC filing
Key risks (from filings)
- “Repaying and servicing our existing and future debt, including our Notes and our Revolving Credit Facility, may require a significant amount of cash, and we may not have sufficient cash…” — 10-K risk factor (filed 2026-02-26) · source
- “We have a history of net losses and may not be able to achieve or sustain profitability in the future.” — 10-K risk factor (filed 2026-02-26) · source
Upcoming catalysts for $NET
Thu, Nov 5, 2026 · today
Nov
5
Cloudflare, Inc. quarterly earnings
Edge AI inference and AI-crawler traffic trends. Date confirmed by the company.
Source: cloudflare.net
Recent catalysts
No recent catalysts tracked.
Upcoming earnings
Recap of $NET's next earnings date — same expected / confirmed labeling as above.
Nov 5, 2026