Skip to content

Cloudflare, Inc. NET Deferred costs

Deferred costs at other companies

Salesforce logo
SalesforceCRM
$2.92B+24.7%
Palo Alto Networks, Inc. logo
Palo Alto Networks, Inc.PANW
Zscaler logo
ZscalerZS
Open Text logo
Open TextOTEX

Other financials

Income statement

See full
Revenue$639.8M+33.5%
Gross profit$455.6M+25.3%
Operating income-$62.0M-16.4%
Net income-$22.9M+40.4%
EPS (diluted)-$0.07+36.4%

Balance sheet

See full
Cash & equivalents$944.4M+347%
Total debt$256.7M+36.9%
Total equity$1.5B+7.1%
Total assets$6.2B+65.6%

Cash flow

See full
Operating cash flow$158.3M+8.6%
CapEx$65.2M-24.1%
Free cash flow$93.1M+55.4%

Valuation

See full
Market cap$79.53B+86.8%
Enterprise value$78.84B+85.1%
P/S34.2×+10.1×

Profitability

See full
Gross margin73.3%-3.6pp
Operating margin-9.3%+0.7pp
Net margin-3.7%-0.6pp
FCF margin13.8%+1.7pp

Returns & leverage

See full
Return on equity-5.9%-1.0pp
Debt / equity0.2×0.0×
Current ratio-1.2×

Where this comes from

Reported directly by Cloudflare, Inc. in its filing.

Tagged under the XBRL concept us-gaap:CapitalizedContractCostNetNoncurrent.

The official record: Cloudflare, Inc.’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

Ask your AI about Cloudflare, Inc.'s deferred costs.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Cloudflare, Inc.'s deferred costs?
Cloudflare, Inc. (NET) reported deferred costs of $225.48M in Q1 2026.
How has Cloudflare, Inc.'s deferred costs changed year-over-year?
Cloudflare, Inc.'s deferred costs increased by 29.2% year-over-year, from $174.54M to $225.48M.
What is the long-term trend for Cloudflare, Inc.'s deferred costs?
Over 5 years (2020 to 2025), Cloudflare, Inc.'s deferred costs has grown at a 37.8% compound annual growth rate (CAGR), from $44.18M to $219.5M.
What does deferred costs mean?
These are incremental costs of obtaining a contract, such as sales commissions, that are expected to be recovered over a period longer than one year. By capitalizing these costs, the company aligns the expense recognition with the period of revenue generation from the customer relationship.