When did Cloudflare, Inc. report Q4 2025 earnings?

Cloudflare, Inc. (NET) reported Q4 2025 earnings on February 10, 2026 after market close.

What were Cloudflare, Inc.'s Q4 2025 revenue and EPS?

Cloudflare, Inc. reported revenue of $614.5M and diluted EPS of $0.28 for Q4 2025.

Did Cloudflare, Inc. beat estimates in Q4 2025?

Revenue beat the consensus estimate of $591.3M by $23.2M. EPS beat the consensus estimate of $0.27 by $0.01.

How did Cloudflare, Inc.'s Q4 2025 results compare year-over-year?

Compared to the same quarter a year prior, revenue grew 33.6% from $459.9M a year earlier and diluted EPS grew 47.4% from $0.19.

Where can I find Cloudflare, Inc.'s Q4 2025 SEC filings?

You can read the 8-K earnings release (0001477333-26-000008) and the 10-K periodic report (0001477333-26-000016) directly on SEC EDGAR. The filing index links above go to sec.gov.

Cloudflare, Inc. NET Q4 2025 Annual earnings

Reported February 10, 2026 · After market close

Revenue$614.5MBeat by $23.2M Diluted EPS$0.28Beat by $0.01

Revenue estimate$591.3M

EPS estimate$0.27

Next report

Jul 30, 2026 (in a month)

Revenue estimate$664.7M

EPS estimate$0.27

Financials

Q4 2025

Income statement

See full

Revenue$614.5M+33.6%

Gross profit$452.6M+28.8%

Operating income-$49.2M-41.8%

Net income-$12.1M+6.0%

EPS (diluted)-$0.03+25.0%

Balance sheet

See full

Cash & equivalents$954.4M+519%

Total debt$252.9M+43.8%

Total equity$1.5B+39.5%

Total assets$6.0B+82.9%

Cash flow

See full

Operating cash flow$190.4M+49.6%

CapEx$85.2M+16.5%

Free cash flow$105.2M+94.3%

Valuation & ratios

Q4 2025

Valuation

See full

Market cap$69.06B+86.9%

Enterprise value$68.36B+84.9%

P/S31.9×+9.7×

Profitability

See full

Gross margin74.5%-2.8pp

Operating margin-9.6%+0.3pp

Net margin-4.7%0.0pp

FCF margin13.3%+1.6pp

Returns & leverage

See full

Return on equity-8.2%-0.5pp

Debt / equity0.2×0.0×

Current ratio2×-0.9×

Segments

By geography

See full

Europe, Middle East, and Africa$168.0M+30.9%

Asia Pacific$96.6M+50.0%

Other$46.3M+28.0%

By segment

See full

Reportable Segment$614.5M+33.6%

Versus estimates

Revenue

Q1 2026$639.8MBeat by $18.9M

Q4 2025$614.5MBeat by $23.2M

Q3 2025$562.0MBeat by $17.4M Q2 2025$512.3MBeat by $11.0M Q1 2025$479.1MBeat by $9.8M Q4 2024$459.9MBeat by $7.9M

Diluted EPS

Q1 2026$0.25Beat by $0.02

Q4 2025$0.28Beat by $0.01

Q3 2025$0.27Beat by $0.04 Q2 2025$0.21Beat by $0.03 Q1 2025$0.16Miss by $0.00 Q4 2024$0.19Beat by $0.01

Ask the moment Cloudflare, Inc. reports.

Connect your AI and ask the moment the filing drops. It reads the release, surfaces what management said, and gives you its own read.

Connect your AI

Claude

Questions, answered.

When did Cloudflare, Inc. report Q4 2025 earnings?: Cloudflare, Inc. (NET) reported Q4 2025 earnings on February 10, 2026 after market close.
What were Cloudflare, Inc.'s Q4 2025 revenue and EPS?: Cloudflare, Inc. reported revenue of $614.5M and diluted EPS of $0.28 for Q4 2025.
Did Cloudflare, Inc. beat estimates in Q4 2025?: Revenue beat the consensus estimate of $591.3M by $23.2M. EPS beat the consensus estimate of $0.27 by $0.01.
How did Cloudflare, Inc.'s Q4 2025 results compare year-over-year?: Compared to the same quarter a year prior, revenue grew 33.6% from $459.9M a year earlier and diluted EPS grew 47.4% from $0.19.
Where can I find Cloudflare, Inc.'s Q4 2025 SEC filings?: You can read the 8-K earnings release (0001477333-26-000008) and the 10-K periodic report (0001477333-26-000016) directly on SEC EDGAR. The filing index links above go to sec.gov.