Operating

Stock-Based Comp

Cloudflare, Inc. Stock-Based Comp decreased by 7.6% to $114.24M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 19.6%, from $95.54M to $114.24M. Over 4 years (FY 2021 to FY 2025), Stock-Based Comp shows an upward trend with a 49.6% CAGR.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ1 2013
Last reportedQ1 2026

How to read this metric

An increase may signal a strategy to preserve cash or align employee interests with shareholders, but it also results in share dilution.

Detailed definition

Stock-based compensation is a non-cash expense where employees and executives are rewarded with equity or stock options...

Peer comparison

High-growth technology firms often have higher stock-based compensation as a percentage of revenue compared to mature industrial firms.

Metric ID: cf_stock_based_compensation

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$20.55M$23.05M$28.50M$33.97M$54.82M$53.77M$60.23M$57.40M$68.39M$73.77M$74.42M$69.72M$85.99M$88.26M$94.49M$95.54M$122.38M$109.92M$123.63M$114.24M
QoQ Change+12.2%+23.6%+19.2%+61.4%-1.9%+12.0%-4.7%+19.1%+7.9%+0.9%-6.3%+23.3%+2.6%+7.1%+1.1%+28.1%-10.2%+12.5%-7.6%
YoY Change+166.8%+133.3%+111.3%+69.0%+24.8%+37.2%+23.6%+21.5%+25.7%+19.6%+27.0%+37.0%+42.3%+24.5%+30.8%+19.6%
Range$20.55M$123.63M
CAGR+43.5%
Avg YoY Growth+50.9%
Median YoY Growth+28.9%

Frequently Asked Questions

What is Cloudflare, Inc.'s stock-based comp?
Cloudflare, Inc. (NET) reported stock-based comp of $114.24M in Q1 2026.
How has Cloudflare, Inc.'s stock-based comp changed year-over-year?
Cloudflare, Inc.'s stock-based comp increased by 19.6% year-over-year, from $95.54M to $114.24M.
What is the long-term trend for Cloudflare, Inc.'s stock-based comp?
Over 4 years (2021 to 2025), Cloudflare, Inc.'s stock-based comp has grown at a 49.6% compound annual growth rate (CAGR), from $90.14M to $451.45M.
What does stock-based comp mean?
The value of company shares given to employees as part of their pay.