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.
An increase may signal a strategy to preserve cash or align employee interests with shareholders, but it also results in share dilution.
Stock-based compensation is a non-cash expense where employees and executives are rewarded with equity or stock options...
High-growth technology firms often have higher stock-based compensation as a percentage of revenue compared to mature industrial firms.
cf_stock_based_compensation| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '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% |