What is Cloudflare, Inc.'s change in AR?

Cloudflare, Inc. (NET) reported change in AR of -$1.4M in Q1 2026.

How has Cloudflare, Inc.'s change in AR changed year-over-year?

Cloudflare, Inc.'s change in AR increased by 94.8% year-over-year, from -$27.16M to -$1.4M.

What is the long-term trend for Cloudflare, Inc.'s change in AR?

Over 4 years (2021 to 2025), Cloudflare, Inc.'s change in AR has grown at a 22.5% compound annual growth rate (CAGR), from $35.85M to $80.6M.

What does change in AR mean?

Increase or decrease in amounts owed by customers — the primary working capital driver for many businesses.

Cloudflare, Inc. NET Change in AR

Change in AR at other companies

MicrosoftMSFT

$4.71B+91.3%

F5, Inc.FFIV

$79.41M-19.1%

Netscout SystemsNTCT

-$83.01M-62.6%

VirnetX Holding Corp VHC

-$19K—

Akamai TechnologiesAKAM

$94.27M+267%

Palo Alto Networks, Inc.PANW

-$1.62B-9.2%

Other financials

Income statement

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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

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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

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Operating cash flow$158.3M+8.6%

CapEx$65.2M-24.1%

Free cash flow$93.1M+55.4%

Valuation

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Market cap$87.06B+30.0%

Enterprise value$86.37B+31.6%

P/S37.4×+1.8×

Profitability

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Gross margin73.3%-3.6pp

Operating margin-9.3%+0.7pp

Net margin-3.7%-0.6pp

FCF margin13.8%+1.7pp

Returns & leverage

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Return on equity-5.9%-1.0pp

Debt / equity0.2×0.0×

Current ratio2×-1.2×

Where this comes from

Reported directly by Cloudflare, Inc. in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInAccountsReceivable.

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

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Questions, answered.

What is Cloudflare, Inc.'s change in AR?: Cloudflare, Inc. (NET) reported change in AR of -$1.4M in Q1 2026.
How has Cloudflare, Inc.'s change in AR changed year-over-year?: Cloudflare, Inc.'s change in AR increased by 94.8% year-over-year, from -$27.16M to -$1.4M.
What is the long-term trend for Cloudflare, Inc.'s change in AR?: Over 4 years (2021 to 2025), Cloudflare, Inc.'s change in AR has grown at a 22.5% compound annual growth rate (CAGR), from $35.85M to $80.6M.
What does change in AR mean?: Increase or decrease in amounts owed by customers — the primary working capital driver for many businesses.