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Cloudflare, Inc. NET Change in Deferred Revenue

Change in Deferred Revenue at other companies

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MicrosoftMSFT
-$166M+83.9%
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AmazonAMZN
$355M-51.2%
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F5, Inc.FFIV
$56.65M
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Netscout SystemsNTCT
$11.96M-67.8%
Akamai Technologies logo
Akamai TechnologiesAKAM
$56.28M+277%
Palo Alto Networks, Inc. logo
Palo Alto Networks, Inc.PANW
$397M+27.7%

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$80.45B+29.4%
Enterprise value$79.76B+28.4%
P/S34.6×-0.6×

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 ratio-1.2×

Where this comes from

Reported directly by Cloudflare, Inc. in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

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 deferred revenue?
Cloudflare, Inc. (NET) reported change in deferred revenue of $69.68M in Q1 2026.
How has Cloudflare, Inc.'s change in deferred revenue changed year-over-year?
Cloudflare, Inc.'s change in deferred revenue increased by 94.7% year-over-year, from $35.79M to $69.68M.
What is the long-term trend for Cloudflare, Inc.'s change in deferred revenue?
Over 4 years (2021 to 2025), Cloudflare, Inc.'s change in deferred revenue has grown at a 36.5% compound annual growth rate (CAGR), from $64.39M to $223.82M.
What does change in deferred revenue mean?
Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.