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Cloudflare, Inc. NET Deferred costs

Deferred costs at other companies

Salesforce logo
SalesforceCRM
$2.92B+24.7%
Zscaler logo
ZscalerZS

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$79.53B+86.8%
Enterprise value$78.84B+85.1%
P/S34.2×+10.1×

Profitability

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Gross margin73.3%-3.6pp
Operating margin-9.3%+0.7pp
Net margin-3.7%-0.6pp

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:CapitalizedContractCostNetNoncurrent.

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 deferred costs?
Cloudflare, Inc. (NET) reported deferred costs of $225.48M in Q1 2026.
How has Cloudflare, Inc.'s deferred costs changed year-over-year?
Cloudflare, Inc.'s deferred costs increased by 29.2% year-over-year, from $174.54M to $225.48M.
What is the long-term trend for Cloudflare, Inc.'s deferred costs?
Over 5 years (2020 to 2025), Cloudflare, Inc.'s deferred costs has grown at a 37.8% compound annual growth rate (CAGR), from $44.18M to $219.5M.
What does deferred costs mean?
Long-term sales commissions and contract acquisition costs that are deferred to future periods.
How do you interpret deferred costs?
An increase often signals strong sales growth and high customer acquisition activity, while a decrease may indicate slowing sales or changes in commission structures.
How does deferred costs compare across companies?
Common in subscription-based software companies with high customer acquisition costs.