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Cloudflare, Inc. NET Operating Lease ROU Assets

Operating Lease ROU Assets at other companies

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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:OperatingLeaseRightOfUseAsset.

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 operating lease ROU assets?
Cloudflare, Inc. (NET) reported operating lease ROU assets of $244.17M in Q1 2026.
How has Cloudflare, Inc.'s operating lease ROU assets changed year-over-year?
Cloudflare, Inc.'s operating lease ROU assets increased by 37.1% year-over-year, from $178.09M to $244.17M.
What is the long-term trend for Cloudflare, Inc.'s operating lease ROU assets?
Over 5 years (2020 to 2025), Cloudflare, Inc.'s operating lease ROU assets has grown at a 40.7% compound annual growth rate (CAGR), from $43.15M to $237.65M.
What does operating lease ROU assets mean?
The value of the right to use leased property for more than one year.
How do you interpret operating lease ROU assets?
An increase suggests expansion of physical footprint or long-term lease commitments, while a decrease may indicate consolidation or lease expirations.
How does operating lease ROU assets compare across companies?
Standard across SaaS and tech firms with significant office or infrastructure lease footprints.