Skip to content

Cloudflare, Inc. NET Deferred revenue, net of current portion

Deferred revenue, net of current portion at other companies

CoreWeave, Inc.
 logo
CoreWeave, Inc. CRWV
$5.39B+49.3%
Microsoft logo
MicrosoftMSFT
F5, Inc. logo
F5, Inc.FFIV
Akamai Technologies logo
Akamai TechnologiesAKAM
Zscaler logo
ZscalerZS
Fortinet logo
FortinetFTNT

Other financials

Income statement

See full
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

See full
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

See full
Operating cash flow$158.3M+8.6%
CapEx$65.2M-24.1%
Free cash flow$93.1M+55.4%

Valuation

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

Profitability

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

Returns & leverage

See full
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:ContractWithCustomerLiabilityNoncurrent.

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

Ask your AI about Cloudflare, Inc.'s deferred revenue, net of current portion.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Cloudflare, Inc.'s deferred revenue, net of current portion?
Cloudflare, Inc. (NET) reported deferred revenue, net of current portion of $39.87M in Q1 2026.
How has Cloudflare, Inc.'s deferred revenue, net of current portion changed year-over-year?
Cloudflare, Inc.'s deferred revenue, net of current portion increased by 44.7% year-over-year, from $27.56M to $39.87M.
What is the long-term trend for Cloudflare, Inc.'s deferred revenue, net of current portion?
Over 5 years (2020 to 2025), Cloudflare, Inc.'s deferred revenue, net of current portion has grown at a 85.1% compound annual growth rate (CAGR), from $1.89M to $41.09M.
What does deferred revenue, net of current portion mean?
Revenue collected in advance for services to be provided more than one year in the future.
How do you interpret deferred revenue, net of current portion?
An increase is a positive signal of long-term contract growth and future revenue predictability.
How does deferred revenue, net of current portion compare across companies?
SaaS companies with strong enterprise sales pipelines typically show significant long-term deferred revenue.