Cloudflare has delivered accelerating revenue growth above 30% year-over-year, defying a weak macro environment and benefiting from AI-driven demand. NET's large public sector wins, including a $20 million federal contract and FedRAMP certification, highlight strong momentum in government business. Despite robust growth and Rule of 40 status, NET's slowing margin expansion and fierce competition from AWS and Fastly present notable risks.
The Zacks Internet software industry participants like PLTR, NET and RDDT are benefiting from high demand for SaaS due to the increasing need for hybrid work, learning and diagnosis software, as well as cybersecurity applications.
Cloudflare (NET) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
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Recently, Zacks.com users have been paying close attention to Cloudflare (NET). This makes it worthwhile to examine what the stock has in store.
NET shares soar after Q3 earnings and revenues beat estimates, with the company raising its full-year outlook.
Cloudflare, Inc. ( NET ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Philip Winslow - Vice President of Strategic Finance, Treasury and Investor Relations Matthew Prince - Co-Founder, Co-Chairman & CEO Chirantan Desai - President of Product & Engineering Thomas Seifert - Chief Financial Officer Conference Call Participants Matthew Hedberg - RBC Capital Markets, Research Division Adam Borg - Stifel, Nicolaus & Company, Incorporated, Research Division Gabriela Borges - Goldman Sachs Group, Inc., Research Division Shaul Eyal - TD Cowen, Research Division Fatima Boolani - Citigroup Inc. Exchange Research Mark Murphy - JPMorgan Chase & Co, Research Division Jackson Ader - KeyBanc Capital Markets Inc., Research Division Michael Cikos - Needham & Company, LLC, Research Division Presentation Operator Thank you for standing by. My name is Greg, and I will be your conference operator today.
Cloudflare (NET) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.2 per share a year ago.
Cloudflare (NYSE: NET) delivered a decisive earnings beat after the close Thursday, sending shares surging 8.1% to $240.19 in after-hours trading.
NET's Q3 results are likely to reflect strength from zero-trust demand, enterprise growth, and global expansion despite deal-closing challenges.
Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
The latest trading day saw Cloudflare (NET) settling at $217.55, representing a -2.25% change from its previous close.