Cloudflare, Inc. · 2026 Q2
ReportedAug 6, 2026
Period endedJun 30, 2026
Rule of 40+46
Consensus vs reported
EPS · ADJUSTED
MISS -67%
-$0.05
vs -$0.03 expected
QoQ—
YoY—
Revenue
$696M
reported · no published consensus
QoQ+8.8%
YoY+35.9%
QoQ and YoY are measured on the same basis as each panel's own consensus, so no panel compares two different measures.
Reported this quarter
Revenue
$696M
QoQ +8.8%
YoY +35.9%
EPS
-$0.48
QoQ -585.7%
YoY -220.0%
Free Cash Flow
$68M
QoQ -27.4%
YoY +69.4%
Gross Margin
71.8%
QoQ +0.6 pp
YoY -3.1 pp
FCF Margin
9.7%
QoQ -4.8 pp
YoY +1.9 pp
Each tile opens the full quarterly series. Download the numbers as CSV or JSON.
Coverage around this release
Estimate against reported
Our published estimate
Reported EPS
| Quarter | Estimate | Reported | Surprise |
|---|---|---|---|
| 2024 Q4 | — | -$0.04 | — |
| 2025 Q1 | — | -$0.11 | — |
| 2025 Q2 | — | -$0.15 | — |
| 2025 Q3 | — | $0.00 | — |
| 2025 Q4 | — | -$0.03 | — |
| 2026 Q1 | — | -$0.07 | — |
| 2026 Q2 | -$0.03 | -$0.05 | -67% |
| 2026 Q3 | — | not yet reported | — |
Estimates are the consensus we published on our own preview for that quarter; quarters we did not preview carry the reported figure only. Where a consensus was set on a non-GAAP basis, the reported column shows that same measure.
Sources & downloads
Company
Published by the company on the day of the release.
HTML
Earnings press release
Investor relations announcement
SEC filings
Filed with the SEC under CIK 1477333.
HTML
8-K results announcement
Filed Aug 6, 2026
HTM
Press release (EX-99.1)
Exhibit 99.1 to the 8-K
435 KB
HTML
Filing index
Every document in the 8-K submission
TXT
Complete submission
Raw archival text of the whole filing
HTML
10-Q quarterly report
Period ended Jun 30, 2026, filed Aug 6, 2026
ZIP
XBRL data bundle
Structured financial statements from the 10-Q
JSON
Company facts (XBRL)
Every figure NET has reported to the SEC
R40 data
The numbers shown on this page, as we hold them.
CSV
This quarter (CSV)
Reported metrics for 2026 Q2, spreadsheet-ready
JSON
This quarter (JSON)
Metrics, dates and matched filings