Added to YB: 2025-05-14
Pitch date: 2025-05-09
NET [neutral]
Cloudflare, Inc.
+45.64%
current return
Author Info
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Company Info
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.
Market Cap
$68.7B
Pitch Price
$139.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.5K
P/E
-660.07
EV/Sales
33.87
Sector
IT Services
Category
growth
Cloudflare Q1 2025 Earnings Analysis
NET (earnings update): Q1 rev +26.5% to $479.1M, beat est 2.2%. Record $130M 5-yr deal via Workers.ai. FCF margin +1.6pp to 11%. RPO +38.8%, billings +32.8%. DBNR steady at 111%. 13K new customers (+27.2% YoY). $1M+ customers +48%. AI inference +4,000%. Gross margin -2.4pp to 77.1%. Q2 guide +24.8% YoY, beating est.
Read full article (8 min)