Added to YB: 2025-08-05
Pitch date: 2025-08-01
NET [neutral]
Cloudflare, Inc.
-3.85%
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
$204.57
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 Q2 2025 Earnings Analysis
NET (earnings update): Q2 revenue $512.3M (+27.8% YoY), beat est 2.3%. DBNRR improved to 114%. $133M net new ARR (+48.2% YoY). 3,712 $100k+ customers (+21.9%). CAC payback down to 21.5 months. Raised FY25 guidance +1% to $2.11B. Workers AI gaining traction with multi-million $ deals. FCF margin down to 6.5%.
Read full article (7 min)