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NET: edge-network growth still has to prove durable profit | goglides.dev

NET · May 20, 2026NYSENETCoverage Bootstrap

Cloudflare, Inc.

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NET: edge-network growth still has to prove durable profit

Cloudflare reported FY2025 revenue of $2.2 billion and Q1 2026 revenue of $639.8 million. The thesis depends on security demand, developer platform adoption, operating leverage, capex discipline and cash conversion.

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SEC datasetSEC company tickers exchange datasetRetrieved 2026-05-20 · Issuer identity, ticker, exchange and CIK SEC APISEC submissions APIRetrieved 2026-05-20 · Filing chronology and company identity SEC XBRL APISEC companyfacts APIRetrieved 2026-05-20 · Financial statement cross-checks Annual reportFY2025 Form 10-K filed 2026-02-262026-02-26 · Annual business, risk and financial baseline Quarterly reportLatest Form 10-Q filed 2026-05-082026-05-08 · Latest interim financials and balance sheet

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Form 8-KForm 8-K filed 2026-05-072026-05-07 · Recent filing chronology and update context

Proxy or governance filingGovernance filing filed 2025-06-172025-06-17 · Governance and incentive framing