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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.
SEC filings, financial facts, source resources, and Goglides workspace context for Cloudflare, Inc..
OpenZscaler reported FY2025 revenue of $2.7 billion and Q2 FY2026 revenue of $815.8 million. The thesis depends on zero-trust demand, large-customer expansion, billings quality, operating leverage, stock compensation and cash conversion.
OpenAdecoagro added a large fertilizer business just as its legacy farming year weakened; the AGRO question is whether Profertil earnings and ethanol flexibility can bring post-deal leverage down.
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