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NET

Cloudflare Inc

Technology · Software - Infrastructure

300.30$ +5.6% vs. previous close Closing price · As of: 7. Aug 2026

Statements

Segments

US companies must disclose in their mandatory reports how revenue breaks down across business segments, regions and product lines. We read that breakdown for you straight from the annual and quarterly reports (10-K and 10-Q) of Cloudflare Inc (NET). It shows which part of the business is growing — and which one is holding it back.

Revenue by business segment

Revenue by business segment — NET
Segment Q1 2025 Q2 2025 Q1 2026 Q2 2026
Reportable Segment $479.1M 100.0% $512.3M 100.0% $639.8M 100.0% $696.1M 100.0%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Revenue by region

Revenue by region — NET
Segment Q1 2025 Q2 2025 Q1 2026 Q2 2026
United States $234.9M 49.0% $251.9M 49.2% $315.8M 49.4% $354.4M 50.9%
Europe, Middle East, and Africa $133.9M 27.9% $143.4M 28.0% $175.7M 27.5% $187.0M 26.9%
Asia Pacific $73.4M 15.3% $75.1M 14.7% $98.6M 15.4% $99.4M 14.3%
Other $37.0M 7.7% $41.8M 8.2% $49.6M 7.8% $55.1M 7.9%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Remaining performance obligations

Remaining performance obligations are the part of the business already sold but not yet delivered and therefore not yet booked as revenue. In subscription and project businesses it points the way earlier than revenue does.

Remaining performance obligations — NET
As of Remaining performance obligations
Q2 2026 $2.73B
Q1 2026 $2.54B
Q4 2025 $2.50B
Q3 2025 $2.14B
Q2 2025 $1.98B
Q1 2025 $1.86B
Q4 2024 $1.69B
Q3 2024 $1.50B

Segment and region names are the ones the company itself uses and are shown as reported. Change and share refer to revenue.

Data as of: August 7, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Segment figures: SEC EDGAR (10-K/10-Q reports)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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