Cloudflare Inc (NET) — the earnings record
As of the 2026-08-06 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -27.3% to +21.9% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$0.66B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| May 26 | 2026-05-07 | ✓ beat | ✓ beat |
| Feb 26 | 2026-02-10 | ✓ beat | ✓ beat |
| Oct 25 | 2025-10-30 | ✓ beat | ✓ beat |
| Jul 25 | 2025-07-31 | ✓ beat | ✓ beat |
| May 25 | 2025-05-08 | ✗ miss | ✓ beat |
| Feb 25 | 2025-02-06 | ✓ beat | ✓ beat |
| Nov 24 | 2024-11-07 | ✓ beat | ✓ beat |
| Aug 24 | 2024-08-01 | ✓ beat | ✓ beat |
| May 24 | 2024-05-02 | ✓ beat | ✓ beat |
| Feb 24 | 2024-02-08 | ✓ beat | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full NET print-record card — free registration.
FAQ · from the current data · as of 2026-08-06
Quick answers
How often does Cloudflare Inc beat earnings estimates?
Across the last 10 covered prints (as of the 2026-08-06 card), Cloudflare Inc beat EPS estimates 9 of 10 times and revenue estimates 10 of 10 times, with 9 double beats.
How does NET stock react to earnings?
Measured close-of-print-day to the close three sessions later: 5 of the last 10 prints resolved up (beyond +3%), 2 flat, 3 down — reactions spanning -27.3% to +21.9%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was NET's biggest earnings reaction?
-27.3% over the three sessions after the May 26 print (2026-05-07).
When does Cloudflare Inc report earnings next?
2026-08-06 (est EPS $0.27 · est revenue ~$0.66B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelook
Where NET appears in the diary — 9 pieces, newest first. Every link is our own writing.
Go deeper
Dailies
- AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%
- Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%
- Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave back
- Chips lead the market down as oil tops $105 and the 10-year hits 4.92%: Micron −4%, Intel −4%, Nvidia −2.5% — while software posts its first up day in six and Apple gains 3%
- The trade flips at midday: chips fade, software bounces — Meta +6%, Cloudflare +9%, Datadog +6% while oil holds $101 and the 10-year hits 4.85%
- Chips up, software down: Nvidia leads a split rebound while the bond market catches its breath
- Payrolls went negative, the bond veto died on appeal, and software went vertical
- Sell the Model or Sell Their Market: The AI-Opex Complex Just Reported
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