Cloudflare, Inc.
For the period ended Sep 30, 2026. Filed Nov 5, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 30, 2026 · Filed Nov 5, 2026
NET$305.80+4.1%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Condensed Consolidated Statements of Operations for the
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(in thousands, except per share data)
| Three Months EndedSeptember 30, · Nine Months EndedSeptember 30, | ||||
|---|---|---|---|---|
| 2026 · 2025 · 2026 · 2025 | ||||
| Revenue | $782,513 | $562,027 | $2,118,329 | $1,553,430 |
| Cost of revenue | 225,279 | 146,316 | 605,981 | 390,569 |
| Gross profit | 557,234 | 415,711 | 1,512,348 | 1,162,861 |
| Operating expenses: | ||||
| Sales and marketing | 337,987 | 236,309 | 885,709 | 669,679 |
| Research and development | 168,204 | 120,956 | 478,662 | 370,602 |
| General and administrative | 107,951 | 95,906 | 321,882 | 280,551 |
| Restructuring and other charges | 11,018 | — | 161,711 | — |
| Total operating expenses | 625,160 | 453,171 | 1,847,964 | 1,320,832 |
| Loss from operations | (67,926) | (37,460) | (335,616) | (157,971) |
| Non-operating income (expense): | ||||
| Interest income | 45,363 | 42,529 | 125,461 | 89,334 |
| Interest expense | (3,545) | (2,912) | (9,197) | (5,879) |
| Other income (expense), net | (1,187) | (307) | 2,716 | (7,682) |
| Total non-operating income, net | 40,631 | 39,310 | 118,980 | 75,773 |
| Income (loss) before income taxes | (27,295) | 1,850 | (216,636) | (82,198) |
| Provision for income taxes | 6,770 | 3,140 | 10,337 | 7,992 |
| Net loss | $(34,065) | $(1,290) | $(226,973) | $(90,190) |
| Net loss per share attributable to common stockholders, basic and diluted | $(0.10) | $(0.00) | $(0.64) | $(0.26) |
| Weighted-average shares used in computing net loss per share attributable to common stockholders, basic and diluted | 357,126 | 349,312 | 354,588 | 347,519 |
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