At the archive date, Cloudflare, Inc. was expected to release its Q3 2026 10-Q filing on October 28, 2026, after market close. Last quarter: Cloudflare's Q2 FY2026 featured strong revenue growth and improved customer retention, but a large restructuring charge drove a steep net loss as the company pivots toward an AI-first operating model.
EPS Estimate
$0.35
Revenue Estimate
$745.33M
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the NET page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
On May 7, 2026, Cloudflare announced a plan to accelerate its evolution to an agentic AI-first operating model, reducing approximately 20% of its workforce. Total estimated restructuring charges are up to $165 million, with $150.7 million recognized in Q2 FY2026, primarily in cash severance and stock-based compensation.
Non-GAAP income from operations reached $96.1 million with a non-GAAP operating margin of 14%, unchanged from the prior-year period, as the company adds back stock-based compensation, restructuring charges, and other items.
The dollar-based net retention rate improved to 120% from 114% a year ago, indicating stronger expansion of recurring revenue from existing paying customers.
Revenue
$696.06M
+35.87% YoY
EPS (Diluted)
-$0.48
-220.00% YoY
Gross Margin
71.8%
-3.1 pts YoY
Operating Income
-$205.7M
-205.80% YoY
Add NET to your watchlist to keep its archived reports easy to find. New filing alerts are no longer sent.