Technology
股价
$264.10
+0.68%市值
$93.28B
今日最高
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$261.50
Cloudflare (NET) delivered strong Q1 2026 revenue growth of 33.5% YoY to $639.8M, while narrowing its net loss to $22.9M and maintaining positive operating cash flow of $158.3M, though gross margin compressed 4.7 percentage points to 71.2%.
关键风险:Gross Margin Deterioration
Cost of revenue grew 59.3% YoY — nearly double the revenue growth rate of 33.5% — compressing gross margin by 4.7 percentage points to 71.2%. If infrastructure and bandwidth costs continue to outpace revenue growth, profitability timelines could be pushed out significantly.