NETEarnings Release财报快讯Source checked来源已核对Source link原始来源August 6, 20262026/8/6by InvestLog AIInvestLog AI 整理

NET earnings release — EPS beat +8.0% · revenue beat +4.7%Cloudflare, Inc. (NET) 财报发布 — EPS 高于预期+8.0% · 营收高于预期+4.7%

Key Results

Actual vs Consensus

EPS: $0.29 vs $0.27 estimate, beat+8.0%.

Revenue: $696M vs $665M estimate, beat+4.7%.

Profitability and Cash Flow

Period: 2026 Q2 period ended 2026-06-30

Revenue: $696M; YoY: +35.9%; QoQ: +8.8%

Gross profit: $500M; Gross margin: 71.8%

Operating income: -$206M; Operating margin: -29.6%; YoY: -205.8%; QoQ: -231.8%

Net income: -$170M; GAAP diluted EPS: $0.00; YoY: -237.0%; QoQ: -641.4%

Operating cash flow: $118M; Capex: $0; Free cash flow: $118M

Cash: $1.7B; Total debt: $3.5B; Net debt: $1.9B

Official release: Cloudflare Announces Second Quarter 2026 Financial Results

核心结果

实际值与市场预期

EPS：$0.29 vs $0.27 预期，高于预期+8.0%。

营收：$696M vs $665M 预期，高于预期+4.7%。

财务指标

期间：2026 Q2 period ended 2026-06-30

营收：$696M；同比：+35.9%；环比：+8.8%

毛利润：$500M；毛利率：71.8%

经营利润：-$206M；经营利润率：-29.6%；同比：-205.8%；环比：-231.8%

净利润：-$170M；GAAP 稀释 EPS：$0.00；同比：-237.0%；环比：-641.4%

经营现金流：$118M；资本开支：$0；自由现金流：$118M

现金：$1.7B；总债务：$3.5B；净债务：$1.9B

View NET stock details ->查看 NET 个股详情 ->

This earnings research was prepared from company results, regulatory filings, and financial statements. It is for informational purposes only and does not constitute investment advice.这篇财报研究基于公司业绩公告、监管文件和财务报表整理。内容仅供参考，不构成投资建议。

NET earnings release — EPS beat +8.0% · revenue beat +4.7%Cloudflare, Inc. (NET) 财报发布 — EPS 高于预期+8.0% · 营收 高于预期+4.7%