NET
Cloudflare, Inc.
Cloudflare (NET) Q2 2026 earnings
Published Aug 6, 2026
AI summary
- Revenue $696M, up 36% from $512M a year ago.
- Adjusted EPS $0.29 beat the $0.27 consensus by $0.02, up from $0.21 a year ago.
- Cloudflare reported second quarter revenue of $696.1 million, a 36% increase compared to the prior year.
- The company recorded a GAAP operating loss of $205.7 million, impacted by restructuring and other charges.
- Non-GAAP income from operations reached $96.1 million, representing 14% of total revenue.
Results vs analyst consensus
Revenue
Reported
$696M
Consensus not captured before release
+36% YoY
Adjusted EPS
Reported · Non-GAAP net income per diluted share
$0.29
Consensus $0.27
Beat by $0.02GAAP EPS: −$0.48
Consensus: Yahoo Finance · Q2 2026 · EPS estimate at release
Revenue display rounded; difference uses exact result.
Next quarter outlook
$736M–$737M
Q3 2026 revenue guidance
Next-quarter consensus not captured before release.
What to watch
- The company reported $150.7 million in restructuring and other charges during the quarter.
- GAAP net loss widened to $170.0 million compared to $50.4 million in the same period last year.
Read original report
Source: Cloudflare, Inc. press release · SEC Form 8-K exhibit 99.1