Cloudflare Inc (NET) — the earnings record

As of the 2026-10-15 card — updated after each print. An investment research diary, not advice.

The record at a glance

9/10EPS beats

10/10revenue beats

5 · 2 · 3up · flat · down (+3d, ±3%)

2026-11-05next print

Reactions across the covered prints span -27.3% to +21.9% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$0.74B · reports Thursday 5 November after the close (confirmed by the company) into the next print.

Print by print

Print	Date	EPS	Revenue
Aug 26	2026-08-06	✓ beat	✓ beat
May 26	2026-05-07	✓ beat	✓ beat
Feb 26	2026-02-10	✓ beat	✓ beat
Oct 25	2025-10-30	✓ beat	✓ beat
Jul 25	2025-07-31	✓ beat	✓ beat
May 25	2025-05-08	✗ miss	✓ beat
Feb 25	2025-02-06	✓ beat	✓ beat
Nov 24	2024-11-07	✓ beat	✓ beat
Aug 24	2024-08-01	✓ beat	✓ beat
May 24	2024-05-02	✓ beat	✓ beat

The per-print reaction chart, the load-bearing metric and the behavior read live on the full NET print-record card — free registration.

FAQ · from the current data · as of 2026-10-15

Quick answers

How often does Cloudflare Inc beat earnings estimates?

Across the last 10 covered prints (as of the 2026-10-15 card), Cloudflare Inc beat EPS estimates 9 of 10 times and revenue estimates 10 of 10 times, with 9 double beats.

How does NET stock react to earnings?

Measured close-of-print-day to the close three sessions later: 5 of the last 10 prints resolved up (beyond +3%), 2 flat, 3 down — reactions spanning -27.3% to +21.9%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was NET's biggest earnings reaction?

-27.3% over the three sessions after the May 26 print (2026-05-07).

When does Cloudflare Inc report earnings next?

2026-11-05 (est EPS $0.34 · est revenue ~$0.74B · reports Thursday 5 November after the close (confirmed by the company)). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelooknet

Where NET appears in the diary — 16 pieces, newest first. Every link is our own writing.

Dailies

Tech — the whole complex sold: chip fund −2.1%, software −4.3%; Nasdaq −1.1% while the Dow is greenMidday 10 · 16 Oct 2026Our usage gauges sold hardest: Cloudflare −7.0%, Datadog −6.7%, DigitalOcean −9.1% — −24% on the week
AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%Midday 10 · 15 Oct 2026Our AI usage gauges split: DigitalOcean −6.1% after Wednesday's −14.8%, Cloudflare −4.3%; JFrog +1.7%
AI Trade — cloud fund +2.9% on a second up day, security +2.7%; chips −0.9% again, Delta −1.6% on fuelMidday 10 · 9 Oct 2026The data and monitoring layer: Datadog +5.7%, Snowflake +4.8%, Cloudflare +4.2%
Nvidia — up 2.7% in a red market; MongoDB sinks 18% as Meta hires its CEO, gold slides 3.8%Midday 10 · 28 Sept 2026Cybersecurity rises while the market falls: Palo Alto Networks $390.12 (+4.10%), Zscaler $200.25 (+3.73%), CrowdStrike $259.69 (+3.00%), Cloudflare $355.13 (+1.75%)
Cloudflare — The Put Comes Back 30 Dollars Lower and Three Months LongerDaily Pulse · 26 Sept 2026The derivatives book sold a new Cloudflare put on Monday, the September-2027 250, for 3,510 dollars of premium.
Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69Midday 10 · 16 Sept 2026Software is today’s laggard rather than its leader: the software ETF flat at $105.41, Microsoft −0.5% at $494.39, ServiceNow −0.8%, Amazon flat, while the security names hold their bid — Palo Alto +1.2%, Cloudflare +0.8%, CrowdStrike +0.5%.
Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026Security keeps the bid on day two: CrowdStrike +2.9% to $242.15, SentinelOne +2.3%, Zscaler +1.8% to $195.14, ServiceNow +1.9%, Okta +1.0%, Salesforce +0.7%, Cloudflare +0.7%, Fortinet +0.6%, Palo Alto +0.5% — the software ETF flat at…
AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026The software ETF is up 4.5% at $106.07, its best day of the year, and the security names that Sunday’s Weekly said were being sold on price and bought on flow are up 12% to 15%: Zscaler +14.8%, SentinelOne +14.6%, CrowdStrike +14.7%, Palo…

Related in the Closelooknet universe

same Closelooknet index seat first, then Software - Infrastructure. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.