Latest Earnings Results: Q3 '26
Estimated EPS
$0.34
Reported EPS
$0.38
Surprise
+10.98%
Estimated Rev
$737.16M
Reported Rev
$782.51M
Surprise
+6.15%
• Reported GAAP EPS of $0.38 up 40.74% YoY • Reported revenue of $782.51M up 39.23% YoY
Bullish Takeaway
Cloudflare expanded large-enterprise reach and customer expansion, generated higher non-GAAP operating income and free cash flow year over year, and added developer-tooling technology through the VoidZero acquisition.
Bearish Takeaway
Cloudflares gross margin fell as technology and network costs rose; losses widened, while its AI-first restructuring carries execution risks and anticipated component shortages may raise infrastructure costs.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.43 | -- | -- | N/A |
Q3 '26 | $0.34 | $0.38 | 10.98% | BEAT |
Q2 '26 | $0.27 | $0.29 | 8.04% | BEAT |
Q1 '26 | $0.23 | $0.25 | 8.42% | BEAT |
Q4 '25 | $0.27 | $0.28 | 3.21% | BEAT |