Cloudflare Inc (NET) — the earnings record

As of the 2026-08-06 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%)

2026-08-06next 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 ~$0.66B into the next print.

Print by print

Print	Date	EPS	Revenue
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
Feb 24	2024-02-08	✓ 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 2026-08-06

Quick answers

How often does Cloudflare Inc beat earnings estimates?

Across the last 10 covered prints (as of the 2026-08-06 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?

2026-08-06 (est EPS $0.27 · est revenue ~$0.66B). 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 Closelook

Where NET appears in the diary — 11 pieces, newest first. Every link is our own writing.

Dailies

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…
Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%Morning 10 · 11 Sept 2026The other half of the sort did not benefit: the software ETF fell 0.6% to $101.20, its sixth losing session in a row, with Cloudflare −1.0% to $311.17, Datadog −1.6%, Meta −1.4% after Wednesday’s gains.
Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave backMorning 10 · 10 Sept 2026Under the fall, the midday flip held into the close: Cloudflare +10.5% on its OpenAI security service, Datadog +7.2%, Meta +6.6% on its Muse agent, Marvell +4.3%, Astera Labs +4.0%, while Nvidia, Broadcom, TSMC and ASML slipped and AMD…
Chips lead the market down as oil tops $105 and the 10-year hits 4.92%: Micron −4%, Intel −4%, Nvidia −2.5% — while software posts its first up day in six and Apple gains 3%Midday 10 · 10 Sept 2026The iShares software ETF is up 0.5% at $102.38, its first gain in six sessions, with ServiceNow +2.1%, Salesforce +0.6%, Datadog +0.5% and Shopify +0.3% after two heavy days; Cloudflare −0.2% at $313 and Meta −0.2% at $652 are holding…
The trade flips at midday: chips fade, software bounces — Meta +6%, Cloudflare +9%, Datadog +6% while oil holds $101 and the 10-year hits 4.85%Midday 10 · 9 Sept 2026The semiconductor ETFs opened higher and have given it all back, Nvidia, Broadcom, TSMC and ASML are lower, and the buying has moved to names with a catalyst: Cloudflare +9% on an OpenAI security partnership, Datadog +6%, Meta +6% on its…
Chips up, software down: Nvidia leads a split rebound while the bond market catches its breathMidday 10 · 2 Sept 2026The selling has spread to the whole AI-software group: Cloudflare (NET), Datadog (DDOG), ServiceNow (NOW) and Samsara (IOT), which reports tomorrow, are all lower, and together they are the main weight on the software ETF.