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Cloudflare Q2'25 Earnings Highlights

$NET (+4,86ย %)

๐Ÿ”น Revenue: $512.3M (Est. $501.3M) ๐ŸŸข; +28% YoY

๐Ÿ”น Adj. EPS: $0.21 (Est. $0.18) ๐ŸŸข

๐Ÿ”น Adj. Net Income: $75.1M (Est. $67.5M) ๐ŸŸข


Guidance โ€“ FY25

๐Ÿ”น Revenue: $2.1135Bโ€“$2.1155B (Est. $2.10B) ๐ŸŸข

๐Ÿ”น Adj. EPS: $0.85โ€“$0.86 (Est. $0.80) ๐ŸŸข


Guidance โ€“ Q3'25

๐Ÿ”น Revenue: $543.5Mโ€“$544.5M (Est. $539M) ๐ŸŸข

๐Ÿ”น Adj. EPS: $0.23 (Est. $0.21) ๐ŸŸข


Other Q2 Metrics:

๐Ÿ”น Gross Margin (Non-GAAP): 76.3% (vs. 79.0% YoY)

๐Ÿ”น Free Cash Flow: $33.3M; 6% margin

๐Ÿ”น RPO Growth: +39% YoY; Current RPO Growth: +33% YoY

๐Ÿ”น Cash & Securities: $3.96B


CEO Commentary

๐Ÿ”ธ โ€œWeโ€™re innovating faster than ever... Our largest customers are growing investments at the highest levels since 2022.โ€ โ€“ CEO Matthew Prince

๐Ÿ”ธ โ€œWe are firing on all cylinders, with the right technology, strategy, and team to accelerate the next phase of growth.โ€

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$NET just too cool. Bought on April 17th... 3.5 months later I am 99% in profit... Unbelievable
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