Q1: 2026-05-07 Earnings Summary
EPS of $0.25 beats by $0.02
|
Revenue of
$639.76M
(33.54% Y/Y)
beats by $17.14M
Cloudflare, Inc. (NET) Q1 2026 Earnings Call May 7, 2026 5:00 PM EDT
Company Participants
Philip Winslow - Vice President of Strategic Finance, Treasury and Investor Relations
Matthew Prince - Co-Founder, Co-Chairman & CEO
Thomas Seifert - Chief Financial Officer
Conference Call Participants
Matthew Hedberg - RBC Capital Markets, Research Division
Adam Borg - Stifel, Nicolaus & Company, Incorporated, Research Division
Saket Kalia - Barclays Bank PLC, Research Division
James Fish - Piper Sandler & Co., Research Division
Gabriela Borges - Goldman Sachs Group, Inc., Research Division
Fatima Boolani - Citigroup Inc., Research Division
Shaul Eyal - TD Cowen, Research Division
Presentation
Operator
Thank you for standing by. My name is Joe, and I will be your conference operator today. At this time, I would like to welcome everyone to the Cloudflare First Quarter 2026 Earnings Call. [Operator Instructions]. I would now like to turn the conference over to Phil Winslow. You may begin.
Philip Winslow
Vice President of Strategic Finance, Treasury and Investor Relations
Thank you for joining us today to discuss Cloudflare's financial results for the first quarter of 2026. With me on the call, we have Matthew Prince, Co-Founder and CEO; Michelle Zatlyn, Co-Founder and President; and Thomas Seifert, CFO. By now, everyone should have access to our earnings announcement. This announcement as well as our supplemental financial information may be found on our Investor Relations website. As a reminder, we'll be making forward-looking statements during today's discussion, including, but not limited to, our customers, vendors and partners, operations and future financial performance, our anticipated product launches and the timing and market potential of those products, our anticipated future financial and operating performance and our expectations regarding future macroeconomic conditions.
These statements and other comments are not guarantees of future performance and are subject to risks and uncertainty, much of which is beyond our
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