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NETCloudflare, Inc.
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Form 8-KThursday, October 30, 2025High Impact
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Cloudflare, Inc. Furnishes Third Quarter 2025 Financial Results

earningsmanagementproduct

Summary

On October 30, 2025, Cloudflare, Inc. announced financial results for its third quarter ended September 30, 2025, via an Exhibit 99.1 press release. The company reported total revenue of $562.0 million, marking a 31% year-over-year increase. It achieved a GAAP loss from operations of $37.5 million (7% of revenue) and non-GAAP income from operations of $85.9 million (15% of revenue). Additionally, RPO grew 43% year-over-year, and Current RPO increased 30% year-over-year. Supplemental financial information was also posted on its investor relations website.

Why It Matters

Investors should note the accelerating revenue growth, which reached 31% year-over-year for the second consecutive quarter, as highlighted in the Exhibit 99.1 press release. This, coupled with strong RPO and Current RPO growth, signals increasing business momentum and potential for future revenue generation.

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Key Quote

On October 30, 2025, Cloudflare, Inc. (the "Company") reported financial results for the fiscal quarter ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference.

— From Item 2.02

Filing Details

Reported Items

Item 2.02Results of Operations
Item 7.01Regulation FD Disclosure
Item 9.01Financial Statements and Exhibits

Additional Information

CIK Number
0001477333
Filing Date
Thursday, October 30, 2025
Filing Time
12:00 AM UTC
Form Type
8-K
Materiality Level
high
Sentiment
neutral