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NETCloudflare, Inc.
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Form 8-KTuesday, February 10, 2026📈High Impact
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Cloudflare Furnishes Q4 and Fiscal Year 2025 Financial Results

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Summary

Cloudflare, Inc. furnished its financial results for the fourth quarter and fiscal year ended December 31, 2025, on February 10, 2026, via an Exhibit 99.1 press release. The company reported strong revenue growth and significant increases in RPO. Q4 revenue totaled $614.5 million, up 34% year-over-year. Fiscal year 2025 revenue reached $2,167.9 million, an increase of 30% year-over-year. GAAP loss from operations was $49.2 million, while non-GAAP income from operations was $89.6 million. RPO grew 48% year-over-year, and Current RPO grew 34% year-over-year.

Why It Matters

The strong year-over-year revenue growth of 34% in Q4 and 30% for the full fiscal year 2025, coupled with significant RPO growth (48% YOY), indicates robust demand and future revenue visibility, which are key positive signals for investors.

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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
Tuesday, February 10, 2026
Filing Time
12:00 AM UTC
Form Type
8-K
Materiality Level
high
Sentiment
positive