Cloudflare Inc - Ordinary Shares - Class A
NET
Market Cap$72.73B
Close$
Earnings Call Q2 2025
July 31, 2025 - AI Summary
Strong Revenue Growth: Cloudflare reported revenue of $512.3 million in Q2 2025, representing a 28% year-over-year growth, up from 26.5% in Q1. This growth was fueled by a 22% increase in the number of large customers paying over $100,000 annually, which now constitutes 71% of total revenue, up from 67% a year ago.
Market Expansion and Customer Retention: The company has successfully expanded its customer base to approximately 266,000 paying customers, adding over 15,000 sequentially, with large account cohorts (over $1 million and $5 million) showing strong growth. This led to a dollar-based net retention rate of 114%, improving 3% quarter-over-quarter.
Future Revenue Projections: For Q3 2025, Cloudflare expects revenue between $543.5 million and $544.5 million (26%-27% year-over-year growth). For the full year, they anticipate revenue between $2.113 billion and $2.115 billion, reflecting a 27% increase. This guidance suggests continued confidence in growth momentum for the second half of the year.
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$-8.34
104.1% downside
Current Fair Value
104.1% downsideOvervalued by 104.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $72.73 Billion |
|---|---|
| Enterprise Value | $75.32 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $-0.23 |
| Beta | 1.84 |
| Outstanding Shares | 347,489,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -619.45 |
|---|---|
| PEG | -264.08 |
| Price to Sales | 41.14 |
| Price to Book Ratio | 68.57 |
| Enterprise Value to Revenue | 40.03 |
| Enterprise Value to EBIT | -527.54 |
| Enterprise Value to Net Income | -644 |
| Total Debt to Enterprise | 0.05 |
| Debt to Equity | 3.31 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Cloudflare Inc
CEO: Matthew Prince Cloudflare, Inc. is on a mission to help build a better Internet. Cloudflare's platform protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet propertie...