Quarterly ResultAug 6, 2026, 04:34 PM
Cloudflare Q2 Revenue $696.1M, +36% YoY; Non-GAAP Op Income $96.1M
AI Summary
Cloudflare, Inc. reported strong financial results for the second quarter ended June 30, 2026, with total revenue reaching $696.1 million, a 36% increase year-over-year. The company achieved a non-GAAP income from operations of $96.1 million, or 14% of revenue, alongside a GAAP loss from operations of $205.7 million. Cloudflare also provided an optimistic financial outlook for the third quarter and full fiscal year 2026, projecting continued revenue growth and non-GAAP profitability.
Key Highlights
- Q2 2026 revenue: $696.1 million, an increase of 36% year-over-year.
- Q2 2026 GAAP loss from operations: $205.7 million, or 30% of total revenue.
- Q2 2026 non-GAAP income from operations: $96.1 million, or 14% of revenue.
- Q2 2026 non-GAAP net income per diluted share: $0.29.
- Q2 2026 free cash flow: $56.4 million, or 8% of revenue.
- Q3 2026 revenue guidance: $736.0 to $737.0 million.
- Full-year 2026 non-GAAP net income per share guidance: $1.25 to $1.26.
- Restructuring and other charges: $150.7 million in Q2 2026.
Price Impact
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