Cloudflare posts 39% Q3 revenue jump, raises full‑year outlook and Q4 guidance
+2 new sources since this summary was written
Cloudflare reported third‑quarter 2026 revenue of $782.5 million, up 39% year‑over‑year, and adjusted earnings of $0.38 per share, beating analyst estimates. The company announced Q4 revenue guidance of $845 million‑$846 million and full‑year revenue guidance of $2.963 billion‑$2.964 billion, both above consensus. Management highlighted accelerating enterprise demand and AI‑driven growth, while GAAP operating loss widened to $67.9 million.
Why it matters
The raised revenue guidance implies higher top‑line growth for the rest of 2026, which could support a higher valuation for the stock (the company expects adjusted EPS of $1.35 for the year). The widened GAAP loss shows that GAAP profitability remains a challenge despite improving adjusted margins.
Key facts
- 1Q3 2026 revenue was $782.5 million, a 39% increase year‑over‑year. stocktitan.net
- 2Adjusted diluted EPS for Q3 was $0.38 per share. investing.com
- 3GAAP operating loss for Q3 was $67.9 million. stocktitan.net
- 4Adjusted operating income was $137.1 million, or 17.5% of revenue. stocktitan.net
- 5Q4 revenue guidance is $845 million‑$846 million. stocktitan.net
- 6Full‑year 2026 revenue guidance is $2.963 billion‑$2.964 billion. stocktitan.net
Summary written by AlphAI AI Desk from 20 of 23 sources. Not investment advice. Figures are as stated by the linked sources.