Every material Form 8-K Cloudflare, Inc. has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Cloudflare reported fiscal third-quarter 2026 revenue of $782.5 million, up 39% year over year, and non-GAAP net income per diluted share of $0.38, up from $0.27. GAAP net loss widened to $34.1 million from $1.3 million, and the company disclosed restructuring and other charges of $11.0 million for the quarter and $161.7 million for the first nine months. The filing also announced Christian Smith's appointment as President of Revenue.
Q3 revenue of $782.5 million, up 39% year over year; GAAP gross margin 71.2%, down from 74.0%
GAAP net loss of $34.1 million, compared with $1.3 million in Q3 2025; non-GAAP net income of $143.7 million
Q4 2026 guidance: total revenue of $845.0 to $846.0 million and non-GAAP net income per share of $0.43
Christian Smith appointed President of Revenue, effective November 2, 2026
Cloudflare issued $2.5 billion of 0% convertible senior notes maturing August 15, 2031, under an indenture dated August 13, 2026. The company reported net proceeds of about $2,462.3 million, of which $259.5 million was used for capped call transactions, with the remainder for general corporate purposes. The notes add a large amount of debt, and conversion into Class A common stock would dilute shareholders unless offset by the capped calls.
Principal of $2.5 billion, 0% interest, maturing August 15, 2031 unless earlier redeemed, repurchased or converted.
Initial conversion price of about $496.94 per share, a 60% premium to the $310.59 closing price on August 10, 2026.
Net proceeds of about $2,462.3 million; $259.5 million used to pay for capped call transactions.
No optional redemption before August 20, 2029, except a cleanup redemption if less than $200.0 million remains outstanding.
Cloudflare reported second-quarter 2026 revenue of $696.1 million, up 36% from a year earlier, and non-GAAP net income per diluted share of $0.29, up from $0.21. GAAP net loss widened to $170.0 million, or $0.48 per share, from $50.4 million a year earlier, after $150.7 million in restructuring and other charges tied to a plan to align the organization with an agentic AI-first operating model. The company also gave third-quarter and full-year 2026 revenue and non-GAAP per-share outlooks.
Q2 2026 revenue $696.1 million, up 36% year-over-year; GAAP gross margin 71.8% versus 74.9% a year earlier
GAAP net loss $170.0 million ($0.48 per share) versus $50.4 million loss in Q2 2025, including $150.7 million in restructuring and other charges
Q3 2026 guidance: total revenue $736.0 to $737.0 million; full-year 2026 guidance: total revenue $2,864.0 to $2,870.0 million and non-GAAP net income per share $1.25 to $1.26
Free cash flow $56.4 million, or 8% of revenue, versus $33.3 million in Q2 2025
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Cloudflare, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →