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AI brief of an SEC Form 8-K · Cloudflare, Inc. (NET)

Cloudflare Q2 revenue up 36% to $696.1 million; $150.7 million charge widens GAAP loss

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyCloudflare, Inc. (NET)
Form8-K, current report
Filed with the SECAug 6, 2026, 4:20 PM ET
Accession number0001477333-26-000053

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 10:08 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 06, 2026.

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.