Cloudflare Q3 revenue rises 39% to $782.5 million; GAAP net loss widens to $34.1 million
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.
Key points
- 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
The filing
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 November 05, 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.