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Cloudflare (NET) guidance and outlook
Cloudflare (NET) raised its guidance on Nov 5, 2026: Revenue $845M–$846M for Q4 FY2026; Operating income $156M–$157M for Q4 FY2026; EPS $0.43 for Q4 FY2026; Revenue $3.0B for FY2026. Cloudflare's 10-Q filed Nov 5, 2026 makes 27 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 FY2026 | $845M–$846M | new |
| Operating income | Q4 FY2026 | $156M–$157M | new |
| EPS | Q4 FY2026 | $0.43 | new |
| Revenue | FY2026 | $3.0B | raised |
| Operating income | FY2026 | $462M–$463M | raised |
| EPS | FY2026 | $1.35 | raised |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- We offer a variety of plans to our free and paying customers depending on their required features and functionality.
- We intend to continue to make substantial investments in our global network infrastructure to support the growth of our business, including the addition of servers with storage capabilities to support our storage and database products and servers with graphics processing units (GPUs) to support our AI-related developer platform products.
- As we invest in our network, we believe the service that we can provide our customers and the insight and knowledge that we can gain will continue to grow.
- We also intend to continue to invest in market awareness of our new products to improve growth within our existing customers.
- International markets represented 48% and 50% of our revenue in the three months ended September 30, 2026 and 2025, respectively, and we intend to continue to invest in our international growth as a strategy to expand our customer base around the world.
- We expect that addressing these challenges and risks will increase our operating expenses significantly over the next several years.
- As a result, we expect that some or all of the negative trends described in this paragraph may emerge or recur during future quarters.
- We estimate total restructuring charges under the Plan to be up to $165 million, consisting of $125 million in cash expenditures for severance and employee benefits, $35 million in stock-based compensation and $5 million in other costs.
- In addition, other companies, including companies in our industry, may calculate similarly-titled non-GAAP measures differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of our non-GAAP financial measures as tools for comparison.
- In addition, other companies, including companies in our industry, may calculate similarly-titled business metrics differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of these business metrics as tools for comparison to such companies.
- We believe that we will achieve these objectives by continuing to focus on customer loyalty and adding additional products and functionality to our network.
- As our customers expand and increase the use of our global network and products driven by additional applications and connected devices, we expect that our cost of revenue will continue to increase due to higher network and bandwidth costs and expenses related to operating in additional co-location facilities.
Cloudflare's latest quarter
Cloudflare, Q3 2026: revenue $783M (+39% year over year), operating margin -8.7%, net loss $34.1M, operating cash flow $215M. The chart follows the revenue to costs, profit and cash.
Questions
Did Cloudflare raise or lower its guidance?
Cloudflare (NET) raised its guidance on Nov 5, 2026: Revenue $845M–$846M for Q4 FY2026; Operating income $156M–$157M for Q4 FY2026; EPS $0.43 for Q4 FY2026; Revenue $3.0B for FY2026.
What does Cloudflare expect?
We offer a variety of plans to our free and paying customers depending on their required features and functionality. We intend to continue to make substantial investments in our global network infrastructure to support the growth of our business, including the addition of servers with storage capabilities to support our storage and database products and servers with graphics processing units (GPUs) to support our AI-related developer platform products. As we invest in our network, we believe the service that we can provide our customers and the insight and knowledge that we can gain will conti
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.