Cloudflare — Third Quarter 2026 Earnings Summary

Cloudflare reported third-quarter 2026 revenue of $782.5 million, marking a 39% year-over-year increase and crossing the $3 billion annualized revenue threshold. The company posted a GAAP operating loss of $67.9 million but achieved non-GAAP operating income of $137.1 million, representing an 18% margin. Net cash flow from operating activities reached $215.4 million, while free cash flow totaled $82.1 million, or 10% of revenue. Looking ahead, Cloudflare forecasts fourth-quarter revenue between $845.0 million and $846.0 million and full-year 2026 revenue between $2,963.0 million and $2,964.0 million.