Cloudflare Inc

NET: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Cloudflare Earnings: AI Demand Continues Driving Results

Malik Ahmed Khan

Nov 6, 2026

Cloudflare reported third-quarter financial results, with the firm's sales coming in at $782.5 million, up 39% year over year. The firm’s adjusted operating margins expanded 300 basis points to 18%. The firm’s remaining performance obligations, or RPO, a forward-looking metric, grew 37%.

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Cloudflare Inc

Cloudflare Earnings: AI Demand Continues Driving Results

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