macro

Cloudflare revenue jumps 39% as third-quarter net loss widens

Cloudflare's third-quarter revenue rose 39%, but its GAAP net loss widened to $34.1 million. Fourth-quarter and 2026 forecasts were also issued.

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what happened

Cloudflare (NET) reported a larger third-quarter loss on Thursday, even as revenue grew 39%, reaching $782.5 million, up from $562 million a year before. According to TradingView, which cited RTTNews, the GAAP net loss came in at $34.1 million, or $0.10 per share, versus a $1.3 million loss, or breakeven per share, in the same period last year.

Adjusted profit was $143.7 million ($0.38 per share), compared with $102.6 million ($0.27 per share) a year earlier. Gross margin slipped to 71.2% from 74%.

For the fourth quarter, Cloudflare forecasts revenue of $845–846 million and adjusted EPS of $0.43. For fiscal 2026, it projects revenue of $2.963–2.964 billion and adjusted EPS of $1.35.

why it matters

Near 40% revenue growth is the main positive, while the wider GAAP loss and lower gross margin are the points investors will weigh against it. The guidance gives the market a benchmark for judging the next reports.

market impact

Cloudflare shares: fast revenue growth offset by a wider GAAP loss and thinner margin

  • Cloudflare shares mixed — strong sales growth supports them, while the bigger loss and margin decline weigh

tags

instruments

NETCloudflare shares

on polymarket

sources

  1. BRT Apartments Q3 loss widens — Reuters, 5 November 2026 at 21:59 UTC
  2. Cloudflare Q3 Loss Widens — TradingView, 5 November 2026 at 22:24 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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