Cloudflare, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
Cloudflare reported Q2 2026 revenue of $696.1M (36% YoY growth) with GAAP net loss of $170.0M ($0.48/share) versus $50.4M loss ($0.15/share) in Q2 2025. The Q2 loss expansion was primarily driven by a $150.7M restructuring charge. Non-GAAP operating income was $96.1M (13.8% margin) versus $72.3M (14.1% margin) YoY. The company holds $4.16B in cash/securities and guided full-year 2026 revenue to $2,864–$2,870M and non-GAAP EPS to $1.25–$1.26.
Why this rating
36% revenue growth and improved non-GAAP profitability are positive, but restructuring charge of $151M (~0.4% of market cap) plus gross margin compression (71.8% vs 74.9% YoY) and GAAP loss doubling signal execution headwinds. Moderate concern, not transformational.
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