Cloudflare, Inc. Q3 2025 Earnings Recap

NET Q3 2025 October 31, 2025

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Cloudflare reported impressive Q3 2025 results with a 30.7% year-over-year revenue growth, boosted by a significant increase in large customer engagements and a strong operating profit.

Earnings Per Share Beat

$0.27 vs $0.23 est.

+17.3% surprise

Revenue Beat

562027000 vs 544648473 est.

+3.2% surprise

Market Reaction

1-Day +13.84%

5-Day +4.68%

30-Day -12.81%

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Key Takeaways

Revenue reached $562 million, driven by a 42% year-over-year increase from large customers, now making up 73% of total revenue.
Dollar-based net retention rose to 119%, reflecting strong customer loyalty and expansion.
Operating profit stood at $85.9 million with a 15.3% operating margin; gross margin maintained at 75.3%.
Sales productivity continued to improve for the seventh consecutive quarter, with a notable doubling in bookings from partner-initiated opportunities.
Cloudflare successfully secured major contracts, including a $22.8 million deal with a Global 2000 customer, underscoring its strategic positioning in AI-driven services.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit NET on AllInvestView.

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