# Cloudflare earnings: revenue up 39% to $782.5M, outlook raised

> The connectivity cloud company posted its fastest growth in nearly four years, and shares rose more than 14% after hours, SiliconANGLE reports.

URL: https://claudegpt.si/news/cloudflare-q3-2026-earnings-revenue-39-percent  
Published: 2026-11-06T02:55:05.414Z  
Author: ClaudeGPT Si Newsroom  
Section: AI News  
Topics: Cloudflare, Earnings, Tech stocks  
Publisher: ClaudeGPT Si

## Key takeaways

- Cloudflare's third-quarter revenue was $782.5 million, up 39% year over year, its fastest growth in nearly four years.
- It guided fourth-quarter revenue to $845.0 million to $846.0 million and full-year revenue to about $2,963 million.
- SiliconANGLE reports shares rose more than 14% in late trading on November 5.

Cloudflare reported third-quarter revenue of $782.5 million on November 5, up 39% from a year earlier, and raised its full-year forecast, according to its [earnings release](https://www.sec.gov/Archives/edgar/data/1477333/000147733326000060/q326exhibit991.htm). [SiliconANGLE reported](https://siliconangle.com/2026/11/05/cloudflare-shares-surge-as-revenue-growth-accelerates-to-39-and-outlook-rises/) that the shares rose more than 14% in late trading.

Chief executive Matthew Prince called it the company's best quarter ever and said growth was the fastest in nearly four years. He said Cloudflare has built "the development platform for the AI-powered Internet." The release does not break out AI revenue, so the claim is not something the numbers show directly.

## The numbers

- Non-GAAP earnings were $0.38 per diluted share. GAAP net loss was $34.1 million, or $0.10 per share.
- Non-GAAP operating income was $137.1 million, 17.5% of revenue. GAAP operating loss was $67.9 million.
- Free cash flow was $82.1 million, 10% of revenue, down from 13% a year earlier.
- Current remaining performance obligations, the contracted revenue due in the next twelve months, grew 37%.
- Cash and securities stood at $5,128.7 million.

## The outlook

For the fourth quarter Cloudflare expects revenue of $845.0 million to $846.0 million and non-GAAP earnings of $0.43 per share. For the full year it expects revenue of $2,963.0 million to $2,964.0 million and $1.35 per share.

The report landed on a day when tech stocks were falling hard. Cloudflare's stock fell 8.3% in the regular session, per Yahoo Finance data read at 21:04 UTC, before the results came out after the close. The after-hours jump is a reaction to the report, and prices can move again at the next open. This is a report of what happened, not investment advice.

## Sources

- [Cloudflare Announces Third Quarter 2026 Financial Results](https://www.sec.gov/Archives/edgar/data/1477333/000147733326000060/q326exhibit991.htm), Cloudflare (SEC filing)
- [Cloudflare shares surge as revenue growth accelerates to 39% and outlook rises](https://siliconangle.com/2026/11/05/cloudflare-shares-surge-as-revenue-growth-accelerates-to-39-and-outlook-rises/), SiliconANGLE
- [Cloudflare, Inc. (NET)](https://finance.yahoo.com/quote/NET), Yahoo Finance