NETQ3 20261/5Estimate vs Actual
Earnings per Share
- Estimate
- $0.35
- Actual
- $0.38
+10.0% vs Estimate
Revenue
- Estimate
- $746 M
- Actual
- $783 M
+4.9% vs Estimate
Cloudflare Q3 2026 · Story
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NETQ3 20261/5NETQ3 20262/5Guidance
Q4 Revenue
- Company Guidance
- 845 – 846 million
- Market Estimate
- 798.2 million
5.9% Above Estimate ▲
Q4 Adjusted EPS
- Company Guidance
- 0.43 $
- Market Estimate
- 0.38 $
13.2% Above Estimate ▲
Q4 Adjusted Operating Income
- Company Guidance
- 156 – 157 million
14.2% Sequential Increase ▲
NETQ3 20263/5Price Reaction
First Full Session
+ 9.9%
From the report-day close to the next session's close.
Post-Report Moves
- This Report+ 9.9%
- Aug 6+ 5.6%
NETQ3 20264/5In 30 Seconds
Revenue grew 39% year over year to $782.5 million, beating estimates by 6.2%, and adjusted EPS came in 11.8% above expectations.
- Fourth-quarter revenue guidance topped estimates by 5.9%, but adjusted gross margin contracted 2.9 points in a year.
- After falling 8.3% on earnings day, the stock rebounded 14.7% after hours and closed up 9.9% the next day.
First point of the analysis's “In 30 Seconds”.
Full AnalysisNETQ3 20265/5Score
84
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