Cloudflare beats Q3 revenue estimates

Cloudflare

30/10/2025 20:23

Overview

Cloudflare Q3 2025 revenue grows 31% yr/yr, beating analyst expectations

Adjusted EPS for Q3 beats consensus, reflecting operational efficiency

CJ Desai to step down as President of Product & Engineering

Outlook

Cloudflare expects Q4 revenue between $588.5 mln and $589.5 mln

Company forecasts full-year revenue of $2,142.0 mln to $2,143.0 mln

Cloudflare anticipates Q4 non-GAAP net income per share of $0.27

Result Drivers

REVENUE GROWTH - Cloudflare's Q3 revenue increased by 31% yr/yr, driven by accelerated innovation and product delivery

RPO GROWTH - The company reported a 43% yr/yr increase in RPO, indicating strong future revenue potential

OPERATIONAL EFFICIENCY - Non-GAAP income from operations rose to $85.9 mln, reflecting improved operational efficiency

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$562.02 mln
$544.82 mln (27 Analysts)
Q3 Adjusted EPS
Beat
$0.27
$0.23 (27 Analysts)
Q3 EPS
Q3 Net Income
-$1.29 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 19 "strong buy" or "buy", 13 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for Cloudflare Inc is $230.00, about 1.1% above its October 29 closing price of $227.38

Press Release: ID:nBw70HX7va

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)