Every 8-K that Cloudflare, Inc. (NET) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow NET and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NET filings page.
Cloudflare, Inc. issued $2.50 billion aggregate principal amount of 0% Convertible Senior Notes due 2031 in a Rule 144A private offering. The notes mature on August 15, 2031, bear no regular interest, and are senior unsecured obligations.
The initial conversion rate is 2.0123 shares of Class A common stock per $1,000 principal amount, implying a conversion price of about $496.94 per share, a 60% premium to the $310.59 share price on August 10, 2026. Cloudflare may settle conversions in cash, stock, or a combination, and can redeem the notes for cash on or after August 20, 2029 if share-price conditions are met, or entirely if less than $200.0 million remains outstanding.
Net proceeds were about $2,462.3 million, including the full greenshoe exercise. Cloudflare spent $259.5 million on capped call transactions that are designed to offset dilution up to an initial cap price of about $854.12 per share (a 175% premium). Remaining proceeds are earmarked for general corporate purposes, including working capital, capital expenditures, debt repayment, and potential acquisitions. A concurrent amendment to the revolving credit agreement increases the cap on cash and securities deducted in the consolidated total net leverage ratio calculation to $2.0 billion.
Cloudflare, Inc. reported strong growth for the quarter ended June 30, 2026, with revenue of $696.1 million, an increase of 36% year-over-year. GAAP gross profit was $499.5 million with a 71.8% margin, while GAAP loss from operations widened to $205.7 million, or 29.6% of revenue, reflecting $150.7 million in restructuring and other charges. Non-GAAP income from operations was $96.1 million, a 13.8% margin. GAAP net loss was $170.0 million, or $(0.48) per share, versus a $(0.15) loss a year earlier, while non-GAAP net income rose to $107.8 million, or $0.29 per diluted share.
Operating cash flow was $117.6 million and free cash flow improved to $56.4 million, 8% of revenue. The company highlighted Current RPO year-over-year growth of 35% and ended the quarter with $4,162.8 million in cash, cash equivalents, and available-for-sale securities. For Q3 2026, Cloudflare expects revenue of $736.0 to $737.0 million, non-GAAP income from operations of $129.0 to $130.0 million, and non-GAAP EPS of $0.34. Full-year 2026 guidance calls for revenue of $2,864.0 to $2,870.0 million and non-GAAP income from operations of $443.0 to $445.0 million, with non-GAAP EPS of $1.25 to $1.26.
Cloudflare, Inc. filed an amended report on its 2026 annual meeting, mainly to correct minor typographical issues and to clarify that the adjournment proposal became moot after other items passed. Shareholders approved amendments to the certificate of incorporation establishing a Class C common stock and implementing a Class C split.
They also approved doubling authorized Class A shares to 4,500,000,000 and authorized preferred shares to 450,000,000, plus provisions for equal treatment of all three classes in dividends, major transactions, and liquidation. A new safeguard requires approval by a majority of independent directors for acquisitions using Class C stock valued above $100,000,000. Stockholders further approved amended versions of the 2019 Equity Incentive Plan and the 2019 Employee Stock Purchase Plan, which will become effective upon the Class C split’s effectiveness. Approximately 93.36% of total voting power was represented at the meeting.
Cloudflare, Inc. reported results from its 2026 annual meeting, where stockholders approved extensive changes to its capital structure and equity plans. Investors backed creating a new Class C common stock, implementing a Class C Split, and amending the certificate of incorporation.
Authorized shares of Class A common stock were increased from 2,250,000,000 to 4,500,000,000, and authorized preferred stock rose from 225,000,000 to 450,000,000. Amendments also provide equal treatment of Class A, B, and C shares for dividends, certain transactions, and liquidation, and require approval by a majority of independent directors for acquisitions using Class C stock worth over $100,000,000.
Stockholders elected three Class I directors, ratified KPMG LLP as auditor for 2026, and approved on an advisory basis executive compensation. They also approved amended and restated versions of the 2019 Equity Incentive Plan and 2019 Employee Stock Purchase Plan, which will become effective upon the Class C Split.
Cloudflare, Inc. reported strong first quarter 2026 results and announced a major restructuring toward an agentic AI-first operating model. Revenue reached $639.8 million, up 34% year-over-year, with GAAP loss from operations of $62.0 million and non-GAAP income from operations of $73.1 million. GAAP net loss narrowed to $22.9 million, while non-GAAP net income rose to $94.0 million and free cash flow was $84.1 million, or 13% of revenue.
To support its new operating model, Cloudflare plans to cut approximately 20% of its workforce, or about 1,100 people, and expects $140–$150 million in restructuring charges, mostly in the second quarter of 2026, largely for severance and related cash costs plus non-cash equity vesting. The company guides Q2 2026 revenue to $664–$665 million and full-year 2026 revenue to $2.81 billion, with higher projected non-GAAP profitability.
Cloudflare, Inc. reported strong first quarter 2026 results and announced a major AI-driven restructuring. Revenue reached $639.8 million, up 34% year-over-year, with non-GAAP income from operations of $73.1 million and non-GAAP net income of $94.0 million.
The company generated $158.3 million in operating cash flow and $84.1 million in free cash flow, or 13% of revenue. Cloudflare plans to transition to an agentic AI-first operating model and expects to reduce its workforce by about 20%, or roughly 1,100 employees, incurring estimated charges of $140–$150 million mainly in the second and third quarters of 2026.
For the second quarter of 2026, Cloudflare expects revenue of $664–$665 million and non-GAAP net income per share of $0.27. For full-year 2026, it projects revenue of $2.81–$2.81 billion and non-GAAP net income per share of $1.19–$1.20, reflecting confidence in growth and profitability while reshaping its cost structure.
Cloudflare, Inc. reported that its Chief Legal Officer, Doug Kramer, has decided to resign from his role after nearly ten years with the company. His resignation will be effective March 31, 2026, after which he will continue serving as a Senior Advisor.
The company expects that Alissa Starzak, currently Deputy Chief Legal Officer and Global Head of Public Policy, will succeed Mr. Kramer as Chief Legal Officer when his resignation becomes effective. This filing does not include financial results or transaction details and focuses on this planned leadership transition in Cloudflare’s legal organization.
Cloudflare, Inc. reported strong growth for the fourth quarter and full year 2025, while remaining unprofitable on a GAAP basis. Q4 revenue reached $614.5 million, up 33.6% year-over-year, and full year revenue was $2,167.9 million, up 29.8%.
Q4 GAAP loss from operations was $49.2 million, but non-GAAP income from operations was $89.6 million with a 14.6% margin. Full year GAAP loss from operations was $207.2 million, versus non-GAAP operating income of $303.9 million. Free cash flow improved to $99.4 million in Q4 and $260.6 million for 2025.
Cloudflare ended 2025 with $4.1 billion in cash, cash equivalents, and available-for-sale securities. For 2026, it projects revenue of $2.785–$2.795 billion, non-GAAP operating income of $378–$382 million, and non-GAAP diluted EPS of $1.11–$1.12.
Cloudflare, Inc. reported financial results for the fiscal quarter ended September 30, 2025, and furnished a press release as Exhibit 99.1. The company also posted supplemental financial and other information on its investor relations website. The materials in Items 2.02 and 7.01 are furnished, not filed, and are not subject to Section 18 liabilities. Cloudflare notes it shares material updates via SEC filings, press releases, conference calls, its websites, and social media channels.