Cloudflare Inc - Ordinary Shares - Class A
NET
Market Cap$45.91B
Close$
Earnings Call Q1 2025
May 8, 2025 - AI Summary
Strong Revenue Growth: Cloudflare reported Q1 2025 revenue of $479.1 million, representing a 27% year-over-year growth. This was bolstered by a 23% increase in large customers (those paying over $100,000), which now contribute 69% of total revenue, up from 67% in Q1 2024.
Record High Contract Wins: The company secured its largest contract ever, exceeding $100 million, primarily through its Workers developer platform. Additionally, it also signed the longest duration contract in its history for Zero Trust solutions, indicating solid demand for its products and a shift from traditional hyperscalers.
Stable Operational Performance: Cloudflare achieved an operating profit of $56 million (11.7% margin), and its gross margin remained healthy at 77.1%. Free cash flow generated during the quarter was $52.9 million, an increase from $35.6 million YOY, suggesting effective cost management within a volatile macro environment.
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$-8.35
105.6% downside
Current Fair Value
105.6% downsideOvervalued by 105.6% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $45.91 Billion |
|---|---|
| Enterprise Value | $47.71 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $-0.23 |
| Beta | 1.79 |
| Outstanding Shares | 344,003,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -577.73 |
|---|---|
| PEG | 1072.02 |
| Price to Sales | 37.59 |
| Price to Book Ratio | 50.12 |
| Enterprise Value to Revenue | 28.57 |
| Enterprise Value to EBIT | -368.57 |
| Enterprise Value to Net Income | -606 |
| Total Debt to Enterprise | 0.04 |
| Debt to Equity | 1.86 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Cloudflare Inc
CEO: Matthew Prince Cloudflare, Inc. is on a mission to help build a better Internet. Cloudflare's platform protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet propertie...