Cloudflare Is Soaring. The Math SCARES Me!
1 extracted signal · 0 resolved · 1 still active
Brian StoffelIndependent analyst profile- Source published
- 06 Aug 2026, 22:38 UTC
- Recorded by Tahlil Plus
- 06 Aug 2026, 23:40 UTC
AI-generated source summary
Cloudflare's financial performance shows robust growth, with revenue increasing by 36% year-over-year, reaching $696 million in Q2 2026. While operating expenses, including sales, marketing, and R&D, grew at a higher rate (56%), the company's net margin improved sequentially, indicating efficiency gains. The company's total customer count and those paying over $100,000 annually are growing steadily, with a significant increase in the latter group. Furthermore, the dollar-based net retention rate remains strong, consistently above 100%, suggesting existing customers are spending more over time. The company's valuation, based on price-to-free cash flow multiples, appears expensive but is supported by strong growth projections and a solid balance sheet with substantial cash reserves. The market expects revenue to grow at approximately 33.4% annually over the next decade, and free cash flow to compound at 42.5% annually, justifying the current valuation if these growth rates are achieved.
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Brian Stoffel
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