Cloudflare (NET) Beats Q2 Earnings, Raises Outlook

by MarketNewsData

Q2 2025 Earnings — Beats on Top & Bottom Line, Raises Full-Year Outlook
Cloudflare delivered Q2 earnings on July 31, showcasing continued momentum in AI and enterprise services. The company provides security, performance, and developer tools for web infrastructure.

  • Revenue: $512.3 million, up 28% YoY
  • Non-GAAP EPS: $0.21 (vs. $0.18 est)
  • GAAP EPS: $0.06
  • Q3 Revenue Guidance: $543.5M–$544.5M (above ~$538M est)
  • FY25 EPS Guidance Raised: $0.85–$0.86 (prior $0.81–$0.83)

Operational Highlights:
Cloudflare surpassed a $2B run-rate, added new public-sector clients, and grew demand for its AI inference gateway and zero trust services.

Stock Reaction (Aug 1):
NET closed down 3.58% at $200.11, despite a 4% post-market gain the night before. Selling pressure was likely tied to valuation and broader tech pullback.

Key Takeaway:
Cloudflare continues to grow rapidly, but stock performance remains sensitive to market sentiment despite strong execution.

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