Cloudflare (NET) is set to report third-quarter 2025 results on Oct. 30. Revenues expected between $543.5 million and $544.5 million, with a Consensus Estimate of $544.1 million, indicating 26.5% year-over-year growth. Anticipates non-GAAP earnings of 23 cents per share, with a Consensus Estimate matching at 23 cents per share.

Cloudflare’s Q3 performance likely boosted by the shift to zero-trust cybersecurity solutions and global expansion. Revenues expected to benefit from a rise in high-value contracts, with 27% year-over-year increase in paying customers. Challenges in closing large deals due to geopolitical issues may impact revenue recognition.

Earnings ESP does not predict an earnings beat for Cloudflare this time, despite a Zacks Rank #3. Stocks to consider for potential earnings beat include Reddit Inc. (RDDT) with an Earnings ESP of +20.17% and Meta Platforms (META) with an Earnings ESP of +3.03%. Cognizant Technology Solutions (CTSH) also shows promise with an Earnings ESP of +1.54%.

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Read more at Nasdaq: Cloudflare to Post Q3 Earnings: What’s in Store for the Stock?