Headlines

Cloudflare Inc (NET) Q4 2025 (USD): Adj. EPS 0.28 (exp. 0.27), Revenue 614.5mln (exp. 591mln)

Newsquawk Staff ·

Outlook

  • FY adj. EPS 1.11-1.12 (exp. 1.18).
  • Q1 adj. EPS 0.23 (exp. 0.25).
  • FY revenue 2.785-2.795bln (exp. 2.73bln).
  • Q1 revenue 620-621mln (exp. 614.4mln).

What it means

Cloudflare's Q4 2025 results show an adjusted EPS beat and stronger-than-expected revenue, which indicates positive momentum in its core operations. However, the full-year and Q1 guidance both fell short of expectations, suggesting that while the current quarter was solid, there may be concerns about future growth. Traders should watch how this mixed outlook impacts sentiment in US equities, particularly tech stocks, and assess the reaction in related sectors.

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