Cloudflare (NET) Q1 2026 (USD) Adj. EPS 0.25 (exp. 0.23), Adj. Net Income 94mln (exp. 86.9mln). Revenue 639.8mln (exp. 620.8mln). FY Revenue 2.81-2.813bln (exp. 2.79bln), Q2 revenue seen between USD 664-665mln (exp. 663.1mln)
Context
Cloudflare's Q1 results show a solid beat on both adjusted EPS and net income, suggesting strong operational performance relative to expectations. The raised full-year revenue guidance indicates robust demand, which could positively influence investor sentiment and overall market perception of the tech sector. Keep an eye on how peers react, as this may set a positive tone for upcoming earnings reports in the industry.
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