Cloudflare (NET) Tops Q4 EPS by 1c, Beats on Revenue; Offers FY26 Guidance

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Cloudflare Announces Fourth Quarter and Fiscal Year 2025 Financial Results

February 10, 2026 4:15 PM EST

Fourth quarter revenue totaled $614.5 million, representing an increase of 34% year-over-year; fiscal year 2025 revenue totaled $2,167.9 million, representing an increase of 30% year-over-year GAAP loss from operations of $49.2 million, or 8% of total revenue, and non-GAAP income from operations of $89.6 million, or 15% of total revenue Delivered RPO year-over-year growth of 48% and Current RPO year-over-year growth of 34%

SAN FRANCISCO--(BUSINESS WIRE)-- Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced financial results for its fourth quarter and fiscal year ended December 31, 2025.

"We had an... More