--- title: "Cloudflare Reports Strong Q3 2025 Financial Results" description: "Cloudflare (NET) reported strong Q3 2025 financial results with revenue of $562.0 million, a 31% year-over-year increase. Despite a GAAP loss of $37.5 million, non-GAAP income from operations was $85." type: "news" locale: "en" url: "https://longbridge.com/en/news/263608328.md" published_at: "2025-10-30T21:12:05.000Z" --- # Cloudflare Reports Strong Q3 2025 Financial Results > Cloudflare (NET) reported strong Q3 2025 financial results with revenue of $562.0 million, a 31% year-over-year increase. Despite a GAAP loss of $37.5 million, non-GAAP income from operations was $85.9 million. CJ Desai will step down as President of Product & Engineering on November 7, 2025. Analysts rate NET stock as a Hold with a $238.00 price target. Spark's AI Analyst rates NET as Neutral, citing strong revenue growth but profitability challenges. Cloudflare focuses on enhancing internet performance and security, with a current market cap of $79.24B. The latest update is out from Cloudflare ( (NET) ). On October 30, 2025, Cloudflare announced its financial results for the third quarter of 2025, reporting a revenue of $562.0 million, marking a 31% increase year-over-year. Despite a GAAP loss from operations of $37.5 million, the company achieved a non-GAAP income from operations of $85.9 million. The results highlight Cloudflare’s accelerating momentum and its strategic focus on innovation and execution, which are expected to expand its influence in the internet industry. Additionally, CJ Desai will step down as President of Product & Engineering on November 7, 2025. The most recent analyst rating on (NET) stock is a Hold with a $238.00 price target. To see the full list of analyst forecasts on Cloudflare stock, see the NET Stock Forecast page. **Spark’s Take on NET Stock** According to Spark, TipRanks’ AI Analyst, NET is a Neutral. Cloudflare’s strong revenue growth and strategic customer expansion are key strengths, supported by robust operational progress. However, profitability challenges and valuation concerns weigh on the overall score. The technical analysis suggests potential volatility, while the earnings call indicates confidence in continued growth despite economic uncertainties. To see Spark’s full report on NET stock, click here. **More about Cloudflare** Cloudflare, Inc. is a leading company in the connectivity cloud industry, providing a range of services aimed at enhancing internet performance and security. The company focuses on innovating and executing strategies to expand its reach and influence in shaping the future business model of the Internet. **Average Trading Volume:** 2,374,954 **Technical Sentiment Signal:** Buy **Current Market Cap:** $79.24B ### Related Stocks - [NET.US - CloudFlare](https://longbridge.com/en/quote/NET.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | AI 冲击引发恐慌?红杉林君叡:软件公司能够挺过来 | 红杉资本的林君叡表示,软件公司能够应对人工智能带来的冲击,并相信 AI 将改善大多数公司。他提到,AI 的影响是真实的,能够提升工作效率。尽管市场对 AI 的担忧影响了软件股,但红杉仍专注于利用 AI 增强人类工作成果,并投资于 Rowsp | [Link](https://longbridge.com/en/news/276940068.md) | | CloudFlare|8-K:2025 财年 Q4 营收 6.15 亿美元超过预期 | | [Link](https://longbridge.com/en/news/275511817.md) | | 多款互联网热销定期寿险迎 “下架潮” | 互联网保险平台的定期寿险产品,正迎来一轮密集的 “换新潮”。 信风注意到,近期蚂蚁保、腾讯微保等主流互… | [Link](https://longbridge.com/en/news/277199271.md) | | AI 的未来,马克思已经预言了? | 当 AI 实现完全自动化,“资本” 将等同于 “劳动力”,劳动价值趋零,传统经济学基础面临崩塌。德银推演两大终局:若 AI 彻底替代人类,财富将高度集中,东西很多却没人买得起,经济走向通缩、低利率、高利润但股市动荡;若 AI 只是赋能工具, | [Link](https://longbridge.com/en/news/277129155.md) | | 高盛谈 AI 交易:“AI 基建” 的下半年风险,“AI 应用” 的 “输家” 短期难翻身 | 高盛警告,AI 资本开支增速预计将在下半年放缓。这一拐点将直接威胁严重依赖资本开支的 AI 基础设施股,其估值溢价将崩塌。比如,当前英伟达已出现 “盈利大涨、股价却不涨” 的现象。另一方面,深陷 “被颠覆” 恐慌的软件等 AI 应用端输家, | [Link](https://longbridge.com/en/news/276974463.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.