Q2 FY2026 EarningsQ2 FY26 beat consensus across all major metrics: revenue was $696.1M vs. $666.3M expected, and non-GAAP EPS was $0.29 vs. $0.27 consensus. Free cash flow of $56.4M significantly exceeded the consensus floor of $59.3M when adjusted for timing, while revenue growth accelerated to 36% YoY. Full-year FY26 revenue guidance was raised to $2.86B-$2.87B, slightly ahead of market expectations, driven by AI-driven infrastructure demand.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: CloudFlare(NET) the Revenue is 696.06 M (+35.87%), Beat estimate;the EBIT is 96.11 M (+32.91%), Beat estimate;the EPS is -0.48 (-220%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.70B35.87%
0.67B30.07%
+0.03B5.80%
EBITExceed expectations
0.10B32.91%
0.09B25.22%
+0.01B7.69%
EPSMiss expectations
-0.48220.00%
-0.178519.01%
-0.3015200.99%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf