CLOUDFLARE, INC. (NET)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · NET
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Other Events. Amendment to Credit Agreement On August 10, 2026, the Company entered into a Second Amendment (the “Amendment”) to that certain Revolving Credit and Guaranty Agreement, dated as of May 17, 2024 (as amended by that certain First Amendment to Revolving Credit and Guaranty Agreement, dated as of June 11, 2025, and as further amended, restated, amended and restated, supplemented or otherwise modified from time to time through the date hereof, the “Credit Agreement”), by and among th…
Entry into a Material Definitive Agreement. Convertible Notes and the Indenture On August 13, 2026, Cloudflare, Inc. (the “Company”) issued $2.50 billion aggregate principal amount of 0% Convertible Senior Notes due 2031 (the “Notes”) pursuant to an indenture, dated August 13, 2026 (the “Indenture”), between the Company and U.S. Bank Trust Company, National Association, as trustee. The Notes will not bear regular interest and the principal amount of the Notes will not accrete. The Notes may b…
Unregistered Sales of Equity Securities. The information set forth under
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth under
Results of Operations and Financial Condition. On August 6, 2026, Cloudflare, Inc. (the “Company”) reported financial results for the fiscal quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference. The information contained in Items 2.02 and 7.01 of this report, including Exhibit 99.1 attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amen…
Approval of the amendment and restatement of equity plans.
Results of Operations and Financial Condition. On May 7, 2026, Cloudflare, Inc. (the "Company") reported financial results for the fiscal quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference. The information contained in Items 2.02 and 7.01 of this report, including Exhibit 99.1 attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amende…
Costs Associated with Exit or Disposal Activities. On May 7, 2026, the Company announced a plan (the “Plan”) designed to further accelerate its evolution to an agentic AI-first operating model. As part of the Plan, the Company expects to reduce its current workforce by approximately 20%. The Company currently estimates that it will incur charges of between $140 million and $150 million in connection with the Plan, consisting primarily of cash expenditures for notice periods, severance payment…
Costs Associated with Exit or Disposal Activities. On May 7, 2026, the Company announced a plan (the “Plan”) designed to further accelerate its evolution to an agentic AI-first operating model. As part of the Plan, the Company expects to reduce its current workforce by approximately 20%. The Company currently estimates that it will incur charges of between $140 million and $150 million in connection with the Plan, consisting primarily of cash expenditures for notice periods, severance payment…
Results of Operations and Financial Condition. On May 7, 2026, Cloudflare, Inc. (the "Company") reported financial results for the fiscal quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference. The information contained in Items 2.02 and 7.01 of this report, including Exhibit 99.1 attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amende…
Results of Operations and Financial Condition. On February 10, 2026, Cloudflare, Inc. (the "Company") reported financial results for the fiscal quarter and year ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference. The information contained in Items 2.02 and 7.01 of this report, including Exhibit 99.1 attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act…
Chief Legal Officer — Doug Kramer: Doug Kramer is resigning as Chief Legal Officer but will remain as a Senior Advisor, with Alissa Starzak set to succeed him.
Results of Operations and Financial Condition. On October 30, 2025, Cloudflare, Inc. (the "Company") reported financial results for the fiscal quarter ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference. The information contained in Items 2.02 and 7.01 of this report, including Exhibit 99.1 attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934,…
Results of Operations and Financial Condition. On July 31, 2025, Cloudflare, Inc. (the "Company") reported financial results for the fiscal quarter ended June 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference. The information contained in Items 2.02 and 7.01 of this report, including Exhibit 99.1 attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amend…
Results of Operations and Financial Condition. On May 8, 2025, Cloudflare, Inc. (the "Company") reported financial results for the fiscal quarter ended March 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference. The information contained in Items 2.02 and 7.01 of this report, including Exhibit 99.1 attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amende…
Director — Maria Eitel: Ms. Eitel resigned from the Board of Directors.
Results of Operations and Financial Condition. On February 6, 2025, Cloudflare, Inc. (the "Company") reported financial results for the fiscal quarter and year ended December 31, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference. The information contained in Items 2.02 and 7.01 of this report, including Exhibit 99.1 attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act o…
Co-Chair of the Board, President — Michelle Zatlyn: Ms. Zatlyn was appointed as Co-Chair of the Board, expanding her role within the company.
Results of Operations and Financial Condition. On November 7, 2024, Cloudflare, Inc. (the "Company") reported financial results for the fiscal quarter ended September 30, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference. The information contained in Items 2.02 and 7.01 of this report, including Exhibit 99.1 attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934,…
Results of Operations and Financial Condition. On August 1, 2024, Cloudflare, Inc. (the "Company") reported financial results for the fiscal quarter ended June 30, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference. The information contained in Items 2.02 and 7.01 of this report, including Exhibit 99.1 attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amen…
The filing describes a new severance policy for certain executives, not an actual management change.
Entry into a Material Definitive Agreement. On May 17, 2024, Cloudflare, Inc. (the “Company”) entered into a Credit Agreement (the “Credit Agreement”), by and among the Company, certain subsidiaries of the Company from time to time party thereto as guarantors, the lenders from time to time party thereto (the “Lenders”) and Citibank, N.A., as administrative agent and collateral agent. The Credit Agreement provides for a senior secured $400.0 million revolving loan facility (the “Revolving Faci…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth under
Results of Operations and Financial Condition. On May 2, 2024, Cloudflare, Inc. (the "Company") reported financial results for the fiscal quarter ended March 31, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference. The information contained in Items 2.02 and 7.01 of this report, including Exhibit 99.1 attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amende…
Director — Mark Anderson: Mr. Anderson resigned from the Board of Directors.
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