Full Transcript: Cloudflare Q2 2026 Earnings Call

Cloudflare (NYSE: NET ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary Cloudflare, Inc. reported strong financial results for Q2 2026 with revenue of $696.1 million, up 36% year-over-year, and a non-GAAP operating margin of 13.8%. The company expanded its large customer base with 4,698 customers now spending over $100,000 annually, a 27% increase year-over-year. Cloudflare's dollar-based net retention rate improved to 120%, indicating increased customer spending. Strategic wins included significant contracts with major technology companies, emphasizing Cloudflare's competitive edge in application services and Z...