Cloudflare Q3 Revenue Rises 39% as Company Raises 2026 Guidance
Cloudflare reported Q3 2026 revenue of $782.5 million, up 39% year over year and above analyst consensus of $737.2 million. Adjusted EPS was $0.38 versus $0.34 expected. Full-year revenue guidance rose to $2.963 billion–$2.964 billion from $2.864 billion–$2.870 billion; Q4 revenue guidance is $845 million–$846 million.
Cloudflare reported third-quarter 2026 revenue of $782.5 million, a 39% year-over-year increase that surpassed analyst consensus of $737.2 million. Adjusted earnings reached $0.38 per share, beating the expected $0.34. The company also raised its full-year 2026 revenue guidance to a range of $2.963 billion to $2.964 billion, up from its previous forecast of $2.864 billion to $2.870 billion. Growth was supported by the addition of 308 large customers, bringing the total to approximately 5,000, and a dollar-based net retention rate of 122%.
Management also provided fourth-quarter revenue guidance of $845 million to $846 million.