Cloudflare (NET) Change in Intangibles (2018 - 2026)
Cloudflare's (NET) quarterly Change in Intangibles came in at $9.0 million in Q1 2026, up 28.41% year-on-year from $7.0 million in Q1 2025, and up 56.22% quarter-over-quarter from $5.8 million in Q4 2025.
Cloudflare (NET) Change in Intangibles (2018 - 2026) Analysis & Trends
Cloudflare has disclosed Change in Intangibles across 9 years of filings, most recently posting $9.0 million for Q1 2026.
- Change in Intangibles for Q1 2026 came in at $9.0 million, up 28.41% year-over-year; the trailing twelve-month figure through Mar 2026 was $28.9 million (down 2.22% YoY), and the FY2025 annual result was $26.9 million, down 5.41% from the prior year.
- Change in Intangibles came in at $9.0 million for Q1 2026 at Cloudflare, up from $5.8 million in the prior quarter.
- In the past five years, Change in Intangibles ranged from a high of $9.2 million in Q3 2024 to a low of $4.3 million in Q4 2022.
- The 5-year median for Change in Intangibles is $5.9 million (2023), against an average of $6.3 million.
- Across the five-year window, Change in Intangibles surged 55.8% in 2024 and fell 18.76% in 2025, its largest moves.
- Cloudflare's Change in Intangibles stood at $4.3 million in 2022, then jumped by 41.27% to $6.1 million in 2023, then advanced by 4.93% to $6.4 million in 2024, then slipped by 9.75% to $5.8 million in 2025, then surged by 56.22% to $9.0 million in 2026.
- The last three Change in Intangibles figures came in at $9.0 million (Q1 2026), $5.8 million (Q4 2025), and $7.5 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Intangibles (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,998.30 Bn | 2,920.03 Bn | 56.06 Bn | - |
| 2 | Alarum Technologies | 1,040.72 Bn | 1,026.57 Bn | 7.23 Mn | - |
| 3 | Oracle | 590.32 Bn | 551.74 Bn | 15.14 Bn | - |
| 4 | Palantir Technologies | 316.31 Bn | 308.39 Bn | 1.42 Bn | - |
| 5 | Palo Alto Networks | 181.17 Bn | 176.63 Bn | 1.91 Bn | - |
| 6 | CrowdStrike Holdings | 161.69 Bn | 158.63 Bn | 993.68 Mn | - |
| 7 | Fortinet | 102.35 Bn | 99.06 Bn | 1.49 Bn | - |
| 8 | Synopsys | 88.25 Bn | 88.13 Bn | 1.77 Bn | - |
| 9 | Cloudflare | 83.26 Bn | 82.32 Bn | 455.60 Mn | 9.03 Mn |
| 10 | CoreWeave | 51.85 Bn | 49.58 Bn | 2.01 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 9.03 Mn |
| Mar 31, 2026 | 9.03 Mn |
| Dec 31, 2025 | 5.78 Mn |
| Dec 31, 2025 | 5.78 Mn |
| Sep 30, 2025 | 7.51 Mn |
| Sep 30, 2025 | 7.51 Mn |
| Jun 30, 2025 | 6.62 Mn |
| Jun 30, 2025 | 6.62 Mn |
| Mar 31, 2025 | 7.03 Mn |
| Mar 31, 2025 | 7.03 Mn |
| Dec 31, 2024 | 6.40 Mn |
| Dec 31, 2024 | 6.40 Mn |
| Sep 30, 2024 | 9.25 Mn |
| Sep 30, 2024 | 9.25 Mn |
| Jun 30, 2024 | 6.92 Mn |
| Jun 30, 2024 | 6.92 Mn |
| Mar 31, 2024 | 5.92 Mn |
| Mar 31, 2024 | 5.92 Mn |
| Dec 31, 2023 | 6.10 Mn |
| Dec 31, 2023 | 6.10 Mn |