Cloudflare (NET) Change in Receivables (2018 - 2026)

Cloudflare (NET) posted Change in Receivables of -$1.4 million for Q1 2026, down 104.29% sequentially from $32.7 million in Q4 2025, and up 94.84% YoY from -$719045.3 in Q1 2025.

Cloudflare (NET) Change in Receivables (2018 - 2026) Analysis & Trends

Cloudflare has reported Change in Receivables for 9 years, with the latest figure at -$1.4 million in Q1 2026.

  • Quarterly Change in Receivables rose 94.84% year-over-year to -$1.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $106.4 million (up 27.79% YoY) and the FY2025 annual result came in at $80.6 million, up 2.64% from the prior year.
  • Change in Receivables declined to -$1.4 million in Q1 2026 per NET's latest filing, from $32.7 million in the prior quarter.
  • Over five years, Change in Receivables peaked at $66.5 million in Q4 2024 and troughed at -$31.9 million in Q1 2024.
  • A 5-year average of $19.3 million and a median of $25.0 million in 2023 frame the typical range for Change in Receivables.
  • The widest YoY moves for Change in Receivables: up 1365.69% in 2024, down 197.2% in 2024.
  • Over 5 years, Change in Receivables stood at $23.4 million in 2022, then jumped by 126.46% to $52.9 million in 2023, then rose by 25.7% to $66.5 million in 2024, then plunged by 50.86% to $32.7 million in 2025, then tumbled by 104.29% to -$1.4 million in 2026.
  • According to Business Quant data, Change in Receivables over the past three periods registered -$1.4 million, $32.7 million, and $49.3 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Receivables (Qtr)
1 Microsoft 3,679.34 Bn 3,546.58 Bn 60.48 Bn 21.08 Bn
2 Oracle 433.50 Bn 402.15 Bn - -11.00 Mn
3 Palantir Technologies 418.20 Bn 408.90 Bn 1.64 Bn 72.83 Mn
4 Palo Alto Networks 312.41 Bn 309.30 Bn 2.03 Bn 423.00 Mn
5 Fortinet 117.38 Bn 113.31 Bn 1.64 Bn -29.90 Mn
6 Cloudflare 101.74 Bn 97.57 Bn 499.52 Mn 47.02 Mn
7 Synopsys 80.70 Bn 78.49 Bn 1.77 Bn 128.65 Mn
8 CoreWeave 58.00 Bn 52.46 Bn 1.70 Bn 435.00 Mn
9 Block 49.79 Bn 43.33 Bn 3.17 Bn -
10 NetApp 40.59 Bn 37.00 Bn 1.37 Bn -27.00 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 47.02 Mn
Jun 30, 2026 47.02 Mn
Mar 31, 2026 -1.40 Mn
Mar 31, 2026 -1.40 Mn
Dec 31, 2025 32.68 Mn
Dec 31, 2025 32.68 Mn
Sep 30, 2025 49.35 Mn
Sep 30, 2025 49.35 Mn
Jun 30, 2025 25.73 Mn
Jun 30, 2025 25.73 Mn
Mar 31, 2025 -27.16 Mn
Mar 31, 2025 -27.16 Mn
Dec 31, 2024 66.51 Mn
Dec 31, 2024 66.51 Mn
Sep 30, 2024 5.30 Mn
Sep 30, 2024 5.30 Mn
Jun 30, 2024 38.58 Mn
Jun 30, 2024 38.58 Mn
Mar 31, 2024 -31.86 Mn
Mar 31, 2024 -31.86 Mn