Cloudflare (NET) Change in Receivables (2018 - 2026)
Cloudflare (NET) reported Change in Receivables of -$1.4 million for Q1 2026, up 94.84% on a YoY basis from -$719045.3 in Q1 2025, and down 104.29% sequentially from $32.7 million in Q4 2025.
Cloudflare (NET) Change in Receivables (2018 - 2026) Analysis & Trends
Cloudflare (NET) has 9 years of Change in Receivables data on file, last reported at -$1.4 million in Q1 2026.
- For the quarter ending Q1 2026, Change in Receivables rose 94.84% year-over-year to -$1.4 million; the trailing twelve-month figure through Mar 2026 stood at $106.4 million (up 27.79% YoY), and the FY2025 full-year result was $80.6 million, up 2.64% from the prior year.
- Change in Receivables declined to -$1.4 million in Q1 2026, from $32.7 million in the prior quarter.
- In the past five years, Change in Receivables ranged from a high of $66.5 million in Q4 2024 to a low of -$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.
- Peak annual rise in Change in Receivables reached 1365.69% in 2024, while the deepest fall reached 197.2% in 2024.
- Tracing NET's Change in Receivables over 5 years: stood at $23.4 million in 2022, then jumped by 126.46% to $52.9 million in 2023, then climbed by 25.7% to $66.5 million in 2024, then sank by 50.86% to $32.7 million in 2025, then plunged by 104.29% to -$1.4 million in 2026.
- Business Quant data shows NET's Change in Receivables at -$1.4 million in Q1 2026, $32.7 million in Q4 2025, and $49.3 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,842.90 Bn | 2,718.46 Bn | 56.06 Bn | 4.71 Bn |
| 2 | PagSeguro Digital | 2,572.26 Bn | 2,572.26 Bn | 358.92 Mn | -234.16 Mn |
| 3 | Oracle | 329.59 Bn | 297.69 Bn | - | -11.00 Mn |
| 4 | Repay Holdings | 314.63 Bn | 314.48 Bn | - | - |
| 5 | Palantir Technologies | 294.47 Bn | 286.44 Bn | 1.42 Bn | 360.97 Mn |
| 6 | Palo Alto Networks | 227.51 Bn | 222.98 Bn | 1.91 Bn | 758.00 Mn |
| 7 | CrowdStrike Holdings | 183.28 Bn | 180.18 Bn | 993.68 Mn | 348.72 Mn |
| 8 | Fortinet | 112.44 Bn | 109.14 Bn | 1.49 Bn | -205.20 Mn |
| 9 | Cloudflare | 92.78 Bn | 91.83 Bn | 455.60 Mn | -1.40 Mn |
| 10 | Synopsys | 70.83 Bn | 68.63 Bn | 1.77 Bn | 128.65 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Dec 31, 2023 | 52.91 Mn |
| Dec 31, 2023 | 52.91 Mn |