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.
Analysis
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 Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 3,718.29 Bn | 3,585.54 Bn | 60.48 Bn | 21.08 Bn |
| 2 | Oracle | 452.14 Bn | 420.24 Bn | - | -11.00 Mn |
| 3 | Palantir Technologies | 418.25 Bn | 408.84 Bn | 1.64 Bn | 72.83 Mn |
| 4 | Palo Alto Networks | 265.90 Bn | 262.79 Bn | 2.03 Bn | 423.00 Mn |
| 5 | CrowdStrike Holdings | 217.15 Bn | 212.14 Bn | 1.10 Bn | 104.65 Mn |
| 6 | Fortinet | 114.54 Bn | 110.47 Bn | 1.64 Bn | -29.90 Mn |
| 7 | Cloudflare | 98.54 Bn | 94.37 Bn | 499.52 Mn | 47.02 Mn |
| 8 | Synopsys | 75.44 Bn | 71.83 Bn | 1.80 Bn | - |
| 9 | Block | 49.56 Bn | 43.13 Bn | 3.17 Bn | - |
| 10 | CoreWeave | 49.23 Bn | 43.69 Bn | 1.70 Bn | 435.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 47.02 Mn |
| Mar 31, 2026 | -1.40 Mn |
| Dec 31, 2025 | 32.68 Mn |
| Sep 30, 2025 | 49.35 Mn |
| Jun 30, 2025 | 25.73 Mn |
| Mar 31, 2025 | -27.16 Mn |
| Dec 31, 2024 | 66.51 Mn |
| Sep 30, 2024 | 5.30 Mn |
| Jun 30, 2024 | 38.58 Mn |
| Mar 31, 2024 | -31.86 Mn |
| Dec 31, 2023 | 52.91 Mn |
| Sep 30, 2023 | 25.04 Mn |
| Jun 30, 2023 | 2.63 Mn |
| Mar 31, 2023 | 32.78 Mn |
| Dec 31, 2022 | 23.36 Mn |
| Sep 30, 2022 | 5.88 Mn |
| Jun 30, 2022 | -3.83 Mn |
| Mar 31, 2022 | 30.78 Mn |
| Dec 31, 2021 | 11.73 Mn |
| Sep 30, 2021 | 9.75 Mn |