Cloudflare (NET) Current Deferred Revenue (2018 - 2026)
Cloudflare (NET) reported Current Deferred Revenue of $755.1 million for Q1 2026, up 48.61% on a YoY basis from $508.1 million in Q1 2025, and up 10.36% sequentially from $684.2 million in Q4 2025.
Cloudflare (NET) Current Deferred Revenue (2018 - 2026) Analysis & Trends
Cloudflare (NET) has 9 years of Current Deferred Revenue data on file, last reported at $755.1 million in Q1 2026.
- For the quarter ending Q1 2026, Current Deferred Revenue rose 48.61% year-over-year to $755.1 million; the trailing twelve-month figure through Mar 2026 stood at $755.1 million (up 48.61% YoY), and the FY2025 full-year result was $684.2 million, up 43.21% from the prior year.
- Current Deferred Revenue rose to $755.1 million in Q1 2026, from $684.2 million in the prior quarter.
- In the past five years, Current Deferred Revenue ranged from a high of $755.1 million in Q1 2026 to a low of $131.6 million in Q1 2022.
- A 5-year average of $383.2 million and a median of $356.2 million in 2024 frame the typical range for Current Deferred Revenue.
- Across the five-year window, Current Deferred Revenue surged 98.21% in 2022 and surged 32.54% in 2024, its largest moves.
- Tracing NET's Current Deferred Revenue over 5 years: stood at $218.6 million in 2022, then soared by 58.98% to $347.6 million in 2023, then soared by 37.44% to $477.8 million in 2024, then soared by 43.21% to $684.2 million in 2025, then advanced by 10.36% to $755.1 million in 2026.
- Business Quant data shows NET's Current Deferred Revenue at $755.1 million in Q1 2026, $684.2 million in Q4 2025, and $599.0 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Microsoft | 2,842.90 Bn | 2,718.46 Bn | 56.06 Bn |
| 2 | PagSeguro Digital | 2,572.26 Bn | 2,572.26 Bn | 358.92 Mn |
| 3 | Oracle | 329.59 Bn | 297.69 Bn | - |
| 4 | Repay Holdings | 314.63 Bn | 314.48 Bn | - |
| 5 | Palantir Technologies | 294.47 Bn | 286.44 Bn | 1.42 Bn |
| 6 | Palo Alto Networks | 227.51 Bn | 222.98 Bn | 1.91 Bn |
| 7 | CrowdStrike Holdings | 183.28 Bn | 180.18 Bn | 993.68 Mn |
| 8 | Fortinet | 112.44 Bn | 109.14 Bn | 1.49 Bn |
| 9 | Cloudflare | 92.78 Bn | 91.83 Bn | 455.60 Mn |
| 10 | Synopsys | 70.83 Bn | 68.63 Bn | 1.77 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 755.10 Mn |
| Dec 31, 2025 | 684.21 Mn |
| Sep 30, 2025 | 598.98 Mn |
| Jun 30, 2025 | 546.70 Mn |
| Mar 31, 2025 | 508.09 Mn |
| Dec 31, 2024 | 477.77 Mn |
| Sep 30, 2024 | 389.80 Mn |
| Jun 30, 2024 | 370.97 Mn |
| Mar 31, 2024 | 356.24 Mn |
| Dec 31, 2023 | 347.61 Mn |
| Sep 30, 2023 | 294.10 Mn |
| Jun 30, 2023 | 267.98 Mn |
| Mar 31, 2023 | 238.80 Mn |
| Dec 31, 2022 | 218.65 Mn |
| Sep 30, 2022 | 171.40 Mn |
| Jun 30, 2022 | 155.81 Mn |
| Mar 31, 2022 | 131.65 Mn |
| Dec 31, 2021 | 116.55 Mn |
| Sep 30, 2021 | 92.42 Mn |
| Jun 30, 2021 | 79.83 Mn |