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
DateValue
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