Cloudflare (NET) Current Deferred Revenue (2018 - 2026)

Cloudflare (NET) posted Current Deferred Revenue of $755.1 million for Q1 2026, up 10.36% sequentially from $684.2 million in Q4 2025, and up 48.61% YoY from $508.1 million in Q1 2025.

Cloudflare (NET) Current Deferred Revenue (2018 - 2026) Analysis & Trends

Cloudflare has reported Current Deferred Revenue for 9 years, with the latest figure at $755.1 million in Q1 2026.

  • Quarterly Current Deferred Revenue rose 48.61% year-over-year to $755.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $755.1 million (up 48.61% YoY) and the FY2025 annual result came in at $684.2 million, up 43.21% from the prior year.
  • Current Deferred Revenue rose to $755.1 million in Q1 2026 per NET's latest filing, from $684.2 million in the prior quarter.
  • Over five years, Current Deferred Revenue peaked at $755.1 million in Q1 2026 and troughed at $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.
  • The sharpest annual moves came in 2022 and 2024: Current Deferred Revenue jumped 98.21% in 2022, then jumped 32.54% in 2024.
  • Over 5 years, Current Deferred Revenue 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 increased by 10.36% to $755.1 million in 2026.
  • According to Business Quant data, Current Deferred Revenue over the past three periods registered $755.1 million, $684.2 million, and $599.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

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

Historic Data

Download Data
DateValue
Jun 30, 2026 812.19 Mn
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