Cloudflare (NET) Intangibles (2018 - 2026)
Cloudflare (NET) reported Intangibles of $38.3 million for Q1 2026, up 60.32% on a YoY basis from $23.9 million in Q1 2025, and down 8.35% sequentially from $41.8 million in Q4 2025.
Cloudflare (NET) Intangibles (2018 - 2026) Analysis & Trends
Cloudflare (NET) has 9 years of Intangibles data on file, last reported at $38.3 million in Q1 2026.
- For the quarter ending Q1 2026, Intangibles rose 60.32% year-over-year to $38.3 million; the trailing twelve-month figure through Mar 2026 stood at $38.3 million (up 60.32% YoY), and the FY2025 full-year result was $41.8 million, up 91.17% from the prior year.
- Intangibles fell to $38.3 million in Q1 2026, from $41.8 million in the prior quarter.
- In the past five years, Intangibles ranged from a high of $42.3 million in Q2 2022 to a low of $3.8 million in Q1 2022.
- A 5-year average of $24.3 million and a median of $22.1 million in 2025 frame the typical range for Intangibles.
- Across the five-year window, Intangibles surged 5238.71% in 2022 and sank 59.05% in 2024, its largest moves.
- Tracing NET's Intangibles over 5 years: stood at $32.5 million in 2022, then sank by 39.77% to $19.6 million in 2023, then rose by 11.76% to $21.9 million in 2024, then jumped by 91.17% to $41.8 million in 2025, then fell by 8.35% to $38.3 million in 2026.
- Business Quant data shows NET's Intangibles at $38.3 million in Q1 2026, $41.8 million in Q4 2025, and $18.4 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Intangibles (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,842.90 Bn | 2,718.46 Bn | 56.06 Bn | 43.91 Bn |
| 2 | PagSeguro Digital | 2,572.26 Bn | 2,572.26 Bn | 358.92 Mn | 612.96 Mn |
| 3 | Oracle | 329.59 Bn | 297.69 Bn | - | - |
| 4 | Repay Holdings | 314.63 Bn | 314.48 Bn | - | 329.84 Mn |
| 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 | 1.25 Bn |
| 7 | CrowdStrike Holdings | 183.28 Bn | 180.18 Bn | 993.68 Mn | 136.70 Mn |
| 8 | Fortinet | 112.44 Bn | 109.14 Bn | 1.49 Bn | 87.00 Mn |
| 9 | Cloudflare | 92.78 Bn | 91.83 Bn | 455.60 Mn | 38.31 Mn |
| 10 | Synopsys | 70.83 Bn | 68.63 Bn | 1.77 Bn | 12.29 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 38.31 Mn |
| Dec 31, 2025 | 41.80 Mn |
| Sep 30, 2025 | 18.41 Mn |
| Jun 30, 2025 | 22.11 Mn |
| Mar 31, 2025 | 23.90 Mn |
| Dec 31, 2024 | 21.87 Mn |
| Sep 30, 2024 | 19.25 Mn |
| Jun 30, 2024 | 9.30 Mn |
| Mar 31, 2024 | 14.30 Mn |
| Dec 31, 2023 | 19.56 Mn |
| Sep 30, 2023 | 17.82 Mn |
| Jun 30, 2023 | 22.71 Mn |
| Mar 31, 2023 | 27.60 Mn |
| Dec 31, 2022 | 32.48 Mn |
| Sep 30, 2022 | 37.37 Mn |
| Jun 30, 2022 | 42.26 Mn |
| Mar 31, 2022 | 3.85 Mn |
| Dec 31, 2021 | 1.25 Mn |
| Sep 30, 2021 | 700,000.00 |
| Jun 30, 2021 | 1.40 Mn |