Cloudflare (NET) Receivables (2018 - 2026)
Cloudflare (NET) posted Receivables of $403.7 million for Q1 2026, down 0.56% sequentially from $406.0 million in Q4 2025, and up 33.56% YoY from $302.3 million in Q1 2025.
Cloudflare (NET) Receivables (2018 - 2026) Analysis & Trends
Cloudflare has reported Receivables for 9 years, with the latest figure at $403.7 million in Q1 2026.
- Quarterly Receivables rose 33.56% year-over-year to $403.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $403.7 million (up 33.56% YoY) and the FY2025 annual result came in at $406.0 million, up 21.81% from the prior year.
- Receivables retreated to $403.7 million in Q1 2026 per NET's latest filing, from $406.0 million in the prior quarter.
- Over five years, Receivables peaked at $406.0 million in Q4 2025 and troughed at $129.3 million in Q2 2022.
- A 5-year average of $252.9 million and a median of $259.3 million in 2023 frame the typical range for Receivables.
- The sharpest annual moves came in 2022 and 2024: Receivables soared 75.81% in 2022, then rose 19.7% in 2024.
- Over 5 years, Receivables stood at $156.8 million in 2022, then surged by 65.34% to $259.3 million in 2023, then rose by 28.54% to $333.3 million in 2024, then gained by 21.81% to $406.0 million in 2025, then declined by 0.56% to $403.7 million in 2026.
- According to Business Quant data, Receivables over the past three periods registered $403.7 million, $406.0 million, and $374.5 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 3,679.34 Bn | 3,546.58 Bn | 60.48 Bn | 80.88 Bn |
| 2 | Oracle | 433.50 Bn | 402.15 Bn | - | 10.39 Bn |
| 3 | Palantir Technologies | 418.20 Bn | 408.90 Bn | 1.64 Bn | 1.50 Bn |
| 4 | Palo Alto Networks | 312.41 Bn | 309.30 Bn | 2.03 Bn | 2.85 Bn |
| 5 | Fortinet | 117.38 Bn | 113.31 Bn | 1.64 Bn | 1.46 Bn |
| 6 | Cloudflare | 101.74 Bn | 97.57 Bn | 499.52 Mn | 450.13 Mn |
| 7 | Synopsys | 80.70 Bn | 78.49 Bn | 1.77 Bn | 1.68 Bn |
| 8 | CoreWeave | 58.00 Bn | 52.46 Bn | 1.70 Bn | 2.54 Bn |
| 9 | Block | 49.79 Bn | 43.33 Bn | 3.17 Bn | 1.58 Bn |
| 10 | NetApp | 40.59 Bn | 37.00 Bn | 1.37 Bn | 1.29 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 450.13 Mn |
| Mar 31, 2026 | 403.75 Mn |
| Dec 31, 2025 | 406.02 Mn |
| Sep 30, 2025 | 374.54 Mn |
| Jun 30, 2025 | 328.78 Mn |
| Mar 31, 2025 | 302.31 Mn |
| Dec 31, 2024 | 333.32 Mn |
| Sep 30, 2024 | 266.39 Mn |
| Jun 30, 2024 | 263.13 Mn |
| Mar 31, 2024 | 224.77 Mn |
| Dec 31, 2023 | 259.31 Mn |
| Sep 30, 2023 | 211.16 Mn |
| Jun 30, 2023 | 186.59 Mn |
| Mar 31, 2023 | 187.77 Mn |
| Dec 31, 2022 | 156.84 Mn |
| Sep 30, 2022 | 134.08 Mn |
| Jun 30, 2022 | 129.31 Mn |
| Mar 31, 2022 | 131.68 Mn |
| Dec 31, 2021 | 101.62 Mn |
| Sep 30, 2021 | 89.75 Mn |