Cloudflare (NET) Receivables (2018 - 2026)

Cloudflare (NET) reported Receivables of $403.7 million for Q1 2026, up 33.56% on a YoY basis from $302.3 million in Q1 2025, and down 0.56% sequentially from $406.0 million in Q4 2025.

Cloudflare (NET) Receivables (2018 - 2026) Analysis & Trends

Cloudflare (NET) has 9 years of Receivables data on file, last reported at $403.7 million in Q1 2026.

  • For the quarter ending Q1 2026, Receivables rose 33.56% year-over-year to $403.7 million; the trailing twelve-month figure through Mar 2026 stood at $403.7 million (up 33.56% YoY), and the FY2025 full-year result was $406.0 million, up 21.81% from the prior year.
  • Receivables retreated to $403.7 million in Q1 2026, from $406.0 million in the prior quarter.
  • In the past five years, Receivables ranged from a high of $406.0 million in Q4 2025 to a low of $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.
  • Across the five-year window, Receivables jumped 75.81% in 2022 and grew 19.7% in 2024, its largest moves.
  • Tracing NET's Receivables over 5 years: stood at $156.8 million in 2022, then surged by 65.34% to $259.3 million in 2023, then climbed by 28.54% to $333.3 million in 2024, then grew by 21.81% to $406.0 million in 2025, then decreased by 0.56% to $403.7 million in 2026.
  • Business Quant data shows NET's Receivables at $403.7 million in Q1 2026, $406.0 million in Q4 2025, and $374.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Receivables (Qtr)
1 Microsoft 2,842.90 Bn 2,718.46 Bn 56.06 Bn 60.04 Bn
2 PagSeguro Digital 2,572.26 Bn 2,572.26 Bn 358.92 Mn -
3 Oracle 329.59 Bn 297.69 Bn - 10.39 Bn
4 Repay Holdings 314.63 Bn 314.48 Bn - 36.37 Mn
5 Palantir Technologies 294.47 Bn 286.44 Bn 1.42 Bn 1.40 Bn
6 Palo Alto Networks 227.51 Bn 222.98 Bn 1.91 Bn 2.12 Bn
7 CrowdStrike Holdings 183.28 Bn 180.18 Bn 993.68 Mn 1.36 Bn
8 Fortinet 112.44 Bn 109.14 Bn 1.49 Bn 1.49 Bn
9 Cloudflare 92.78 Bn 91.83 Bn 455.60 Mn 403.75 Mn
10 Synopsys 70.83 Bn 68.63 Bn 1.77 Bn 1.68 Bn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 81.10 Mn