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| Date | Value |
|---|---|
| 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 |