Cloudflare (NET) Share-based Compensation (2018 - 2026)
Cloudflare (NET) posted Share-based Compensation of $15.1 million for Q1 2026, down 96.6% sequentially from $443.8 million in Q4 2025, and down 84.22% YoY from $95.5 million in Q1 2025.
Analysis
Cloudflare (NET) Share-based Compensation (2018 - 2026) Analysis & Trends
Cloudflare has reported Share-based Compensation for 9 years, with the latest figure at $15.1 million in Q1 2026.
- Quarterly Share-based Compensation fell 84.22% year-over-year to $15.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $371.0 million (up 140.86% YoY) and the FY2025 annual result came in at $451.5 million, up 529.0% from the prior year.
- Share-based Compensation declined to $15.1 million in Q1 2026 per NET's latest filing, from $443.8 million in the prior quarter.
- Over five years, Share-based Compensation peaked at $443.8 million in Q4 2025 and troughed at -$120.2 million in Q3 2023.
- A 5-year average of $35.9 million and a median of $13.3 million in 2024 frame the typical range for Share-based Compensation.
- The widest YoY moves for Share-based Compensation: up 6308.49% in 2022, down 6333.09% in 2022.
- Over 5 years, Share-based Compensation stood at -$77.0 million in 2022, then surged by 101.3% to $999000.0 in 2023, then soared by 6232.93% to $63.3 million in 2024, then jumped by 601.47% to $443.8 million in 2025, then tumbled by 96.6% to $15.1 million in 2026.
- According to Business Quant data, Share-based Compensation over the past three periods registered $15.1 million, $443.8 million, and -$10.6 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Share-based Compensation (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 3,718.29 Bn | 3,585.54 Bn | 60.48 Bn | 3.12 Bn |
| 2 | Oracle | 452.14 Bn | 420.24 Bn | - | 1.20 Bn |
| 3 | Palantir Technologies | 418.25 Bn | 408.84 Bn | 1.64 Bn | 265.21 Mn |
| 4 | Palo Alto Networks | 265.90 Bn | 262.79 Bn | 2.03 Bn | 643.00 Mn |
| 5 | CrowdStrike Holdings | 217.15 Bn | 212.14 Bn | 1.10 Bn | 376.91 Mn |
| 6 | Fortinet | 114.54 Bn | 110.47 Bn | 1.64 Bn | 79.30 Mn |
| 7 | Cloudflare | 98.54 Bn | 94.37 Bn | 499.52 Mn | 159.87 Mn |
| 8 | Synopsys | 75.44 Bn | 71.83 Bn | 1.80 Bn | - |
| 9 | Block | 49.56 Bn | 43.13 Bn | 3.17 Bn | 259.75 Mn |
| 10 | CoreWeave | 49.23 Bn | 43.69 Bn | 1.70 Bn | 6.37 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 159.87 Mn |
| Mar 31, 2026 | 114.24 Mn |
| Dec 31, 2025 | 123.63 Mn |
| Sep 30, 2025 | 109.92 Mn |
| Jun 30, 2025 | 122.38 Mn |
| Mar 31, 2025 | 95.54 Mn |
| Dec 31, 2024 | 94.49 Mn |
| Sep 30, 2024 | 88.26 Mn |
| Jun 30, 2024 | 85.99 Mn |
| Mar 31, 2024 | 69.72 Mn |
| Dec 31, 2023 | 74.42 Mn |
| Sep 30, 2023 | 73.77 Mn |
| Jun 30, 2023 | 68.39 Mn |
| Mar 31, 2023 | 57.40 Mn |
| Dec 31, 2022 | 60.23 Mn |
| Sep 30, 2022 | 53.77 Mn |
| Jun 30, 2022 | 54.82 Mn |
| Mar 31, 2022 | 33.97 Mn |
| Dec 31, 2021 | 35.42 Mn |
| Sep 30, 2021 | 35.82 Mn |