Cloudflare (NET) Share-based Compensation (2018 - 2026)
Cloudflare (NET) reported Share-based Compensation of $15.1 million for Q1 2026, down 84.22% on a YoY basis from $95.5 million in Q1 2025, and down 96.6% sequentially from $443.8 million in Q4 2025.
Cloudflare (NET) Share-based Compensation (2018 - 2026) Analysis & Trends
Cloudflare (NET) has 9 years of Share-based Compensation data on file, last reported at $15.1 million in Q1 2026.
- For the quarter ending Q1 2026, Share-based Compensation fell 84.22% year-over-year to $15.1 million; the trailing twelve-month figure through Mar 2026 stood at $371.0 million (up 140.86% YoY), and the FY2025 full-year result was $451.5 million, up 529.0% from the prior year.
- Share-based Compensation declined to $15.1 million in Q1 2026, from $443.8 million in the prior quarter.
- In the past five years, Share-based Compensation ranged from a high of $443.8 million in Q4 2025 to a low of -$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.
- Peak annual rise in Share-based Compensation reached 6308.49% in 2022, while the deepest fall reached 6333.09% in 2022.
- Tracing NET's Share-based Compensation over 5 years: 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 plunged by 96.6% to $15.1 million in 2026.
- Business Quant data shows NET's Share-based Compensation at $15.1 million in Q1 2026, $443.8 million in Q4 2025, and -$10.6 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Share-based Compensation (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,842.90 Bn | 2,718.46 Bn | 56.06 Bn | 3.08 Bn |
| 2 | PagSeguro Digital | 2,572.26 Bn | 2,572.26 Bn | 358.92 Mn | 6.81 Mn |
| 3 | Oracle | 329.59 Bn | 297.69 Bn | - | 4.70 Bn |
| 4 | Repay Holdings | 314.63 Bn | 314.48 Bn | - | - |
| 5 | Palantir Technologies | 294.47 Bn | 286.44 Bn | 1.42 Bn | 201.59 Mn |
| 6 | Palo Alto Networks | 227.51 Bn | 222.98 Bn | 1.91 Bn | -261.00 Mn |
| 7 | CrowdStrike Holdings | 183.28 Bn | 180.18 Bn | 993.68 Mn | 1.09 Bn |
| 8 | Fortinet | 112.44 Bn | 109.14 Bn | 1.49 Bn | 72.50 Mn |
| 9 | Cloudflare | 92.78 Bn | 91.83 Bn | 455.60 Mn | 15.07 Mn |
| 10 | Synopsys | 70.83 Bn | 68.63 Bn | 1.77 Bn | 144.60 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 15.07 Mn |
| Mar 31, 2026 | 15.07 Mn |
| Dec 31, 2025 | 443.79 Mn |
| Dec 31, 2025 | 443.79 Mn |
| Sep 30, 2025 | -10.55 Mn |
| Sep 30, 2025 | -10.55 Mn |
| Jun 30, 2025 | -77.32 Mn |
| Jun 30, 2025 | -77.32 Mn |
| Mar 31, 2025 | 95.54 Mn |
| Mar 31, 2025 | 95.54 Mn |
| Dec 31, 2024 | 63.27 Mn |
| Dec 31, 2024 | 63.27 Mn |
| Sep 30, 2024 | -14.36 Mn |
| Sep 30, 2024 | -14.36 Mn |
| Jun 30, 2024 | 9.59 Mn |
| Jun 30, 2024 | 9.59 Mn |
| Mar 31, 2024 | 13.28 Mn |
| Mar 31, 2024 | 13.28 Mn |
| Dec 31, 2023 | 999,000.00 |
| Dec 31, 2023 | 999,000.00 |