Cloudflare NET
NYSE NET
$278.85 -5.66 (-1.99%)
As of: Sep 4, 2026 · 3:59 PM EDT

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

Historic Data

Download Data
DateValue
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