Cloudflare (NET) Share-based Compensation (2018 - 2026)
Cloudflare's (NET) quarterly Share-based Compensation came in at $114.2 million in Q1 2026, up 19.58% year-on-year from $95.5 million in Q1 2025, and down 7.59% quarter-over-quarter from $123.6 million in Q4 2025.
Cloudflare (NET) Share-based Compensation (2018 - 2026) Analysis & Trends
Cloudflare has disclosed Share-based Compensation across 9 years of filings, most recently posting $114.2 million for Q1 2026.
- Share-based Compensation for Q1 2026 came in at $114.2 million, up 19.58% year-over-year; the trailing twelve-month figure through Mar 2026 was $470.2 million (up 29.07% YoY), and the FY2025 annual result was $451.5 million, up 33.38% from the prior year.
- Share-based Compensation came in at $114.2 million for Q1 2026 at Cloudflare, down from $123.6 million in the prior quarter.
- In the past five years, Share-based Compensation ranged from a high of $123.6 million in Q4 2025 to a low of $34.0 million in Q1 2022.
- The 5-year median for Share-based Compensation is $74.4 million (2023), against an average of $81.2 million.
- Across the five-year window, Share-based Compensation surged 166.78% in 2022 and grew 19.58% in 2026, its largest moves.
- Cloudflare's Share-based Compensation stood at $60.2 million in 2022, then gained by 23.56% to $74.4 million in 2023, then increased by 26.96% to $94.5 million in 2024, then jumped by 30.83% to $123.6 million in 2025, then decreased by 7.59% to $114.2 million in 2026.
- The last three Share-based Compensation figures came in at $114.2 million (Q1 2026), $123.6 million (Q4 2025), and $109.9 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Stock Comp. (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 3,064.95 Bn | 2,986.68 Bn | 56.06 Bn | 3.08 Bn |
| 2 | Alarum Technologies | 1,117.04 Bn | 1,102.89 Bn | 7.23 Mn | - |
| 3 | Oracle | 608.54 Bn | 569.96 Bn | 15.14 Bn | 1.33 Bn |
| 4 | Palantir Technologies | 326.97 Bn | 319.05 Bn | 1.42 Bn | 201.59 Mn |
| 5 | Palo Alto Networks | 185.10 Bn | 180.56 Bn | 1.91 Bn | 301.00 Mn |
| 6 | CrowdStrike Holdings | 165.31 Bn | 162.25 Bn | 993.68 Mn | 273.95 Mn |
| 7 | Fortinet | 105.66 Bn | 102.37 Bn | 1.49 Bn | 72.50 Mn |
| 8 | Synopsys | 89.71 Bn | 89.60 Bn | 1.77 Bn | 258.72 Mn |
| 9 | Cloudflare | 87.54 Bn | 86.60 Bn | 455.60 Mn | 114.24 Mn |
| 10 | CoreWeave | 53.90 Bn | 51.63 Bn | 2.01 Bn | 153.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 114.24 Mn |
| Mar 31, 2026 | 114.24 Mn |
| Dec 31, 2025 | 123.63 Mn |
| Dec 31, 2025 | 123.63 Mn |
| Sep 30, 2025 | 109.92 Mn |
| Sep 30, 2025 | 109.92 Mn |
| Jun 30, 2025 | 122.38 Mn |
| Jun 30, 2025 | 122.38 Mn |
| Mar 31, 2025 | 95.54 Mn |
| Mar 31, 2025 | 95.54 Mn |
| Dec 31, 2024 | 94.49 Mn |
| Dec 31, 2024 | 94.49 Mn |
| Sep 30, 2024 | 88.26 Mn |
| Sep 30, 2024 | 88.26 Mn |
| Jun 30, 2024 | 85.99 Mn |
| Jun 30, 2024 | 85.99 Mn |
| Mar 31, 2024 | 69.72 Mn |
| Mar 31, 2024 | 69.72 Mn |
| Dec 31, 2023 | 74.42 Mn |
| Dec 31, 2023 | 74.42 Mn |