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.
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 Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Share-based Compensation (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 3,679.34 Bn | 3,546.58 Bn | 60.48 Bn | 3.12 Bn |
| 2 | Oracle | 433.50 Bn | 402.15 Bn | - | 4.70 Bn |
| 3 | Palantir Technologies | 418.20 Bn | 408.90 Bn | 1.64 Bn | 265.21 Mn |
| 4 | Palo Alto Networks | 312.41 Bn | 309.30 Bn | 2.03 Bn | 643.00 Mn |
| 5 | Fortinet | 117.38 Bn | 113.31 Bn | 1.64 Bn | 79.30 Mn |
| 6 | Cloudflare | 101.74 Bn | 97.57 Bn | 499.52 Mn | 159.87 Mn |
| 7 | Synopsys | 80.70 Bn | 78.49 Bn | 1.77 Bn | 144.60 Mn |
| 8 | CoreWeave | 58.00 Bn | 52.46 Bn | 1.70 Bn | 6.37 Bn |
| 9 | Block | 49.79 Bn | 43.33 Bn | 3.17 Bn | 259.75 Mn |
| 10 | NetApp | 40.59 Bn | 37.00 Bn | 1.37 Bn | 100.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 159.87 Mn |
| Jun 30, 2026 | 159.87 Mn |
| 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 |