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
DateValue
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