•
Jun 30, 2024

Cloudflare Q2 2024 Earnings Report

Cloudflare's second quarter results demonstrated strong financial performance, with revenue growth and improved profitability.

Key Takeaways

Cloudflare announced a strong second quarter, with revenue totaling $401.0 million, representing a 30% year-over-year increase. The company's GAAP loss from operations was $34.7 million, while non-GAAP income from operations reached $57.0 million. Operating cash flow was $74.8 million, and free cash flow was $38.3 million.

Revenue totaled $401.0 million, a 30% increase year-over-year.

GAAP loss from operations was $34.7 million, or 9% of revenue.

Non-GAAP income from operations was $57.0 million, or 14% of revenue.

Operating cash flow was $74.8 million, or 19% of revenue, and free cash flow was $38.3 million, or 10% of revenue.

Total Revenue
$401M
Previous year: $308M
+30.0%
EPS
$0.2
Previous year: $0.1
+100.0%
Gross Margin
77.8%
Previous year: 75.6%
+2.9%
Free Cash Flow Margin
10%
Previous year: 6%
+66.7%
Gross Profit
$312M
Previous year: $233M
+33.7%
Cash and Equivalents
$157M
Previous year: $159M
-1.5%
Free Cash Flow
$38.3M
Previous year: $20M
+91.5%
Total Assets
$2.92B
Previous year: $2.53B
+15.1%

Cloudflare

Cloudflare

Forward Guidance

For the third quarter of fiscal 2024, Cloudflare expects total revenue of $423.0 to $424.0 million and non-GAAP income from operations of $50.0 to $51.0 million. For the full year fiscal 2024, Cloudflare expects total revenue of $1,657.0 to $1,659.0 million and non-GAAP income from operations of $196.0 to $198.0 million.

Positive Outlook

  • Total revenue of $423.0 to $424.0 million is expected for Q3 2024.
  • Non-GAAP income from operations of $50.0 to $51.0 million is expected for Q3 2024.
  • Non-GAAP net income per share of $0.18 is expected for Q3 2024.
  • Total revenue of $1,657.0 to $1,659.0 million is expected for the full year fiscal 2024.
  • Non-GAAP income from operations of $196.0 to $198.0 million is expected for the full year fiscal 2024.