View Past PerformanceCloudflare バランスシートの健全性財務の健全性 基準チェック /56Cloudflareの総株主資本は$1.5B 、総負債は$3.3Bで、負債比率は214%となります。総資産と総負債はそれぞれ$6.2Bと$4.6Bです。主要情報214.04%負債資本比率US$3.27b負債インタレスト・カバレッジ・レシオn/a現金US$4.16bエクイティUS$1.53b負債合計US$4.64b総資産US$6.16b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 21JLens Plans to Vote withhold on the Election of Select Cloudflare Board MembersOn May 20, 2026, JLens announced that Cloudflare, Inc. has a record of providing critical web services to high-threat sites that peddle violent extremism and terrorism, according to research from ADL (the Anti-Defamation League). JLens added that it plans to withhold on the election of select Cloudflare directors at the Company’s 2026 annual meeting based on what it views as a failure of Board oversight. According to JLens, Cloudflare’s continued service to high-risk customers, including websites associated with graphic violence, violent extremism, terrorism, and antisemitic hate, raises serious questions regarding whether the Board has implemented adequate controls to protect the Company and its shareholders from legal, regulatory, reputational, and operational risk.お知らせ • May 10Cloudflare, Inc. Expects to Reduce Workforce by Approximately 20%On May 7, 2026, Cloudflare, Inc. announced a plan (the “Plan”) designed to further accelerate its evolution to an agentic AI-first operating model. As part of the Plan, the Company expects to reduce its current workforce by approximately 20%. The Company currently estimates that it will incur charges of between $140 million and $150 million in connection with the Plan, consisting primarily of cash expenditures for notice periods, severance payments, employee benefits and related costs of between $105 million and $110 million and non-cash expenses related to vesting of share-based awards of between $35 million and $40 million. The Company expects that the majority of the restructuring charges will be incurred in the second quarter of fiscal 2026, and that the execution of the Plan will be substantially complete by the end of the third quarter of fiscal 2026.お知らせ • May 08Cloudflare, Inc. Provides Earnings Guidance for the Second Quarter and Fiscal Year 2026Cloudflare, Inc. provided earnings guidance for the second quarter of fiscal 2026. For the second quarter, the company expects total revenue of $664.0 million to $665.0 million. For the year, the company expects total revenue of $2,805.0 million to $2,813.0 million.お知らせ • Apr 15Cloudflare, Inc. Launches Cloudflare MeshCloudflare, Inc. announced Cloudflare Mesh, the first private networking solution of its scale built for the rise of AI agents. By unifying AI agents, humans, and multicloud infrastructure into a single secure fabric, Cloudflare Mesh provides the networking backbone for organizations to build, deploy, and govern the next generation of AI applications. AI agents require deep access to private databases, internal APIs, and staging environments to be useful. Cloudflare Mesh represents a fundamental shift in how organizations manage AI. Beyond simple connectivity, Mesh serves as the foundation for agent identity. In a Mesh environment, every agent—like every human employee—carries a distinct identity. This allows security teams to write granular policies: for example, allowing a coding agent or sandbox to read a staging database while strictly preventing it from accessing production financial records. By integrating Mesh with the Cloudflare Developer Platform, including Workers, Workers VPC, and the Agents SDK, Cloudflare now offers the first end-to-end lifecycle for AI agents: Deploying private connectivity in minutes, not days: Cloudflare Mesh eliminates the complexity of cross-cloud networking, allowing developers to instantly bridge laptops, office hardware, and multi-cloud environments (AWS, GCP) into a single private fabric. Ensuring AI agents and infrastructure have secure access to private services: For the first time, organizations can create a cohesive network that is entirely walled off from the public Internet. By routing private IPs through Cloudflare’s massive global network, sensitive data—from cloud infrastructure to distributed devices and AI tools—remains encrypted, and invisible to external threats. Providing a full secure stack for AI agents: Cloudflare Mesh allows AI agents running on Cloudflare Workers to access entire private networks via Workers VPC bindings. Developers can now grant agents scoped access to private APIs and databases through simple code commands.お知らせ • Apr 14Cloudflare, Inc. to Report Q1, 2026 Results on May 07, 2026Cloudflare, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026財務状況分析短期負債: NET03の 短期資産 ( $4.7B ) が 短期負債 ( $2.4B ) を超えています。長期負債: NET03の短期資産 ( $4.7B ) が 長期負債 ( $2.2B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: NET03総負債よりも多くの現金を保有しています。負債の削減: NET03の負債対資本比率は、過去 5 年間で48.8%から214%に増加しました。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: 利益は出ていないものの、 NET03は現在のプラスの フリーキャッシュフロー レベルを維持すれば、3 年以上は十分な キャッシュランウェイ を有しています。キャッシュランウェイの予測: NET03は利益は出ていませんが、フリーキャッシュフローがプラスであり、年間56.7 % 増加しているため、3 年以上は十分なキャッシュランウェイがあります。健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 15:12終値2026/05/25 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cloudflare, Inc. 32 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。54 アナリスト機関Shrenik KothariBairdSaket KaliaBarclaysNithya BalasubramanianBernstein51 その他のアナリストを表示
お知らせ • May 21JLens Plans to Vote withhold on the Election of Select Cloudflare Board MembersOn May 20, 2026, JLens announced that Cloudflare, Inc. has a record of providing critical web services to high-threat sites that peddle violent extremism and terrorism, according to research from ADL (the Anti-Defamation League). JLens added that it plans to withhold on the election of select Cloudflare directors at the Company’s 2026 annual meeting based on what it views as a failure of Board oversight. According to JLens, Cloudflare’s continued service to high-risk customers, including websites associated with graphic violence, violent extremism, terrorism, and antisemitic hate, raises serious questions regarding whether the Board has implemented adequate controls to protect the Company and its shareholders from legal, regulatory, reputational, and operational risk.
お知らせ • May 10Cloudflare, Inc. Expects to Reduce Workforce by Approximately 20%On May 7, 2026, Cloudflare, Inc. announced a plan (the “Plan”) designed to further accelerate its evolution to an agentic AI-first operating model. As part of the Plan, the Company expects to reduce its current workforce by approximately 20%. The Company currently estimates that it will incur charges of between $140 million and $150 million in connection with the Plan, consisting primarily of cash expenditures for notice periods, severance payments, employee benefits and related costs of between $105 million and $110 million and non-cash expenses related to vesting of share-based awards of between $35 million and $40 million. The Company expects that the majority of the restructuring charges will be incurred in the second quarter of fiscal 2026, and that the execution of the Plan will be substantially complete by the end of the third quarter of fiscal 2026.
お知らせ • May 08Cloudflare, Inc. Provides Earnings Guidance for the Second Quarter and Fiscal Year 2026Cloudflare, Inc. provided earnings guidance for the second quarter of fiscal 2026. For the second quarter, the company expects total revenue of $664.0 million to $665.0 million. For the year, the company expects total revenue of $2,805.0 million to $2,813.0 million.
お知らせ • Apr 15Cloudflare, Inc. Launches Cloudflare MeshCloudflare, Inc. announced Cloudflare Mesh, the first private networking solution of its scale built for the rise of AI agents. By unifying AI agents, humans, and multicloud infrastructure into a single secure fabric, Cloudflare Mesh provides the networking backbone for organizations to build, deploy, and govern the next generation of AI applications. AI agents require deep access to private databases, internal APIs, and staging environments to be useful. Cloudflare Mesh represents a fundamental shift in how organizations manage AI. Beyond simple connectivity, Mesh serves as the foundation for agent identity. In a Mesh environment, every agent—like every human employee—carries a distinct identity. This allows security teams to write granular policies: for example, allowing a coding agent or sandbox to read a staging database while strictly preventing it from accessing production financial records. By integrating Mesh with the Cloudflare Developer Platform, including Workers, Workers VPC, and the Agents SDK, Cloudflare now offers the first end-to-end lifecycle for AI agents: Deploying private connectivity in minutes, not days: Cloudflare Mesh eliminates the complexity of cross-cloud networking, allowing developers to instantly bridge laptops, office hardware, and multi-cloud environments (AWS, GCP) into a single private fabric. Ensuring AI agents and infrastructure have secure access to private services: For the first time, organizations can create a cohesive network that is entirely walled off from the public Internet. By routing private IPs through Cloudflare’s massive global network, sensitive data—from cloud infrastructure to distributed devices and AI tools—remains encrypted, and invisible to external threats. Providing a full secure stack for AI agents: Cloudflare Mesh allows AI agents running on Cloudflare Workers to access entire private networks via Workers VPC bindings. Developers can now grant agents scoped access to private APIs and databases through simple code commands.
お知らせ • Apr 14Cloudflare, Inc. to Report Q1, 2026 Results on May 07, 2026Cloudflare, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026